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GUARANTEE TRUST LIFE INSURANCE CO. 401K & PROFIT SHARING PLAN 401k Plan overview

Plan NameGUARANTEE TRUST LIFE INSURANCE CO. 401K & PROFIT SHARING PLAN
Plan identification number 333

GUARANTEE TRUST LIFE INSURANCE CO. 401K & PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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

GUARANTEE TRUST LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:GUARANTEE TRUST LIFE INSURANCE COMPANY
Employer identification number (EIN):361174500
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GUARANTEE TRUST LIFE INSURANCE CO. 401K & PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332022-01-01
3332021-01-01
3332020-01-01
3332019-01-01
3332018-01-01
3332017-01-01BARBARA J. SLOOTHAAK BARBARA J. SLOOTHAAK2018-10-10
3332016-01-01
3332015-01-01
3332014-01-01
3332013-01-01
3332012-01-01BARBARA L. TAUBE
3332011-01-01BARBARA L. TAUBE
3332009-01-01BARBARA L. TAUBE

Plan Statistics for GUARANTEE TRUST LIFE INSURANCE CO. 401K & PROFIT SHARING PLAN

401k plan membership statisitcs for GUARANTEE TRUST LIFE INSURANCE CO. 401K & PROFIT SHARING PLAN

Measure Date Value
2022: GUARANTEE TRUST LIFE INSURANCE CO. 401K & PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01328
Total number of active participants reported on line 7a of the Form 55002022-01-01275
Number of retired or separated participants receiving benefits2022-01-0112
Number of other retired or separated participants entitled to future benefits2022-01-0140
Total of all active and inactive participants2022-01-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01327
Number of participants with account balances2022-01-01323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: GUARANTEE TRUST LIFE INSURANCE CO. 401K & PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01336
Total number of active participants reported on line 7a of the Form 55002021-01-01304
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0121
Total of all active and inactive participants2021-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01328
Number of participants with account balances2021-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: GUARANTEE TRUST LIFE INSURANCE CO. 401K & PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01329
Total number of active participants reported on line 7a of the Form 55002020-01-01294
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0142
Total of all active and inactive participants2020-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01336
Number of participants with account balances2020-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: GUARANTEE TRUST LIFE INSURANCE CO. 401K & PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01328
Total number of active participants reported on line 7a of the Form 55002019-01-01284
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0141
Total of all active and inactive participants2019-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01325
Number of participants with account balances2019-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: GUARANTEE TRUST LIFE INSURANCE CO. 401K & PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01339
Total number of active participants reported on line 7a of the Form 55002018-01-01272
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0152
Total of all active and inactive participants2018-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01324
Number of participants with account balances2018-01-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: GUARANTEE TRUST LIFE INSURANCE CO. 401K & PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01338
Total number of active participants reported on line 7a of the Form 55002017-01-01266
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0170
Total of all active and inactive participants2017-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01336
Number of participants with account balances2017-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0111
2016: GUARANTEE TRUST LIFE INSURANCE CO. 401K & PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01332
Total number of active participants reported on line 7a of the Form 55002016-01-01294
Number of other retired or separated participants entitled to future benefits2016-01-0154
Total of all active and inactive participants2016-01-01348
Total participants2016-01-01348
Number of participants with account balances2016-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0114
2015: GUARANTEE TRUST LIFE INSURANCE CO. 401K & PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01322
Total number of active participants reported on line 7a of the Form 55002015-01-01279
Number of other retired or separated participants entitled to future benefits2015-01-0153
Total of all active and inactive participants2015-01-01332
Total participants2015-01-01332
Number of participants with account balances2015-01-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: GUARANTEE TRUST LIFE INSURANCE CO. 401K & PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01301
Total number of active participants reported on line 7a of the Form 55002014-01-01268
Number of other retired or separated participants entitled to future benefits2014-01-0148
Total of all active and inactive participants2014-01-01316
Total participants2014-01-01316
Number of participants with account balances2014-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: GUARANTEE TRUST LIFE INSURANCE CO. 401K & PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01282
Total number of active participants reported on line 7a of the Form 55002013-01-01244
Number of retired or separated participants receiving benefits2013-01-0111
Number of other retired or separated participants entitled to future benefits2013-01-0146
Total of all active and inactive participants2013-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01301
Number of participants with account balances2013-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: GUARANTEE TRUST LIFE INSURANCE CO. 401K & PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01273
Total number of active participants reported on line 7a of the Form 55002012-01-01241
Number of retired or separated participants receiving benefits2012-01-016
Number of other retired or separated participants entitled to future benefits2012-01-0134
Total of all active and inactive participants2012-01-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01282
Number of participants with account balances2012-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: GUARANTEE TRUST LIFE INSURANCE CO. 401K & PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01302
Total number of active participants reported on line 7a of the Form 55002011-01-01230
Number of retired or separated participants receiving benefits2011-01-018
Number of other retired or separated participants entitled to future benefits2011-01-0134
Total of all active and inactive participants2011-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01273
Number of participants with account balances2011-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: GUARANTEE TRUST LIFE INSURANCE CO. 401K & PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01365
Total number of active participants reported on line 7a of the Form 55002009-01-01281
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0136
Total of all active and inactive participants2009-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01320
Number of participants with account balances2009-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on GUARANTEE TRUST LIFE INSURANCE CO. 401K & PROFIT SHARING PLAN

Measure Date Value
2022 : GUARANTEE TRUST LIFE INSURANCE CO. 401K & PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-6,543,246
Total of all expenses incurred2022-12-31$1,845,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,739,299
Expenses. Certain deemed distributions of participant loans2022-12-31$3,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,689,497
Value of total assets at end of year2022-12-31$40,558,287
Value of total assets at beginning of year2022-12-31$48,947,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$103,435
Total interest from all sources2022-12-31$11,990
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$-3,637,887
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,700,000
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$1,509,265
Participant contributions at end of year2022-12-31$218,041
Participant contributions at beginning of year2022-12-31$237,307
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$69,044
Total non interest bearing cash at end of year2022-12-31$3,408
Total non interest bearing cash at beginning of year2022-12-31$4,776
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,389,169
Value of net assets at end of year (total assets less liabilities)2022-12-31$40,558,287
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$48,947,456
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$48,580
Value of interest in pooled separate accounts at end of year2022-12-31$24,235,514
Value of interest in pooled separate accounts at beginning of year2022-12-31$29,257,170
Interest on participant loans2022-12-31$11,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$273,738
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,170,155
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,170,155
Asset value of US Government securities at end of year2022-12-31$2,869,359
Asset value of US Government securities at beginning of year2022-12-31$1,299,223
Net investment gain/loss from pooled separate accounts2022-12-31$-5,606,846
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,111,188
Employer contributions (assets) at end of year2022-12-31$718,050
Employer contributions (assets) at beginning of year2022-12-31$724,524
Income. Dividends from common stock2022-12-31$-3,637,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,739,299
Contract administrator fees2022-12-31$54,855
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$12,240,177
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$16,254,301
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 name2022-12-31CRAIG & ASSOCIATES, LLC
Accountancy firm EIN2022-12-31200529789
2021 : GUARANTEE TRUST LIFE INSURANCE CO. 401K & PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$8,272,155
Total of all expenses incurred2021-12-31$1,879,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,712,656
Expenses. Certain deemed distributions of participant loans2021-12-31$3,922
Value of total corrective distributions2021-12-31$42,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,543,535
Value of total assets at end of year2021-12-31$48,947,456
Value of total assets at beginning of year2021-12-31$42,554,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$120,567
Total interest from all sources2021-12-31$11,761
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,092,909
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$120,567
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,700,000
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$1,440,510
Participant contributions at end of year2021-12-31$237,307
Participant contributions at beginning of year2021-12-31$191,174
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$16
Total non interest bearing cash at end of year2021-12-31$4,776
Total non interest bearing cash at beginning of year2021-12-31$227
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$6,392,457
Value of net assets at end of year (total assets less liabilities)2021-12-31$48,947,456
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$42,554,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$29,257,170
Value of interest in pooled separate accounts at beginning of year2021-12-31$25,284,084
Interest on participant loans2021-12-31$11,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,170,155
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,130,809
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,130,809
Asset value of US Government securities at end of year2021-12-31$1,299,223
Asset value of US Government securities at beginning of year2021-12-31$1,725,703
Net investment gain/loss from pooled separate accounts2021-12-31$3,623,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,103,009
Employer contributions (assets) at end of year2021-12-31$724,524
Employer contributions (assets) at beginning of year2021-12-31$696,245
Income. Dividends from common stock2021-12-31$2,092,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,712,656
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$16,254,301
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$13,526,757
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 name2021-12-31CRAIG & ASSOCIATES, LLC
Accountancy firm EIN2021-12-31200529789
2020 : GUARANTEE TRUST LIFE INSURANCE CO. 401K & PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$10,014,712
Total of all expenses incurred2020-12-31$648,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$496,682
Value of total corrective distributions2020-12-31$51,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,392,611
Value of total assets at end of year2020-12-31$42,554,999
Value of total assets at beginning of year2020-12-31$33,189,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$100,498
Total interest from all sources2020-12-31$13,503
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,136,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,700,000
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$1,310,116
Participant contributions at end of year2020-12-31$191,174
Participant contributions at beginning of year2020-12-31$269,535
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$24,803
Administrative expenses (other) incurred2020-12-31$34
Total non interest bearing cash at end of year2020-12-31$227
Total non interest bearing cash at beginning of year2020-12-31$4,563
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$9,365,749
Value of net assets at end of year (total assets less liabilities)2020-12-31$42,554,999
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$33,189,250
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
Investment advisory and management fees2020-12-31$41,225
Value of interest in pooled separate accounts at end of year2020-12-31$25,284,084
Value of interest in pooled separate accounts at beginning of year2020-12-31$19,389,012
Interest on participant loans2020-12-31$13,503
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,130,809
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$598,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$598,320
Asset value of US Government securities at end of year2020-12-31$1,725,703
Asset value of US Government securities at beginning of year2020-12-31$2,502,483
Net investment gain/loss from pooled separate accounts2020-12-31$4,472,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,057,692
Employer contributions (assets) at end of year2020-12-31$696,245
Employer contributions (assets) at beginning of year2020-12-31$670,383
Income. Dividends from common stock2020-12-31$3,136,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$496,682
Contract administrator fees2020-12-31$59,239
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$13,526,757
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$9,754,954
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 name2020-12-31CRAIG & ASSOCIATES, LLC
Accountancy firm EIN2020-12-31200529789
2019 : GUARANTEE TRUST LIFE INSURANCE CO. 401K & PROFIT SHARING PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total income from all sources (including contributions)2019-12-31$8,485,174
Total income from all sources (including contributions)2019-12-31$8,485,174
Total of all expenses incurred2019-12-31$1,904,559
Total of all expenses incurred2019-12-31$1,904,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,800,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,800,583
Value of total corrective distributions2019-12-31$6,651
Value of total corrective distributions2019-12-31$6,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,140,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,140,293
Value of total assets at end of year2019-12-31$33,189,250
Value of total assets at end of year2019-12-31$33,189,250
Value of total assets at beginning of year2019-12-31$26,608,635
Value of total assets at beginning of year2019-12-31$26,608,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$97,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$97,325
Total interest from all sources2019-12-31$13,903
Total interest from all sources2019-12-31$13,903
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,439,607
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,439,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,700,000
Value of fidelity bond cover2019-12-31$1,700,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,208,641
Contributions received from participants2019-12-31$1,208,641
Participant contributions at end of year2019-12-31$269,535
Participant contributions at end of year2019-12-31$269,535
Participant contributions at beginning of year2019-12-31$236,203
Participant contributions at beginning of year2019-12-31$236,203
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$76,432
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$76,432
Administrative expenses (other) incurred2019-12-31$34
Administrative expenses (other) incurred2019-12-31$34
Total non interest bearing cash at end of year2019-12-31$4,563
Total non interest bearing cash at end of year2019-12-31$4,563
Total non interest bearing cash at beginning of year2019-12-31$665
Total non interest bearing cash at beginning of year2019-12-31$665
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
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$6,580,615
Value of net income/loss2019-12-31$6,580,615
Value of net assets at end of year (total assets less liabilities)2019-12-31$33,189,250
Value of net assets at end of year (total assets less liabilities)2019-12-31$33,189,250
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,608,635
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,608,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$36,085
Investment advisory and management fees2019-12-31$36,085
Value of interest in pooled separate accounts at end of year2019-12-31$19,389,012
Value of interest in pooled separate accounts at end of year2019-12-31$19,389,012
Value of interest in pooled separate accounts at beginning of year2019-12-31$15,347,849
Value of interest in pooled separate accounts at beginning of year2019-12-31$15,347,849
Interest on participant loans2019-12-31$13,903
Interest on participant loans2019-12-31$13,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$598,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$598,320
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$733,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$733,245
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$733,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$733,245
Asset value of US Government securities at end of year2019-12-31$2,502,483
Asset value of US Government securities at end of year2019-12-31$2,502,483
Asset value of US Government securities at beginning of year2019-12-31$2,400,533
Asset value of US Government securities at beginning of year2019-12-31$2,400,533
Net investment gain/loss from pooled separate accounts2019-12-31$3,891,371
Net investment gain/loss from pooled separate accounts2019-12-31$3,891,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$855,220
Contributions received in cash from employer2019-12-31$855,220
Employer contributions (assets) at end of year2019-12-31$670,383
Employer contributions (assets) at end of year2019-12-31$670,383
Employer contributions (assets) at beginning of year2019-12-31$624,867
Employer contributions (assets) at beginning of year2019-12-31$624,867
Income. Dividends from common stock2019-12-31$2,439,607
Income. Dividends from common stock2019-12-31$2,439,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,800,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,800,583
Contract administrator fees2019-12-31$61,206
Contract administrator fees2019-12-31$61,206
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$9,754,954
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$9,754,954
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$7,265,273
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$7,265,273
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CRAIG & ASSOCIATES, LLC
Accountancy firm name2019-12-31CRAIG & ASSOCIATES, LLC
Accountancy firm EIN2019-12-31200529789
Accountancy firm EIN2019-12-31200529789
2018 : GUARANTEE TRUST LIFE INSURANCE CO. 401K & PROFIT SHARING PLAN 2018 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$13,077
Total income from all sources (including contributions)2018-12-31$1,006,182
Total of all expenses incurred2018-12-31$1,027,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$913,867
Value of total corrective distributions2018-12-31$24,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,038,035
Value of total assets at end of year2018-12-31$26,608,635
Value of total assets at beginning of year2018-12-31$26,643,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$89,174
Total interest from all sources2018-12-31$10,760
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$-73,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,700,000
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$1,132,727
Participant contributions at end of year2018-12-31$236,203
Participant contributions at beginning of year2018-12-31$135,713
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$107,489
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$12,731
Administrative expenses (other) incurred2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$665
Total non interest bearing cash at beginning of year2018-12-31$13,937
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-21,810
Value of net assets at end of year (total assets less liabilities)2018-12-31$26,608,635
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$26,630,445
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
Investment advisory and management fees2018-12-31$32,572
Value of interest in pooled separate accounts at end of year2018-12-31$15,347,849
Value of interest in pooled separate accounts at beginning of year2018-12-31$15,674,323
Interest on participant loans2018-12-31$10,290
Interest earned on other investments2018-12-31$470
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$733,245
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$465,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$465,264
Asset value of US Government securities at end of year2018-12-31$2,400,533
Asset value of US Government securities at beginning of year2018-12-31$1,927,400
Net investment gain/loss from pooled separate accounts2018-12-31$-969,573
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$797,819
Employer contributions (assets) at end of year2018-12-31$624,867
Employer contributions (assets) at beginning of year2018-12-31$571,549
Income. Dividends from common stock2018-12-31$-73,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$913,867
Contract administrator fees2018-12-31$56,602
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$7,265,273
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$7,855,336
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$346
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 name2018-12-31CRAIG & ASSOCIATES, LLC
Accountancy firm EIN2018-12-31200529789
2017 : GUARANTEE TRUST LIFE INSURANCE CO. 401K & PROFIT SHARING PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$13,077
Total income from all sources (including contributions)2017-12-31$6,158,842
Total of all expenses incurred2017-12-31$951,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$855,578
Value of total corrective distributions2017-12-31$30,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,898,317
Value of total assets at end of year2017-12-31$26,643,522
Value of total assets at beginning of year2017-12-31$21,422,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$64,927
Total interest from all sources2017-12-31$13,278
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,772,128
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,700,000
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$1,104,263
Participant contributions at end of year2017-12-31$135,713
Participant contributions at beginning of year2017-12-31$150,331
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$71,376
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$12,731
Total non interest bearing cash at end of year2017-12-31$13,937
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
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$5,207,782
Value of net assets at end of year (total assets less liabilities)2017-12-31$26,630,445
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$21,422,663
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
Investment advisory and management fees2017-12-31$22,754
Value of interest in pooled separate accounts at end of year2017-12-31$15,674,323
Value of interest in pooled separate accounts at beginning of year2017-12-31$14,716,927
Interest on participant loans2017-12-31$7,790
Interest earned on other investments2017-12-31$5,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$465,264
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$371,929
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$371,929
Asset value of US Government securities at end of year2017-12-31$1,927,400
Asset value of US Government securities at beginning of year2017-12-31$1,537,849
Net investment gain/loss from pooled separate accounts2017-12-31$2,475,119
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$722,678
Employer contributions (assets) at end of year2017-12-31$571,549
Employer contributions (assets) at beginning of year2017-12-31$548,185
Income. Dividends from common stock2017-12-31$1,772,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$855,578
Contract administrator fees2017-12-31$42,173
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$7,855,336
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$4,097,442
Liabilities. Value of benefit claims payable at end of year2017-12-31$346
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CRAIG & ASSOCIATES, LLC
Accountancy firm EIN2017-12-31200529789
2016 : GUARANTEE TRUST LIFE INSURANCE CO. 401K & PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-290,537
Total unrealized appreciation/depreciation of assets2016-12-31$-290,537
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$3,150
Total income from all sources (including contributions)2016-12-31$3,030,366
Total loss/gain on sale of assets2016-12-31$336,487
Total of all expenses incurred2016-12-31$959,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$956,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,928,806
Value of total assets at end of year2016-12-31$21,422,663
Value of total assets at beginning of year2016-12-31$19,354,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,560
Total interest from all sources2016-12-31$6,271
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$120,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,700,000
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$1,051,052
Participant contributions at end of year2016-12-31$150,331
Participant contributions at beginning of year2016-12-31$123,495
Participant contributions at beginning of year2016-12-31$34
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$171,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,070,895
Value of net assets at end of year (total assets less liabilities)2016-12-31$21,422,663
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,351,768
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$14,716,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,250,050
Interest on participant loans2016-12-31$6,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$371,929
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$638,777
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$638,777
Asset value of US Government securities at end of year2016-12-31$1,537,849
Asset value of US Government securities at beginning of year2016-12-31$1,300,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$67
Net investment gain/loss from pooled separate accounts2016-12-31$929,229
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$706,754
Employer contributions (assets) at end of year2016-12-31$548,185
Employer contributions (assets) at beginning of year2016-12-31$650,315
Income. Dividends from common stock2016-12-31$120,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$956,911
Contract administrator fees2016-12-31$2,560
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$4,097,442
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$4,392,121
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$3,150
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$2,547,853
Aggregate carrying amount (costs) on sale of assets2016-12-31$2,211,366
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CRAIG & ASSOCIATES, LLC
Accountancy firm EIN2016-12-31200529789
2015 : GUARANTEE TRUST LIFE INSURANCE CO. 401K & PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-403,278
Total unrealized appreciation/depreciation of assets2015-12-31$-403,278
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,150
Total income from all sources (including contributions)2015-12-31$1,911,909
Total loss/gain on sale of assets2015-12-31$442,771
Total of all expenses incurred2015-12-31$680,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$655,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,772,321
Value of total assets at end of year2015-12-31$19,354,918
Value of total assets at beginning of year2015-12-31$18,120,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$25,584
Total interest from all sources2015-12-31$6,377
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$162,899
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$390
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,700,000
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$935,230
Participant contributions at end of year2015-12-31$123,495
Participant contributions at beginning of year2015-12-31$159,373
Participant contributions at end of year2015-12-31$34
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$36,429
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$1,231,108
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,351,768
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,120,660
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$12,250,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,972,708
Interest on participant loans2015-12-31$6,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$638,777
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$560,308
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$560,308
Asset value of US Government securities at end of year2015-12-31$1,300,126
Asset value of US Government securities at beginning of year2015-12-31$1,089,999
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$1,604
Net investment gain/loss from pooled separate accounts2015-12-31$-70,785
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$800,662
Employer contributions (assets) at end of year2015-12-31$650,315
Employer contributions (assets) at beginning of year2015-12-31$608,262
Income. Dividends from common stock2015-12-31$162,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$655,217
Contract administrator fees2015-12-31$25,584
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$4,392,121
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$4,730,010
Liabilities. Value of benefit claims payable at end of year2015-12-31$3,150
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$1,991,772
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,549,001
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 name2015-12-31CRAIG & ASSOCIATES, LLC
Accountancy firm EIN2015-12-31200529789
2014 : GUARANTEE TRUST LIFE INSURANCE CO. 401K & PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$190,125
Total unrealized appreciation/depreciation of assets2014-12-31$190,125
Total income from all sources (including contributions)2014-12-31$2,630,888
Total loss/gain on sale of assets2014-12-31$213,550
Total of all expenses incurred2014-12-31$1,831,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,830,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,888,047
Value of total assets at end of year2014-12-31$18,120,660
Value of total assets at beginning of year2014-12-31$17,321,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,528
Total interest from all sources2014-12-31$7,358
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$139,092
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$1,700,000
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$798,876
Participant contributions at end of year2014-12-31$159,373
Participant contributions at beginning of year2014-12-31$132,407
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$346,470
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$798,999
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,120,660
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,321,661
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$10,972,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,323,382
Interest on participant loans2014-12-31$7,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$560,308
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$370,382
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$370,382
Asset value of US Government securities at end of year2014-12-31$1,089,999
Asset value of US Government securities at beginning of year2014-12-31$1,300,814
Net investment gain/loss from pooled separate accounts2014-12-31$192,716
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$742,701
Employer contributions (assets) at end of year2014-12-31$608,262
Employer contributions (assets) at beginning of year2014-12-31$582,382
Income. Dividends from common stock2014-12-31$139,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,830,361
Contract administrator fees2014-12-31$1,528
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$4,730,010
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$4,612,294
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$1,654,308
Aggregate carrying amount (costs) on sale of assets2014-12-31$1,440,758
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 name2014-12-31CRAIG & ASSOCIATES, LLC
Accountancy firm EIN2014-12-31200529789
2013 : GUARANTEE TRUST LIFE INSURANCE CO. 401K & PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$920,796
Total unrealized appreciation/depreciation of assets2013-12-31$920,796
Total income from all sources (including contributions)2013-12-31$4,770,411
Total loss/gain on sale of assets2013-12-31$248,714
Total of all expenses incurred2013-12-31$2,316,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,290,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,658,895
Value of total assets at end of year2013-12-31$17,321,661
Value of total assets at beginning of year2013-12-31$14,867,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$26,221
Total interest from all sources2013-12-31$5,149
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$126,888
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$1,000,000
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$753,038
Participant contributions at end of year2013-12-31$132,407
Participant contributions at beginning of year2013-12-31$122,209
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$323,475
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$2,453,916
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,321,661
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,867,745
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$10,323,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,122,471
Interest on participant loans2013-12-31$5,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$370,382
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$148,180
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$148,180
Asset value of US Government securities at end of year2013-12-31$1,300,814
Asset value of US Government securities at beginning of year2013-12-31$1,326,305
Net investment gain/loss from pooled separate accounts2013-12-31$1,809,969
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$582,382
Employer contributions (assets) at end of year2013-12-31$582,382
Employer contributions (assets) at beginning of year2013-12-31$454,331
Income. Dividends from common stock2013-12-31$126,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,290,274
Contract administrator fees2013-12-31$26,221
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$4,612,294
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$3,694,249
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
Aggregate proceeds on sale of assets2013-12-31$2,102,581
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,853,867
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 name2013-12-31CRAIG & ASSOCIATES, LLC
Accountancy firm EIN2013-12-31200529789
2012 : GUARANTEE TRUST LIFE INSURANCE CO. 401K & PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$58,758
Total unrealized appreciation/depreciation of assets2012-12-31$58,758
Total income from all sources (including contributions)2012-12-31$2,507,940
Total loss/gain on sale of assets2012-12-31$206,356
Total of all expenses incurred2012-12-31$1,165,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,164,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,191,358
Value of total assets at end of year2012-12-31$14,867,745
Value of total assets at beginning of year2012-12-31$13,525,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$600
Total interest from all sources2012-12-31$45,485
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$95,296
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$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$735,685
Participant contributions at end of year2012-12-31$122,209
Participant contributions at beginning of year2012-12-31$127,517
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,342
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$1,342,733
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,867,745
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,525,012
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$9,122,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,224,314
Interest on participant loans2012-12-31$4,487
Interest earned on other investments2012-12-31$40,969
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$148,180
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$148,428
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$148,428
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$29
Asset value of US Government securities at end of year2012-12-31$1,326,305
Asset value of US Government securities at beginning of year2012-12-31$1,516,134
Net investment gain/loss from pooled separate accounts2012-12-31$910,687
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$454,331
Employer contributions (assets) at end of year2012-12-31$454,331
Employer contributions (assets) at beginning of year2012-12-31$520,425
Income. Dividends from common stock2012-12-31$95,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,164,607
Contract administrator fees2012-12-31$600
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$3,694,249
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$2,988,194
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
Aggregate proceeds on sale of assets2012-12-31$1,528,415
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,322,059
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CRAIG & ASSOCIATES, LLC
Accountancy firm EIN2012-12-31200529789
2011 : GUARANTEE TRUST LIFE INSURANCE CO. 401K & PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-220,368
Total unrealized appreciation/depreciation of assets2011-12-31$-220,368
Total income from all sources (including contributions)2011-12-31$1,121,840
Total loss/gain on sale of assets2011-12-31$241,686
Total of all expenses incurred2011-12-31$1,936,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,936,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,283,531
Value of total assets at end of year2011-12-31$13,525,012
Value of total assets at beginning of year2011-12-31$14,340,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$658
Total interest from all sources2011-12-31$41,024
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$77,232
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$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$757,546
Participant contributions at end of year2011-12-31$127,517
Participant contributions at beginning of year2011-12-31$125,662
Participant contributions at beginning of year2011-12-31$3,543
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-814,988
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,525,012
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,340,000
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$8,224,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,135,069
Interest on participant loans2011-12-31$4,655
Interest earned on other investments2011-12-31$36,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$148,428
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$338,455
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$338,455
Asset value of US Government securities at end of year2011-12-31$1,516,134
Asset value of US Government securities at beginning of year2011-12-31$1,146,872
Net investment gain/loss from pooled separate accounts2011-12-31$-301,265
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
Contributions received in cash from employer2011-12-31$525,985
Employer contributions (assets) at end of year2011-12-31$520,425
Income. Dividends from common stock2011-12-31$77,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,936,170
Contract administrator fees2011-12-31$658
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$2,988,194
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$3,590,399
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
Aggregate proceeds on sale of assets2011-12-31$2,529,569
Aggregate carrying amount (costs) on sale of assets2011-12-31$2,287,883
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 name2011-12-31CRAIG & ASSOCIATES, LLC
Accountancy firm EIN2011-12-31200529789
2010 : GUARANTEE TRUST LIFE INSURANCE CO. 401K & PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$360,602
Total unrealized appreciation/depreciation of assets2010-12-31$360,602
Total income from all sources (including contributions)2010-12-31$2,331,577
Total loss/gain on sale of assets2010-12-31$185,764
Total of all expenses incurred2010-12-31$1,758,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,757,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$798,198
Value of total assets at end of year2010-12-31$14,340,000
Value of total assets at beginning of year2010-12-31$13,766,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$520
Total interest from all sources2010-12-31$41,247
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$65,151
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$1,000,000
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$798,198
Participant contributions at end of year2010-12-31$125,662
Participant contributions at beginning of year2010-12-31$122,398
Participant contributions at end of year2010-12-31$3,543
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$573,333
Value of net assets at end of year (total assets less liabilities)2010-12-31$14,340,000
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,766,667
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$9,135,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,760,350
Interest on participant loans2010-12-31$4,791
Interest earned on other investments2010-12-31$36,456
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$338,455
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$785,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$785,541
Asset value of US Government securities at end of year2010-12-31$1,146,872
Asset value of US Government securities at beginning of year2010-12-31$832,946
Net investment gain/loss from pooled separate accounts2010-12-31$880,615
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
Income. Dividends from common stock2010-12-31$65,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,757,724
Contract administrator fees2010-12-31$520
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
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$3,590,399
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$3,265,432
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
Aggregate proceeds on sale of assets2010-12-31$2,506,779
Aggregate carrying amount (costs) on sale of assets2010-12-31$2,321,015
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 name2010-12-31CRAIG & ASSOCIATES, LLC
Accountancy firm EIN2010-12-31200529789

Form 5500 Responses for GUARANTEE TRUST LIFE INSURANCE CO. 401K & PROFIT SHARING PLAN

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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number74350
Policy instance 1
Insurance contract or identification number74350
Number of Individuals Covered342
Total amount of commissions paid to insurance brokerUSD $12,675
Total amount of fees paid to insurance companyUSD $4,325
Commission paid to Insurance BrokerUSD $12,675
Amount paid for insurance broker fees4325
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number74350
Policy instance 1
Insurance contract or identification number74350
Total amount of commissions paid to insurance brokerUSD $13,822
Total amount of fees paid to insurance companyUSD $3,300
Commission paid to Insurance BrokerUSD $13,822
Amount paid for insurance broker fees3300
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number74350
Policy instance 1
Insurance contract or identification number74350
Number of Individuals Covered326
Total amount of commissions paid to insurance brokerUSD $10,182
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,255
Amount paid for insurance broker fees0
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number74350
Policy instance 1
Insurance contract or identification number74350
Number of Individuals Covered315
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $8,980
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,980
Amount paid for insurance broker fees0
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number74350
Policy instance 1
Insurance contract or identification number74350
Number of Individuals Covered310
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $8,256
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,256
Amount paid for insurance broker fees0
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number74350
Policy instance 1
Insurance contract or identification number74350
Number of Individuals Covered318
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $15,866
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,778
Insurance broker organization code?3
Amount paid for insurance broker fees0
Insurance broker nameAMERICAN TRUST RETIREMENT
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number74350
Policy instance 1
Insurance contract or identification number74350
Number of Individuals Covered291
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $32,239
Total amount of fees paid to insurance companyUSD $3,253
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,766
Insurance broker organization code?3
Amount paid for insurance broker fees3253
Insurance broker nameAMERICAN TRUST RETIREMENT
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number74350
Policy instance 1
Insurance contract or identification number74350
Number of Individuals Covered279
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $30,998
Total amount of fees paid to insurance companyUSD $1,935
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,822
Insurance broker organization code?3
Amount paid for insurance broker fees1335
Insurance broker namePENSION, INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number74350
Policy instance 1
Insurance contract or identification number74350
Number of Individuals Covered260
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $23,414
Total amount of fees paid to insurance companyUSD $5,788
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,414
Insurance broker organization code?3
Amount paid for insurance broker fees5788
Additional information about fees paid to insurance brokerTPA FEES PAID
Insurance broker namePENSION, INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number74350
Policy instance 1
Insurance contract or identification number74350
Number of Individuals Covered241
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $24,129
Total amount of fees paid to insurance companyUSD $770
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,101
Insurance broker organization code?3
Amount paid for insurance broker fees770
Additional information about fees paid to insurance brokerTPA FEES PAID
Insurance broker namePENSION, INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number74350
Policy instance 1
Insurance contract or identification number74350
Number of Individuals Covered236
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $24,791
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 number74350
Policy instance 1
Insurance contract or identification number74350
Number of Individuals Covered256
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $22,549
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,822
Insurance broker organization code?3
Insurance broker namePENSION, INC

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