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NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION PLAN 401k Plan overview

Plan NameNORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION PLAN
Plan identification number 002

NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION PLAN Benefits

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

401k Sponsoring company profile

CENTRALSTAR COOPERATIVE, INC. has sponsored the creation of one or more 401k plans.

Company Name:CENTRALSTAR COOPERATIVE, INC.
Employer identification number (EIN):381310805
NAIC Classification:424910
NAIC Description:Farm Supplies Merchant Wholesalers

Additional information about CENTRALSTAR COOPERATIVE, INC.

Jurisdiction of Incorporation: Michigan Secretary of State
Incorporation Date: 0000-00-00
Company Identification Number: 01205A
Legal Registered Office Address: 4200 FOREST RD BUILDING 1 LANSING


United States of America (USA)
48910

More information about CENTRALSTAR COOPERATIVE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01CHAD RENSI
0022016-01-01CHAD RENSI
0022015-01-01CHAD RENSI
0022014-01-01CHAD RENSI
0022013-01-01CHAD RENSI
0022012-01-01CHAD RENSI
0022011-01-01CHAD RENSI CHAD RENSI2012-10-08
0022010-01-01CHAD RENSI CHAD RENSI2011-09-19
0022009-01-01CHAD RENSI

Plan Statistics for NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION PLAN

401k plan membership statisitcs for NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION PLAN

Measure Date Value
2022: NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01494
Total number of active participants reported on line 7a of the Form 55002022-01-01371
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-01166
Total of all active and inactive participants2022-01-01539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01541
Number of participants with account balances2022-01-01528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01481
Total number of active participants reported on line 7a of the Form 55002021-01-01342
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01141
Total of all active and inactive participants2021-01-01485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01487
Number of participants with account balances2021-01-01466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01482
Total number of active participants reported on line 7a of the Form 55002020-01-01361
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01115
Total of all active and inactive participants2020-01-01477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01479
Number of participants with account balances2020-01-01458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01364
Total number of active participants reported on line 7a of the Form 55002019-01-01389
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0185
Total of all active and inactive participants2019-01-01475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01475
Number of participants with account balances2019-01-01445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01321
Total number of active participants reported on line 7a of the Form 55002018-01-01308
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0152
Total participants2018-01-01360
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01308
2017: NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01278
Total number of active participants reported on line 7a of the Form 55002017-01-01285
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0133
Total of all active and inactive participants2017-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01318
Number of participants with account balances2017-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01260
Total number of active participants reported on line 7a of the Form 55002016-01-01240
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0134
Total of all active and inactive participants2016-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01274
Number of participants with account balances2016-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01253
Total number of active participants reported on line 7a of the Form 55002015-01-01236
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0117
Total of all active and inactive participants2015-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01253
Number of participants with account balances2015-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01234
Total number of active participants reported on line 7a of the Form 55002014-01-01235
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01251
Number of participants with account balances2014-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01239
Total number of active participants reported on line 7a of the Form 55002013-01-01222
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01232
Number of participants with account balances2013-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01222
Total number of active participants reported on line 7a of the Form 55002012-01-01217
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01234
Number of participants with account balances2012-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01233
Total number of active participants reported on line 7a of the Form 55002011-01-01207
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01221
Number of participants with account balances2011-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01238
Total number of active participants reported on line 7a of the Form 55002010-01-01207
Number of retired or separated participants receiving benefits2010-01-015
Number of other retired or separated participants entitled to future benefits2010-01-0122
Total of all active and inactive participants2010-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01236
Number of participants with account balances2010-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-019
2009: NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01242
Total number of active participants reported on line 7a of the Form 55002009-01-01205
Number of retired or separated participants receiving benefits2009-01-016
Number of other retired or separated participants entitled to future benefits2009-01-0124
Total of all active and inactive participants2009-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01237
Number of participants with account balances2009-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION PLAN

Measure Date Value
2022 : NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,375
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,658
Total income from all sources (including contributions)2022-12-31$-3,973,934
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,823,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,760,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,782,808
Value of total assets at end of year2022-12-31$38,172,985
Value of total assets at beginning of year2022-12-31$44,969,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$62,427
Total interest from all sources2022-12-31$8,715
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,138,270
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,138,270
Administrative expenses professional fees incurred2022-12-31$54,217
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,636,097
Participant contributions at end of year2022-12-31$155,362
Participant contributions at beginning of year2022-12-31$204,688
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$287,874
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$4,375
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$3,658
Other income not declared elsewhere2022-12-31$-436,438
Administrative expenses (other) incurred2022-12-31$8,210
Total non interest bearing cash at end of year2022-12-31$224
Total non interest bearing cash at beginning of year2022-12-31$218
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,797,040
Value of net assets at end of year (total assets less liabilities)2022-12-31$38,168,610
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$44,965,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$33,327,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$40,193,304
Interest on participant loans2022-12-31$8,715
Value of interest in common/collective trusts at end of year2022-12-31$100,026
Value of interest in common/collective trusts at beginning of year2022-12-31$196,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$867
Asset value of US Government securities at end of year2022-12-31$1,436,870
Asset value of US Government securities at beginning of year2022-12-31$1,899,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,469,007
Net investment gain or loss from common/collective trusts2022-12-31$1,718
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$858,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,760,679
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$1,106,333
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$835,962
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$2,046,228
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$1,639,349
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BHM CPA GROUP, INC.
Accountancy firm EIN2022-12-31311413363
2021 : NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,658
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,348
Total income from all sources (including contributions)2021-12-31$6,541,839
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,038,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,975,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,319,056
Value of total assets at end of year2021-12-31$44,969,308
Value of total assets at beginning of year2021-12-31$42,465,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$62,630
Total interest from all sources2021-12-31$10,742
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,588,334
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,588,334
Administrative expenses professional fees incurred2021-12-31$54,809
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,474,788
Participant contributions at end of year2021-12-31$204,688
Participant contributions at beginning of year2021-12-31$235,963
Participant contributions at beginning of year2021-12-31$14,307
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$12,829
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$3,658
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$3,348
Other income not declared elsewhere2021-12-31$-108,194
Administrative expenses (other) incurred2021-12-31$7,821
Total non interest bearing cash at end of year2021-12-31$218
Total non interest bearing cash at beginning of year2021-12-31$133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,503,741
Value of net assets at end of year (total assets less liabilities)2021-12-31$44,965,650
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$42,461,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$40,193,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$37,879,416
Interest on participant loans2021-12-31$10,742
Value of interest in common/collective trusts at end of year2021-12-31$196,472
Value of interest in common/collective trusts at beginning of year2021-12-31$361,564
Asset value of US Government securities at end of year2021-12-31$1,899,315
Asset value of US Government securities at beginning of year2021-12-31$1,818,184
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,731,774
Net investment gain or loss from common/collective trusts2021-12-31$127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$831,439
Employer contributions (assets) at beginning of year2021-12-31$9,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,975,468
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$835,962
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$803,752
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$1,639,349
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$1,342,079
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BALESTRA, HARR & SCHERER CPAS, INC.
Accountancy firm EIN2021-12-31311413363
2020 : NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$12,487,127
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,348
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,059
Total income from all sources (including contributions)2020-12-31$7,489,137
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,968,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,910,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,328,124
Value of total assets at end of year2020-12-31$42,465,257
Value of total assets at beginning of year2020-12-31$25,456,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$57,693
Total interest from all sources2020-12-31$9,687
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,210,638
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,210,638
Administrative expenses professional fees incurred2020-12-31$51,453
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,470,087
Participant contributions at end of year2020-12-31$235,963
Participant contributions at beginning of year2020-12-31$145,710
Participant contributions at end of year2020-12-31$14,307
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$19,240
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$3,348
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$2,059
Other income not declared elsewhere2020-12-31$385,530
Administrative expenses (other) incurred2020-12-31$6,240
Total non interest bearing cash at end of year2020-12-31$133
Total non interest bearing cash at beginning of year2020-12-31$53
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,520,501
Value of net assets at end of year (total assets less liabilities)2020-12-31$42,461,909
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$25,454,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$37,879,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$23,022,294
Interest on participant loans2020-12-31$9,687
Value of interest in common/collective trusts at end of year2020-12-31$361,564
Value of interest in common/collective trusts at beginning of year2020-12-31$2,238,200
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$50,083
Asset value of US Government securities at end of year2020-12-31$1,818,184
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,554,255
Net investment gain or loss from common/collective trusts2020-12-31$903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$838,797
Employer contributions (assets) at end of year2020-12-31$9,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,910,943
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$803,752
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$1,342,079
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BALESTRA, HARR & SCHERER CPAS, INC.
Accountancy firm EIN2020-12-31311413363
2019 : NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,059
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,793
Total income from all sources (including contributions)2019-12-31$5,801,999
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,233,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,182,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,955,975
Value of total assets at end of year2019-12-31$25,456,340
Value of total assets at beginning of year2019-12-31$21,887,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$50,763
Total interest from all sources2019-12-31$8,621
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$700,906
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$700,906
Administrative expenses professional fees incurred2019-12-31$46,675
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$1,245,531
Participant contributions at end of year2019-12-31$145,710
Participant contributions at beginning of year2019-12-31$206,852
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$2,059
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,793
Other income not declared elsewhere2019-12-31$108,115
Administrative expenses (other) incurred2019-12-31$4,088
Total non interest bearing cash at end of year2019-12-31$53
Total non interest bearing cash at beginning of year2019-12-31$41
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$3,568,810
Value of net assets at end of year (total assets less liabilities)2019-12-31$25,454,281
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,885,471
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$23,022,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,654,409
Interest on participant loans2019-12-31$8,621
Value of interest in common/collective trusts at end of year2019-12-31$2,238,200
Value of interest in common/collective trusts at beginning of year2019-12-31$273,048
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$50,083
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,752,914
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,026,811
Net investment gain or loss from common/collective trusts2019-12-31$1,571
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$710,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,182,426
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BALESTRA, HARR & SCHERER CPAS, INC.
Accountancy firm EIN2019-12-31311413363
2018 : NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION 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$1,793
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$1,545,491
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$605,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$560,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,017,996
Value of total assets at end of year2018-12-31$21,887,264
Value of total assets at beginning of year2018-12-31$20,945,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$44,567
Total interest from all sources2018-12-31$10,555
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$515,684
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$515,684
Administrative expenses professional fees incurred2018-12-31$42,722
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$1,049,993
Participant contributions at end of year2018-12-31$206,852
Participant contributions at beginning of year2018-12-31$157,433
Participant contributions at beginning of year2018-12-31$32,839
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$392,780
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,793
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$38,832
Administrative expenses (other) incurred2018-12-31$1,845
Total non interest bearing cash at end of year2018-12-31$41
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$940,422
Value of net assets at end of year (total assets less liabilities)2018-12-31$21,885,471
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,945,049
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$19,654,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,449,343
Interest on participant loans2018-12-31$10,555
Value of interest in common/collective trusts at end of year2018-12-31$273,048
Value of interest in common/collective trusts at beginning of year2018-12-31$7,287,127
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,752,914
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,043,248
Net investment gain or loss from common/collective trusts2018-12-31$5,672
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$575,223
Employer contributions (assets) at beginning of year2018-12-31$18,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$560,502
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 name2018-12-31BALESTRA, HARR & SCHERER CPAS, INC.
Accountancy firm EIN2018-12-31311413363
2017 : NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION 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$5,854,922
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$947,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$883,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,050,689
Value of total assets at end of year2017-12-31$20,945,049
Value of total assets at beginning of year2017-12-31$16,038,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$64,213
Total interest from all sources2017-12-31$7,351
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$660,596
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$660,596
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$926,463
Participant contributions at end of year2017-12-31$157,433
Participant contributions at beginning of year2017-12-31$185,178
Participant contributions at end of year2017-12-31$32,839
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,628,007
Administrative expenses (other) incurred2017-12-31$2,856
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$4,906,966
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,945,049
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$16,038,083
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
Investment advisory and management fees2017-12-31$61,357
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,449,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,022,219
Interest on participant loans2017-12-31$7,351
Value of interest in common/collective trusts at end of year2017-12-31$7,287,127
Value of interest in common/collective trusts at beginning of year2017-12-31$4,830,686
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,432,435
Net investment gain or loss from common/collective trusts2017-12-31$703,851
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$496,219
Employer contributions (assets) at end of year2017-12-31$18,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$883,743
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 name2017-12-31BALESTRA, HARR & SCHERER CPAS, INC.
Accountancy firm EIN2017-12-31311413363
2016 : NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION 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$2,494,147
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$847,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$778,761
Expenses. Certain deemed distributions of participant loans2016-12-31$6,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,185,692
Value of total assets at end of year2016-12-31$16,038,083
Value of total assets at beginning of year2016-12-31$14,391,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$62,496
Total interest from all sources2016-12-31$9,275
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$314,032
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$314,032
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$739,552
Participant contributions at end of year2016-12-31$185,178
Participant contributions at beginning of year2016-12-31$243,244
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$43,392
Administrative expenses (other) incurred2016-12-31$2,811
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$1,646,703
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,038,083
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,391,380
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
Investment advisory and management fees2016-12-31$59,685
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,022,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,748,612
Income. Interest from loans (other than to participants)2016-12-31$9,275
Value of interest in common/collective trusts at end of year2016-12-31$4,830,686
Value of interest in common/collective trusts at beginning of year2016-12-31$4,399,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$558,664
Net investment gain or loss from common/collective trusts2016-12-31$426,484
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$402,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$778,761
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 name2016-12-31BALESTRA, HARR & SCHERER CPAS, INC.
Accountancy firm EIN2016-12-31311413363
2015 : NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION 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$108
Total income from all sources (including contributions)2015-12-31$1,090,508
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,970,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,904,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,100,978
Value of total assets at end of year2015-12-31$14,391,380
Value of total assets at beginning of year2015-12-31$15,271,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$66,288
Total interest from all sources2015-12-31$10,066
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$542,783
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$542,783
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$711,011
Participant contributions at end of year2015-12-31$243,244
Participant contributions at beginning of year2015-12-31$219,242
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$19,317
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$108
Administrative expenses (other) incurred2015-12-31$2,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-880,315
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,391,380
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,271,695
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
Investment advisory and management fees2015-12-31$64,273
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,748,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,476,872
Income. Interest from loans (other than to participants)2015-12-31$10,066
Value of interest in common/collective trusts at end of year2015-12-31$4,399,524
Value of interest in common/collective trusts at beginning of year2015-12-31$4,575,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-564,800
Net investment gain or loss from common/collective trusts2015-12-31$1,481
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$370,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,904,535
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 name2015-12-31BALESTRA, HARR & SCHERER CPAS, INC.
Accountancy firm EIN2015-12-31311413363
2014 : NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION 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$108
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$2,155,385
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,733,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,659,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$928,569
Value of total assets at end of year2014-12-31$15,271,803
Value of total assets at beginning of year2014-12-31$15,849,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$73,550
Total interest from all sources2014-12-31$9,424
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$710,513
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$710,513
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$608,862
Participant contributions at end of year2014-12-31$219,242
Participant contributions at beginning of year2014-12-31$189,826
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$108
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$2,178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-577,757
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,271,695
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,849,452
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
Investment advisory and management fees2014-12-31$71,372
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,476,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,763,257
Interest on participant loans2014-12-31$9,424
Value of interest in common/collective trusts at end of year2014-12-31$4,575,689
Value of interest in common/collective trusts at beginning of year2014-12-31$4,896,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$222,870
Net investment gain or loss from common/collective trusts2014-12-31$284,009
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$319,707
Employer contributions (assets) at beginning of year2014-12-31$244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,659,592
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 name2014-12-31BALESTRA, HARR & SCHERER, CPAS, INC
Accountancy firm EIN2014-12-31311413363
2013 : NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION 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$333
Total income from all sources (including contributions)2013-12-31$3,740,384
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,312,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,241,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,043,820
Value of total assets at end of year2013-12-31$15,849,452
Value of total assets at beginning of year2013-12-31$13,421,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$70,954
Total interest from all sources2013-12-31$7,950
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$605,738
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$605,738
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$596,026
Participant contributions at end of year2013-12-31$189,826
Participant contributions at beginning of year2013-12-31$189,266
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$139,900
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$333
Administrative expenses (other) incurred2013-12-31$2,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,428,198
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,849,452
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,421,254
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
Investment advisory and management fees2013-12-31$68,222
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,763,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,839,748
Interest on participant loans2013-12-31$7,950
Value of interest in common/collective trusts at end of year2013-12-31$4,896,125
Value of interest in common/collective trusts at beginning of year2013-12-31$4,392,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,515,225
Net investment gain or loss from common/collective trusts2013-12-31$567,651
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$307,894
Employer contributions (assets) at end of year2013-12-31$244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,241,232
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BALESTRA, HARR & SCHERER, CPAS, INC
Accountancy firm EIN2013-12-31311413363
2012 : NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION 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$333
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$2,466,838
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$772,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$706,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$911,548
Value of total assets at end of year2012-12-31$13,421,587
Value of total assets at beginning of year2012-12-31$11,727,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$66,559
Total interest from all sources2012-12-31$7,981
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$323,092
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$323,092
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$565,080
Participant contributions at end of year2012-12-31$189,266
Participant contributions at beginning of year2012-12-31$176,584
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$62,699
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$333
Administrative expenses (other) incurred2012-12-31$3,297
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$1,694,116
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,421,254
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,727,138
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
Investment advisory and management fees2012-12-31$63,262
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,839,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,805,342
Interest on participant loans2012-12-31$7,981
Value of interest in common/collective trusts at end of year2012-12-31$4,392,573
Value of interest in common/collective trusts at beginning of year2012-12-31$3,745,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$794,045
Net investment gain or loss from common/collective trusts2012-12-31$430,172
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$283,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$706,163
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BALESTRA, HARR & SCHERER, CPAS, INC
Accountancy firm EIN2012-12-31311413363
2011 : NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION 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$735,454
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$508,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$443,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$810,815
Value of total assets at end of year2011-12-31$11,727,138
Value of total assets at beginning of year2011-12-31$11,500,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$65,397
Total interest from all sources2011-12-31$5,828
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$266,066
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$266,066
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$513,285
Participant contributions at end of year2011-12-31$176,584
Participant contributions at beginning of year2011-12-31$103,675
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$32,220
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$226,798
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,727,138
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,500,340
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$27,959
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,805,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,999,568
Interest on participant loans2011-12-31$5,828
Value of interest in common/collective trusts at end of year2011-12-31$3,745,212
Value of interest in common/collective trusts at beginning of year2011-12-31$397,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-300,143
Net investment gain or loss from common/collective trusts2011-12-31$-47,112
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$265,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$443,259
Contract administrator fees2011-12-31$37,438
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 name2011-12-31BALESTRA, HARR & SCHERER, CPAS, INC
Accountancy firm EIN2011-12-31311413363
2010 : NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION 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$2,253,339
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$659,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$601,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$696,214
Value of total assets at end of year2010-12-31$11,500,340
Value of total assets at beginning of year2010-12-31$9,906,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$58,010
Total interest from all sources2010-12-31$6,096
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$151,271
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$151,271
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$451,759
Participant contributions at end of year2010-12-31$103,675
Participant contributions at beginning of year2010-12-31$108,972
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$1,593,674
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,500,340
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,906,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$25,473
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,999,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,533,718
Interest on participant loans2010-12-31$6,096
Value of interest in common/collective trusts at end of year2010-12-31$397,097
Value of interest in common/collective trusts at beginning of year2010-12-31$3,197,402
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,002,661
Net investment gain or loss from common/collective trusts2010-12-31$397,097
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$244,455
Employer contributions (assets) at beginning of year2010-12-31$64,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$601,655
Contract administrator fees2010-12-31$32,537
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 name2010-12-31BALESTRA, HARR & SCHERER, CPAS, INC
Accountancy firm EIN2010-12-31311413363

Form 5500 Responses for NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION PLAN

2022: NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION 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: NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION 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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NORTHSTAR COOPERATIVE, INC. EMPLOYEE DEFERRED COMPENSATION 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

MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01360TR
Policy instance 4
Insurance contract or identification numberMDA01360TR
Number of Individuals Covered541
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062491
Policy instance 3
Insurance contract or identification number062491
Number of Individuals Covered541
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-027795
Policy instance 2
Insurance contract or identification numberG-027795
Number of Individuals Covered541
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract number1666920
Policy instance 1
Insurance contract or identification number1666920
Number of Individuals Covered541
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract number1666920
Policy instance 1
Insurance contract or identification number1666920
Number of Individuals Covered487
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-027795
Policy instance 2
Insurance contract or identification numberG-027795
Number of Individuals Covered487
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062491
Policy instance 3
Insurance contract or identification number062491
Number of Individuals Covered487
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01360TR
Policy instance 4
Insurance contract or identification numberMDA01360TR
Number of Individuals Covered487
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01360TR
Policy instance 4
Insurance contract or identification numberMDA01360TR
Number of Individuals Covered479
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062491
Policy instance 3
Insurance contract or identification number062491
Number of Individuals Covered479
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-027795
Policy instance 2
Insurance contract or identification numberG-027795
Number of Individuals Covered479
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract number1666920
Policy instance 1
Insurance contract or identification number1666920
Number of Individuals Covered479
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number035938
Policy instance 2
Insurance contract or identification number035938
Number of Individuals Covered364
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-027795
Policy instance 3
Insurance contract or identification numberG-027795
Number of Individuals Covered364
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062491
Policy instance 4
Insurance contract or identification number062491
Number of Individuals Covered364
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01360TR
Policy instance 5
Insurance contract or identification numberMDA01360TR
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract number1666920
Policy instance 1
Insurance contract or identification number1666920
Number of Individuals Covered364
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number035938
Policy instance 2
Insurance contract or identification number035938
Number of Individuals Covered360
Insurance policy start date2018-07-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32937
Policy instance 3
Insurance contract or identification number32937
Number of Individuals Covered360
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?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
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-027795
Policy instance 4
Insurance contract or identification numberG-027795
Number of Individuals Covered360
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062491
Policy instance 5
Insurance contract or identification number062491
Number of Individuals Covered360
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract number1666920
Policy instance 1
Insurance contract or identification number1666920
Number of Individuals Covered360
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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