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COASTAL HOTEL GROUP, LLC EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan NameCOASTAL HOTEL GROUP, LLC EMPLOYEE SAVINGS PLAN
Plan identification number 001

COASTAL HOTEL GROUP, LLC EMPLOYEE SAVINGS PLAN Benefits

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

COASTAL HOTEL GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:COASTAL HOTEL GROUP, LLC
Employer identification number (EIN):364394280
NAIC Classification:721110
NAIC Description:Hotels (except Casino Hotels) and Motels

Additional information about COASTAL HOTEL GROUP, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3103267

More information about COASTAL HOTEL GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COASTAL HOTEL GROUP, LLC EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01PHIL TISUE2019-01-18
0012017-01-01PHIL TISUE
0012017-01-01
0012016-01-01PHIL TISUE
0012015-01-01PHIL TISUE
0012014-01-01PHIL TISUE
0012013-01-01PHIL TISUE
0012012-01-01PHIL TISUE
0012011-01-01PETER LAFEMINA
0012010-01-01PETER LAFEMINA
0012009-01-01PETER LAFEMINA

Plan Statistics for COASTAL HOTEL GROUP, LLC EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for COASTAL HOTEL GROUP, LLC EMPLOYEE SAVINGS PLAN

Measure Date Value
2017: COASTAL HOTEL GROUP, LLC EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01330
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0183
Total of all active and inactive participants2017-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0183
Number of participants with account balances2017-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0145
2016: COASTAL HOTEL GROUP, LLC EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01314
Total number of active participants reported on line 7a of the Form 55002016-01-01253
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0167
Total of all active and inactive participants2016-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01320
Number of participants with account balances2016-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0112
2015: COASTAL HOTEL GROUP, LLC EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01342
Total number of active participants reported on line 7a of the Form 55002015-01-01250
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0165
Total of all active and inactive participants2015-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01315
Number of participants with account balances2015-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: COASTAL HOTEL GROUP, LLC EMPLOYEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01289
Total number of active participants reported on line 7a of the Form 55002014-01-01277
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0163
Total of all active and inactive participants2014-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01342
Number of participants with account balances2014-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: COASTAL HOTEL GROUP, LLC EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01238
Total number of active participants reported on line 7a of the Form 55002013-01-01227
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0160
Total of all active and inactive participants2013-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01289
Number of participants with account balances2013-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: COASTAL HOTEL GROUP, LLC EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01246
Total number of active participants reported on line 7a of the Form 55002012-01-01177
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0161
Total of all active and inactive participants2012-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01238
Number of participants with account balances2012-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: COASTAL HOTEL GROUP, LLC EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01383
Total number of active participants reported on line 7a of the Form 55002011-01-01176
Number of other retired or separated participants entitled to future benefits2011-01-0170
Total of all active and inactive participants2011-01-01246
Total participants2011-01-01246
Number of participants with account balances2011-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: COASTAL HOTEL GROUP, LLC EMPLOYEE SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01399
Total number of active participants reported on line 7a of the Form 55002010-01-01146
Number of other retired or separated participants entitled to future benefits2010-01-01237
Total of all active and inactive participants2010-01-01383
Total participants2010-01-01383
Number of participants with account balances2010-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: COASTAL HOTEL GROUP, LLC EMPLOYEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01313
Total number of active participants reported on line 7a of the Form 55002009-01-01142
Number of other retired or separated participants entitled to future benefits2009-01-01257
Total of all active and inactive participants2009-01-01399
Total participants2009-01-01399
Number of participants with account balances2009-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on COASTAL HOTEL GROUP, LLC EMPLOYEE SAVINGS PLAN

Measure Date Value
2017 : COASTAL HOTEL GROUP, LLC EMPLOYEE SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$314,656
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,490,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,465,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$98,160
Value of total assets at end of year2017-12-31$846,000
Value of total assets at beginning of year2017-12-31$2,021,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$24,834
Total interest from all sources2017-12-31$4,587
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
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$85,636
Participant contributions at end of year2017-12-31$7
Participant contributions at beginning of year2017-12-31$2,530
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$10,236
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$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-1,175,947
Value of net assets at end of year (total assets less liabilities)2017-12-31$846,000
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,021,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$758,145
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,470,165
Interest on participant loans2017-12-31$47
Interest earned on other investments2017-12-31$4,540
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$87,848
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$538,275
Net investment gain/loss from pooled separate accounts2017-12-31$211,909
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$12,524
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,465,769
Contract administrator fees2017-12-31$24,834
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31COULTER & JUSTUS
Accountancy firm EIN2017-12-31621532536
2016 : COASTAL HOTEL GROUP, LLC EMPLOYEE SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$784
Total income from all sources (including contributions)2016-12-31$585,684
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$140,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$121,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$496,824
Value of total assets at end of year2016-12-31$2,021,947
Value of total assets at beginning of year2016-12-31$1,577,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$19,238
Total interest from all sources2016-12-31$6,753
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$223,232
Participant contributions at end of year2016-12-31$2,530
Participant contributions at beginning of year2016-12-31$1,500
Participant contributions at end of year2016-12-31$10,236
Participant contributions at beginning of year2016-12-31$6,107
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$247,664
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$784
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$445,183
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,021,947
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,576,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$1,470,165
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,443,756
Interest on participant loans2016-12-31$36
Interest earned on other investments2016-12-31$6,717
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$538,275
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$125,666
Net investment gain/loss from pooled separate accounts2016-12-31$82,107
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$25,928
Employer contributions (assets) at end of year2016-12-31$741
Employer contributions (assets) at beginning of year2016-12-31$519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$121,263
Contract administrator fees2016-12-31$19,238
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31COULTER & JUSTUS
Accountancy firm EIN2016-12-31621532536
2015 : COASTAL HOTEL GROUP, LLC EMPLOYEE SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$305,927
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$784
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$441
Total income from all sources (including contributions)2015-12-31$265,333
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$445,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$426,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$262,177
Value of total assets at end of year2015-12-31$1,577,548
Value of total assets at beginning of year2015-12-31$2,063,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$19,488
Total interest from all sources2015-12-31$2,449
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$237,764
Participant contributions at end of year2015-12-31$1,500
Participant contributions at beginning of year2015-12-31$19,927
Participant contributions at end of year2015-12-31$6,107
Participant contributions at beginning of year2015-12-31$6,591
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$784
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$441
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-180,438
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,576,764
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,063,129
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 pooled separate accounts at end of year2015-12-31$1,443,756
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,900,154
Interest on participant loans2015-12-31$482
Interest earned on other investments2015-12-31$1,967
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$125,666
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$136,076
Net investment gain/loss from pooled separate accounts2015-12-31$707
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$24,413
Employer contributions (assets) at end of year2015-12-31$519
Employer contributions (assets) at beginning of year2015-12-31$822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$426,283
Contract administrator fees2015-12-31$19,488
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31COULTER & JUSTUS
Accountancy firm EIN2015-12-31621532536
2014 : COASTAL HOTEL GROUP, LLC EMPLOYEE SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$441
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,042
Total income from all sources (including contributions)2014-12-31$298,286
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$266,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$247,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$181,164
Value of total assets at end of year2014-12-31$2,063,570
Value of total assets at beginning of year2014-12-31$2,037,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$18,602
Total interest from all sources2014-12-31$2,873
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$162,725
Participant contributions at end of year2014-12-31$19,927
Participant contributions at beginning of year2014-12-31$19,693
Participant contributions at end of year2014-12-31$6,591
Participant contributions at beginning of year2014-12-31$3,909
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$441
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$6,042
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$31,798
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,063,129
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,031,331
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 pooled separate accounts at end of year2014-12-31$1,900,154
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,876,240
Interest on participant loans2014-12-31$789
Interest earned on other investments2014-12-31$2,084
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$136,076
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$137,053
Net investment gain/loss from pooled separate accounts2014-12-31$114,249
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$18,439
Employer contributions (assets) at end of year2014-12-31$822
Employer contributions (assets) at beginning of year2014-12-31$478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$247,886
Contract administrator fees2014-12-31$18,602
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 name2014-12-31COULTER & JUSTUS
Accountancy firm EIN2014-12-31621532536
2013 : COASTAL HOTEL GROUP, LLC EMPLOYEE SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,042
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$14,999
Total income from all sources (including contributions)2013-12-31$629,250
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$122,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$103,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$316,612
Value of total assets at end of year2013-12-31$2,037,373
Value of total assets at beginning of year2013-12-31$1,539,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$18,232
Total interest from all sources2013-12-31$3,192
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
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$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$301,471
Participant contributions at end of year2013-12-31$19,693
Participant contributions at beginning of year2013-12-31$23,666
Participant contributions at end of year2013-12-31$3,909
Participant contributions at beginning of year2013-12-31$7,073
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$6,042
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$14,999
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$507,211
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,031,331
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,524,120
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 pooled separate accounts at end of year2013-12-31$1,876,240
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,388,259
Interest on participant loans2013-12-31$1,110
Interest earned on other investments2013-12-31$2,082
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$137,053
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$119,548
Net investment gain/loss from pooled separate accounts2013-12-31$309,446
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$15,141
Employer contributions (assets) at end of year2013-12-31$478
Employer contributions (assets) at beginning of year2013-12-31$573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$103,807
Contract administrator fees2013-12-31$18,232
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 name2013-12-31COULTER & JUSTUS
Accountancy firm EIN2013-12-31621532536
2012 : COASTAL HOTEL GROUP, LLC EMPLOYEE SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$14,999
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$290,532
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$144,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$116,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$104,919
Value of total assets at end of year2012-12-31$1,539,119
Value of total assets at beginning of year2012-12-31$1,378,073
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$27,548
Total interest from all sources2012-12-31$791
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
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$92,805
Participant contributions at end of year2012-12-31$23,666
Participant contributions at beginning of year2012-12-31$13,289
Participant contributions at end of year2012-12-31$7,073
Participant contributions at beginning of year2012-12-31$758
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$14,999
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$146,047
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,524,120
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,378,073
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 pooled separate accounts at end of year2012-12-31$1,388,259
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,363,999
Interest on participant loans2012-12-31$489
Interest earned on other investments2012-12-31$302
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$119,548
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$184,822
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$12,114
Employer contributions (assets) at end of year2012-12-31$573
Employer contributions (assets) at beginning of year2012-12-31$27
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$116,937
Contract administrator fees2012-12-31$27,548
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 name2012-12-31COULTER & JUSTUS
Accountancy firm EIN2012-12-31621532536
2011 : COASTAL HOTEL GROUP, LLC EMPLOYEE SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$55,376
Total of all expenses incurred2011-12-31$543,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$507,574
Value of total corrective distributions2011-12-31$1,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$86,949
Value of total assets at end of year2011-12-31$1,396,663
Value of total assets at beginning of year2011-12-31$1,885,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$34,560
Total interest from all sources2011-12-31$418
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$17,868
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$81,677
Participant contributions at end of year2011-12-31$31,879
Participant contributions at beginning of year2011-12-31$34,653
Participant contributions at end of year2011-12-31$758
Participant contributions at beginning of year2011-12-31$767
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-488,338
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,396,663
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,885,001
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
Investment advisory and management fees2011-12-31$16,692
Value of interest in pooled separate accounts at end of year2011-12-31$1,363,999
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,849,581
Interest on participant loans2011-12-31$418
Net investment gain/loss from pooled separate accounts2011-12-31$-31,991
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$5,272
Employer contributions (assets) at end of year2011-12-31$27
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$507,574
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 name2011-12-31CLARK NUBER P.S.
Accountancy firm EIN2011-12-31911194016
2010 : COASTAL HOTEL GROUP, LLC EMPLOYEE SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$256,195
Total of all expenses incurred2010-12-31$371,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$324,743
Value of total corrective distributions2010-12-31$5,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$66,510
Value of total assets at end of year2010-12-31$1,885,001
Value of total assets at beginning of year2010-12-31$2,000,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$41,434
Total interest from all sources2010-12-31$572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$27,535
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$66,510
Participant contributions at end of year2010-12-31$34,653
Participant contributions at beginning of year2010-12-31$46,491
Participant contributions at end of year2010-12-31$767
Participant contributions at beginning of year2010-12-31$282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-115,393
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,885,001
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,000,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$13,899
Value of interest in pooled separate accounts at end of year2010-12-31$1,849,581
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,953,621
Interest on participant loans2010-12-31$572
Net investment gain/loss from pooled separate accounts2010-12-31$189,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$324,743
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CLARK NUBER
Accountancy firm EIN2010-12-31911194016
2009 : COASTAL HOTEL GROUP, LLC EMPLOYEE SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for COASTAL HOTEL GROUP, LLC EMPLOYEE SAVINGS PLAN

2017: COASTAL HOTEL GROUP, LLC EMPLOYEE SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COASTAL HOTEL GROUP, LLC EMPLOYEE SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COASTAL HOTEL GROUP, LLC EMPLOYEE SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COASTAL HOTEL GROUP, LLC EMPLOYEE SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COASTAL HOTEL GROUP, LLC EMPLOYEE SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COASTAL HOTEL GROUP, LLC EMPLOYEE SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COASTAL HOTEL GROUP, LLC EMPLOYEE SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: COASTAL HOTEL GROUP, LLC EMPLOYEE SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: COASTAL HOTEL GROUP, LLC EMPLOYEE SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931061-700
Policy instance 1
Insurance contract or identification number931061-700
Number of Individuals Covered83
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6,482
Total amount of fees paid to insurance companyUSD $383
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 $6,482
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
Insurance broker nameTAG RESOURCES, LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931061-700
Policy instance 1
Insurance contract or identification number931061-700
Number of Individuals Covered315
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $7,741
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $7,741
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931061-700
Policy instance 1
Insurance contract or identification number931061-700
Number of Individuals Covered342
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $7,785
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $7,785
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931061-700
Policy instance 1
Insurance contract or identification number931061-700
Number of Individuals Covered289
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,879
Total amount of fees paid to insurance companyUSD $0
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?No
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 $6,879
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931061-700
Policy instance 1
Insurance contract or identification number931061-700
Number of Individuals Covered238
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $494
Total amount of fees paid to insurance companyUSD $0
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?No
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 $494
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number999394-000
Policy instance 2
Insurance contract or identification number999394-000
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,276
Total amount of fees paid to insurance companyUSD $713
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?No
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 $3,276
Insurance broker organization code?3
Amount paid for insurance broker fees359
Additional information about fees paid to insurance brokerTPA SERVICES
Insurance broker namePREMIER RETIREMENT SERVICES, INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number999394-000
Policy instance 1
Insurance contract or identification number999394-000
Number of Individuals Covered284
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,583
Total amount of fees paid to insurance companyUSD $883
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number999394-000
Policy instance 1
Insurance contract or identification number999394-000
Number of Individuals Covered284
Total amount of commissions paid to insurance brokerUSD $4,691
Total amount of fees paid to insurance companyUSD $931
Commission paid to Insurance BrokerUSD $4,691
Insurance broker organization code?3
Amount paid for insurance broker fees931
Additional information about fees paid to insurance brokerTPA REVENUE SHARING
Insurance broker namePREMIER RETIREMENT SERVICES, INC.

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