NORTHSTAR TITLE SERVICES, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NORTHSTAR TITLE SERVICES 401K PLAN
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
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001 | 2021-01-01 | ERIC QUELLA | 2021-07-15 | | |
001 | 2020-01-01 | ERIC QUELLA | 2021-07-02 | | |
001 | 2019-01-01 | JESSICA MARSON | 2020-07-01 | | |
001 | 2018-01-01 | RICAHRD D AREDDY JR. | 2019-08-09 | RICHARD D AREDDY JR | 2019-08-09 |
001 | 2017-01-01 | RICHARD AREDDY JR. | 2018-06-21 | RICHARD AREDDY JR. | 2018-06-21 |
001 | 2016-01-01 | RICHARD D. AREDDY JR. | 2017-06-20 | RICHARD D. AREDDY | 2017-06-20 |
001 | 2015-01-01 | DEBRA ENGLER | 2016-06-14 | RICAHRD AREDDY | 2016-06-14 |
001 | 2014-01-01 | RICAHRD AREDDY JR | | | |
001 | 2013-01-01 | CLAUDETTE AREDDY | | | |
001 | 2012-01-01 | CLAUDETTE AREDDY | | | |
001 | 2011-01-01 | CLAUDETTE AREDDY | | RICHARD AREDDY | 2012-07-25 |
001 | 2010-01-01 | RICHARD D. AREDDY, JR., TRUSTEE | 2011-03-24 | RICHARD D. AREDDY, JR., TRUSTEE | 2011-03-24 |
001 | 2009-01-01 | RICHARD D. AREDDY, JR., TRUSTEE | | RICHARD D. AREDDY, JR., TRUSTEE | 2010-06-23 |
001 | 2009-01-01 | RICHARD S. AREDDY,JR,TRUSTEE | | RICHARD D. AREDDY, JR., TRUSTEE | 2010-06-23 |
001 | 2009-01-01 | RICHARD S. AREDDY,JR,TRUSTEE | | RICHARD D. AREDDY, JR., TRUSTEE | 2010-06-23 |
001 | 2009-01-01 | RICHARD D. AREDDY, JR., TRUSTEE | | RICHARD D. AREDDY, JR., TRUSTEE | 2010-06-23 |
001 | 2009-01-01 | | | | |
001 | 2009-01-01 | RICHARD D. AREDDY, JR., TRUSTEE | | RICHARD D. AREDDY, JR., TRUSTEE | 2010-06-23 |
Measure | Date | Value |
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2014: NORTHSTAR TITLE SERVICES 401K PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 4 |
Total of all active and inactive participants | 2014-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 16 |
Number of participants with account balances | 2014-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: NORTHSTAR TITLE SERVICES 401K PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 4 |
Total of all active and inactive participants | 2013-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 15 |
Number of participants with account balances | 2013-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: NORTHSTAR TITLE SERVICES 401K PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 13 |
Number of participants with account balances | 2012-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: NORTHSTAR TITLE SERVICES 401K PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 10 |
Number of participants with account balances | 2011-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: NORTHSTAR TITLE SERVICES 401K PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 12 |
Number of participants with account balances | 2009-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2014 : NORTHSTAR TITLE SERVICES 401K PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $130 |
Total income from all sources | 2014-12-31 | $150,902 |
Expenses. Total of all expenses incurred | 2014-12-31 | $556 |
Benefits paid (including direct rollovers) | 2014-12-31 | $532 |
Total plan assets at end of year | 2014-12-31 | $1,534,718 |
Total plan assets at beginning of year | 2014-12-31 | $1,384,242 |
Total contributions received or receivable from participants | 2014-12-31 | $61,000 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $24 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $691 |
Other income received | 2014-12-31 | $66,246 |
Net income (gross income less expenses) | 2014-12-31 | $150,346 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,534,718 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,384,242 |
Assets. Value of participant loans | 2014-12-31 | $1,311 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $22,965 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
2013 : NORTHSTAR TITLE SERVICES 401K PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $280,093 |
Expenses. Total of all expenses incurred | 2013-12-31 | $20,600 |
Benefits paid (including direct rollovers) | 2013-12-31 | $20,576 |
Total plan assets at end of year | 2013-12-31 | $1,384,242 |
Total plan assets at beginning of year | 2013-12-31 | $1,124,749 |
Total contributions received or receivable from participants | 2013-12-31 | $77,357 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $24 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $176,901 |
Net income (gross income less expenses) | 2013-12-31 | $259,493 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,384,242 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,124,749 |
Assets. Value of participant loans | 2013-12-31 | $16,265 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $25,835 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
2012 : NORTHSTAR TITLE SERVICES 401K PLAN 2012 401k financial data |
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Transfers to/from the plan | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $199,257 |
Expenses. Total of all expenses incurred | 2012-12-31 | $24 |
Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
Total plan assets at end of year | 2012-12-31 | $1,124,749 |
Total plan assets at beginning of year | 2012-12-31 | $925,516 |
Total contributions received or receivable from participants | 2012-12-31 | $67,340 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $24 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $107,090 |
Net income (gross income less expenses) | 2012-12-31 | $199,233 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,124,749 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $925,516 |
Assets. Value of participant loans | 2012-12-31 | $32,464 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $24,827 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
2011 : NORTHSTAR TITLE SERVICES 401K PLAN 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $70,818 |
Expenses. Total of all expenses incurred | 2011-12-31 | $61,447 |
Benefits paid (including direct rollovers) | 2011-12-31 | $58,532 |
Total plan assets at end of year | 2011-12-31 | $925,516 |
Total plan assets at beginning of year | 2011-12-31 | $916,145 |
Value of fidelity bond covering the plan | 2011-12-31 | $90,000 |
Total contributions received or receivable from participants | 2011-12-31 | $54,804 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $2,915 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-4,644 |
Net income (gross income less expenses) | 2011-12-31 | $9,371 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $925,516 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $916,145 |
Assets. Value of participant loans | 2011-12-31 | $48,360 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $20,658 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
2009 : NORTHSTAR TITLE SERVICES 401K PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2014: NORTHSTAR TITLE SERVICES 401K PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2013: NORTHSTAR TITLE SERVICES 401K PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2012: NORTHSTAR TITLE SERVICES 401K PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2011: NORTHSTAR TITLE SERVICES 401K PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2009: NORTHSTAR TITLE SERVICES 401K PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-826002 |
Policy instance | 1 |
Insurance contract or identification number | GA-826002 | Number of Individuals Covered | 16 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $5,612 | Total amount of fees paid to insurance company | USD $562 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $5,612 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 562 | Additional information about fees paid to insurance broker | SALES/MARKETING | Insurance broker name | MERRILL LYNCH, PIERCE, FENNER & |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-826002 |
Policy instance | 1 |
Insurance contract or identification number | GA-826002 | Number of Individuals Covered | 15 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $4,619 | Total amount of fees paid to insurance company | USD $460 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $4,619 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 460 | Additional information about fees paid to insurance broker | SALES/MARKETING | Insurance broker name | MERRILL LYNCH PIERCE FENNER SMITH I |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-826002 |
Policy instance | 1 |
Insurance contract or identification number | GA-826002 | Number of Individuals Covered | 12 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $2,122 | Total amount of fees paid to insurance company | USD $377 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $2,122 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 377 | Additional information about fees paid to insurance broker | SALES/MARKETING | Insurance broker name | MERRILL LYNCH PIERCE FENNER SMITH I |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-826002 |
Policy instance | 1 |
Insurance contract or identification number | GA-826002 | Number of Individuals Covered | 10 | Insurance policy start date | 2011-04-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $7,229 | Total amount of fees paid to insurance company | USD $193 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | RM 83472-1 |
Policy instance | 2 |
Insurance contract or identification number | RM 83472-1 | Number of Individuals Covered | 0 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-04-05 | Total amount of commissions paid to insurance broker | USD $1,587 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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