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TRUGREEN LANDCARE LLC 401(K) PLAN 401k Plan overview

Plan NameTRUGREEN LANDCARE LLC 401(K) PLAN
Plan identification number 001

TRUGREEN LANDCARE LLC 401(K) PLAN Benefits

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

401k Sponsoring company profile

LANDCARE USA, LLC has sponsored the creation of one or more 401k plans.

Company Name:LANDCARE USA, LLC
Employer identification number (EIN):364313318
NAIC Classification:561730
NAIC Description:Landscaping Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRUGREEN LANDCARE LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01REBEKKAH RAMOS REBEKKAH RAMOS2018-09-25
0012016-01-01REBEKKAH RAMOS REBEKKAH RAMOS2017-09-26
0012015-01-01REBEKKAH RAMOS REBEKKAH RAMOS2016-10-07
0012014-01-01REBEKKAH RAMOS REBEKKAH RAMOS2015-09-01
0012013-01-01REBEKKAH RAMOS REBEKKAH RAMOS2014-10-13
0012012-01-01REBEKKAH RAMOS REBEKKAH RAMOS2013-10-15
0012011-05-12MITZI CREASY

Plan Statistics for TRUGREEN LANDCARE LLC 401(K) PLAN

401k plan membership statisitcs for TRUGREEN LANDCARE LLC 401(K) PLAN

Measure Date Value
2022: TRUGREEN LANDCARE LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,489
Total number of active participants reported on line 7a of the Form 55002022-01-011,689
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-01978
Total of all active and inactive participants2022-01-012,672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0113
Total participants2022-01-012,685
Number of participants with account balances2022-01-012,606
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01595
2021: TRUGREEN LANDCARE LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,286
Total number of active participants reported on line 7a of the Form 55002021-01-011,621
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-01850
Total of all active and inactive participants2021-01-012,478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0111
Total participants2021-01-012,489
Number of participants with account balances2021-01-012,405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01473
2020: TRUGREEN LANDCARE LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,032
Total number of active participants reported on line 7a of the Form 55002020-01-011,637
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01641
Total of all active and inactive participants2020-01-012,280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-012,286
Number of participants with account balances2020-01-012,074
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01335
2019: TRUGREEN LANDCARE LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,162
Total number of active participants reported on line 7a of the Form 55002019-01-011,320
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01704
Total of all active and inactive participants2019-01-012,027
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-012,032
Number of participants with account balances2019-01-011,973
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01483
2018: TRUGREEN LANDCARE LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,074
Total number of active participants reported on line 7a of the Form 55002018-01-011,486
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-01666
Total of all active and inactive participants2018-01-012,158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-012,162
Number of participants with account balances2018-01-011,884
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01452
2017: TRUGREEN LANDCARE LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,317
Total number of active participants reported on line 7a of the Form 55002017-01-011,422
Number of retired or separated participants receiving benefits2017-01-018
Number of other retired or separated participants entitled to future benefits2017-01-01642
Total of all active and inactive participants2017-01-012,072
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-012,074
Number of participants with account balances2017-01-011,762
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01435
2016: TRUGREEN LANDCARE LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,327
Total number of active participants reported on line 7a of the Form 55002016-01-011,519
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-01791
Total of all active and inactive participants2016-01-012,316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-012,317
Number of participants with account balances2016-01-011,865
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01573
2015: TRUGREEN LANDCARE LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,510
Total number of active participants reported on line 7a of the Form 55002015-01-011,850
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-011,474
Total of all active and inactive participants2015-01-013,327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013,327
Number of participants with account balances2015-01-012,789
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01517
2014: TRUGREEN LANDCARE LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,831
Total number of active participants reported on line 7a of the Form 55002014-01-012,393
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-012,116
Total of all active and inactive participants2014-01-014,510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014,510
Number of participants with account balances2014-01-013,843
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01693
2013: TRUGREEN LANDCARE LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,904
Total number of active participants reported on line 7a of the Form 55002013-01-012,587
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-011,174
Total of all active and inactive participants2013-01-013,762
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013,762
Number of participants with account balances2013-01-012,965
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01541
2012: TRUGREEN LANDCARE LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,071
Total number of active participants reported on line 7a of the Form 55002012-01-011,873
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-011,947
Total of all active and inactive participants2012-01-013,821
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013,821
Number of participants with account balances2012-01-013,821
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01346
2011: TRUGREEN LANDCARE LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-05-123,086
Total number of active participants reported on line 7a of the Form 55002011-05-121,975
Number of retired or separated participants receiving benefits2011-05-121
Number of other retired or separated participants entitled to future benefits2011-05-121,095
Total of all active and inactive participants2011-05-123,071
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-05-120
Total participants2011-05-123,071
Number of participants with account balances2011-05-123,071
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-05-12688

Financial Data on TRUGREEN LANDCARE LLC 401(K) PLAN

Measure Date Value
2022 : TRUGREEN LANDCARE LLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-348,201
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,267,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,904,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,004,498
Value of total assets at end of year2022-12-31$43,332,516
Value of total assets at beginning of year2022-12-31$47,948,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$363,576
Total interest from all sources2022-12-31$32,168
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,116,408
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$2,116,408
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$4,623,788
Participant contributions at end of year2022-12-31$755,740
Participant contributions at beginning of year2022-12-31$702,899
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$353,845
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$5,133
Other income not declared elsewhere2022-12-31$18,686
Administrative expenses (other) incurred2022-12-31$363,576
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,615,844
Value of net assets at end of year (total assets less liabilities)2022-12-31$43,332,516
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$47,948,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$40,286,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$46,060,311
Interest on participant loans2022-12-31$32,168
Value of interest in common/collective trusts at end of year2022-12-31$2,290,160
Value of interest in common/collective trusts at beginning of year2022-12-31$1,185,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,551,761
Net investment gain or loss from common/collective trusts2022-12-31$31,800
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$2,026,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,898,934
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 name2022-12-31LUTZ & COMPANY PC
Accountancy firm EIN2022-12-31470625816
2021 : TRUGREEN LANDCARE LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$12,019,195
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,540,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,161,923
Value of total corrective distributions2021-12-31$62,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,238,815
Value of total assets at end of year2021-12-31$47,948,360
Value of total assets at beginning of year2021-12-31$39,469,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$315,774
Total interest from all sources2021-12-31$34,929
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,466,696
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$2,466,696
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,011,081
Participant contributions at end of year2021-12-31$702,899
Participant contributions at beginning of year2021-12-31$769,345
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$437,520
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$7,145
Other income not declared elsewhere2021-12-31$33,114
Administrative expenses (other) incurred2021-12-31$315,774
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$8,478,854
Value of net assets at end of year (total assets less liabilities)2021-12-31$47,948,360
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$39,469,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$46,060,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$37,586,502
Interest on participant loans2021-12-31$34,929
Value of interest in common/collective trusts at end of year2021-12-31$1,185,150
Value of interest in common/collective trusts at beginning of year2021-12-31$1,113,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,229,122
Net investment gain or loss from common/collective trusts2021-12-31$16,519
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$1,790,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,154,778
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 name2021-12-31LUTZ & COMPANY PC
Accountancy firm EIN2021-12-31470625816
2020 : TRUGREEN LANDCARE LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$9,057,276
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,187,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,923,950
Value of total corrective distributions2020-12-31$754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,823,668
Value of total assets at end of year2020-12-31$39,469,506
Value of total assets at beginning of year2020-12-31$34,599,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$262,440
Total interest from all sources2020-12-31$41,326
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,356,326
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$1,356,326
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 period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,882,305
Participant contributions at end of year2020-12-31$769,345
Participant contributions at beginning of year2020-12-31$736,070
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$381,606
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$2,925
Other income not declared elsewhere2020-12-31$39,004
Administrative expenses (other) incurred2020-12-31$262,440
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$4,870,132
Value of net assets at end of year (total assets less liabilities)2020-12-31$39,469,506
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$34,599,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$37,586,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$33,589,343
Interest on participant loans2020-12-31$41,326
Value of interest in common/collective trusts at end of year2020-12-31$1,113,659
Value of interest in common/collective trusts at beginning of year2020-12-31$273,961
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,776,763
Net investment gain or loss from common/collective trusts2020-12-31$20,189
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$559,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,921,025
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LUTZ & COMPANY PC
Accountancy firm EIN2020-12-31470625816
2019 : TRUGREEN LANDCARE LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$10,477,380
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,662,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,459,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,430,491
Value of total assets at end of year2019-12-31$34,599,374
Value of total assets at beginning of year2019-12-31$28,784,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$202,329
Total interest from all sources2019-12-31$35,012
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,387,224
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,387,224
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,893,493
Participant contributions at end of year2019-12-31$736,070
Participant contributions at beginning of year2019-12-31$705,506
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$286,390
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$5,846
Other income not declared elsewhere2019-12-31$41,444
Administrative expenses (other) incurred2019-12-31$202,329
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$5,815,130
Value of net assets at end of year (total assets less liabilities)2019-12-31$34,599,374
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$28,784,244
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$33,589,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$27,735,944
Interest on participant loans2019-12-31$35,012
Value of interest in common/collective trusts at end of year2019-12-31$273,961
Value of interest in common/collective trusts at beginning of year2019-12-31$342,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,575,167
Net investment gain or loss from common/collective trusts2019-12-31$8,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,250,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,454,075
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LUTZ & COMPANY PC
Accountancy firm EIN2019-12-31470625816
2018 : TRUGREEN LANDCARE LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,806,132
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,532,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,366,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,112,622
Value of total assets at end of year2018-12-31$28,784,244
Value of total assets at beginning of year2018-12-31$29,510,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$166,515
Total interest from all sources2018-12-31$34,676
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,286,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,286,504
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,537,393
Participant contributions at end of year2018-12-31$705,506
Participant contributions at beginning of year2018-12-31$634,071
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$429,854
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$2,741
Other income not declared elsewhere2018-12-31$25,385
Administrative expenses (other) incurred2018-12-31$166,515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-726,448
Value of net assets at end of year (total assets less liabilities)2018-12-31$28,784,244
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$29,510,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$27,735,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$28,244,843
Interest on participant loans2018-12-31$34,676
Value of interest in common/collective trusts at end of year2018-12-31$342,794
Value of interest in common/collective trusts at beginning of year2018-12-31$631,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,664,058
Net investment gain or loss from common/collective trusts2018-12-31$11,003
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$1,145,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,363,324
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 name2018-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2018-12-31521743645
2017 : TRUGREEN LANDCARE LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$7,889,878
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,432,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,268,837
Value of total corrective distributions2017-12-31$209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,291,204
Value of total assets at end of year2017-12-31$29,510,692
Value of total assets at beginning of year2017-12-31$27,053,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$163,851
Total interest from all sources2017-12-31$24,041
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$750,535
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$750,535
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,147,290
Participant contributions at end of year2017-12-31$634,071
Participant contributions at beginning of year2017-12-31$573,352
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$227,639
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$1,644
Other income not declared elsewhere2017-12-31$43,915
Administrative expenses (other) incurred2017-12-31$163,851
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$2,456,981
Value of net assets at end of year (total assets less liabilities)2017-12-31$29,510,692
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$27,053,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$28,244,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$25,839,193
Interest on participant loans2017-12-31$24,041
Value of interest in common/collective trusts at end of year2017-12-31$631,778
Value of interest in common/collective trusts at beginning of year2017-12-31$641,166
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,768,243
Net investment gain or loss from common/collective trusts2017-12-31$11,940
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$916,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,267,193
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 name2017-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2017-12-31521743645
2016 : TRUGREEN LANDCARE LLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$5,083,158
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,440,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,275,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,888,195
Value of total assets at end of year2016-12-31$27,053,711
Value of total assets at beginning of year2016-12-31$27,410,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$165,043
Total interest from all sources2016-12-31$25,121
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$902,116
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$902,116
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$2,161,858
Participant contributions at end of year2016-12-31$573,352
Participant contributions at beginning of year2016-12-31$705,923
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$54,790
Other income not declared elsewhere2016-12-31$195,124
Administrative expenses (other) incurred2016-12-31$165,043
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-357,242
Value of net assets at end of year (total assets less liabilities)2016-12-31$27,053,711
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$27,410,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$25,839,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$26,349,272
Interest on participant loans2016-12-31$25,121
Value of interest in common/collective trusts at end of year2016-12-31$641,166
Value of interest in common/collective trusts at beginning of year2016-12-31$355,758
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,062,467
Net investment gain or loss from common/collective trusts2016-12-31$10,135
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$671,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,275,357
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 name2016-12-31STOUT CAUSEY & HORNING, P.A.
Accountancy firm EIN2016-12-31521743645
2015 : TRUGREEN LANDCARE LLC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,018,405
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$7,414,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,218,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,713,322
Value of total assets at end of year2015-12-31$27,410,953
Value of total assets at beginning of year2015-12-31$30,806,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$195,280
Total interest from all sources2015-12-31$76,609
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,504,219
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,504,219
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$2,623,412
Participant contributions at end of year2015-12-31$705,923
Participant contributions at beginning of year2015-12-31$841,101
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$162,342
Other income not declared elsewhere2015-12-31$36,030
Administrative expenses (other) incurred2015-12-31$195,280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,395,720
Value of net assets at end of year (total assets less liabilities)2015-12-31$27,410,953
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$30,806,673
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$26,349,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$26,179,273
Interest on participant loans2015-12-31$27,844
Interest earned on other investments2015-12-31$48,765
Value of interest in common/collective trusts at end of year2015-12-31$355,758
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,786,299
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,313,029
Net investment gain or loss from common/collective trusts2015-12-31$1,254
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$927,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,218,845
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 name2015-12-31STOUT CAUSEY & HORNING, P.A.
Accountancy firm EIN2015-12-31521743645
2014 : TRUGREEN LANDCARE LLC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$6,371,785
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,919,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,733,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,715,870
Value of total assets at end of year2014-12-31$30,806,673
Value of total assets at beginning of year2014-12-31$30,353,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$185,889
Total interest from all sources2014-12-31$124,900
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$380,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$380,273
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$2,812,791
Participant contributions at end of year2014-12-31$841,101
Participant contributions at beginning of year2014-12-31$714,859
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$55,987
Other income not declared elsewhere2014-12-31$40,866
Administrative expenses (other) incurred2014-12-31$185,889
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$452,686
Value of net assets at end of year (total assets less liabilities)2014-12-31$30,806,673
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$30,353,987
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$26,179,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$25,599,850
Interest on participant loans2014-12-31$34,023
Interest earned on other investments2014-12-31$90,877
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,786,299
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,039,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,109,876
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$1,847,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,733,210
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 name2014-12-31STOUT CAUSEY & HORNING, P.A.
Accountancy firm EIN2014-12-31521743645
2013 : TRUGREEN LANDCARE LLC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$8,642,111
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,997,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,865,144
Expenses. Certain deemed distributions of participant loans2013-12-31$-1,994
Value of total corrective distributions2013-12-31$6,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,482,594
Value of total assets at end of year2013-12-31$30,353,987
Value of total assets at beginning of year2013-12-31$27,709,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$128,147
Total interest from all sources2013-12-31$93,279
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$211,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$211,954
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$2,307,513
Participant contributions at end of year2013-12-31$714,859
Participant contributions at beginning of year2013-12-31$727,370
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$154,489
Other income not declared elsewhere2013-12-31$14,360
Administrative expenses (other) incurred2013-12-31$128,147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,644,414
Value of net assets at end of year (total assets less liabilities)2013-12-31$30,353,987
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$27,709,573
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$25,599,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$23,412,151
Interest on participant loans2013-12-31$30,206
Interest earned on other investments2013-12-31$63,073
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$558
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$558
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,039,278
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,569,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,839,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,020,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,865,144
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 name2013-12-31STOUT CAUSEY & HORNING, P.A.
Accountancy firm EIN2013-12-31521743645
2012 : TRUGREEN LANDCARE LLC 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$6,745,963
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$6,038,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,854,340
Expenses. Certain deemed distributions of participant loans2012-12-31$36,387
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,298,716
Value of total assets at end of year2012-12-31$27,709,573
Value of total assets at beginning of year2012-12-31$27,002,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$147,769
Total interest from all sources2012-12-31$96,269
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$298,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$298,051
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
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$2,298,113
Participant contributions at end of year2012-12-31$727,370
Participant contributions at beginning of year2012-12-31$661,875
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$40,406
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$147,769
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$20
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$707,467
Value of net assets at end of year (total assets less liabilities)2012-12-31$27,709,573
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$27,002,106
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$23,412,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$22,915,746
Interest on participant loans2012-12-31$28,930
Interest earned on other investments2012-12-31$67,339
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$558
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,569,494
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,424,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,052,927
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$960,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,854,340
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : TRUGREEN LANDCARE LLC 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$28,781,652
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,907,002
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,686,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,626,997
Expenses. Certain deemed distributions of participant loans2011-12-31$3,104
Value of total corrective distributions2011-12-31$2,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,062,204
Value of total assets at end of year2011-12-31$27,002,106
Value of total assets at beginning of year2011-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$53,546
Total interest from all sources2011-12-31$61,822
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$244,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$244,039
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,855,230
Participant contributions at end of year2011-12-31$661,875
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$202,660
Other income not declared elsewhere2011-12-31$9,849
Administrative expenses (other) incurred2011-12-31$53,546
Total non interest bearing cash at end of year2011-12-31$20
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,779,546
Value of net assets at end of year (total assets less liabilities)2011-12-31$27,002,106
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$22,915,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$15,738
Interest earned on other investments2011-12-31$46,084
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,424,465
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,470,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,004,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,626,997
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCGLADREY & PULLEN LLP
Accountancy firm EIN2011-12-31420714325

Form 5500 Responses for TRUGREEN LANDCARE LLC 401(K) PLAN

2022: TRUGREEN LANDCARE LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TRUGREEN LANDCARE LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TRUGREEN LANDCARE LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TRUGREEN LANDCARE LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TRUGREEN LANDCARE LLC 401(K) 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TRUGREEN LANDCARE LLC 401(K) 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TRUGREEN LANDCARE LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TRUGREEN LANDCARE LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TRUGREEN LANDCARE LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TRUGREEN LANDCARE LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TRUGREEN LANDCARE LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TRUGREEN LANDCARE LLC 401(K) PLAN 2011 form 5500 responses
2011-05-12Type of plan entitySingle employer plan
2011-05-12First time form 5500 has been submittedYes
2011-05-12Submission has been amendedYes
2011-05-12This submission is the final filingNo
2011-05-12This return/report is a short plan year return/report (less than 12 months)Yes
2011-05-12Plan is a collectively bargained planNo
2011-05-12Plan funding arrangement – InsuranceYes
2011-05-12Plan funding arrangement – TrustYes
2011-05-12Plan benefit arrangement – InsuranceYes
2011-05-12Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41787
Policy instance 1
Insurance contract or identification number41787
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,744
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Amount paid for insurance broker fees3744
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameLOCKTON FINANCIAL ADVISORS LLC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41787
Policy instance 1
Insurance contract or identification number41787
Number of Individuals Covered4510
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,784
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Amount paid for insurance broker fees5784
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameLOCKTON FINANCIAL ADVISORS LLC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41787
Policy instance 1
Insurance contract or identification number41787
Number of Individuals Covered3762
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,459
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Amount paid for insurance broker fees5459
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameLOCKTON FINANCIAL ADVISORS LLC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41787
Policy instance 1
Insurance contract or identification number41787
Number of Individuals Covered3821
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,949
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Amount paid for insurance broker fees4949
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameLOCKTON FINANCIAL ADVISORS LLC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41787
Policy instance 1
Insurance contract or identification number41787
Number of Individuals Covered3071
Insurance policy start date2011-05-12
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,694
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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