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CVI RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameCVI RETIREMENT SAVINGS PLAN
Plan identification number 001

CVI RETIREMENT SAVINGS 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COMMUNITY VILLAGE, INC. DBA HARTSFIELD VILLAGE has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY VILLAGE, INC. DBA HARTSFIELD VILLAGE
Employer identification number (EIN):351956395
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CVI RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LESLIE DARROW
0012016-01-01
0012015-01-01
0012014-01-01LESLIE DARROW
0012013-01-01LESLIE DARROW
0012012-01-01TIMOTHY NIX
0012011-01-01TIMOTHY NIX
0012010-01-01TIMOTHY NIX
0012009-01-01TIMOTHY NIX
0012009-01-01TIMOTHY NIX
0012009-01-01TIMOTHY NIX

Plan Statistics for CVI RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for CVI RETIREMENT SAVINGS PLAN

Measure Date Value
2022: CVI RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01359
Total number of active participants reported on line 7a of the Form 55002022-01-01272
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01103
Total of all active and inactive participants2022-01-01378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01379
Number of participants with account balances2022-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CVI RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01353
Total number of active participants reported on line 7a of the Form 55002021-01-01259
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0198
Total of all active and inactive participants2021-01-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01359
Number of participants with account balances2021-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CVI RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01393
Total number of active participants reported on line 7a of the Form 55002020-01-01253
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0199
Total of all active and inactive participants2020-01-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01353
Number of participants with account balances2020-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CVI RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01376
Total number of active participants reported on line 7a of the Form 55002019-01-01288
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01103
Total of all active and inactive participants2019-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01393
Number of participants with account balances2019-01-01326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CVI RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01357
Total number of active participants reported on line 7a of the Form 55002018-01-01273
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-0185
Total of all active and inactive participants2018-01-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01364
Number of participants with account balances2018-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: CVI RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01284
Total number of active participants reported on line 7a of the Form 55002017-01-01289
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0153
Total of all active and inactive participants2017-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01343
Number of participants with account balances2017-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CVI RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01276
Total number of active participants reported on line 7a of the Form 55002016-01-01263
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0121
Total of all active and inactive participants2016-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01284
Number of participants with account balances2016-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: CVI RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01366
Total number of active participants reported on line 7a of the Form 55002015-01-01260
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0115
Total of all active and inactive participants2015-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01276
Number of participants with account balances2015-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: CVI RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01373
Total number of active participants reported on line 7a of the Form 55002014-01-01241
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0154
Total of all active and inactive participants2014-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01295
Number of participants with account balances2014-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: CVI RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01358
Total number of active participants reported on line 7a of the Form 55002013-01-01274
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0152
Total of all active and inactive participants2013-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01326
Number of participants with account balances2013-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: CVI RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01451
Total number of active participants reported on line 7a of the Form 55002012-01-01291
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0145
Total of all active and inactive participants2012-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01339
Number of participants with account balances2012-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: CVI RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01339
Total number of active participants reported on line 7a of the Form 55002011-01-01309
Number of retired or separated participants receiving benefits2011-01-017
Number of other retired or separated participants entitled to future benefits2011-01-0127
Total of all active and inactive participants2011-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01343
Number of participants with account balances2011-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: CVI RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01331
Total number of active participants reported on line 7a of the Form 55002010-01-01307
Number of retired or separated participants receiving benefits2010-01-017
Number of other retired or separated participants entitled to future benefits2010-01-0120
Total of all active and inactive participants2010-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01334
Number of participants with account balances2010-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: CVI RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01291
Total number of active participants reported on line 7a of the Form 55002009-01-01287
Number of retired or separated participants receiving benefits2009-01-018
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01312
Number of participants with account balances2009-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016
Number of employers contributing to the scheme2009-01-010

Financial Data on CVI RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : CVI RETIREMENT SAVINGS 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$0
Total income from all sources (including contributions)2022-12-31$-109,367
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$767,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$752,059
Expenses. Certain deemed distributions of participant loans2022-12-31$2,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$705,002
Value of total assets at end of year2022-12-31$4,978,432
Value of total assets at beginning of year2022-12-31$5,855,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$12,798
Total interest from all sources2022-12-31$12,919
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$204,903
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$204,903
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$459,458
Participant contributions at end of year2022-12-31$45,779
Participant contributions at beginning of year2022-12-31$50,594
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$26,059
Other income not declared elsewhere2022-12-31$3,301
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-877,206
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,978,432
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,855,638
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
Investment advisory and management fees2022-12-31$2,999
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,281,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,267,992
Interest on participant loans2022-12-31$2,437
Interest earned on other investments2022-12-31$10,482
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$651,472
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$537,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,035,492
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$219,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$752,059
Contract administrator fees2022-12-31$9,799
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 name2022-12-31SWARTZ, RETSON & CO. P.C.
Accountancy firm EIN2022-12-31351509921
2021 : CVI RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,257,537
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$310,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$286,076
Expenses. Certain deemed distributions of participant loans2021-12-31$7,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$707,091
Value of total assets at end of year2021-12-31$5,855,638
Value of total assets at beginning of year2021-12-31$4,908,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$16,717
Total interest from all sources2021-12-31$10,240
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$162,953
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$162,953
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$436,284
Participant contributions at end of year2021-12-31$50,594
Participant contributions at beginning of year2021-12-31$59,223
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$56,015
Other income not declared elsewhere2021-12-31$3,157
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$946,766
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,855,638
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,908,872
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$2,375
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,267,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,367,234
Interest on participant loans2021-12-31$2,757
Interest earned on other investments2021-12-31$7,483
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$537,052
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$482,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$374,096
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$214,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$286,076
Contract administrator fees2021-12-31$14,342
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 name2021-12-31SWARTZ, RETSON & CO. P.C.
Accountancy firm EIN2021-12-31351509921
2020 : CVI RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,208,990
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$424,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$396,237
Expenses. Certain deemed distributions of participant loans2020-12-31$8,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$638,149
Value of total assets at end of year2020-12-31$4,908,872
Value of total assets at beginning of year2020-12-31$4,124,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$19,007
Total interest from all sources2020-12-31$12,054
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$103,177
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$103,177
Administrative expenses professional fees incurred2020-12-31$2,460
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$427,940
Participant contributions at end of year2020-12-31$59,223
Participant contributions at beginning of year2020-12-31$66,580
Other income not declared elsewhere2020-12-31$3,435
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$784,755
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,908,872
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,124,117
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$4,367,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,615,056
Interest on participant loans2020-12-31$3,514
Interest earned on other investments2020-12-31$8,540
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$482,415
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$442,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$452,175
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$210,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$396,237
Contract administrator fees2020-12-31$16,547
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 name2020-12-31SWARTZ, RETSON & CO. P.C.
Accountancy firm EIN2020-12-31351509921
2019 : CVI RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,315,164
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$242,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$218,403
Expenses. Certain deemed distributions of participant loans2019-12-31$2,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$696,644
Value of total assets at end of year2019-12-31$4,124,117
Value of total assets at beginning of year2019-12-31$3,051,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$21,324
Total interest from all sources2019-12-31$10,500
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$94,016
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$94,016
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$424,049
Participant contributions at end of year2019-12-31$66,580
Participant contributions at beginning of year2019-12-31$54,810
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$89,123
Other income not declared elsewhere2019-12-31$3,320
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$1,072,588
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,124,117
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,051,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$4,506
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,615,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,798,678
Interest on participant loans2019-12-31$3,139
Interest earned on other investments2019-12-31$7,361
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$442,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$198,041
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$510,684
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$183,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$218,403
Contract administrator fees2019-12-31$16,818
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 name2019-12-31SWARTZ, RETSON & CO. P.C.
Accountancy firm EIN2019-12-31351509921
2018 : CVI RETIREMENT SAVINGS 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$553,779
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$106,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$91,831
Expenses. Certain deemed distributions of participant loans2018-12-31$-131
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$705,341
Value of total assets at end of year2018-12-31$3,051,529
Value of total assets at beginning of year2018-12-31$2,603,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$14,348
Total interest from all sources2018-12-31$5,844
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$72,923
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$72,923
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$349,189
Participant contributions at end of year2018-12-31$54,810
Participant contributions at beginning of year2018-12-31$25,845
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$196,489
Other income not declared elsewhere2018-12-31$2,557
Administrative expenses (other) incurred2018-12-31$1,888
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$447,731
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,051,529
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,603,798
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$2,798,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,475,509
Interest on participant loans2018-12-31$1,754
Interest earned on other investments2018-12-31$4,090
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$198,041
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$102,444
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-232,886
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$159,663
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$91,831
Contract administrator fees2018-12-31$12,460
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 name2018-12-31SWARTZ, RETSON & CO. P.C.
Accountancy firm EIN2018-12-31351509921
2017 : CVI RETIREMENT SAVINGS 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$751,895
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$169,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$154,884
Expenses. Certain deemed distributions of participant loans2017-12-31$3,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$432,321
Value of total assets at end of year2017-12-31$2,603,798
Value of total assets at beginning of year2017-12-31$2,021,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,035
Total interest from all sources2017-12-31$2,492
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$52,685
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$52,685
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$275,696
Participant contributions at end of year2017-12-31$25,845
Participant contributions at beginning of year2017-12-31$11,294
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$-645
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$27,124
Other income not declared elsewhere2017-12-31$1,507
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$582,523
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,603,798
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,021,275
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$2,475,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,010,791
Interest on participant loans2017-12-31$565
Interest earned on other investments2017-12-31$1,927
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$102,444
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$262,890
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$129,501
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$-165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$154,884
Contract administrator fees2017-12-31$11,035
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 name2017-12-31SWARTZ, RETSON & CO. P.C.
Accountancy firm EIN2017-12-31351509921
2016 : CVI RETIREMENT SAVINGS 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$523,160
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$418,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$416,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$402,192
Value of total assets at end of year2016-12-31$2,021,275
Value of total assets at beginning of year2016-12-31$1,916,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,514
Total interest from all sources2016-12-31$179
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$37,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$37,395
Administrative expenses professional fees incurred2016-12-31$2,514
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$194,119
Participant contributions at end of year2016-12-31$11,294
Participant contributions at beginning of year2016-12-31$0
Participant contributions at end of year2016-12-31$-645
Participant contributions at beginning of year2016-12-31$-645
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$102,387
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$104,488
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,021,275
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,916,787
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$2,010,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,917,597
Interest on participant loans2016-12-31$179
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$83,394
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$105,686
Employer contributions (assets) at end of year2016-12-31$-165
Employer contributions (assets) at beginning of year2016-12-31$-165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$416,158
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SWARTZ, RETSON & CO. LLC
Accountancy firm EIN2016-12-31351509921
2015 : CVI RETIREMENT SAVINGS 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$260,381
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$764,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$761,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$267,002
Value of total assets at end of year2015-12-31$1,916,787
Value of total assets at beginning of year2015-12-31$2,420,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,078
Total interest from all sources2015-12-31$60
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$3,078
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$186,857
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$3,136
Participant contributions at end of year2015-12-31$-645
Participant contributions at beginning of year2015-12-31$-645
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$4,252
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-504,058
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,916,787
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,420,845
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$1,917,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,418,519
Interest on participant loans2015-12-31$60
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-6,681
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$75,893
Employer contributions (assets) at end of year2015-12-31$-165
Employer contributions (assets) at beginning of year2015-12-31$-165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$761,361
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 name2015-12-31SWARTZ, RETSON & CO. P.C.
Accountancy firm EIN2015-12-31351509921
2014 : CVI RETIREMENT SAVINGS 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$374,511
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$718,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$716,870
Value of total corrective distributions2014-12-31$679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$212,876
Value of total assets at end of year2014-12-31$2,420,845
Value of total assets at beginning of year2014-12-31$2,765,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,400
Total interest from all sources2014-12-31$113
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
Administrative expenses professional fees incurred2014-12-31$1,400
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$162,270
Participant contributions at end of year2014-12-31$3,136
Participant contributions at beginning of year2014-12-31$7,123
Participant contributions at end of year2014-12-31$-645
Participant contributions at beginning of year2014-12-31$6,657
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,947
Other income not declared elsewhere2014-12-31$190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-344,438
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,420,845
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,765,283
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$2,418,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,749,024
Interest on participant loans2014-12-31$113
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$161,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$46,659
Employer contributions (assets) at end of year2014-12-31$-165
Employer contributions (assets) at beginning of year2014-12-31$2,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$716,870
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 name2014-12-31SWARTZ, RETSON & CO. P.C.
Accountancy firm EIN2014-12-31351509921
2013 : CVI RETIREMENT SAVINGS 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$680,563
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$103,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$100,449
Value of total corrective distributions2013-12-31$2,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$235,422
Value of total assets at end of year2013-12-31$2,765,283
Value of total assets at beginning of year2013-12-31$2,188,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,071
Total interest from all sources2013-12-31$161,901
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$283,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$283,240
Administrative expenses professional fees incurred2013-12-31$1,071
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$173,510
Participant contributions at end of year2013-12-31$7,123
Participant contributions at beginning of year2013-12-31$7,817
Participant contributions at end of year2013-12-31$6,657
Participant contributions at beginning of year2013-12-31$6,539
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,842
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$576,824
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,765,283
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,188,459
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$2,749,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,171,702
Interest on participant loans2013-12-31$162
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$161,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$60,070
Employer contributions (assets) at end of year2013-12-31$2,479
Employer contributions (assets) at beginning of year2013-12-31$2,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$100,449
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 name2013-12-31SWARTZ, RETSON & CO. P.C.
Accountancy firm EIN2013-12-31351509921
2012 : CVI RETIREMENT SAVINGS 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$454,355
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$86,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$85,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$232,633
Value of total assets at end of year2012-12-31$2,188,459
Value of total assets at beginning of year2012-12-31$1,820,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$450
Total interest from all sources2012-12-31$49,195
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$169,406
Participant contributions at end of year2012-12-31$7,817
Participant contributions at beginning of year2012-12-31$4,330
Participant contributions at end of year2012-12-31$6,539
Participant contributions at beginning of year2012-12-31$12,991
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$45
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$367,990
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,188,459
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,820,469
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
Investment advisory and management fees2012-12-31$450
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,171,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,798,246
Interest on participant loans2012-12-31$186
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$49,009
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$172,527
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$63,182
Employer contributions (assets) at end of year2012-12-31$2,401
Employer contributions (assets) at beginning of year2012-12-31$4,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$85,915
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 name2012-12-31SWARTZ, RETSON & CO. P.C.
Accountancy firm EIN2012-12-31351509921
2011 : CVI RETIREMENT SAVINGS 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$177,743
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$60,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$59,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$225,054
Value of total assets at end of year2011-12-31$1,820,469
Value of total assets at beginning of year2011-12-31$1,703,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$500
Total interest from all sources2011-12-31$57,922
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$162,932
Participant contributions at end of year2011-12-31$4,330
Participant contributions at beginning of year2011-12-31$2,696
Participant contributions at end of year2011-12-31$12,991
Participant contributions at beginning of year2011-12-31$5,611
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$117,263
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,820,469
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,703,206
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$1,798,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,692,921
Interest on participant loans2011-12-31$99
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$57,823
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-105,233
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$62,122
Employer contributions (assets) at end of year2011-12-31$4,902
Employer contributions (assets) at beginning of year2011-12-31$1,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$59,980
Contract administrator fees2011-12-31$500
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 name2011-12-31SWARTZ, RETSON & CO. P.C.
Accountancy firm EIN2011-12-31351509921
2010 : CVI RETIREMENT SAVINGS 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$372,439
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$202,194
Value of total assets at end of year2010-12-31$1,703,206
Value of total assets at beginning of year2010-12-31$1,334,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$28,717
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$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$149,756
Participant contributions at end of year2010-12-31$2,696
Participant contributions at beginning of year2010-12-31$4,664
Participant contributions at end of year2010-12-31$5,611
Participant contributions at beginning of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$369,089
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,703,206
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,334,117
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$1,692,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,329,453
Interest on participant loans2010-12-31$174
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$28,543
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$141,528
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
Contributions received in cash from employer2010-12-31$52,438
Employer contributions (assets) at end of year2010-12-31$1,978
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$3,350
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31CROWE HORWATH LLP
Accountancy firm EIN2010-12-31350921680

Form 5500 Responses for CVI RETIREMENT SAVINGS PLAN

2022: CVI RETIREMENT SAVINGS 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: CVI RETIREMENT SAVINGS 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: CVI RETIREMENT SAVINGS 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: CVI RETIREMENT SAVINGS 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: CVI RETIREMENT SAVINGS 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: CVI RETIREMENT SAVINGS 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: CVI RETIREMENT SAVINGS 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CVI RETIREMENT SAVINGS 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CVI RETIREMENT SAVINGS 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CVI RETIREMENT SAVINGS 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CVI RETIREMENT SAVINGS 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CVI RETIREMENT SAVINGS 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CVI RETIREMENT SAVINGS 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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CVI RETIREMENT SAVINGS 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895085-087
Policy instance 1
Insurance contract or identification number895085-087
Number of Individuals Covered17
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $97
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $97
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895085-087
Policy instance 1
Insurance contract or identification number895085-087
Number of Individuals Covered17
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $74
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $74
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895085-087
Policy instance 1
Insurance contract or identification number895085-087
Number of Individuals Covered14
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $82
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $82
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895085-087
Policy instance 1
Insurance contract or identification number895085-087
Number of Individuals Covered14
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $72
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $72
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895085-087
Policy instance 1
Insurance contract or identification number895085-087
Number of Individuals Covered12
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $48
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $48
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895085-087
Policy instance 1
Insurance contract or identification number895085-087
Number of Individuals Covered12
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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