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MEADOWS MENNONITE EMPLOYEE RETIREMENT PLAN 401k Plan overview

Plan NameMEADOWS MENNONITE EMPLOYEE RETIREMENT PLAN
Plan identification number 001

MEADOWS MENNONITE EMPLOYEE RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

MEADOWS MENNONITE RETIREMENT COMMUNITY ASSOCIATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:MEADOWS MENNONITE RETIREMENT COMMUNITY ASSOCIATION, INC.
Employer identification number (EIN):370791831
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEADOWS MENNONITE EMPLOYEE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01BRENDA BLAIR2021-10-28
0012020-01-01BRENDA BLAIR2021-10-08
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01BRENDA K. BLAIR ROGER W. HASLER2018-07-24
0012016-01-01BRENDA K. BLAIR ROGER W. HASLER2017-07-27
0012015-01-01BRENDA K. BLAIR ROGER W. HASLER2016-08-30
0012014-01-01BRENDA K. BLAIR ROGER W. HASLER2015-07-27
0012013-01-01BRENDA K. BLAIR ROGER W. HASLER2014-07-29
0012012-01-01BRENDA K. BLAIR ROGER W. HASLER2013-07-17
0012011-01-01BRENDA K. BLAIR ROGER W. HASLER2012-07-27
0012010-01-01BRENDA K. BLAIR ROGER W. HASLER2011-10-06
0012009-01-01BRENDA K BLAIR ROGER W HASLER2010-10-08
0012009-01-01BRENDA K BLAIR ROGER W HASLER2010-10-11

Plan Statistics for MEADOWS MENNONITE EMPLOYEE RETIREMENT PLAN

401k plan membership statisitcs for MEADOWS MENNONITE EMPLOYEE RETIREMENT PLAN

Measure Date Value
2019: MEADOWS MENNONITE EMPLOYEE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01152
Total number of active participants reported on line 7a of the Form 55002019-01-0164
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0118
Total of all active and inactive participants2019-01-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0182
Number of participants with account balances2019-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: MEADOWS MENNONITE EMPLOYEE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01196
Total number of active participants reported on line 7a of the Form 55002018-01-01136
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0114
Total of all active and inactive participants2018-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01150
Number of participants with account balances2018-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MEADOWS MENNONITE EMPLOYEE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01207
Total number of active participants reported on line 7a of the Form 55002017-01-01178
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0118
Total of all active and inactive participants2017-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01196
Number of participants with account balances2017-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0122
2016: MEADOWS MENNONITE EMPLOYEE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01248
Total number of active participants reported on line 7a of the Form 55002016-01-01198
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-019
Total of all active and inactive participants2016-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01207
Number of participants with account balances2016-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0113
2015: MEADOWS MENNONITE EMPLOYEE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01245
Total number of active participants reported on line 7a of the Form 55002015-01-01235
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0113
Total of all active and inactive participants2015-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01248
Number of participants with account balances2015-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: MEADOWS MENNONITE EMPLOYEE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01187
Total number of active participants reported on line 7a of the Form 55002014-01-01204
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0141
Total of all active and inactive participants2014-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01245
Number of participants with account balances2014-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: MEADOWS MENNONITE EMPLOYEE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01200
Total number of active participants reported on line 7a of the Form 55002013-01-01149
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0138
Total of all active and inactive participants2013-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01187
Number of participants with account balances2013-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: MEADOWS MENNONITE EMPLOYEE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01196
Total number of active participants reported on line 7a of the Form 55002012-01-01166
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0134
Total of all active and inactive participants2012-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01200
Number of participants with account balances2012-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: MEADOWS MENNONITE EMPLOYEE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01202
Total number of active participants reported on line 7a of the Form 55002011-01-01162
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0133
Total of all active and inactive participants2011-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01196
Number of participants with account balances2011-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2010: MEADOWS MENNONITE EMPLOYEE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01138
Total number of active participants reported on line 7a of the Form 55002010-01-01160
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0142
Total of all active and inactive participants2010-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01202
Number of participants with account balances2010-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: MEADOWS MENNONITE EMPLOYEE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01146
Total number of active participants reported on line 7a of the Form 55002009-01-01130
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01138
Number of participants with account balances2009-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on MEADOWS MENNONITE EMPLOYEE RETIREMENT PLAN

Measure Date Value
2019 : MEADOWS MENNONITE EMPLOYEE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,652
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,652
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$187
Total income from all sources (including contributions)2019-12-31$466,262
Total income from all sources (including contributions)2019-12-31$466,262
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$220,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$209,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$209,917
Value of total corrective distributions2019-12-31$1,652
Value of total corrective distributions2019-12-31$1,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$57,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$57,279
Value of total assets at end of year2019-12-31$2,399,493
Value of total assets at end of year2019-12-31$2,399,493
Value of total assets at beginning of year2019-12-31$2,152,020
Value of total assets at beginning of year2019-12-31$2,152,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,685
Total interest from all sources2019-12-31$7,805
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$72,393
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$72,393
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$72,393
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$72,393
Administrative expenses professional fees incurred2019-12-31$6,395
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$350,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$42,636
Contributions received from participants2019-12-31$42,636
Participant contributions at end of year2019-12-31$10,715
Participant contributions at end of year2019-12-31$10,715
Participant contributions at beginning of year2019-12-31$26,802
Participant contributions at end of year2019-12-31$1,333
Participant contributions at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,625
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,625
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,804
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,804
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,652
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$187
Administrative expenses (other) incurred2019-12-31$2,290
Total non interest bearing cash at end of year2019-12-31$455
Total non interest bearing cash at beginning of year2019-12-31$2,746
Total non interest bearing cash at beginning of year2019-12-31$2,746
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$246,008
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,397,841
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,151,833
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,151,833
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,188,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,923,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,923,374
Interest on participant loans2019-12-31$813
Interest on participant loans2019-12-31$813
Interest earned on other investments2019-12-31$6,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,579
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$79
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$79
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$312
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$312
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$194,507
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$197,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$328,785
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$328,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$14,643
Employer contributions (assets) at end of year2019-12-31$439
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$209,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$209,917
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GORFINE, SCHILLER & GARDYN, P.A.
Accountancy firm name2019-12-31GORFINE, SCHILLER & GARDYN, P.A.
Accountancy firm EIN2019-12-31521231901
Accountancy firm EIN2019-12-31521231901
2018 : MEADOWS MENNONITE EMPLOYEE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-2,129
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$402,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$396,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$68,237
Value of total assets at end of year2018-12-31$2,151,371
Value of total assets at beginning of year2018-12-31$2,555,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,184
Total interest from all sources2018-12-31$8,303
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$32,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$32,707
Administrative expenses professional fees incurred2018-12-31$6,059
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$350,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$55,266
Participant contributions at end of year2018-12-31$26,802
Participant contributions at beginning of year2018-12-31$41,342
Participant contributions at end of year2018-12-31$1,428
Participant contributions at beginning of year2018-12-31$3,013
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,804
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,497
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$187
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$-11,969
Total non interest bearing cash at end of year2018-12-31$2,746
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-404,439
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,151,371
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,555,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,790,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,164,590
Interest on participant loans2018-12-31$1,424
Interest earned on other investments2018-12-31$6,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$79
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$8
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$8
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$71
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$329,625
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$344,064
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-99,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$12,971
Employer contributions (assets) at end of year2018-12-31$669
Employer contributions (assets) at beginning of year2018-12-31$1,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$396,126
Contract administrator fees2018-12-31$125
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WIPFLI, LLP
Accountancy firm EIN2018-12-31390758449
2017 : MEADOWS MENNONITE EMPLOYEE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$491,339
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$438,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$431,706
Value of total corrective distributions2017-12-31$480
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$167,611
Value of total assets at end of year2017-12-31$2,555,810
Value of total assets at beginning of year2017-12-31$2,503,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,798
Total interest from all sources2017-12-31$7,445
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$29,973
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$29,973
Administrative expenses professional fees incurred2017-12-31$6,623
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$350,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$119,113
Participant contributions at end of year2017-12-31$41,342
Participant contributions at beginning of year2017-12-31$8,405
Participant contributions at end of year2017-12-31$3,013
Participant contributions at beginning of year2017-12-31$4,056
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$17,860
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,497
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,074
Other income not declared elsewhere2017-12-31$27,592
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$52,355
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,555,810
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,503,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,164,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,126,380
Interest on participant loans2017-12-31$303
Interest earned on other investments2017-12-31$7,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$8
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$8
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$8
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$344,064
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$359,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$258,718
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$30,638
Employer contributions (assets) at end of year2017-12-31$1,296
Employer contributions (assets) at beginning of year2017-12-31$3,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$431,706
Contract administrator fees2017-12-31$175
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PHILLIPS, SALMI & ASSOCIATES. LLC
Accountancy firm EIN2017-12-31272509623
2016 : MEADOWS MENNONITE EMPLOYEE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$354,208
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$156,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$150,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$191,260
Value of total assets at end of year2016-12-31$2,503,455
Value of total assets at beginning of year2016-12-31$2,305,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,058
Total interest from all sources2016-12-31$7,972
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$14,675
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$14,675
Administrative expenses professional fees incurred2016-12-31$5,908
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$350,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$132,363
Participant contributions at end of year2016-12-31$8,405
Participant contributions at beginning of year2016-12-31$13,074
Participant contributions at end of year2016-12-31$4,056
Participant contributions at beginning of year2016-12-31$3,278
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,074
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$15,035
Other income not declared elsewhere2016-12-31$12,051
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$197,720
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,503,455
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,305,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,126,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,911,733
Interest on participant loans2016-12-31$482
Interest earned on other investments2016-12-31$7,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$8
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$8
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$8
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$359,534
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$359,084
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$128,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$58,897
Employer contributions (assets) at end of year2016-12-31$3,998
Employer contributions (assets) at beginning of year2016-12-31$3,523
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$150,430
Contract administrator fees2016-12-31$150
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PHILLIPS, SALMI & ASSOCIATES. LLC
Accountancy firm EIN2016-12-31272509623
2015 : MEADOWS MENNONITE EMPLOYEE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$170,803
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$333,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$326,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$165,170
Value of total assets at end of year2015-12-31$2,305,735
Value of total assets at beginning of year2015-12-31$2,468,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,995
Total interest from all sources2015-12-31$8,015
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$33,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$33,272
Administrative expenses professional fees incurred2015-12-31$6,845
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$350,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$119,891
Participant contributions at end of year2015-12-31$13,074
Participant contributions at beginning of year2015-12-31$4,364
Participant contributions at end of year2015-12-31$3,278
Participant contributions at beginning of year2015-12-31$4,460
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$15,035
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$6,957
Other income not declared elsewhere2015-12-31$-2,071
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-162,497
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,305,735
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,468,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,911,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,087,028
Interest on participant loans2015-12-31$265
Interest earned on other investments2015-12-31$7,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$8
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$8
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$8
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$359,084
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$363,205
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-33,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$45,279
Employer contributions (assets) at end of year2015-12-31$3,523
Employer contributions (assets) at beginning of year2015-12-31$2,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$326,305
Contract administrator fees2015-12-31$150
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PHILLIPS, SALMI & ASSOCIATES. LLC
Accountancy firm EIN2015-12-31272509623
2014 : MEADOWS MENNONITE EMPLOYEE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$313,505
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$395,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$388,469
Value of total corrective distributions2014-12-31$1,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$170,232
Value of total assets at end of year2014-12-31$2,468,232
Value of total assets at beginning of year2014-12-31$2,550,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,362
Total interest from all sources2014-12-31$8,509
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$27,554
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$27,554
Administrative expenses professional fees incurred2014-12-31$5,212
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$350,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$108,708
Participant contributions at end of year2014-12-31$4,364
Participant contributions at beginning of year2014-12-31$6,620
Participant contributions at end of year2014-12-31$4,460
Participant contributions at beginning of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$6,957
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$5,789
Other income not declared elsewhere2014-12-31$10,182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-82,259
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,468,232
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,550,491
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,087,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,168,438
Interest on participant loans2014-12-31$235
Interest earned on other investments2014-12-31$8,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$8
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$8
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$8
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$363,205
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$369,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$97,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$61,524
Employer contributions (assets) at end of year2014-12-31$2,210
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$388,469
Contract administrator fees2014-12-31$150
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PHILLIPS, SALMI & ASSOCIATES. LLC
Accountancy firm EIN2014-12-31272509623
2013 : MEADOWS MENNONITE EMPLOYEE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$657,542
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$707,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$700,138
Value of total corrective distributions2013-12-31$2,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$178,890
Value of total assets at end of year2013-12-31$2,550,491
Value of total assets at beginning of year2013-12-31$2,600,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,928
Total interest from all sources2013-12-31$8,843
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$34,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$34,079
Administrative expenses professional fees incurred2013-12-31$4,928
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$350,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$111,533
Participant contributions at end of year2013-12-31$6,620
Participant contributions at beginning of year2013-12-31$12,901
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$5,789
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$6,936
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-49,854
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,550,491
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,600,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,168,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,229,603
Interest on participant loans2013-12-31$344
Interest earned on other investments2013-12-31$8,498
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$8
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$7
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$7
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$369,636
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$349,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$435,730
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$67,357
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$1,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$700,138
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PHILLIPS, SALMI & ASSOCIATES. LLC
Accountancy firm EIN2013-12-31272509623
2012 : MEADOWS MENNONITE EMPLOYEE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$439,380
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$132,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$127,559
Value of total corrective distributions2012-12-31$2,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$185,312
Value of total assets at end of year2012-12-31$2,600,345
Value of total assets at beginning of year2012-12-31$2,293,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,160
Total interest from all sources2012-12-31$9,341
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$43,590
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$43,590
Administrative expenses professional fees incurred2012-12-31$3,160
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$350,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$114,645
Participant contributions at end of year2012-12-31$12,901
Participant contributions at beginning of year2012-12-31$16,449
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$6,936
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,819
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$306,427
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,600,345
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,293,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,229,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,933,579
Interest on participant loans2012-12-31$627
Interest earned on other investments2012-12-31$8,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$7
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$349,834
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$342,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$201,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$70,667
Employer contributions (assets) at end of year2012-12-31$1,064
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$127,559
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PHILLIPS, SALMI & ASSOCIATES. LLC
Accountancy firm EIN2012-12-31272509623
2011 : MEADOWS MENNONITE EMPLOYEE RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$129,337
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$90,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$85,267
Value of total corrective distributions2011-12-31$2,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$179,658
Value of total assets at end of year2011-12-31$2,293,918
Value of total assets at beginning of year2011-12-31$2,254,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,547
Total interest from all sources2011-12-31$8,535
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$27,460
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$27,460
Administrative expenses professional fees incurred2011-12-31$2,547
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$350,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$109,004
Participant contributions at end of year2011-12-31$16,449
Participant contributions at beginning of year2011-12-31$13,058
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$6,270
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,819
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$39,136
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,293,918
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,254,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,933,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,965,801
Interest on participant loans2011-12-31$462
Interest earned on other investments2011-12-31$8,073
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$342,070
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$274,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-86,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$64,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$85,267
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PHILLIPS, SALMI & ASSOCIATES. LLC
Accountancy firm EIN2011-12-31272509623
2010 : MEADOWS MENNONITE EMPLOYEE RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$377,135
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$161,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$150,044
Value of total corrective distributions2010-12-31$6,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$171,758
Value of total assets at end of year2010-12-31$2,254,782
Value of total assets at beginning of year2010-12-31$2,039,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,375
Total interest from all sources2010-12-31$9,943
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$23,924
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$23,924
Administrative expenses professional fees incurred2010-12-31$5,375
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$350,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$95,881
Participant contributions at end of year2010-12-31$13,058
Participant contributions at beginning of year2010-12-31$2,583
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$15,661
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$215,641
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,254,782
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,039,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,965,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,745,062
Interest on participant loans2010-12-31$328
Interest earned on other investments2010-12-31$9,615
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$274,425
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$291,496
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$171,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$60,216
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$150,044
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PHILLIPS, SALMI & ASSOCIATES, LLC
Accountancy firm EIN2010-12-31272509623
2009 : MEADOWS MENNONITE EMPLOYEE RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MEADOWS MENNONITE EMPLOYEE RETIREMENT PLAN

2019: MEADOWS MENNONITE EMPLOYEE RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MEADOWS MENNONITE EMPLOYEE RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MEADOWS MENNONITE EMPLOYEE RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MEADOWS MENNONITE EMPLOYEE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MEADOWS MENNONITE EMPLOYEE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MEADOWS MENNONITE EMPLOYEE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MEADOWS MENNONITE EMPLOYEE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MEADOWS MENNONITE EMPLOYEE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MEADOWS MENNONITE EMPLOYEE RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MEADOWS MENNONITE EMPLOYEE RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MEADOWS MENNONITE EMPLOYEE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGPO2987
Policy instance 1
Insurance contract or identification numberGPO2987
Number of Individuals Covered19
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,240
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,240
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGPO2987
Policy instance 1
Insurance contract or identification numberGPO2987
Number of Individuals Covered20
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,240
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,240
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGPO2987
Policy instance 1
Insurance contract or identification numberGPO2987
Number of Individuals Covered20
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,328
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,328
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGPO2987
Policy instance 1
Insurance contract or identification numberGPO2987
Number of Individuals Covered25
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $958
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $958
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGPO2987
Policy instance 1
Insurance contract or identification numberGPO2987
Number of Individuals Covered26
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $955
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $955
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGPO2987
Policy instance 1
Insurance contract or identification numberGPO2987
Number of Individuals Covered27
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $835
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $835
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGPO2987
Policy instance 1
Insurance contract or identification numberGPO2987
Number of Individuals Covered27
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $899
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $899
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGPO2987
Policy instance 1
Insurance contract or identification numberGPO2987
Number of Individuals Covered28
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $786
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGPO2987
Policy instance 1
Insurance contract or identification numberGPO2987
Number of Individuals Covered31
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,005
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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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