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EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 401k Plan overview

Plan NameEMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY
Plan identification number 002

EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ALFRED BENESCH & COMPANY has sponsored the creation of one or more 401k plans.

Company Name:ALFRED BENESCH & COMPANY
Employer identification number (EIN):362407363
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about ALFRED BENESCH & COMPANY

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 5126311

More information about ALFRED BENESCH & COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01KRISTINA HORN KRISTINA HORN2018-10-15
0022016-01-01KRISTINA HORN KRISTINA HORN2017-10-16
0022015-01-01KRISTINA HORN KRISTINA HORN2016-10-17
0022014-06-01KRISTINA HORN KRISTINA HORN2015-10-15
0022013-06-01KRISTINA HORN KRISTINA HORN2015-03-03
0022012-06-01KRISTINA HORN KRISTINA HORN2013-12-23
0022011-06-01KRISTINA HORN
0022009-06-01KRISTINA HORN
0022009-06-01KRISTINA HORN
0022009-06-01KRISTINA HORN
0022009-06-01KRISTINA HORN
0022009-06-01KRISTINA HORN
0022009-06-01KRISTINA HORN
0022009-06-01KRISTINA HORN
0022009-06-01KRISTINA HORN
0022009-06-01KRISTINA HORN

Plan Statistics for EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY

401k plan membership statisitcs for EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY

Measure Date Value
2022: EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2022 401k membership
Total participants, beginning-of-year2022-01-011,083
Total number of active participants reported on line 7a of the Form 55002022-01-01900
Number of retired or separated participants receiving benefits2022-01-0114
Number of other retired or separated participants entitled to future benefits2022-01-01347
Total of all active and inactive participants2022-01-011,261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-011,264
Number of participants with account balances2022-01-011,264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2021 401k membership
Total participants, beginning-of-year2021-01-01995
Total number of active participants reported on line 7a of the Form 55002021-01-01762
Number of retired or separated participants receiving benefits2021-01-0114
Number of other retired or separated participants entitled to future benefits2021-01-01303
Total of all active and inactive participants2021-01-011,079
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-011,083
Number of participants with account balances2021-01-011,083
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2020 401k membership
Total participants, beginning-of-year2020-01-01932
Total number of active participants reported on line 7a of the Form 55002020-01-01686
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-01299
Total of all active and inactive participants2020-01-01991
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01995
Number of participants with account balances2020-01-01995
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2019 401k membership
Total participants, beginning-of-year2019-01-01847
Total number of active participants reported on line 7a of the Form 55002019-01-01645
Number of retired or separated participants receiving benefits2019-01-0119
Number of other retired or separated participants entitled to future benefits2019-01-01258
Total of all active and inactive participants2019-01-01922
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01924
Number of participants with account balances2019-01-01924
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2018 401k membership
Total participants, beginning-of-year2018-01-01781
Total number of active participants reported on line 7a of the Form 55002018-01-01573
Number of retired or separated participants receiving benefits2018-01-0119
Number of other retired or separated participants entitled to future benefits2018-01-01231
Total of all active and inactive participants2018-01-01823
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01825
Number of participants with account balances2018-01-01825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2017 401k membership
Total participants, beginning-of-year2017-01-01750
Total number of active participants reported on line 7a of the Form 55002017-01-01542
Number of retired or separated participants receiving benefits2017-01-0119
Number of other retired or separated participants entitled to future benefits2017-01-01214
Total of all active and inactive participants2017-01-01775
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01776
Number of participants with account balances2017-01-01776
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2016 401k membership
Total participants, beginning-of-year2016-01-01712
Total number of active participants reported on line 7a of the Form 55002016-01-01535
Number of retired or separated participants receiving benefits2016-01-0115
Number of other retired or separated participants entitled to future benefits2016-01-01197
Total of all active and inactive participants2016-01-01747
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01749
Number of participants with account balances2016-01-01749
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2015 401k membership
Total participants, beginning-of-year2015-01-01600
Total number of active participants reported on line 7a of the Form 55002015-01-01509
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01194
Total of all active and inactive participants2015-01-01705
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01707
Number of participants with account balances2015-01-01707
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2014 401k membership
Total participants, beginning-of-year2014-06-01574
Total number of active participants reported on line 7a of the Form 55002014-06-01479
Number of retired or separated participants receiving benefits2014-06-012
Number of other retired or separated participants entitled to future benefits2014-06-01118
Total of all active and inactive participants2014-06-01599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-06-011
Total participants2014-06-01600
Number of participants with account balances2014-06-01600
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-06-010
2013: EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2013 401k membership
Total participants, beginning-of-year2013-06-01570
Total number of active participants reported on line 7a of the Form 55002013-06-01464
Number of retired or separated participants receiving benefits2013-06-011
Number of other retired or separated participants entitled to future benefits2013-06-01104
Total of all active and inactive participants2013-06-01569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-011
Total participants2013-06-01570
Number of participants with account balances2013-06-01570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-06-010
2012: EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2012 401k membership
Total participants, beginning-of-year2012-06-01469
Total number of active participants reported on line 7a of the Form 55002012-06-01435
Number of retired or separated participants receiving benefits2012-06-017
Number of other retired or separated participants entitled to future benefits2012-06-01119
Total of all active and inactive participants2012-06-01561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-06-011
Total participants2012-06-01562
Number of participants with account balances2012-06-01536
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-06-010
2011: EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2011 401k membership
Total participants, beginning-of-year2011-06-01424
Total number of active participants reported on line 7a of the Form 55002011-06-01371
Number of retired or separated participants receiving benefits2011-06-018
Number of other retired or separated participants entitled to future benefits2011-06-0181
Total of all active and inactive participants2011-06-01460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-012
Total participants2011-06-01462
Number of participants with account balances2011-06-01462
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-06-010
2009: EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2009 401k membership
Total participants, beginning-of-year2009-06-01282
Total number of active participants reported on line 7a of the Form 55002009-06-01227
Number of retired or separated participants receiving benefits2009-06-014
Number of other retired or separated participants entitled to future benefits2009-06-0166
Total of all active and inactive participants2009-06-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-06-011
Total participants2009-06-01298
Number of participants with account balances2009-06-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-06-014

Financial Data on EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY

Measure Date Value
2022 : EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-26,645,987
Total of all expenses incurred2022-12-31$11,279,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$10,916,099
Expenses. Certain deemed distributions of participant loans2022-12-31$25,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$24,374,998
Value of total assets at end of year2022-12-31$228,773,380
Value of total assets at beginning of year2022-12-31$266,699,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$338,682
Total interest from all sources2022-12-31$66,547
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$18,271,920
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$18,271,920
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$8,256,751
Participant contributions at end of year2022-12-31$1,438,477
Participant contributions at beginning of year2022-12-31$1,399,754
Participant contributions at end of year2022-12-31$216,383
Participant contributions at beginning of year2022-12-31$172,232
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$6,735,584
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-37,925,877
Value of net assets at end of year (total assets less liabilities)2022-12-31$228,773,380
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$266,699,257
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$58,983
Value of interest in pooled separate accounts at end of year2022-12-31$200,506,868
Value of interest in pooled separate accounts at beginning of year2022-12-31$240,277,808
Interest on participant loans2022-12-31$66,547
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$25,934,684
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$24,360,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-69,359,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$9,382,663
Employer contributions (assets) at end of year2022-12-31$676,968
Employer contributions (assets) at beginning of year2022-12-31$489,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$10,916,099
Contract administrator fees2022-12-31$279,699
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 name2022-12-31MATHIESON MOYSKI AUSTIN & CO. LLP
Accountancy firm EIN2022-12-31363480013
2021 : EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$52,041,919
Total of all expenses incurred2021-12-31$10,080,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,763,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$16,396,781
Value of total assets at end of year2021-12-31$266,699,257
Value of total assets at beginning of year2021-12-31$224,737,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$317,203
Total interest from all sources2021-12-31$66,004
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$613,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$613,895
Administrative expenses professional fees incurred2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$6,733,616
Participant contributions at end of year2021-12-31$1,399,754
Participant contributions at beginning of year2021-12-31$1,398,630
Participant contributions at end of year2021-12-31$172,232
Participant contributions at beginning of year2021-12-31$145,936
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,050,641
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$41,961,461
Value of net assets at end of year (total assets less liabilities)2021-12-31$266,699,257
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$224,737,796
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$240,277,808
Value of interest in pooled separate accounts at beginning of year2021-12-31$200,155,829
Interest on participant loans2021-12-31$66,004
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$24,360,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$22,614,956
Net gain/loss from 103.12 investment entities2021-12-31$34,965,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$7,612,524
Employer contributions (assets) at end of year2021-12-31$489,429
Employer contributions (assets) at beginning of year2021-12-31$422,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,763,255
Contract administrator fees2021-12-31$317,203
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 name2021-12-31MATHIESON MOYSKI AUSTIN & CO. LLP
Accountancy firm EIN2021-12-31363480013
2020 : EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$49,873,890
Total of all expenses incurred2020-12-31$7,732,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,630,911
Value of total corrective distributions2020-12-31$2,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$14,966,059
Value of total assets at end of year2020-12-31$224,737,796
Value of total assets at beginning of year2020-12-31$182,596,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$98,836
Total interest from all sources2020-12-31$76,954
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$438,873
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$438,873
Administrative expenses professional fees incurred2020-12-31$98,836
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
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$6,081,076
Participant contributions at end of year2020-12-31$1,398,630
Participant contributions at beginning of year2020-12-31$1,456,080
Participant contributions at end of year2020-12-31$145,936
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,852,216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$42,141,276
Value of net assets at end of year (total assets less liabilities)2020-12-31$224,737,796
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$182,596,520
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$200,155,829
Value of interest in pooled separate accounts at beginning of year2020-12-31$163,164,406
Interest on participant loans2020-12-31$76,954
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$22,614,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$17,722,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$34,392,004
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$7,032,767
Employer contributions (assets) at end of year2020-12-31$422,445
Employer contributions (assets) at beginning of year2020-12-31$253,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,630,911
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31MATHIESON MOYSKI AUSTIN & CO. LLP
Accountancy firm EIN2020-12-31363480013
2019 : EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$48,297,960
Total income from all sources (including contributions)2019-12-31$48,297,960
Total of all expenses incurred2019-12-31$9,891,788
Total of all expenses incurred2019-12-31$9,891,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,789,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,789,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$13,461,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$13,461,705
Value of total assets at end of year2019-12-31$182,596,520
Value of total assets at end of year2019-12-31$182,596,520
Value of total assets at beginning of year2019-12-31$144,190,348
Value of total assets at beginning of year2019-12-31$144,190,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$102,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$102,353
Total interest from all sources2019-12-31$501,545
Total interest from all sources2019-12-31$501,545
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$102,353
Administrative expenses professional fees incurred2019-12-31$102,353
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$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
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$5,234,132
Contributions received from participants2019-12-31$5,234,132
Participant contributions at end of year2019-12-31$1,456,080
Participant contributions at end of year2019-12-31$1,456,080
Participant contributions at beginning of year2019-12-31$1,567,939
Participant contributions at beginning of year2019-12-31$1,567,939
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,147,693
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,147,693
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$38,406,172
Value of net income/loss2019-12-31$38,406,172
Value of net assets at end of year (total assets less liabilities)2019-12-31$182,596,520
Value of net assets at end of year (total assets less liabilities)2019-12-31$182,596,520
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$144,190,348
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$144,190,348
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
Value of interest in pooled separate accounts at end of year2019-12-31$163,164,406
Value of interest in pooled separate accounts at end of year2019-12-31$163,164,406
Value of interest in pooled separate accounts at beginning of year2019-12-31$127,490,744
Value of interest in pooled separate accounts at beginning of year2019-12-31$127,490,744
Interest on participant loans2019-12-31$85,324
Interest on participant loans2019-12-31$85,324
Interest earned on other investments2019-12-31$416,221
Interest earned on other investments2019-12-31$416,221
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$17,722,880
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$17,722,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$14,986,189
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$14,986,189
Net investment gain/loss from pooled separate accounts2019-12-31$34,334,710
Net investment gain/loss from pooled separate accounts2019-12-31$34,334,710
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$6,079,880
Contributions received in cash from employer2019-12-31$6,079,880
Employer contributions (assets) at end of year2019-12-31$253,154
Employer contributions (assets) at end of year2019-12-31$253,154
Employer contributions (assets) at beginning of year2019-12-31$145,476
Employer contributions (assets) at beginning of year2019-12-31$145,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,789,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,789,435
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 name2019-12-31MATHIESON MOYSKI AUSTIN & CO. LLP
Accountancy firm name2019-12-31MATHIESON MOYSKI AUSTIN & CO. LLP
Accountancy firm EIN2019-12-31363480013
Accountancy firm EIN2019-12-31363480013
2018 : EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$4,909,121
Total of all expenses incurred2018-12-31$6,912,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,784,223
Expenses. Certain deemed distributions of participant loans2018-12-31$23,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$11,648,716
Value of total assets at end of year2018-12-31$144,190,348
Value of total assets at beginning of year2018-12-31$146,194,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$105,103
Total interest from all sources2018-12-31$73,624
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$105,103
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,538,459
Participant contributions at end of year2018-12-31$1,567,939
Participant contributions at beginning of year2018-12-31$1,479,805
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,922,556
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
Income. Non cash contributions2018-12-31$9,917
Value of net income/loss2018-12-31$-2,003,670
Value of net assets at end of year (total assets less liabilities)2018-12-31$144,190,348
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$146,194,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$127,490,744
Value of interest in pooled separate accounts at beginning of year2018-12-31$129,256,176
Interest on participant loans2018-12-31$73,624
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$14,986,189
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$15,349,924
Net investment gain/loss from pooled separate accounts2018-12-31$-6,813,219
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$5,177,784
Employer contributions (assets) at end of year2018-12-31$145,476
Employer contributions (assets) at beginning of year2018-12-31$108,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,784,223
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 name2018-12-31MATHIESON MOYSKI AUSTIN & CO. LLP
Accountancy firm EIN2018-12-31363480013
2017 : EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$32,881,839
Total of all expenses incurred2017-12-31$5,912,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,883,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$10,076,281
Value of total assets at end of year2017-12-31$146,194,018
Value of total assets at beginning of year2017-12-31$119,224,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$29,210
Total interest from all sources2017-12-31$64,076
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$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,320,991
Participant contributions at end of year2017-12-31$1,479,805
Participant contributions at beginning of year2017-12-31$1,565,775
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$851,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$26,969,477
Value of net assets at end of year (total assets less liabilities)2017-12-31$146,194,018
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$119,224,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$129,256,176
Value of interest in pooled separate accounts at beginning of year2017-12-31$115,316,145
Interest on participant loans2017-12-31$64,076
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$15,349,924
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,261,017
Net investment gain/loss from pooled separate accounts2017-12-31$22,741,482
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$4,903,590
Employer contributions (assets) at end of year2017-12-31$108,113
Employer contributions (assets) at beginning of year2017-12-31$81,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,883,152
Contract administrator fees2017-12-31$29,210
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 name2017-12-31MATHIESON MOYSKI AUSTIN & CO. LLP
Accountancy firm EIN2017-12-31363480013
2016 : EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$18,248,350
Total of all expenses incurred2016-12-31$2,882,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,859,959
Expenses. Certain deemed distributions of participant loans2016-12-31$5
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$9,519,831
Value of total assets at end of year2016-12-31$119,224,541
Value of total assets at beginning of year2016-12-31$103,858,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$22,643
Total interest from all sources2016-12-31$61,683
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$4,283,571
Participant contributions at end of year2016-12-31$1,565,775
Participant contributions at beginning of year2016-12-31$1,486,367
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$363,180
Other income not declared elsewhere2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$15,365,743
Value of net assets at end of year (total assets less liabilities)2016-12-31$119,224,541
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$103,858,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$115,316,145
Value of interest in pooled separate accounts at beginning of year2016-12-31$93,773,921
Interest on participant loans2016-12-31$61,683
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$8,455,307
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,261,017
Net investment gain/loss from pooled separate accounts2016-12-31$8,666,836
Net investment gain or loss from common/collective trusts2016-12-31$0
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$4,873,080
Employer contributions (assets) at end of year2016-12-31$81,604
Employer contributions (assets) at beginning of year2016-12-31$143,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,859,959
Contract administrator fees2016-12-31$22,643
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MATHIESON MOYSKI AUSTIN & CO. LLP
Accountancy firm EIN2016-12-31363480013
2015 : EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2015 401k financial data
Total transfer of assets to this plan2015-12-31$25,051,971
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$12,886,156
Total of all expenses incurred2015-12-31$5,417,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,361,219
Expenses. Certain deemed distributions of participant loans2015-12-31$21,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$11,480,459
Value of total assets at end of year2015-12-31$103,858,798
Value of total assets at beginning of year2015-12-31$71,338,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$34,675
Total interest from all sources2015-12-31$61,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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$3,969,454
Participant contributions at end of year2015-12-31$1,486,367
Participant contributions at beginning of year2015-12-31$1,283,826
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,931,996
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$7,468,522
Value of net assets at end of year (total assets less liabilities)2015-12-31$103,858,798
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$71,338,305
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 beginning of year2015-12-31$0
Value of interest in pooled separate accounts at end of year2015-12-31$93,773,921
Value of interest in pooled separate accounts at beginning of year2015-12-31$65,168,895
Interest on participant loans2015-12-31$61,137
Value of interest in common/collective trusts at end of year2015-12-31$8,455,307
Value of interest in common/collective trusts at beginning of year2015-12-31$4,822,414
Net investment gain/loss from pooled separate accounts2015-12-31$1,344,560
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$4,579,009
Employer contributions (assets) at end of year2015-12-31$143,203
Employer contributions (assets) at beginning of year2015-12-31$63,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,361,219
Contract administrator fees2015-12-31$34,675
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31MATHIESON MOYSKI AUSTIN & CO. LLP
Accountancy firm EIN2015-12-31363480013
2014 : EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$6,813,590
Total of all expenses incurred2014-12-31$1,529,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,510,401
Expenses. Certain deemed distributions of participant loans2014-12-31$12,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,695,885
Value of total assets at end of year2014-12-31$71,338,305
Value of total assets at beginning of year2014-12-31$66,053,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,360
Total interest from all sources2014-12-31$31,846
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$1,000,000
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$1,851,383
Participant contributions at end of year2014-12-31$1,283,826
Participant contributions at beginning of year2014-12-31$1,130,772
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$842,029
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$5,284,416
Value of net assets at end of year (total assets less liabilities)2014-12-31$71,338,305
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$66,053,889
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$64,867,245
Value of interest in pooled separate accounts at end of year2014-12-31$65,168,895
Interest on participant loans2014-12-31$31,846
Value of interest in common/collective trusts at end of year2014-12-31$4,822,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$3,085,859
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$1,002,473
Employer contributions (assets) at end of year2014-12-31$63,170
Employer contributions (assets) at beginning of year2014-12-31$55,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,510,401
Contract administrator fees2014-12-31$6,360
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
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
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 name2014-12-31MATHIESON MOYSKI AUSTIN & CO. LLP
Accountancy firm EIN2014-12-31363480013
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$2,987
Total income from all sources (including contributions)2014-05-31$17,038,105
Total of all expenses incurred2014-05-31$3,263,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-05-31$3,252,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-05-31$8,392,540
Value of total assets at end of year2014-05-31$66,053,889
Value of total assets at beginning of year2014-05-31$52,282,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-05-31$11,174
Total interest from all sources2014-05-31$48,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-05-31No
Was this plan covered by a fidelity bond2014-05-31Yes
Value of fidelity bond cover2014-05-31$1,000,000
If this is an individual account plan, was there a blackout period2014-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-05-31$0
Were there any nonexempt tranactions with any party-in-interest2014-05-31No
Contributions received from participants2014-05-31$3,426,692
Participant contributions at end of year2014-05-31$1,130,772
Participant contributions at beginning of year2014-05-31$967,317
Income. Received or receivable in cash from other sources (including rollovers)2014-05-31$3,268,900
Administrative expenses (other) incurred2014-05-31$5,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Value of net income/loss2014-05-31$13,774,419
Value of net assets at end of year (total assets less liabilities)2014-05-31$66,053,889
Value of net assets at beginning of year (total assets less liabilities)2014-05-31$52,279,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-05-31No
Were any leases to which the plan was party in default or uncollectible2014-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-05-31$64,867,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-05-31$51,221,804
Interest on participant loans2014-05-31$43,791
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-05-31$5,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-05-31$8,596,575
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-05-31No
Was there a failure to transmit to the plan any participant contributions2014-05-31No
Has the plan failed to provide any benefit when due under the plan2014-05-31No
Contributions received in cash from employer2014-05-31$1,696,948
Employer contributions (assets) at end of year2014-05-31$55,872
Employer contributions (assets) at beginning of year2014-05-31$93,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-05-31$3,252,512
Contract administrator fees2014-05-31$5,519
Liabilities. Value of benefit claims payable at beginning of year2014-05-31$2,987
Did the plan have assets held for investment2014-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-05-31Yes
Opinion of an independent qualified public accountant for this plan2014-05-31Disclaimer
Accountancy firm name2014-05-31MATHIESON MOYSKI AUSTIN & CO. LLP
Accountancy firm EIN2014-05-31363480013
2013 : EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$2,987
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$16,821
Total income from all sources (including contributions)2013-05-31$15,314,462
Total loss/gain on sale of assets2013-05-31$0
Total of all expenses incurred2013-05-31$2,189,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-05-31$2,153,167
Expenses. Certain deemed distributions of participant loans2013-05-31$33,159
Value of total corrective distributions2013-05-31$1,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-05-31$7,153,382
Value of total assets at end of year2013-05-31$52,282,457
Value of total assets at beginning of year2013-05-31$39,171,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-05-31$1,735
Total interest from all sources2013-05-31$74,064
Total dividends received (eg from common stock, registered investment company shares)2013-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-05-31No
Was this plan covered by a fidelity bond2013-05-31Yes
Value of fidelity bond cover2013-05-31$1,000,000
If this is an individual account plan, was there a blackout period2013-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-05-31$0
Were there any nonexempt tranactions with any party-in-interest2013-05-31No
Contributions received from participants2013-05-31$2,821,936
Participant contributions at end of year2013-05-31$967,317
Participant contributions at beginning of year2013-05-31$960,198
Income. Received or receivable in cash from other sources (including rollovers)2013-05-31$2,850,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Value of net income/loss2013-05-31$13,124,646
Value of net assets at end of year (total assets less liabilities)2013-05-31$52,279,470
Value of net assets at beginning of year (total assets less liabilities)2013-05-31$39,154,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-05-31No
Were any leases to which the plan was party in default or uncollectible2013-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-05-31$51,221,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-05-31$38,096,662
Interest on participant loans2013-05-31$43,041
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-05-31$31,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-05-31$8,087,016
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-05-31No
Was there a failure to transmit to the plan any participant contributions2013-05-31No
Has the plan failed to provide any benefit when due under the plan2013-05-31No
Contributions received in cash from employer2013-05-31$1,481,329
Employer contributions (assets) at end of year2013-05-31$93,336
Employer contributions (assets) at beginning of year2013-05-31$114,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-05-31$2,153,167
Contract administrator fees2013-05-31$1,735
Liabilities. Value of benefit claims payable at end of year2013-05-31$2,987
Liabilities. Value of benefit claims payable at beginning of year2013-05-31$16,821
Did the plan have assets held for investment2013-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-05-31Yes
Opinion of an independent qualified public accountant for this plan2013-05-31Disclaimer
Accountancy firm name2013-05-31CORCORAN ENDER & ASSOCIATES LLC
Accountancy firm EIN2013-05-31364323082
2012 : EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$16,821
Total income from all sources (including contributions)2012-05-31$2,918,999
Total of all expenses incurred2012-05-31$1,519,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$1,475,446
Expenses. Certain deemed distributions of participant loans2012-05-31$43,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$4,453,492
Value of total assets at end of year2012-05-31$39,171,645
Value of total assets at beginning of year2012-05-31$37,755,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$800
Total interest from all sources2012-05-31$84,234
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-31No
Was this plan covered by a fidelity bond2012-05-31Yes
Value of fidelity bond cover2012-05-31$1,000,000
If this is an individual account plan, was there a blackout period2012-05-31No
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Contributions received from participants2012-05-31$2,399,942
Participant contributions at end of year2012-05-31$960,198
Participant contributions at beginning of year2012-05-31$917,776
Income. Received or receivable in cash from other sources (including rollovers)2012-05-31$773,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$1,399,626
Value of net assets at end of year (total assets less liabilities)2012-05-31$39,154,824
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$37,755,198
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31No
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-05-31$38,096,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-05-31$36,711,501
Interest on participant loans2012-05-31$43,417
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-05-31$40,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-05-31$-1,618,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31No
Was there a failure to transmit to the plan any participant contributions2012-05-31No
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Contributions received in cash from employer2012-05-31$1,280,441
Employer contributions (assets) at end of year2012-05-31$114,785
Employer contributions (assets) at beginning of year2012-05-31$125,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-31$1,475,446
Contract administrator fees2012-05-31$800
Liabilities. Value of benefit claims payable at end of year2012-05-31$16,821
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31Yes
Opinion of an independent qualified public accountant for this plan2012-05-31Disclaimer
Accountancy firm name2012-05-31CORCORAN ENDER & ASSOCIATES LLC
Accountancy firm EIN2012-05-31364323082
2011 : EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2011 401k financial data
Total income from all sources (including contributions)2011-05-31$15,762,164
Total of all expenses incurred2011-05-31$856,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$855,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-05-31$9,233,018
Value of total assets at end of year2011-05-31$37,755,198
Value of total assets at beginning of year2011-05-31$22,849,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-05-31$599
Total interest from all sources2011-05-31$103,826
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-05-31No
Was this plan covered by a fidelity bond2011-05-31Yes
Value of fidelity bond cover2011-05-31$500,000
If this is an individual account plan, was there a blackout period2011-05-31No
Were there any nonexempt tranactions with any party-in-interest2011-05-31No
Contributions received from participants2011-05-31$2,183,688
Participant contributions at end of year2011-05-31$917,776
Participant contributions at beginning of year2011-05-31$634,513
Income. Received or receivable in cash from other sources (including rollovers)2011-05-31$5,862,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Value of net income/loss2011-05-31$14,905,724
Value of net assets at end of year (total assets less liabilities)2011-05-31$37,755,198
Value of net assets at beginning of year (total assets less liabilities)2011-05-31$22,849,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-05-31No
Were any leases to which the plan was party in default or uncollectible2011-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-05-31$36,711,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-05-31$22,192,622
Interest on participant loans2011-05-31$39,308
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-05-31$64,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-05-31$6,425,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-05-31No
Was there a failure to transmit to the plan any participant contributions2011-05-31No
Has the plan failed to provide any benefit when due under the plan2011-05-31No
Contributions received in cash from employer2011-05-31$1,187,099
Employer contributions (assets) at end of year2011-05-31$125,921
Employer contributions (assets) at beginning of year2011-05-31$22,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-05-31$855,841
Contract administrator fees2011-05-31$599
Did the plan have assets held for investment2011-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-05-31Yes
Opinion of an independent qualified public accountant for this plan2011-05-31Disclaimer
Accountancy firm name2011-05-31CORCORAN ENDER & ASSOCIATES LLC
Accountancy firm EIN2011-05-31364323082

Form 5500 Responses for EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY

2022: EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01Submission has been amendedNo
2014-06-01This submission is the final filingNo
2014-06-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-06-01Plan is a collectively bargained planNo
2014-06-01Plan funding arrangement – InsuranceYes
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement - TrustYes
2013: EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Submission has been amendedNo
2013-06-01This submission is the final filingNo
2013-06-01This return/report is a short plan year return/report (less than 12 months)No
2013-06-01Plan is a collectively bargained planNo
2013-06-01Plan funding arrangement – InsuranceYes
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement - TrustYes
2012: EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Submission has been amendedNo
2012-06-01This submission is the final filingNo
2012-06-01This return/report is a short plan year return/report (less than 12 months)No
2012-06-01Plan is a collectively bargained planNo
2012-06-01Plan funding arrangement – InsuranceYes
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement – InsuranceYes
2012-06-01Plan benefit arrangement - TrustYes
2011: EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Plan funding arrangement – InsuranceYes
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement – InsuranceYes
2011-06-01Plan benefit arrangement - TrustYes
2009: EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01Submission has been amendedYes
2009-06-01Plan funding arrangement – InsuranceYes
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement – InsuranceYes
2009-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number860888
Policy instance 1
Insurance contract or identification number860888
Number of Individuals Covered1264
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number860888
Policy instance 1
Insurance contract or identification number860888
Number of Individuals Covered1081
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878898
Policy instance 2
Insurance contract or identification number878898
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $44,759
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $44,759
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number860888
Policy instance 1
Insurance contract or identification number860888
Number of Individuals Covered995
Insurance policy start date2020-12-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878898
Policy instance 1
Insurance contract or identification number878898
Number of Individuals Covered924
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $39,711
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $39,711
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878898
Policy instance 1
Insurance contract or identification number878898
Number of Individuals Covered825
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $37,050
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $37,050
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerTPA ALLIANCE PROGRAM
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878898
Policy instance 1
Insurance contract or identification number878898
Number of Individuals Covered776
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $27,357
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $27,357
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerTPA ALLIANCE PROGRAM
Insurance broker organization code?5
Insurance broker nameERISA, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878898
Policy instance 1
Insurance contract or identification number878898
Number of Individuals Covered707
Insurance policy start date2015-06-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $45,084
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $45,084
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
Insurance broker nameERISA, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878898
Policy instance 1
Insurance contract or identification number878898
Number of Individuals Covered600
Insurance policy start date2014-06-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $16,413
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees16413
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker organization code?5
Insurance broker nameERISA, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878898
Policy instance 1
Insurance contract or identification number878898
Number of Individuals Covered570
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Total amount of commissions paid to insurance brokerUSD $211,407
Total amount of fees paid to insurance companyUSD $25,816
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $111,402
Insurance broker organization code?3
Amount paid for insurance broker fees13222
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM FEE
Insurance broker nameE.R.I.S.A., INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878898
Policy instance 1
Insurance contract or identification number878898
Number of Individuals Covered536
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $217,143
Total amount of fees paid to insurance companyUSD $21,279
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $217,143
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees21279
Insurance broker nameRONALD P. ROTI
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878898
Policy instance 1
Insurance contract or identification number878898
Number of Individuals Covered462
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $167,445
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878898
Policy instance 1
Insurance contract or identification number878898
Number of Individuals Covered422
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $152,894
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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