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THE COMFORT COMPANIES INC 401(K) P/S PLAN 401k Plan overview

Plan NameTHE COMFORT COMPANIES INC 401(K) P/S PLAN
Plan identification number 001

THE COMFORT COMPANIES INC 401(K) P/S PLAN Benefits

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

THE COMFORT COMPANIES INC has sponsored the creation of one or more 401k plans.

Company Name:THE COMFORT COMPANIES INC
Employer identification number (EIN):363635794
NAIC Classification:339110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE COMFORT COMPANIES INC 401(K) P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01DAWN WHEELER2020-08-14
0012018-01-01DAWN WHEELER2019-10-15
0012017-01-01
0012016-01-01
0012015-01-01MICHAEL C. GROTH
0012014-01-01STACI STAFFORD
0012013-01-01STACI STAFFORD
0012012-01-01STACI STAFFORD
0012011-01-01STACI STAFFORD2012-10-08
0012010-01-01STACI STAFFORD2011-07-18

Plan Statistics for THE COMFORT COMPANIES INC 401(K) P/S PLAN

401k plan membership statisitcs for THE COMFORT COMPANIES INC 401(K) P/S PLAN

Measure Date Value
2019: THE COMFORT COMPANIES INC 401(K) P/S PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01234
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE COMFORT COMPANIES INC 401(K) P/S PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01227
Total number of active participants reported on line 7a of the Form 55002018-01-01141
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0193
Total of all active and inactive participants2018-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01234
Number of participants with account balances2018-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE COMFORT COMPANIES INC 401(K) P/S PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01219
Total number of active participants reported on line 7a of the Form 55002017-01-01156
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0171
Total of all active and inactive participants2017-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01227
Number of participants with account balances2017-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0120
2016: THE COMFORT COMPANIES INC 401(K) P/S PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01186
Total number of active participants reported on line 7a of the Form 55002016-01-01179
Number of other retired or separated participants entitled to future benefits2016-01-0128
Total of all active and inactive participants2016-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01207
Number of participants with account balances2016-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: THE COMFORT COMPANIES INC 401(K) P/S PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01157
Total number of active participants reported on line 7a of the Form 55002015-01-01146
Number of other retired or separated participants entitled to future benefits2015-01-0124
Total of all active and inactive participants2015-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01170
Number of participants with account balances2015-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: THE COMFORT COMPANIES INC 401(K) P/S PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01154
Total number of active participants reported on line 7a of the Form 55002014-01-01138
Number of other retired or separated participants entitled to future benefits2014-01-0116
Total of all active and inactive participants2014-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01154
Number of participants with account balances2014-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: THE COMFORT COMPANIES INC 401(K) P/S PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01142
Total number of active participants reported on line 7a of the Form 55002013-01-01138
Number of other retired or separated participants entitled to future benefits2013-01-0114
Total of all active and inactive participants2013-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01152
Number of participants with account balances2013-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE COMFORT COMPANIES INC 401(K) P/S PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01129
Total number of active participants reported on line 7a of the Form 55002012-01-01127
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01139
Number of participants with account balances2012-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on THE COMFORT COMPANIES INC 401(K) P/S PLAN

Measure Date Value
2019 : THE COMFORT COMPANIES INC 401(K) P/S PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-10-15$0
Total transfer of assets from this plan2019-10-15$2,667,667
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-15$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-15$0
Total income from all sources (including contributions)2019-10-15$99,354
Total loss/gain on sale of assets2019-10-15$0
Total of all expenses incurred2019-10-15$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-10-15$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-10-15$13,251
Value of total assets at end of year2019-10-15$0
Value of total assets at beginning of year2019-10-15$2,568,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-10-15$0
Total interest from all sources2019-10-15$363
Total dividends received (eg from common stock, registered investment company shares)2019-10-15$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-10-15Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-10-15$0
Was this plan covered by a fidelity bond2019-10-15Yes
Value of fidelity bond cover2019-10-15$500,000
If this is an individual account plan, was there a blackout period2019-10-15Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-10-15$0
Were there any nonexempt tranactions with any party-in-interest2019-10-15No
Contributions received from participants2019-10-15$8,087
Participant contributions at end of year2019-10-15$0
Participant contributions at beginning of year2019-10-15$115,808
Participant contributions at end of year2019-10-15$0
Participant contributions at beginning of year2019-10-15$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-15No
Value of net income/loss2019-10-15$99,354
Value of net assets at end of year (total assets less liabilities)2019-10-15$0
Value of net assets at beginning of year (total assets less liabilities)2019-10-15$2,568,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-10-15No
Were any loans by the plan or fixed income obligations due to the plan in default2019-10-15No
Were any leases to which the plan was party in default or uncollectible2019-10-15No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-10-15$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-10-15$2,366,264
Interest on participant loans2019-10-15$194
Interest earned on other investments2019-10-15$169
Value of interest in common/collective trusts at end of year2019-10-15$0
Value of interest in common/collective trusts at beginning of year2019-10-15$51,910
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-10-15$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-10-15$17,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-10-15$85,707
Net investment gain or loss from common/collective trusts2019-10-15$33
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-10-15No
Was there a failure to transmit to the plan any participant contributions2019-10-15No
Has the plan failed to provide any benefit when due under the plan2019-10-15No
Contributions received in cash from employer2019-10-15$5,164
Employer contributions (assets) at end of year2019-10-15$0
Employer contributions (assets) at beginning of year2019-10-15$16,464
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-10-15Yes
Did the plan have assets held for investment2019-10-15Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-15No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-10-15Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-10-15Yes
Opinion of an independent qualified public accountant for this plan2019-10-15Disclaimer
Accountancy firm name2019-10-15JCCS
Accountancy firm EIN2019-10-15810348775
2018 : THE COMFORT COMPANIES INC 401(K) P/S PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$314,160
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,327,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,309,632
Expenses. Certain deemed distributions of participant loans2018-12-31$98
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$470,316
Value of total assets at end of year2018-12-31$2,568,313
Value of total assets at beginning of year2018-12-31$3,581,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$17,272
Total interest from all sources2018-12-31$5,339
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$55,178
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$55,178
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
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$239,199
Participant contributions at end of year2018-12-31$115,808
Participant contributions at beginning of year2018-12-31$192,378
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$65,975
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$1,980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,012,842
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,568,313
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,581,155
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$15,292
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,366,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,302,606
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$5,145
Interest earned on other investments2018-12-31$194
Value of interest in common/collective trusts at end of year2018-12-31$51,910
Value of interest in common/collective trusts at beginning of year2018-12-31$56,420
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$17,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$17,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-217,772
Net investment gain or loss from common/collective trusts2018-12-31$1,099
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$165,142
Employer contributions (assets) at end of year2018-12-31$16,464
Employer contributions (assets) at beginning of year2018-12-31$12,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,309,632
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31JCCS
Accountancy firm EIN2018-12-31810348775
2017 : THE COMFORT COMPANIES INC 401(K) P/S PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$33,318
Total income from all sources (including contributions)2017-12-31$1,211,179
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$419,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$408,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$703,445
Value of total assets at end of year2017-12-31$3,581,155
Value of total assets at beginning of year2017-12-31$2,822,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,835
Total interest from all sources2017-12-31$10,360
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$58,869
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$58,869
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$426,547
Participant contributions at end of year2017-12-31$192,378
Participant contributions at beginning of year2017-12-31$235,043
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$12,173
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$33,318
Administrative expenses (other) incurred2017-12-31$1,420
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$792,161
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,581,155
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,788,994
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$9,415
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,302,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,551
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,563,150
Interest on participant loans2017-12-31$10,167
Interest earned on other investments2017-12-31$193
Value of interest in common/collective trusts at end of year2017-12-31$56,420
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$17,673
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$437,740
Net investment gain or loss from common/collective trusts2017-12-31$765
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$276,898
Employer contributions (assets) at end of year2017-12-31$12,078
Employer contributions (assets) at beginning of year2017-12-31$-5,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$408,183
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 name2017-12-31JCCS
Accountancy firm EIN2017-12-31810348775
2016 : THE COMFORT COMPANIES INC 401(K) P/S PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$153,909
Total unrealized appreciation/depreciation of assets2016-12-31$153,909
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$33,318
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$542,552
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$139,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$134,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$375,568
Value of total assets at end of year2016-12-31$2,822,312
Value of total assets at beginning of year2016-12-31$2,385,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,547
Total interest from all sources2016-12-31$12,546
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$529
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$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$266,804
Participant contributions at end of year2016-12-31$235,043
Participant contributions at beginning of year2016-12-31$193,884
Participant contributions at end of year2016-12-31$12,173
Participant contributions at beginning of year2016-12-31$-46
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$17,647
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$33,318
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$403,365
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,788,994
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,385,629
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
Investment advisory and management fees2016-12-31$4,547
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$17,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$37,822
Value of interest in pooled separate accounts at end of year2016-12-31$2,563,150
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,156,456
Interest on participant loans2016-12-31$12,546
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$91,117
Employer contributions (assets) at end of year2016-12-31$-5,605
Employer contributions (assets) at beginning of year2016-12-31$-2,487
Income. Dividends from common stock2016-12-31$529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$134,640
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31JCCS
Accountancy firm EIN2016-12-31810348775
2015 : THE COMFORT COMPANIES INC 401(K) P/S PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-55,934
Total unrealized appreciation/depreciation of assets2015-12-31$-55,934
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$260,469
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$100,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$86,530
Expenses. Certain deemed distributions of participant loans2015-12-31$11,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$305,695
Value of total assets at end of year2015-12-31$2,385,629
Value of total assets at beginning of year2015-12-31$2,225,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,052
Total interest from all sources2015-12-31$10,177
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$531
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 period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$232,537
Participant contributions at end of year2015-12-31$193,884
Participant contributions at beginning of year2015-12-31$218,753
Participant contributions at end of year2015-12-31$-46
Participant contributions at beginning of year2015-12-31$8,305
Administrative expenses (other) incurred2015-12-31$3,052
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$159,709
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,385,629
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,225,920
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$2,194,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,997,011
Interest on participant loans2015-12-31$10,177
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$73,158
Employer contributions (assets) at end of year2015-12-31$-2,487
Employer contributions (assets) at beginning of year2015-12-31$1,851
Income. Dividends from common stock2015-12-31$531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$86,530
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BOYLE DEVENY & MEYER PC
Accountancy firm EIN2015-12-31810390489
2014 : THE COMFORT COMPANIES INC 401(K) P/S PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$83,022
Total unrealized appreciation/depreciation of assets2014-12-31$83,022
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$459,980
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$150,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$132,463
Expenses. Certain deemed distributions of participant loans2014-12-31$15,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$365,633
Value of total assets at end of year2014-12-31$2,225,920
Value of total assets at beginning of year2014-12-31$1,916,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,143
Total interest from all sources2014-12-31$10,949
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$376
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$227,330
Participant contributions at end of year2014-12-31$218,753
Participant contributions at beginning of year2014-12-31$177,888
Participant contributions at end of year2014-12-31$8,305
Participant contributions at beginning of year2014-12-31$8,144
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$57,338
Administrative expenses (other) incurred2014-12-31$2,143
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$309,674
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,225,920
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,916,246
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$1,997,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,724,553
Interest on participant loans2014-12-31$10,949
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$80,965
Employer contributions (assets) at end of year2014-12-31$1,851
Employer contributions (assets) at beginning of year2014-12-31$5,661
Income. Dividends from common stock2014-12-31$376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$132,463
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BOYLE DEVENY & MEYER PC
Accountancy firm EIN2014-12-31810390489
2013 : THE COMFORT COMPANIES INC 401(K) P/S PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$251,935
Total unrealized appreciation/depreciation of assets2013-12-31$251,935
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$706,920
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$69,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$68,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$449,483
Value of total assets at end of year2013-12-31$1,916,246
Value of total assets at beginning of year2013-12-31$1,278,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,080
Total interest from all sources2013-12-31$5,226
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$276
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$269,092
Participant contributions at end of year2013-12-31$177,888
Participant contributions at beginning of year2013-12-31$79,886
Participant contributions at end of year2013-12-31$8,144
Participant contributions at beginning of year2013-12-31$5,104
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$30,630
Administrative expenses (other) incurred2013-12-31$1,080
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$637,548
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,916,246
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,278,698
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$1,724,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,190,702
Interest on participant loans2013-12-31$5,226
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$149,761
Employer contributions (assets) at end of year2013-12-31$5,661
Employer contributions (assets) at beginning of year2013-12-31$3,006
Income. Dividends from common stock2013-12-31$276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$68,292
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BOYLE DEVENY & MEYER PC
Accountancy firm EIN2013-12-31810390489
2012 : THE COMFORT COMPANIES INC 401(K) P/S PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$119,627
Total unrealized appreciation/depreciation of assets2012-12-31$119,627
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$529,649
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$63,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$44,931
Expenses. Certain deemed distributions of participant loans2012-12-31$18,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$406,058
Value of total assets at end of year2012-12-31$1,278,698
Value of total assets at beginning of year2012-12-31$812,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$450
Total interest from all sources2012-12-31$3,782
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$253,510
Participant contributions at end of year2012-12-31$79,886
Participant contributions at beginning of year2012-12-31$50,107
Participant contributions at end of year2012-12-31$5,104
Participant contributions at beginning of year2012-12-31$32,825
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$7,439
Administrative expenses (other) incurred2012-12-31$450
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$466,191
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,278,698
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$812,507
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$1,190,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$705,236
Interest on participant loans2012-12-31$3,782
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$145,109
Employer contributions (assets) at end of year2012-12-31$3,006
Employer contributions (assets) at beginning of year2012-12-31$24,339
Income. Dividends from common stock2012-12-31$182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$44,931
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BOYLE DEVENY & MEYER PC
Accountancy firm EIN2012-12-31810390489

Form 5500 Responses for THE COMFORT COMPANIES INC 401(K) P/S PLAN

2019: THE COMFORT COMPANIES INC 401(K) P/S PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: THE COMFORT COMPANIES INC 401(K) P/S PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE COMFORT COMPANIES INC 401(K) P/S PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE COMFORT COMPANIES INC 401(K) P/S PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE COMFORT COMPANIES INC 401(K) P/S PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE COMFORT COMPANIES INC 401(K) P/S PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE COMFORT COMPANIES INC 401(K) P/S PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE COMFORT COMPANIES INC 401(K) P/S PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number944593-01
Policy instance 1
Insurance contract or identification number944593-01
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-10-15
Total amount of commissions paid to insurance brokerUSD $75
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $45
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number944593-01
Policy instance 1
Insurance contract or identification number944593-01
Number of Individuals Covered18
Insurance policy start date2018-01-01
Insurance policy end date2018-01-02
Total amount of commissions paid to insurance brokerUSD $89
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $53
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number944593-01
Policy instance 1
Insurance contract or identification number944593-01
Number of Individuals Covered18
Insurance policy start date2017-01-01
Insurance policy end date2017-01-02
Total amount of commissions paid to insurance brokerUSD $1,243
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $746
Insurance broker organization code?3
Insurance broker nameCHRISTINE CASTRONOVO

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