401k Plan data: TRAVENOL PROFIT AND STOCK SHARING RETIREMENT PLAN FOR PUERTO RICO plan

TRAVENOL PROFIT AND STOCK SHARING RETIREMENT PLAN FOR PUERTO RICO 401k Plan overview

Plan Name	TRAVENOL PROFIT AND STOCK SHARING RETIREMENT PLAN FOR PUERTO RICO
Plan identification number	009

TRAVENOL PROFIT AND STOCK SHARING RETIREMENT PLAN FOR PUERTO RICO Benefits

401k Plan Type

Defined 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CAROLINA MANAGEMENT INC. has sponsored the creation of one or more 401k plans.

Company Name: CAROLINA MANAGEMENT INC.

Employer identification number (EIN): 366114427

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Additional information about CAROLINA MANAGEMENT INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1990-04-06

Company Identification Number: L63166

Legal Registered Office Address: 4140 SW 110TH CT

MIAMI

33165

More information about CAROLINA MANAGEMENT INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRAVENOL PROFIT AND STOCK SHARING RETIREMENT PLAN FOR PUERTO RICO

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
009 2024-01-01 CHRISTINE FLEMING
009 2023-01-01
009 2023-01-01 CHRISTINE FLEMING
009 2022-01-01
009 2022-01-01 CHRISTINE FLEMING
009 2021-01-01
009 2021-01-01 CHRISTINE FLEMING
009 2020-01-01
009 2019-01-01
009 2018-01-01
009 2017-01-01 CHRISTINE FLEMING
009 2016-01-01 CHRISTINE FLEMING
009 2015-01-01 CHRISTINE FLEMING
009 2014-01-01 CHRISTINE FLEMING
009 2013-01-01 TODD YOUNG
009 2012-01-01 CHARLES THURMAN
009 2011-01-01 CHARLES THURMAN CHARLES THURMAN 2012-10-10
009 2010-01-01 CHARLES THURMAN CHARLES THURMAN 2011-10-14
009 2009-01-01 CHARLES THURMAN CHARLES THURMAN 2010-09-08

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
009	2024-01-01	CHRISTINE FLEMING
009	2023-01-01
009	2023-01-01	CHRISTINE FLEMING
009	2022-01-01
009	2022-01-01	CHRISTINE FLEMING
009	2021-01-01
009	2021-01-01	CHRISTINE FLEMING
009	2020-01-01
009	2019-01-01
009	2018-01-01
009	2017-01-01	CHRISTINE FLEMING
009	2016-01-01	CHRISTINE FLEMING
009	2015-01-01	CHRISTINE FLEMING
009	2014-01-01	CHRISTINE FLEMING
009	2013-01-01	TODD YOUNG
009	2012-01-01	CHARLES THURMAN
009	2011-01-01	CHARLES THURMAN	CHARLES THURMAN	2012-10-10
009	2010-01-01	CHARLES THURMAN	CHARLES THURMAN	2011-10-14
009	2009-01-01	CHARLES THURMAN	CHARLES THURMAN	2010-09-08

Financial Data on TRAVENOL PROFIT AND STOCK SHARING RETIREMENT PLAN FOR PUERTO RICO

Measure	Date	Value
2024 : TRAVENOL PROFIT AND STOCK SHARING RETIREMENT PLAN FOR PUERTO RICO 2024 401k financial data
Total income from all sources	2024-01-01	$-7,361
Expenses. Total of all expenses incurred	2024-01-01	$158,871
Benefits paid (including direct rollovers)	2024-01-01	$158,871
Total plan assets at end of year	2024-01-01	$2,040,792
Total plan assets at beginning of year	2024-01-01	$2,207,024
Value of fidelity bond covering the plan	2024-01-01	$30,000,000
Other income received	2024-01-01	$-7,361
Net income (gross income less expenses)	2024-01-01	$-166,232
Net plan assets at end of year (total assets less liabilities)	2024-01-01	$2,040,792
Net plan assets at beginning of year (total assets less liabilities)	2024-01-01	$2,207,024
Assets. Value of employer securities	2024-01-01	$248,910
2023 : TRAVENOL PROFIT AND STOCK SHARING RETIREMENT PLAN FOR PUERTO RICO 2023 401k financial data
Total income from all sources	2023-12-31	$-247
Expenses. Total of all expenses incurred	2023-12-31	$190,100
Benefits paid (including direct rollovers)	2023-12-31	$185,100
Total plan assets at end of year	2023-12-31	$2,207,024
Total plan assets at beginning of year	2023-12-31	$2,397,371
Value of fidelity bond covering the plan	2023-12-31	$30,000,000
Expenses. Other expenses not covered elsewhere	2023-12-31	$5,000
Contributions received from other sources (not participants or employers)	2023-12-31	$6,659
Other income received	2023-12-31	$-6,906
Net income (gross income less expenses)	2023-12-31	$-190,347
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$2,207,024
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$2,397,371
Assets. Value of employer securities	2023-12-31	$313,533
2022 : TRAVENOL PROFIT AND STOCK SHARING RETIREMENT PLAN FOR PUERTO RICO 2022 401k financial data
Total income from all sources	2022-12-31	$-405,776
Expenses. Total of all expenses incurred	2022-12-31	$228,111
Benefits paid (including direct rollovers)	2022-12-31	$219,590
Total plan assets at end of year	2022-12-31	$2,397,371
Total plan assets at beginning of year	2022-12-31	$3,031,258
Value of fidelity bond covering the plan	2022-12-31	$30,000,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$8,521
Contributions received from other sources (not participants or employers)	2022-12-31	$8,521
Other income received	2022-12-31	$-414,297
Net income (gross income less expenses)	2022-12-31	$-633,887
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,397,371
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,031,258
Assets. Value of employer securities	2022-12-31	$402,969
2021 : TRAVENOL PROFIT AND STOCK SHARING RETIREMENT PLAN FOR PUERTO RICO 2021 401k financial data
Total income from all sources	2021-12-31	$180,742
Expenses. Total of all expenses incurred	2021-12-31	$286,706
Benefits paid (including direct rollovers)	2021-12-31	$280,032
Total plan assets at end of year	2021-12-31	$3,031,258
Total plan assets at beginning of year	2021-12-31	$3,137,222
Value of fidelity bond covering the plan	2021-12-31	$30,000,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$6,674
Contributions received from other sources (not participants or employers)	2021-12-31	$6,674
Other income received	2021-12-31	$174,068
Net income (gross income less expenses)	2021-12-31	$-105,964
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,031,258
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,137,222
Assets. Value of employer securities	2021-12-31	$682,170
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : TRAVENOL PROFIT AND STOCK SHARING RETIREMENT PLAN FOR PUERTO RICO 2020 401k financial data
Total income from all sources	2020-12-31	$86,445
Expenses. Total of all expenses incurred	2020-12-31	$863,868
Benefits paid (including direct rollovers)	2020-12-31	$851,232
Total plan assets at end of year	2020-12-31	$3,137,222
Total plan assets at beginning of year	2020-12-31	$3,914,645
Value of fidelity bond covering the plan	2020-12-31	$30,000,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$12,636
Contributions received from other sources (not participants or employers)	2020-12-31	$12,636
Other income received	2020-12-31	$73,809
Net income (gross income less expenses)	2020-12-31	$-777,423
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,137,222
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,914,645
Assets. Value of employer securities	2020-12-31	$638,791
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : TRAVENOL PROFIT AND STOCK SHARING RETIREMENT PLAN FOR PUERTO RICO 2019 401k financial data
Total income from all sources	2019-12-31	$693,437
Expenses. Total of all expenses incurred	2019-12-31	$521,841
Benefits paid (including direct rollovers)	2019-12-31	$521,841
Total plan assets at end of year	2019-12-31	$3,914,645
Total plan assets at beginning of year	2019-12-31	$3,743,049
Value of fidelity bond covering the plan	2019-12-31	$30,000,000
Contributions received from other sources (not participants or employers)	2019-12-31	$1,004
Other income received	2019-12-31	$692,433
Net income (gross income less expenses)	2019-12-31	$171,596
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,914,645
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,743,049
Assets. Value of employer securities	2019-12-31	$1,368,859
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : TRAVENOL PROFIT AND STOCK SHARING RETIREMENT PLAN FOR PUERTO RICO 2018 401k financial data
Total income from all sources	2018-12-31	$236,040
Expenses. Total of all expenses incurred	2018-12-31	$341,500
Benefits paid (including direct rollovers)	2018-12-31	$341,490
Total plan assets at end of year	2018-12-31	$3,743,049
Total plan assets at beginning of year	2018-12-31	$3,848,509
Value of fidelity bond covering the plan	2018-12-31	$30,000,000
Other income received	2018-12-31	$236,040
Net income (gross income less expenses)	2018-12-31	$-105,460
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,743,049
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,848,509
Assets. Value of employer securities	2018-12-31	$1,185,089
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$10
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : TRAVENOL PROFIT AND STOCK SHARING RETIREMENT PLAN FOR PUERTO RICO 2017 401k financial data
Total income from all sources	2017-12-31	$414,509
Expenses. Total of all expenses incurred	2017-12-31	$149,564
Benefits paid (including direct rollovers)	2017-12-31	$149,564
Total plan assets at end of year	2017-12-31	$3,848,509
Total plan assets at beginning of year	2017-12-31	$3,583,564
Value of fidelity bond covering the plan	2017-12-31	$30,000,000
Contributions received from other sources (not participants or employers)	2017-12-31	$68
Other income received	2017-12-31	$414,441
Net income (gross income less expenses)	2017-12-31	$264,945
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,848,509
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,583,564
Assets. Value of employer securities	2017-12-31	$1,151,174
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : TRAVENOL PROFIT AND STOCK SHARING RETIREMENT PLAN FOR PUERTO RICO 2016 401k financial data
Total income from all sources	2016-12-31	$213,547
Expenses. Total of all expenses incurred	2016-12-31	$106,324
Benefits paid (including direct rollovers)	2016-12-31	$106,324
Total plan assets at end of year	2016-12-31	$3,583,564
Total plan assets at beginning of year	2016-12-31	$3,476,341
Value of fidelity bond covering the plan	2016-12-31	$30,000,000
Other income received	2016-12-31	$213,547
Net income (gross income less expenses)	2016-12-31	$107,223
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,583,564
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,476,341
Assets. Value of employer securities	2016-12-31	$690,241
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : TRAVENOL PROFIT AND STOCK SHARING RETIREMENT PLAN FOR PUERTO RICO 2015 401k financial data
Total income from all sources	2015-12-31	$162,235
Expenses. Total of all expenses incurred	2015-12-31	$227,534
Benefits paid (including direct rollovers)	2015-12-31	$227,534
Total plan assets at end of year	2015-12-31	$3,476,341
Total plan assets at beginning of year	2015-12-31	$3,541,640
Value of fidelity bond covering the plan	2015-12-31	$30,000,000
Other income received	2015-12-31	$162,235
Net income (gross income less expenses)	2015-12-31	$-65,299
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,476,341
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,541,640
Assets. Value of employer securities	2015-12-31	$609,027
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : TRAVENOL PROFIT AND STOCK SHARING RETIREMENT PLAN FOR PUERTO RICO 2014 401k financial data
Total income from all sources	2014-12-31	$292,469
Expenses. Total of all expenses incurred	2014-12-31	$70,908
Benefits paid (including direct rollovers)	2014-12-31	$70,908
Total plan assets at end of year	2014-12-31	$3,541,640
Total plan assets at beginning of year	2014-12-31	$3,320,079
Value of fidelity bond covering the plan	2014-12-31	$40,000,000
Other income received	2014-12-31	$292,469
Net income (gross income less expenses)	2014-12-31	$221,561
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,541,640
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,320,079
Assets. Value of employer securities	2014-12-31	$1,261,907
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : TRAVENOL PROFIT AND STOCK SHARING RETIREMENT PLAN FOR PUERTO RICO 2013 401k financial data
Total income from all sources	2013-12-31	$106,964
Expenses. Total of all expenses incurred	2013-12-31	$475,810
Benefits paid (including direct rollovers)	2013-12-31	$475,810
Total plan assets at end of year	2013-12-31	$3,320,079
Total plan assets at beginning of year	2013-12-31	$3,688,925
Value of fidelity bond covering the plan	2013-12-31	$40,000,000
Other income received	2013-12-31	$106,964
Net income (gross income less expenses)	2013-12-31	$-368,846
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,320,079
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,688,925
Assets. Value of employer securities	2013-12-31	$1,196,260
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : TRAVENOL PROFIT AND STOCK SHARING RETIREMENT PLAN FOR PUERTO RICO 2012 401k financial data
Total income from all sources	2012-12-31	$503,732
Expenses. Total of all expenses incurred	2012-12-31	$126,398
Benefits paid (including direct rollovers)	2012-12-31	$126,398
Total plan assets at end of year	2012-12-31	$3,688,925
Total plan assets at beginning of year	2012-12-31	$3,311,591
Value of fidelity bond covering the plan	2012-12-31	$40,000,000
Other income received	2012-12-31	$503,732
Net income (gross income less expenses)	2012-12-31	$377,334
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,688,925
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,311,591
Assets. Value of employer securities	2012-12-31	$1,267,273
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : TRAVENOL PROFIT AND STOCK SHARING RETIREMENT PLAN FOR PUERTO RICO 2011 401k financial data
Total income from all sources	2011-12-31	$37,649
Expenses. Total of all expenses incurred	2011-12-31	$422,076
Benefits paid (including direct rollovers)	2011-12-31	$422,076
Total plan assets at end of year	2011-12-31	$3,311,591
Total plan assets at beginning of year	2011-12-31	$3,696,018
Value of fidelity bond covering the plan	2011-12-31	$40,000,000
Other income received	2011-12-31	$37,649
Net income (gross income less expenses)	2011-12-31	$-384,427
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,311,591
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,696,018
Assets. Value of employer securities	2011-12-31	$1,110,183
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : TRAVENOL PROFIT AND STOCK SHARING RETIREMENT PLAN FOR PUERTO RICO 2010 401k financial data
Total income from all sources	2010-12-31	$66,660
Expenses. Total of all expenses incurred	2010-12-31	$44,778
Benefits paid (including direct rollovers)	2010-12-31	$44,778
Total plan assets at end of year	2010-12-31	$3,696,018
Total plan assets at beginning of year	2010-12-31	$3,674,136
Value of fidelity bond covering the plan	2010-12-31	$40,000,000
Other income received	2010-12-31	$66,660
Net income (gross income less expenses)	2010-12-31	$21,882
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,696,018
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,674,136
Assets. Value of employer securities	2010-12-31	$1,191,038
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : TRAVENOL PROFIT AND STOCK SHARING RETIREMENT PLAN FOR PUERTO RICO 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for TRAVENOL PROFIT AND STOCK SHARING RETIREMENT PLAN FOR PUERTO RICO

2023: TRAVENOL PROFIT AND STOCK SHARING RETIREMENT PLAN FOR PUERTO RICO 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: TRAVENOL PROFIT AND STOCK SHARING RETIREMENT PLAN FOR PUERTO RICO 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: TRAVENOL PROFIT AND STOCK SHARING RETIREMENT PLAN FOR PUERTO RICO 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: TRAVENOL PROFIT AND STOCK SHARING RETIREMENT PLAN FOR PUERTO RICO 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TRAVENOL PROFIT AND STOCK SHARING RETIREMENT PLAN FOR PUERTO RICO 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: TRAVENOL PROFIT AND STOCK SHARING RETIREMENT PLAN FOR PUERTO RICO 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TRAVENOL PROFIT AND STOCK SHARING RETIREMENT PLAN FOR PUERTO RICO 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TRAVENOL PROFIT AND STOCK SHARING RETIREMENT PLAN FOR PUERTO RICO 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: TRAVENOL PROFIT AND STOCK SHARING RETIREMENT PLAN FOR PUERTO RICO 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: TRAVENOL PROFIT AND STOCK SHARING RETIREMENT PLAN FOR PUERTO RICO 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: TRAVENOL PROFIT AND STOCK SHARING RETIREMENT PLAN FOR PUERTO RICO 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: TRAVENOL PROFIT AND STOCK SHARING RETIREMENT PLAN FOR PUERTO RICO 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TRAVENOL PROFIT AND STOCK SHARING RETIREMENT PLAN FOR PUERTO RICO 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: TRAVENOL PROFIT AND STOCK SHARING RETIREMENT PLAN FOR PUERTO RICO 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: TRAVENOL PROFIT AND STOCK SHARING RETIREMENT PLAN FOR PUERTO RICO 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	35521
Policy instance	1

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	CAROLINA MANAGEMENT INC.
Employer identification number (EIN):	366114427
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1990-04-06
Company Identification Number:	L63166
Legal Registered Office Address:	4140 SW 110TH CT MIAMI 33165