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HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES 401k Plan overview

Plan NameHARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES
Plan identification number 001

HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HARRISONVILLE TELEPHONE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:HARRISONVILLE TELEPHONE COMPANY
Employer identification number (EIN):370315345
NAIC Classification:517000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01KAREN BERGMAN KAREN BERGMAN2018-12-04
0012016-07-01KAREN BERGMAN KAREN BERGMAN2017-11-09
0012015-07-01KAREN BERGMAN KAREN BERGMAN2016-10-21
0012014-07-01KAREN BERGMAN KAREN BERGMAN2015-12-09
0012013-07-01KAREN BERGMAN
0012012-07-01KAREN BERGMAN KAREN BERGMAN2014-01-14
0012011-07-01KAREN BERGMAN
0012009-07-01KAREN G. BERGMAN KAREN G. BERGMAN2011-01-25

Plan Statistics for HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES

401k plan membership statisitcs for HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES

Measure Date Value
2023: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES 2023 401k membership
Market value of plan assets2023-06-305,993,048
Acturial value of plan assets2023-06-305,993,048
Funding target for retired participants and beneficiaries receiving payment2023-06-30175,040
Number of terminated vested participants2023-06-3026
Fundng target for terminated vested participants2023-06-30442,711
Active participant vested funding target2023-06-303,112,132
Number of active participants2023-06-3041
Total funding liabilities for active participants2023-06-303,153,665
Total participant count2023-06-3071
Total funding target for all participants2023-06-303,771,416
Balance at beginning of prior year after applicable adjustments2023-06-302,354,650
Prefunding balance at beginning of prior year after applicable adjustments2023-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2023-06-300
Prefunding balanced used to offset prior years funding requirement2023-06-300
Amount remaining of carryover balance2023-06-302,354,650
Amount remaining of prefunding balance2023-06-300
Present value of excess contributions2023-06-30305,322
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-06-30321,107
Reductions in caryover balances due to elections or deemed elections2023-06-300
Reductions in prefunding balances due to elections or deemed elections2023-06-300
Balance of carryovers at beginning of current year2023-06-302,079,627
Balance of prefunding at beginning of current year2023-06-300
Total employer contributions2023-06-30284,000
Total employee contributions2023-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-06-300
Contributions made to avoid restrictions adjusted to valuation date2023-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-06-30277,090
Unpaid minimum required contributions for all prior years2023-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-06-300
Remaining amount of unpaid minimum required contributions2023-06-300
Minimum required contributions for current year target normal cost2023-06-30176,375
Net shortfall amortization installment of oustanding balance2023-06-300
Waiver amortization installment2023-06-300
Total funding amount beforereflecting carryover/prefunding balances2023-06-3034,370
Carryover balance elected to use to offset funding requirement2023-06-300
Prefunding balance elected to use to offset funding requirement2023-06-300
Additional cash requirement2023-06-3034,370
Contributions allocatedtoward minimum required contributions for current year2023-06-30277,090
Unpaid minimum required contributions for current year2023-06-300
Unpaid minimum required contributions for all years2023-06-300
2022: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES 2022 401k membership
Total participants, beginning-of-year2022-07-0171
Total number of active participants reported on line 7a of the Form 55002022-07-0137
Number of retired or separated participants receiving benefits2022-07-012
Number of other retired or separated participants entitled to future benefits2022-07-0128
Total of all active and inactive participants2022-07-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-013
Total participants2022-07-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-011
Market value of plan assets2022-06-307,671,524
Acturial value of plan assets2022-06-307,671,524
Funding target for retired participants and beneficiaries receiving payment2022-06-30171,234
Number of terminated vested participants2022-06-3025
Fundng target for terminated vested participants2022-06-30449,636
Active participant vested funding target2022-06-303,689,857
Number of active participants2022-06-3045
Total funding liabilities for active participants2022-06-303,752,677
Total participant count2022-06-3073
Total funding target for all participants2022-06-304,373,547
Balance at beginning of prior year after applicable adjustments2022-06-301,816,914
Prefunding balance at beginning of prior year after applicable adjustments2022-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-3044,635
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-301,772,279
Amount remaining of prefunding balance2022-06-300
Present value of excess contributions2022-06-3044,635
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-3059,302
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-302,354,650
Balance of prefunding at beginning of current year2022-06-300
Total employer contributions2022-06-30312,000
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-30305,322
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-30207,940
Net shortfall amortization installment of oustanding balance2022-06-300
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-300
Carryover balance elected to use to offset funding requirement2022-06-300
Prefunding balance elected to use to offset funding requirement2022-06-300
Additional cash requirement2022-06-300
Contributions allocatedtoward minimum required contributions for current year2022-06-30305,322
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES 2021 401k membership
Total participants, beginning-of-year2021-07-0173
Total number of active participants reported on line 7a of the Form 55002021-07-0139
Number of retired or separated participants receiving benefits2021-07-011
Number of other retired or separated participants entitled to future benefits2021-07-0126
Total of all active and inactive participants2021-07-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-013
Total participants2021-07-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
Market value of plan assets2021-06-306,057,889
Acturial value of plan assets2021-06-306,057,889
Funding target for retired participants and beneficiaries receiving payment2021-06-30181,918
Number of terminated vested participants2021-06-3021
Fundng target for terminated vested participants2021-06-30338,029
Active participant vested funding target2021-06-303,267,276
Number of active participants2021-06-3051
Total funding liabilities for active participants2021-06-303,353,899
Total participant count2021-06-3076
Total funding target for all participants2021-06-303,873,846
Balance at beginning of prior year after applicable adjustments2021-06-301,780,415
Prefunding balance at beginning of prior year after applicable adjustments2021-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-301,780,415
Amount remaining of prefunding balance2021-06-300
Present value of excess contributions2021-06-30797,112
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-30843,185
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-301,816,914
Balance of prefunding at beginning of current year2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-300
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-30193,281
Net shortfall amortization installment of oustanding balance2021-06-300
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-300
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-300
Contributions allocatedtoward minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES 2020 401k membership
Total participants, beginning-of-year2020-07-0176
Total number of active participants reported on line 7a of the Form 55002020-07-0145
Number of retired or separated participants receiving benefits2020-07-011
Number of other retired or separated participants entitled to future benefits2020-07-0124
Total of all active and inactive participants2020-07-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-013
Total participants2020-07-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-013
Market value of plan assets2020-06-305,439,749
Acturial value of plan assets2020-06-305,439,749
Funding target for retired participants and beneficiaries receiving payment2020-06-30182,014
Number of terminated vested participants2020-06-3022
Fundng target for terminated vested participants2020-06-30519,016
Active participant vested funding target2020-06-303,070,283
Number of active participants2020-06-3049
Total funding liabilities for active participants2020-06-303,101,822
Total participant count2020-06-3075
Total funding target for all participants2020-06-303,802,852
Balance at beginning of prior year after applicable adjustments2020-06-301,711,444
Prefunding balance at beginning of prior year after applicable adjustments2020-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-301,711,444
Amount remaining of prefunding balance2020-06-300
Present value of excess contributions2020-06-30235,457
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-30249,467
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-301,780,415
Balance of prefunding at beginning of current year2020-06-300
Total employer contributions2020-06-301,046,000
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-30977,911
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-30180,799
Net shortfall amortization installment of oustanding balance2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-30180,799
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-30180,799
Contributions allocatedtoward minimum required contributions for current year2020-06-30977,911
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES 2019 401k membership
Total participants, beginning-of-year2019-07-0175
Total number of active participants reported on line 7a of the Form 55002019-07-0149
Number of retired or separated participants receiving benefits2019-07-011
Number of other retired or separated participants entitled to future benefits2019-07-0121
Total of all active and inactive participants2019-07-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-013
Total participants2019-07-0174
Market value of plan assets2019-06-305,686,348
Acturial value of plan assets2019-06-305,686,348
Funding target for retired participants and beneficiaries receiving payment2019-06-30160,483
Number of terminated vested participants2019-06-3023
Fundng target for terminated vested participants2019-06-30345,970
Active participant vested funding target2019-06-303,272,709
Number of active participants2019-06-3053
Total funding liabilities for active participants2019-06-303,299,306
Total participant count2019-06-3079
Total funding target for all participants2019-06-303,805,759
Balance at beginning of prior year after applicable adjustments2019-06-301,562,963
Prefunding balance at beginning of prior year after applicable adjustments2019-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-301,562,963
Amount remaining of prefunding balance2019-06-300
Present value of excess contributions2019-06-30231,981
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-30246,248
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-301,711,444
Balance of prefunding at beginning of current year2019-06-300
Total employer contributions2019-06-30245,000
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-30237,363
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-30171,051
Net shortfall amortization installment of oustanding balance2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-301,906
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-301,906
Contributions allocatedtoward minimum required contributions for current year2019-06-30237,363
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES 2018 401k membership
Total participants, beginning-of-year2018-07-0175
Total number of active participants reported on line 7a of the Form 55002018-07-0149
Number of retired or separated participants receiving benefits2018-07-011
Number of other retired or separated participants entitled to future benefits2018-07-0122
Total of all active and inactive participants2018-07-0172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-013
Total participants2018-07-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-011
Market value of plan assets2018-06-305,301,984
Acturial value of plan assets2018-06-305,301,984
Funding target for retired participants and beneficiaries receiving payment2018-06-30128,462
Number of terminated vested participants2018-06-3024
Fundng target for terminated vested participants2018-06-30299,550
Active participant vested funding target2018-06-302,939,509
Number of active participants2018-06-3053
Total funding liabilities for active participants2018-06-302,956,108
Total participant count2018-06-3080
Total funding target for all participants2018-06-303,384,120
Balance at beginning of prior year after applicable adjustments2018-06-301,387,204
Prefunding balance at beginning of prior year after applicable adjustments2018-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-301,387,204
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-30181,708
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-30193,192
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-301,562,963
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-30239,000
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-30231,981
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-30166,121
Net shortfall amortization installment of oustanding balance2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-300
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-300
Contributions allocatedtoward minimum required contributions for current year2018-06-30231,981
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES 2017 401k membership
Total participants, beginning-of-year2017-07-0180
Total number of active participants reported on line 7a of the Form 55002017-07-0149
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0123
Total of all active and inactive participants2017-07-0172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-013
Total participants2017-07-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-011
Market value of plan assets2017-06-304,713,558
Acturial value of plan assets2017-06-304,713,558
Funding target for retired participants and beneficiaries receiving payment2017-06-30146,451
Number of terminated vested participants2017-06-3023
Fundng target for terminated vested participants2017-06-30258,831
Active participant vested funding target2017-06-302,740,263
Number of active participants2017-06-3051
Total funding liabilities for active participants2017-06-302,748,110
Total participant count2017-06-3076
Total funding target for all participants2017-06-303,153,392
Balance at beginning of prior year after applicable adjustments2017-06-301,415,514
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-301,415,514
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-30193,863
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-30206,445
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-301,387,204
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-30188,000
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-30181,708
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-30128,030
Net shortfall amortization installment of oustanding balance2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-300
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-300
Contributions allocatedtoward minimum required contributions for current year2017-06-30181,708
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES 2016 401k membership
Total participants, beginning-of-year2016-07-0176
Total number of active participants reported on line 7a of the Form 55002016-07-0150
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0124
Total of all active and inactive participants2016-07-0174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-013
Total participants2016-07-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-07-0183
Total number of active participants reported on line 7a of the Form 55002015-07-0151
Number of retired or separated participants receiving benefits2015-07-011
Number of other retired or separated participants entitled to future benefits2015-07-0122
Total of all active and inactive participants2015-07-0174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-012
Total participants2015-07-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-011
2014: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-07-0184
Total number of active participants reported on line 7a of the Form 55002014-07-0152
Number of retired or separated participants receiving benefits2014-07-011
Number of other retired or separated participants entitled to future benefits2014-07-0125
Total of all active and inactive participants2014-07-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-07-0188
Total number of active participants reported on line 7a of the Form 55002013-07-0157
Number of retired or separated participants receiving benefits2013-07-011
Number of other retired or separated participants entitled to future benefits2013-07-0125
Total of all active and inactive participants2013-07-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-07-0189
Total number of active participants reported on line 7a of the Form 55002012-07-0161
Number of retired or separated participants receiving benefits2012-07-011
Number of other retired or separated participants entitled to future benefits2012-07-0124
Total of all active and inactive participants2012-07-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-07-0191
Total number of active participants reported on line 7a of the Form 55002011-07-0164
Number of retired or separated participants receiving benefits2011-07-011
Number of other retired or separated participants entitled to future benefits2011-07-0123
Total of all active and inactive participants2011-07-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-011
2009: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-07-0191
Total number of active participants reported on line 7a of the Form 55002009-07-0168
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0121
Total of all active and inactive participants2009-07-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES

Measure Date Value
2023 : HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES 2023 401k financial data
Total plan liabilities at end of year2023-06-30$928,996
Total plan liabilities at beginning of year2023-06-30$806,400
Total income from all sources2023-06-30$975,544
Expenses. Total of all expenses incurred2023-06-30$580,049
Benefits paid (including direct rollovers)2023-06-30$575,079
Total plan assets at end of year2023-06-30$7,317,539
Total plan assets at beginning of year2023-06-30$6,799,448
Value of fidelity bond covering the plan2023-06-30$500,000
Expenses. Other expenses not covered elsewhere2023-06-30$4,970
Other income received2023-06-30$691,544
Net income (gross income less expenses)2023-06-30$395,495
Net plan assets at end of year (total assets less liabilities)2023-06-30$6,388,543
Net plan assets at beginning of year (total assets less liabilities)2023-06-30$5,993,048
Total contributions received or receivable from employer(s)2023-06-30$284,000
2022 : HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES 2022 401k financial data
Total plan liabilities at end of year2022-06-30$806,400
Total plan liabilities at beginning of year2022-06-30$683,028
Total income from all sources2022-06-30$-753,008
Expenses. Total of all expenses incurred2022-06-30$925,468
Benefits paid (including direct rollovers)2022-06-30$918,954
Total plan assets at end of year2022-06-30$6,799,448
Total plan assets at beginning of year2022-06-30$8,354,552
Value of fidelity bond covering the plan2022-06-30$500,000
Expenses. Other expenses not covered elsewhere2022-06-30$6,514
Other income received2022-06-30$-1,065,008
Net income (gross income less expenses)2022-06-30$-1,678,476
Net plan assets at end of year (total assets less liabilities)2022-06-30$5,993,048
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$7,671,524
Total contributions received or receivable from employer(s)2022-06-30$312,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-06-30$0
2021 : HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES 2021 401k financial data
Total plan liabilities at end of year2021-06-30$683,028
Total plan liabilities at beginning of year2021-06-30$621,029
Total income from all sources2021-06-30$2,766,879
Expenses. Total of all expenses incurred2021-06-30$371,145
Benefits paid (including direct rollovers)2021-06-30$366,320
Total plan assets at end of year2021-06-30$8,354,552
Total plan assets at beginning of year2021-06-30$5,896,819
Value of fidelity bond covering the plan2021-06-30$500,000
Other income received2021-06-30$1,966,879
Net income (gross income less expenses)2021-06-30$2,395,734
Net plan assets at end of year (total assets less liabilities)2021-06-30$7,671,524
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$5,275,790
Total contributions received or receivable from employer(s)2021-06-30$800,000
Expenses. Administrative service providers (salaries,fees and commissions)2021-06-30$4,825
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
2020 : HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES 2020 401k financial data
Total plan liabilities at end of year2020-06-30$621,029
Total plan liabilities at beginning of year2020-06-30$568,358
Total income from all sources2020-06-30$314,000
Expenses. Total of all expenses incurred2020-06-30$477,959
Benefits paid (including direct rollovers)2020-06-30$473,813
Total plan assets at end of year2020-06-30$5,896,819
Total plan assets at beginning of year2020-06-30$6,008,107
Value of fidelity bond covering the plan2020-06-30$500,000
Expenses. Other expenses not covered elsewhere2020-06-30$4,146
Other income received2020-06-30$68,000
Net income (gross income less expenses)2020-06-30$-163,959
Net plan assets at end of year (total assets less liabilities)2020-06-30$5,275,790
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$5,439,749
Total contributions received or receivable from employer(s)2020-06-30$246,000
2019 : HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
2018 : HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES 2018 401k financial data
Total plan liabilities at end of year2018-06-30$514,597
Total plan liabilities at beginning of year2018-06-30$405,117
Total income from all sources2018-06-30$669,805
Expenses. Total of all expenses incurred2018-06-30$285,441
Benefits paid (including direct rollovers)2018-06-30$281,628
Total plan assets at end of year2018-06-30$6,200,945
Total plan assets at beginning of year2018-06-30$5,707,101
Value of fidelity bond covering the plan2018-06-30$500,000
Expenses. Other expenses not covered elsewhere2018-06-30$3,813
Other income received2018-06-30$430,805
Net income (gross income less expenses)2018-06-30$384,364
Net plan assets at end of year (total assets less liabilities)2018-06-30$5,686,348
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$5,301,984
Total contributions received or receivable from employer(s)2018-06-30$239,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
2017 : HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES 2017 401k financial data
Total plan liabilities at end of year2017-06-30$405,117
Total plan liabilities at beginning of year2017-06-30$190,274
Total income from all sources2017-06-30$603,560
Expenses. Total of all expenses incurred2017-06-30$15,134
Benefits paid (including direct rollovers)2017-06-30$11,817
Total plan assets at end of year2017-06-30$5,707,101
Total plan assets at beginning of year2017-06-30$4,903,832
Value of fidelity bond covering the plan2017-06-30$500,000
Expenses. Other expenses not covered elsewhere2017-06-30$3,317
Other income received2017-06-30$415,560
Net income (gross income less expenses)2017-06-30$588,426
Net plan assets at end of year (total assets less liabilities)2017-06-30$5,301,984
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$4,713,558
Total contributions received or receivable from employer(s)2017-06-30$188,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-06-30$0
2016 : HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES 2016 401k financial data
Total plan liabilities at end of year2016-06-30$190,274
Total plan liabilities at beginning of year2016-06-30$148,900
Total income from all sources2016-06-30$99,259
Expenses. Total of all expenses incurred2016-06-30$650,506
Benefits paid (including direct rollovers)2016-06-30$647,199
Total plan assets at end of year2016-06-30$4,903,832
Total plan assets at beginning of year2016-06-30$5,413,705
Value of fidelity bond covering the plan2016-06-30$500,000
Expenses. Other expenses not covered elsewhere2016-06-30$3,307
Other income received2016-06-30$-100,741
Net income (gross income less expenses)2016-06-30$-551,247
Net plan assets at end of year (total assets less liabilities)2016-06-30$4,713,558
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$5,264,805
Total contributions received or receivable from employer(s)2016-06-30$200,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
2015 : HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES 2015 401k financial data
Total plan liabilities at end of year2015-06-30$148,900
Total plan liabilities at beginning of year2015-06-30$132,549
Total income from all sources2015-06-30$526,420
Expenses. Total of all expenses incurred2015-06-30$712,255
Benefits paid (including direct rollovers)2015-06-30$708,661
Total plan assets at end of year2015-06-30$5,413,705
Total plan assets at beginning of year2015-06-30$5,583,189
Value of fidelity bond covering the plan2015-06-30$500,000
Expenses. Other expenses not covered elsewhere2015-06-30$3,594
Other income received2015-06-30$324,420
Net income (gross income less expenses)2015-06-30$-185,835
Net plan assets at end of year (total assets less liabilities)2015-06-30$5,264,805
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$5,450,640
Total contributions received or receivable from employer(s)2015-06-30$202,000
2014 : HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES 2014 401k financial data
Total plan liabilities at end of year2014-06-30$132,549
Total plan liabilities at beginning of year2014-06-30$120,098
Total income from all sources2014-06-30$1,080,886
Expenses. Total of all expenses incurred2014-06-30$569,105
Benefits paid (including direct rollovers)2014-06-30$565,571
Total plan assets at end of year2014-06-30$5,583,189
Total plan assets at beginning of year2014-06-30$5,058,957
Value of fidelity bond covering the plan2014-06-30$500,000
Expenses. Other expenses not covered elsewhere2014-06-30$3,534
Other income received2014-06-30$875,886
Net income (gross income less expenses)2014-06-30$511,781
Net plan assets at end of year (total assets less liabilities)2014-06-30$5,450,640
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$4,938,859
Total contributions received or receivable from employer(s)2014-06-30$205,000
2013 : HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES 2013 401k financial data
Total plan liabilities at end of year2013-06-30$120,098
Total plan liabilities at beginning of year2013-06-30$107,310
Total income from all sources2013-06-30$846,581
Expenses. Total of all expenses incurred2013-06-30$215,502
Benefits paid (including direct rollovers)2013-06-30$212,386
Total plan assets at end of year2013-06-30$5,058,957
Total plan assets at beginning of year2013-06-30$4,415,090
Value of fidelity bond covering the plan2013-06-30$500,000
Expenses. Other expenses not covered elsewhere2013-06-30$3,116
Other income received2013-06-30$546,581
Net income (gross income less expenses)2013-06-30$631,079
Net plan assets at end of year (total assets less liabilities)2013-06-30$4,938,859
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$4,307,780
Total contributions received or receivable from employer(s)2013-06-30$300,000
2012 : HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES 2012 401k financial data
Total plan liabilities at end of year2012-06-30$107,310
Total plan liabilities at beginning of year2012-06-30$94,606
Total income from all sources2012-06-30$414,425
Expenses. Total of all expenses incurred2012-06-30$65,799
Benefits paid (including direct rollovers)2012-06-30$62,685
Total plan assets at end of year2012-06-30$4,415,090
Total plan assets at beginning of year2012-06-30$4,053,760
Value of fidelity bond covering the plan2012-06-30$500,000
Expenses. Other expenses not covered elsewhere2012-06-30$3,114
Other income received2012-06-30$114,425
Net income (gross income less expenses)2012-06-30$348,626
Net plan assets at end of year (total assets less liabilities)2012-06-30$4,307,780
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$3,959,154
Total contributions received or receivable from employer(s)2012-06-30$300,000
2011 : HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES 2011 401k financial data
Total plan liabilities at end of year2011-06-30$94,606
Total plan liabilities at beginning of year2011-06-30$83,239
Total income from all sources2011-06-30$877,622
Expenses. Total of all expenses incurred2011-06-30$201,213
Benefits paid (including direct rollovers)2011-06-30$198,359
Total plan assets at end of year2011-06-30$4,053,760
Total plan assets at beginning of year2011-06-30$3,365,984
Value of fidelity bond covering the plan2011-06-30$350,000
Expenses. Other expenses not covered elsewhere2011-06-30$2,854
Other income received2011-06-30$702,622
Net income (gross income less expenses)2011-06-30$676,409
Net plan assets at end of year (total assets less liabilities)2011-06-30$3,959,154
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$3,282,745
Total contributions received or receivable from employer(s)2011-06-30$175,000

Form 5500 Responses for HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES

2022: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR NON-MANAGEMENT EMPLOYEES 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number765
Policy instance 1
Insurance contract or identification number765
Number of Individuals Covered5
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number765
Policy instance 1
Insurance contract or identification number765
Number of Individuals Covered5
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number765
Policy instance 1
Insurance contract or identification number765
Number of Individuals Covered6
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number765
Policy instance 1
Insurance contract or identification number765
Number of Individuals Covered9
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number765
Policy instance 1
Insurance contract or identification number765
Number of Individuals Covered9
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number765
Policy instance 1
Insurance contract or identification number765
Number of Individuals Covered11
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number765
Policy instance 1
Insurance contract or identification number765
Number of Individuals Covered12
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number765
Policy instance 1
Insurance contract or identification number765
Number of Individuals Covered14
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number765
Policy instance 1
Insurance contract or identification number765
Number of Individuals Covered16
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number765
Policy instance 1
Insurance contract or identification number765
Number of Individuals Covered17
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number765
Policy instance 1
Insurance contract or identification number765
Number of Individuals Covered19
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number765
Policy instance 1
Insurance contract or identification number765
Number of Individuals Covered19
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
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?Yes
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

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