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SARES-REGIS GROUP 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameSARES-REGIS GROUP 401(K) RETIREMENT PLAN
Plan identification number 001

SARES-REGIS GROUP 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

SARES REGIS OPERATING COMPANY, L.P. has sponsored the creation of one or more 401k plans.

Company Name:SARES REGIS OPERATING COMPANY, L.P.
Employer identification number (EIN):330550001
NAIC Classification:531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SARES-REGIS GROUP 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01LINDSEY SHERMAN2023-10-12
0012021-01-01LINDSEY SHERMAN2022-10-14
0012020-01-01TERRY LAMOTTE2021-10-14
0012019-01-01TERRY LAMOTTE2020-09-30
0012018-01-01TERRY LAMOTTE2019-10-14
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01TERRY LAMOTTE
0012013-01-01TERRY LAMOTTE
0012012-01-01TERRY LAMOTTE
0012011-01-01TERRY LAMOTTE
0012010-01-01TERRY LAMOTTE WILLIAM J THORMAHLEN2011-09-16
0012009-01-01TERRY LAMOTTE

Plan Statistics for SARES-REGIS GROUP 401(K) RETIREMENT PLAN

401k plan membership statisitcs for SARES-REGIS GROUP 401(K) RETIREMENT PLAN

Measure Date Value
2022: SARES-REGIS GROUP 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,208
Total number of active participants reported on line 7a of the Form 55002022-01-01862
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01298
Total of all active and inactive participants2022-01-011,160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,160
Number of participants with account balances2022-01-011,124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0150
2021: SARES-REGIS GROUP 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01981
Total number of active participants reported on line 7a of the Form 55002021-01-01999
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01194
Total of all active and inactive participants2021-01-011,193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,193
Number of participants with account balances2021-01-011,009
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0113
2020: SARES-REGIS GROUP 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01957
Total number of active participants reported on line 7a of the Form 55002020-01-01726
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01238
Total of all active and inactive participants2020-01-01964
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01964
Number of participants with account balances2020-01-01936
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0156
2019: SARES-REGIS GROUP 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01886
Total number of active participants reported on line 7a of the Form 55002019-01-01722
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01211
Total of all active and inactive participants2019-01-01933
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01933
Number of participants with account balances2019-01-01907
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0139
2018: SARES-REGIS GROUP 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01883
Total number of active participants reported on line 7a of the Form 55002018-01-01694
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01192
Total of all active and inactive participants2018-01-01886
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01886
Number of participants with account balances2018-01-01853
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0149
2017: SARES-REGIS GROUP 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01791
Total number of active participants reported on line 7a of the Form 55002017-01-01679
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01204
Total of all active and inactive participants2017-01-01883
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01883
Number of participants with account balances2017-01-01852
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0157
2016: SARES-REGIS GROUP 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01704
Total number of active participants reported on line 7a of the Form 55002016-01-01610
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01181
Total of all active and inactive participants2016-01-01791
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01791
Number of participants with account balances2016-01-01768
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0136
2015: SARES-REGIS GROUP 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01687
Total number of active participants reported on line 7a of the Form 55002015-01-01544
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01148
Total of all active and inactive participants2015-01-01692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01692
Number of participants with account balances2015-01-01673
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0128
2014: SARES-REGIS GROUP 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01674
Total number of active participants reported on line 7a of the Form 55002014-01-01553
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01123
Total of all active and inactive participants2014-01-01676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01676
Number of participants with account balances2014-01-01544
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: SARES-REGIS GROUP 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01599
Total number of active participants reported on line 7a of the Form 55002013-01-01546
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01113
Total of all active and inactive participants2013-01-01659
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01659
Number of participants with account balances2013-01-01485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0122
2012: SARES-REGIS GROUP 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01592
Total number of active participants reported on line 7a of the Form 55002012-01-01490
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01102
Total of all active and inactive participants2012-01-01592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01592
Number of participants with account balances2012-01-01401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: SARES-REGIS GROUP 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01634
Total number of active participants reported on line 7a of the Form 55002011-01-01472
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01117
Total of all active and inactive participants2011-01-01589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01589
Number of participants with account balances2011-01-01360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0118
2010: SARES-REGIS GROUP 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01679
Total number of active participants reported on line 7a of the Form 55002010-01-01505
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01125
Total of all active and inactive participants2010-01-01630
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01630
Number of participants with account balances2010-01-01418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0120
2009: SARES-REGIS GROUP 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01682
Total number of active participants reported on line 7a of the Form 55002009-01-01568
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01111
Total of all active and inactive participants2009-01-01679
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01679
Number of participants with account balances2009-01-01456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0112

Financial Data on SARES-REGIS GROUP 401(K) RETIREMENT PLAN

Measure Date Value
2022 : SARES-REGIS GROUP 401(K) RETIREMENT 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$0
Total income from all sources (including contributions)2022-12-31$-3,429,988
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,248,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,199,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,986,645
Value of total assets at end of year2022-12-31$62,465,882
Value of total assets at beginning of year2022-12-31$74,144,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$48,469
Total interest from all sources2022-12-31$54,753
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$160,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$160,069
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$5,563,602
Participant contributions at end of year2022-12-31$1,305,983
Participant contributions at beginning of year2022-12-31$1,045,146
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,198,632
Other income not declared elsewhere2022-12-31$10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-11,678,170
Value of net assets at end of year (total assets less liabilities)2022-12-31$62,465,882
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$74,144,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,470,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,837,883
Value of interest in pooled separate accounts at end of year2022-12-31$6,566,630
Value of interest in pooled separate accounts at beginning of year2022-12-31$9,805,521
Interest on participant loans2022-12-31$54,753
Value of interest in common/collective trusts at end of year2022-12-31$41,122,654
Value of interest in common/collective trusts at beginning of year2022-12-31$46,455,502
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,811,634
Net investment gain/loss from pooled separate accounts2022-12-31$-6,386,575
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$1,224,411
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,199,713
Contract administrator fees2022-12-31$48,469
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 name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : SARES-REGIS GROUP 401(K) RETIREMENT 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$16,772,125
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,313,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,276,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,305,669
Value of total assets at end of year2021-12-31$74,144,052
Value of total assets at beginning of year2021-12-31$62,685,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$36,679
Total interest from all sources2021-12-31$51,001
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$131,640
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$131,640
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$5,373,315
Participant contributions at end of year2021-12-31$1,045,146
Participant contributions at beginning of year2021-12-31$1,019,622
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$174,572
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$992,678
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$11,458,774
Value of net assets at end of year (total assets less liabilities)2021-12-31$74,144,052
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$62,685,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,837,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,198,733
Value of interest in pooled separate accounts at end of year2021-12-31$9,805,521
Value of interest in pooled separate accounts at beginning of year2021-12-31$7,844,424
Interest on participant loans2021-12-31$51,001
Value of interest in common/collective trusts at end of year2021-12-31$46,455,502
Value of interest in common/collective trusts at beginning of year2021-12-31$37,410,233
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,150,606
Net investment gain/loss from pooled separate accounts2021-12-31$4,574,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$939,676
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$37,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,276,672
Contract administrator fees2021-12-31$36,679
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 name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : SARES-REGIS GROUP 401(K) RETIREMENT 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$14,025,111
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,250,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,197,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,635,280
Value of total assets at end of year2020-12-31$62,685,278
Value of total assets at beginning of year2020-12-31$52,910,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$53,008
Total interest from all sources2020-12-31$48,738
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$140,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$140,394
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$4,988,696
Participant contributions at end of year2020-12-31$1,019,622
Participant contributions at beginning of year2020-12-31$1,026,926
Participant contributions at end of year2020-12-31$174,572
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$405,873
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$9,774,435
Value of net assets at end of year (total assets less liabilities)2020-12-31$62,685,278
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$52,910,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$16,198,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,730,066
Value of interest in pooled separate accounts at end of year2020-12-31$7,844,424
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,719,095
Interest on participant loans2020-12-31$48,738
Value of interest in common/collective trusts at end of year2020-12-31$37,410,233
Value of interest in common/collective trusts at beginning of year2020-12-31$30,434,756
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,218,938
Net investment gain/loss from pooled separate accounts2020-12-31$3,449,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,240,711
Employer contributions (assets) at end of year2020-12-31$37,694
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,197,668
Contract administrator fees2020-12-31$53,008
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 name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : SARES-REGIS GROUP 401(K) RETIREMENT 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$15,380,878
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,866,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,813,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,469,413
Value of total assets at end of year2019-12-31$52,910,843
Value of total assets at beginning of year2019-12-31$41,396,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$52,905
Total interest from all sources2019-12-31$52,767
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$169,633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$169,633
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$4,639,926
Participant contributions at end of year2019-12-31$1,026,926
Participant contributions at beginning of year2019-12-31$809,765
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$272
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$699,224
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$11,514,284
Value of net assets at end of year (total assets less liabilities)2019-12-31$52,910,843
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$41,396,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,730,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,603,281
Value of interest in pooled separate accounts at end of year2019-12-31$6,719,095
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,068,055
Interest on participant loans2019-12-31$52,767
Value of interest in common/collective trusts at end of year2019-12-31$30,434,756
Value of interest in common/collective trusts at beginning of year2019-12-31$23,915,186
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,681,720
Net investment gain/loss from pooled separate accounts2019-12-31$1,758,590
Net investment gain or loss from common/collective trusts2019-12-31$4,248,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,130,263
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,813,689
Contract administrator fees2019-12-31$52,905
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 name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
2018 : SARES-REGIS GROUP 401(K) RETIREMENT 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$2,327,696
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,450,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,405,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,775,032
Value of total assets at end of year2018-12-31$41,396,559
Value of total assets at beginning of year2018-12-31$43,519,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$44,883
Total interest from all sources2018-12-31$38,919
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$121,991
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$121,991
Administrative expenses professional fees incurred2018-12-31$12,250
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$3,840,973
Participant contributions at end of year2018-12-31$809,765
Participant contributions at beginning of year2018-12-31$704,463
Participant contributions at end of year2018-12-31$272
Participant contributions at beginning of year2018-12-31$319
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$311,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,123,129
Value of net assets at end of year (total assets less liabilities)2018-12-31$41,396,559
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$43,519,688
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$10,603,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,357,813
Value of interest in pooled separate accounts at end of year2018-12-31$6,068,055
Value of interest in pooled separate accounts at beginning of year2018-12-31$24,229,281
Interest on participant loans2018-12-31$38,919
Value of interest in common/collective trusts at end of year2018-12-31$23,915,186
Value of interest in common/collective trusts at beginning of year2018-12-31$6,227,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-971,953
Net investment gain/loss from pooled separate accounts2018-12-31$-754,566
Net investment gain or loss from common/collective trusts2018-12-31$-881,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$623,009
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,405,942
Contract administrator fees2018-12-31$32,633
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 name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : SARES-REGIS GROUP 401(K) RETIREMENT 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$10,158,739
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,948,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,909,687
Value of total corrective distributions2017-12-31$114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,266,596
Value of total assets at end of year2017-12-31$43,519,688
Value of total assets at beginning of year2017-12-31$35,309,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$38,487
Total interest from all sources2017-12-31$28,782
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$130,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$130,232
Administrative expenses professional fees incurred2017-12-31$17,583
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$3,374,603
Participant contributions at end of year2017-12-31$704,463
Participant contributions at beginning of year2017-12-31$580,214
Participant contributions at end of year2017-12-31$319
Participant contributions at beginning of year2017-12-31$1,000
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$118,527
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$1,260
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$8,210,451
Value of net assets at end of year (total assets less liabilities)2017-12-31$43,519,688
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$35,309,237
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$12,357,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,857,122
Value of interest in pooled separate accounts at end of year2017-12-31$24,229,281
Value of interest in pooled separate accounts at beginning of year2017-12-31$17,821,536
Interest on participant loans2017-12-31$28,782
Value of interest in common/collective trusts at end of year2017-12-31$6,227,812
Value of interest in common/collective trusts at beginning of year2017-12-31$6,036,454
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,848,491
Net investment gain/loss from pooled separate accounts2017-12-31$3,799,144
Net investment gain or loss from common/collective trusts2017-12-31$85,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$773,466
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$12,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,908,427
Contract administrator fees2017-12-31$20,904
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 name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : SARES-REGIS GROUP 401(K) RETIREMENT 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$6,450,694
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,309,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,273,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,111,438
Value of total assets at end of year2016-12-31$35,309,237
Value of total assets at beginning of year2016-12-31$31,167,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$35,835
Total interest from all sources2016-12-31$24,763
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
Administrative expenses professional fees incurred2016-12-31$11,769
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$2,898,850
Participant contributions at end of year2016-12-31$580,214
Participant contributions at beginning of year2016-12-31$639,221
Participant contributions at end of year2016-12-31$1,000
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$546,467
Administrative expenses (other) incurred2016-12-31$24,066
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,141,478
Value of net assets at end of year (total assets less liabilities)2016-12-31$35,309,237
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$31,167,759
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$10,857,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,330,271
Value of interest in pooled separate accounts at end of year2016-12-31$17,821,536
Value of interest in pooled separate accounts at beginning of year2016-12-31$14,350,746
Interest on participant loans2016-12-31$24,763
Value of interest in common/collective trusts at end of year2016-12-31$6,036,454
Value of interest in common/collective trusts at beginning of year2016-12-31$5,832,707
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,076,713
Net investment gain/loss from pooled separate accounts2016-12-31$1,156,432
Net investment gain or loss from common/collective trusts2016-12-31$81,348
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$666,121
Employer contributions (assets) at end of year2016-12-31$12,911
Employer contributions (assets) at beginning of year2016-12-31$14,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,273,381
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 name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : SARES-REGIS GROUP 401(K) RETIREMENT 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$3,577,023
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,064,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,998,607
Value of total corrective distributions2015-12-31$28,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,389,586
Value of total assets at end of year2015-12-31$31,167,759
Value of total assets at beginning of year2015-12-31$29,654,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$36,759
Total interest from all sources2015-12-31$30,795
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$117,011
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$117,011
Administrative expenses professional fees incurred2015-12-31$6,176
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$2,509,556
Participant contributions at end of year2015-12-31$639,221
Participant contributions at beginning of year2015-12-31$605,536
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$337,543
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$1,512,845
Value of net assets at end of year (total assets less liabilities)2015-12-31$31,167,759
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$29,654,914
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$10,330,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest in pooled separate accounts at end of year2015-12-31$14,350,746
Value of interest in pooled separate accounts at beginning of year2015-12-31$29,010,889
Interest on participant loans2015-12-31$30,795
Value of interest in common/collective trusts at end of year2015-12-31$5,832,707
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$38,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$38,489
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-167,630
Net investment gain/loss from pooled separate accounts2015-12-31$146,222
Net investment gain or loss from common/collective trusts2015-12-31$61,039
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$542,487
Employer contributions (assets) at end of year2015-12-31$14,814
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,998,607
Contract administrator fees2015-12-31$30,583
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 name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : SARES-REGIS GROUP 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,275,489
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,474,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,370,324
Value of total corrective distributions2014-12-31$73,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,802,009
Value of total assets at end of year2014-12-31$29,654,914
Value of total assets at beginning of year2014-12-31$28,854,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$31,403
Total interest from all sources2014-12-31$25,906
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$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,157,759
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$75,254
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$75,660
Assets. Loans (other than to participants) at end of year2014-12-31$605,536
Assets. Loans (other than to participants) at beginning of year2014-12-31$509,763
Administrative expenses (other) incurred2014-12-31$31,403
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$800,711
Value of net assets at end of year (total assets less liabilities)2014-12-31$29,654,914
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$28,854,203
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$29,010,889
Value of interest in pooled separate accounts at beginning of year2014-12-31$28,239,523
Interest on participant loans2014-12-31$25,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$38,489
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$12,428
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$12,428
Net investment gain/loss from pooled separate accounts2014-12-31$1,447,574
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$568,590
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$17,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,370,324
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 name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : SARES-REGIS GROUP 401(K) RETIREMENT 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$6,502,232
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,127,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,039,327
Value of total corrective distributions2013-12-31$58,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,342,127
Value of total assets at end of year2013-12-31$28,854,203
Value of total assets at beginning of year2013-12-31$23,479,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$30,169
Total interest from all sources2013-12-31$25,795
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$500,000
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$1,748,443
Participant contributions at end of year2013-12-31$75,254
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$268,812
Assets. Loans (other than to participants) at end of year2013-12-31$509,763
Assets. Loans (other than to participants) at beginning of year2013-12-31$592,968
Administrative expenses (other) incurred2013-12-31$30,169
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$5,374,655
Value of net assets at end of year (total assets less liabilities)2013-12-31$28,854,203
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$23,479,548
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$28,239,523
Value of interest in pooled separate accounts at beginning of year2013-12-31$22,728,509
Interest on participant loans2013-12-31$25,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$12,428
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$158,071
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$158,071
Net investment gain/loss from pooled separate accounts2013-12-31$4,134,310
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$324,872
Employer contributions (assets) at end of year2013-12-31$17,235
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,039,327
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 name2013-12-31FRATALLI & SALEM LLP
Accountancy firm EIN2013-12-31954817546
2012 : SARES-REGIS GROUP 401(K) RETIREMENT 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$4,533,526
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,253,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,170,844
Value of total corrective distributions2012-12-31$51,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,153,988
Value of total assets at end of year2012-12-31$23,479,548
Value of total assets at beginning of year2012-12-31$20,199,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$31,092
Total interest from all sources2012-12-31$27,675
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$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,513,721
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$251,789
Assets. Loans (other than to participants) at end of year2012-12-31$592,968
Assets. Loans (other than to participants) at beginning of year2012-12-31$596,453
Administrative expenses (other) incurred2012-12-31$31,092
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$3,279,635
Value of net assets at end of year (total assets less liabilities)2012-12-31$23,479,548
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$20,199,913
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$22,728,509
Value of interest in pooled separate accounts at beginning of year2012-12-31$19,442,287
Interest on participant loans2012-12-31$27,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$158,071
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$161,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$161,173
Net investment gain/loss from pooled separate accounts2012-12-31$2,351,863
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$388,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,170,844
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 name2012-12-31FRATALLI & SALEM LLP
Accountancy firm EIN2012-12-31954817546
2011 : SARES-REGIS GROUP 401(K) RETIREMENT 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$967,949
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,444,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,329,327
Value of total corrective distributions2011-12-31$92,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,357,786
Value of total assets at end of year2011-12-31$20,199,913
Value of total assets at beginning of year2011-12-31$20,676,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$22,750
Total interest from all sources2011-12-31$29,545
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$500,000
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$1,312,306
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$45,480
Assets. Loans (other than to participants) at end of year2011-12-31$596,453
Assets. Loans (other than to participants) at beginning of year2011-12-31$587,465
Administrative expenses (other) incurred2011-12-31$22,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-476,692
Value of net assets at end of year (total assets less liabilities)2011-12-31$20,199,913
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$20,676,605
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$19,442,287
Value of interest in pooled separate accounts at beginning of year2011-12-31$19,933,852
Interest on participant loans2011-12-31$29,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$161,173
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$155,288
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$155,288
Net investment gain/loss from pooled separate accounts2011-12-31$-419,382
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,329,327
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 name2011-12-31FRATALLI & SALEM LLP
Accountancy firm EIN2011-12-31954817546
2010 : SARES-REGIS GROUP 401(K) RETIREMENT 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$3,594,002
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,404,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,289,678
Value of total corrective distributions2010-12-31$90,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,540,476
Value of total assets at end of year2010-12-31$20,676,605
Value of total assets at beginning of year2010-12-31$18,487,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$24,545
Total interest from all sources2010-12-31$30,350
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$500,000
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$1,462,309
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$78,167
Assets. Loans (other than to participants) at end of year2010-12-31$587,465
Assets. Loans (other than to participants) at beginning of year2010-12-31$536,065
Administrative expenses (other) incurred2010-12-31$21,351
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$2,189,559
Value of net assets at end of year (total assets less liabilities)2010-12-31$20,676,605
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$18,487,046
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$19,933,852
Value of interest in pooled separate accounts at beginning of year2010-12-31$17,817,808
Interest on participant loans2010-12-31$30,350
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$155,288
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$133,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$133,173
Net investment gain/loss from pooled separate accounts2010-12-31$2,023,176
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,289,678
Contract administrator fees2010-12-31$3,194
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 name2010-12-31FRATALLI & SALEM LLP
Accountancy firm EIN2010-12-31954817546
2009 : SARES-REGIS GROUP 401(K) RETIREMENT 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

Form 5500 Responses for SARES-REGIS GROUP 401(K) RETIREMENT PLAN

2022: SARES-REGIS GROUP 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SARES-REGIS GROUP 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SARES-REGIS GROUP 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SARES-REGIS GROUP 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SARES-REGIS GROUP 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SARES-REGIS GROUP 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SARES-REGIS GROUP 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SARES-REGIS GROUP 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SARES-REGIS GROUP 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SARES-REGIS GROUP 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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: SARES-REGIS GROUP 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SARES-REGIS GROUP 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle 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
2010: SARES-REGIS GROUP 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SARES-REGIS GROUP 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle 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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number715556
Policy instance 1
Insurance contract or identification number715556
Number of Individuals Covered1166
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,032
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3032
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number715556
Policy instance 1
Insurance contract or identification number715556
Number of Individuals Covered1030
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,173
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3173
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number715556
Policy instance 1
Insurance contract or identification number715556
Number of Individuals Covered969
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,830
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2830
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number715556
Policy instance 1
Insurance contract or identification number715556
Number of Individuals Covered935
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,722
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3722
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number715556
Policy instance 1
Insurance contract or identification number715556
Number of Individuals Covered895
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,680
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees7680
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number715556
Policy instance 1
Insurance contract or identification number715556
Number of Individuals Covered945
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,162
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees10162
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker namePENSION BENEFITS UNLIMITED, INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number715556
Policy instance 1
Insurance contract or identification number715556
Number of Individuals Covered700
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,597
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees12597
Additional information about fees paid to insurance brokerREFERRAL SERVICE FEE
Insurance broker organization code?3
Insurance broker namePENSION BENEFITS UNLIMITED, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58322
Policy instance 1
Insurance contract or identification number58322
Number of Individuals Covered544
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $44,255
Total amount of fees paid to insurance companyUSD $29,946
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees22916
Additional information about fees paid to insurance brokerADMINISTRATION, DISTRIBUTION, LOAN PROCESSING, MARKETING ALLOWANCE
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $18,524
Insurance broker nameFRATTALI AND SALEM LLP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58322
Policy instance 1
Insurance contract or identification number58322
Number of Individuals Covered485
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $51,498
Total amount of fees paid to insurance companyUSD $5,565
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $51,498
Insurance broker organization code?3
Amount paid for insurance broker fees5565
Additional information about fees paid to insurance brokerADMINISTRATION, DISTRIBUTION, LOAN PROCESSING
Insurance broker namePENSION BENEFITS UNLIMTED, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58322
Policy instance 1
Insurance contract or identification number58322
Number of Individuals Covered401
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $43,508
Total amount of fees paid to insurance companyUSD $19,515
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $43,508
Insurance broker organization code?3
Amount paid for insurance broker fees19515
Additional information about fees paid to insurance brokerADMINISTRATION, DISTRIBUTION, LOAN PROCESSING
Insurance broker namePENSION BENEFITS UNLIMTED, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58322
Policy instance 1
Insurance contract or identification number58322
Number of Individuals Covered360
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $41,624
Total amount of fees paid to insurance companyUSD $20,009
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58322
Policy instance 1
Insurance contract or identification number58322
Number of Individuals Covered418
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $59,106
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,665
Insurance broker organization code?3
Insurance broker namePENSION BENEFITS UNLIMTED, INC.

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