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STARR COMMONWEALTH 403(B) PLAN 401k Plan overview

Plan NameSTARR COMMONWEALTH 403(B) PLAN
Plan identification number 002

STARR COMMONWEALTH 403(B) 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

STARR COMMONWEALTH has sponsored the creation of one or more 401k plans.

Company Name:STARR COMMONWEALTH
Employer identification number (EIN):381359593
NAIC Classification:611000

Additional information about STARR COMMONWEALTH

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number: 717004

More information about STARR COMMONWEALTH

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STARR COMMONWEALTH 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-10-01
0022021-10-01
0022020-10-01
0022020-10-01
0022019-10-01
0022018-10-01
0022017-10-01
0022017-10-01
0022016-10-01GARY CRIST GARY CRIST2018-04-04
0022015-10-01GARY CRIST GARY CRIST2017-07-17
0022014-10-01CHRISTOPHER SMITH CHRISTOPHER SMITH2016-07-12
0022013-10-01TAMMI TURNER TAMMI TURNER2015-07-17
0022012-10-01CHRISTOPHER SMITH CHRISTOPHER SMITH2014-06-30
0022011-10-01SHELLEY EMERICK SHELLEY EMERICK2013-07-12
0022009-10-01CHRISTOPHER L. SMITH
0022009-10-01CHRISTOPHER L. SMITH

Plan Statistics for STARR COMMONWEALTH 403(B) PLAN

401k plan membership statisitcs for STARR COMMONWEALTH 403(B) PLAN

Measure Date Value
2022: STARR COMMONWEALTH 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-10-01122
Total number of active participants reported on line 7a of the Form 55002022-10-0159
Number of retired or separated participants receiving benefits2022-10-010
Number of other retired or separated participants entitled to future benefits2022-10-0161
Total of all active and inactive participants2022-10-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-10-010
Total participants2022-10-01120
Number of participants with account balances2022-10-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-10-014
2021: STARR COMMONWEALTH 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01136
Total number of active participants reported on line 7a of the Form 55002021-10-0158
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-0164
Total of all active and inactive participants2021-10-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01122
Number of participants with account balances2021-10-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-0118
2020: STARR COMMONWEALTH 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01121
Total number of active participants reported on line 7a of the Form 55002020-10-0169
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-0167
Total of all active and inactive participants2020-10-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01136
Number of participants with account balances2020-10-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-013
2019: STARR COMMONWEALTH 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01121
Total number of active participants reported on line 7a of the Form 55002019-10-0151
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-0170
Total of all active and inactive participants2019-10-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01121
Number of participants with account balances2019-10-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-015
2018: STARR COMMONWEALTH 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01151
Total number of active participants reported on line 7a of the Form 55002018-10-0150
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-0170
Total of all active and inactive participants2018-10-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-011
Total participants2018-10-01121
Number of participants with account balances2018-10-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-0110
2017: STARR COMMONWEALTH 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01140
Total number of active participants reported on line 7a of the Form 55002017-10-0145
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-01105
Total of all active and inactive participants2017-10-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-011
Total participants2017-10-01151
Number of participants with account balances2017-10-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-019
2016: STARR COMMONWEALTH 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01347
Total number of active participants reported on line 7a of the Form 55002016-10-0191
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-0149
Total of all active and inactive participants2016-10-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01140
Number of participants with account balances2016-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-017
2015: STARR COMMONWEALTH 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01348
Total number of active participants reported on line 7a of the Form 55002015-10-01199
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-01176
Total of all active and inactive participants2015-10-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01375
Number of participants with account balances2015-10-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-0123
2014: STARR COMMONWEALTH 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01507
Total number of active participants reported on line 7a of the Form 55002014-10-01175
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-01173
Total of all active and inactive participants2014-10-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-01348
Number of participants with account balances2014-10-01341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-0118
2013: STARR COMMONWEALTH 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01506
Total number of active participants reported on line 7a of the Form 55002013-10-01476
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0119
Total of all active and inactive participants2013-10-01495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01495
Number of participants with account balances2013-10-01488
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-0115
2012: STARR COMMONWEALTH 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01491
Total number of active participants reported on line 7a of the Form 55002012-10-01445
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0129
Total of all active and inactive participants2012-10-01474
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01474
Number of participants with account balances2012-10-01406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-01136
2011: STARR COMMONWEALTH 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01452
Total number of active participants reported on line 7a of the Form 55002011-10-01499
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0121
Total of all active and inactive participants2011-10-01520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01520
Number of participants with account balances2011-10-01373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-0189
2009: STARR COMMONWEALTH 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01489
Total number of active participants reported on line 7a of the Form 55002009-10-01384
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0183
Total of all active and inactive participants2009-10-01467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01467
Number of participants with account balances2009-10-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-0160

Financial Data on STARR COMMONWEALTH 403(B) PLAN

Measure Date Value
2023 : STARR COMMONWEALTH 403(B) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-30$0
Total income from all sources (including contributions)2023-09-30$993,334
Total loss/gain on sale of assets2023-09-30$0
Total of all expenses incurred2023-09-30$348,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-09-30$344,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-09-30$398,142
Value of total assets at end of year2023-09-30$4,413,076
Value of total assets at beginning of year2023-09-30$3,768,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-09-30$4,248
Total interest from all sources2023-09-30$6,635
Total dividends received (eg from common stock, registered investment company shares)2023-09-30$344,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-09-30$344,100
Was this plan covered by a fidelity bond2023-09-30Yes
Value of fidelity bond cover2023-09-30$500,000
If this is an individual account plan, was there a blackout period2023-09-30No
Were there any nonexempt tranactions with any party-in-interest2023-09-30No
Contributions received from participants2023-09-30$262,963
Participant contributions at end of year2023-09-30$83,110
Participant contributions at beginning of year2023-09-30$98,190
Administrative expenses (other) incurred2023-09-30$4,248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Value of net income/loss2023-09-30$644,743
Value of net assets at end of year (total assets less liabilities)2023-09-30$4,413,076
Value of net assets at beginning of year (total assets less liabilities)2023-09-30$3,768,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-09-30No
Were any leases to which the plan was party in default or uncollectible2023-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-09-30$4,326,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-09-30$3,602,450
Interest on participant loans2023-09-30$4,961
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-09-30$3,326
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-09-30$67,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-09-30$67,693
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-09-30$1,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-09-30$244,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-09-30No
Was there a failure to transmit to the plan any participant contributions2023-09-30No
Has the plan failed to provide any benefit when due under the plan2023-09-30No
Contributions received in cash from employer2023-09-30$135,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-09-30$344,343
Did the plan have assets held for investment2023-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-09-30No
Opinion of an independent qualified public accountant for this plan2023-09-30Unqualified
Accountancy firm name2023-09-30PLANTE & MORAN, PLLC.
Accountancy firm EIN2023-09-30381357951
2022 : STARR COMMONWEALTH 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-593,777
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$275,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$268,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$335,297
Value of total assets at end of year2022-09-30$3,768,333
Value of total assets at beginning of year2022-09-30$4,637,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$6,893
Total interest from all sources2022-09-30$5,376
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$342,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$342,679
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$500,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$270,768
Participant contributions at end of year2022-09-30$98,190
Participant contributions at beginning of year2022-09-30$89,573
Administrative expenses (other) incurred2022-09-30$6,893
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-868,873
Value of net assets at end of year (total assets less liabilities)2022-09-30$3,768,333
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$4,637,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$3,602,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$4,434,041
Interest on participant loans2022-09-30$3,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-09-30$67,693
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-09-30$113,592
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-09-30$113,592
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-09-30$1,986
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-1,277,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$64,529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$268,203
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30PLANTE & MORAN, PLLC.
Accountancy firm EIN2022-09-30381357951
2021 : STARR COMMONWEALTH 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$1,294,457
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$355,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$350,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$401,361
Value of total assets at end of year2021-09-30$4,637,206
Value of total assets at beginning of year2021-09-30$3,698,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$4,782
Total interest from all sources2021-09-30$3,262
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$199,904
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$199,904
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
If this is an individual account plan, was there a blackout period2021-09-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$232,317
Participant contributions at end of year2021-09-30$89,573
Participant contributions at beginning of year2021-09-30$22,114
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$37,118
Administrative expenses (other) incurred2021-09-30$4,782
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$939,117
Value of net assets at end of year (total assets less liabilities)2021-09-30$4,637,206
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$3,698,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$4,434,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$3,495,697
Interest on participant loans2021-09-30$3,246
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-09-30$113,592
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-09-30$180,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-09-30$180,278
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-09-30$16
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$689,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$131,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$350,558
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-09-30Yes
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30PLANTE & MORAN, PLLC.
Accountancy firm EIN2021-09-30381357951
2020 : STARR COMMONWEALTH 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$583,939
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$37,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$34,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$260,047
Value of total assets at end of year2020-09-30$3,698,089
Value of total assets at beginning of year2020-09-30$3,151,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$3,268
Total interest from all sources2020-09-30$1,986
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$175,242
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$175,242
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30Yes
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$194,788
Participant contributions at end of year2020-09-30$22,114
Participant contributions at beginning of year2020-09-30$18,536
Administrative expenses (other) incurred2020-09-30$3,268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$546,352
Value of net assets at end of year (total assets less liabilities)2020-09-30$3,698,089
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$3,151,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$3,495,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$3,006,633
Interest on participant loans2020-09-30$1,308
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-30$180,278
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$126,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$126,568
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-30$678
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$146,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$65,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$34,319
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-09-30Yes
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30PLANTE & MORAN, PLLC.
Accountancy firm EIN2020-09-30381357951
2019 : STARR COMMONWEALTH 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$485,776
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$266,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$262,823
Value of total corrective distributions2019-09-30$1,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$387,563
Value of total assets at end of year2019-09-30$3,151,737
Value of total assets at beginning of year2019-09-30$2,932,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$1,450
Total interest from all sources2019-09-30$4,448
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$196,382
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$196,382
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$187,619
Participant contributions at end of year2019-09-30$18,536
Participant contributions at beginning of year2019-09-30$51,296
Participant contributions at end of year2019-09-30$0
Participant contributions at beginning of year2019-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$153,732
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-09-30$0
Administrative expenses (other) incurred2019-09-30$1,450
Total non interest bearing cash at end of year2019-09-30$0
Total non interest bearing cash at beginning of year2019-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$219,607
Value of net assets at end of year (total assets less liabilities)2019-09-30$3,151,737
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$2,932,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$3,006,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$2,827,559
Interest on participant loans2019-09-30$1,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$126,568
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-09-30$53,275
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-09-30$53,275
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-09-30$2,758
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$-102,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$46,212
Employer contributions (assets) at end of year2019-09-30$0
Employer contributions (assets) at beginning of year2019-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$262,823
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-09-30Yes
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30PLANTE & MORAN, PLLC.
Accountancy firm EIN2019-09-30381357951
2018 : STARR COMMONWEALTH 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$480,303
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$702,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$701,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$289,282
Value of total assets at end of year2018-09-30$2,932,130
Value of total assets at beginning of year2018-09-30$3,154,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$1,500
Total interest from all sources2018-09-30$2,490
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$129,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$129,291
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$194,286
Participant contributions at end of year2018-09-30$51,296
Participant contributions at beginning of year2018-09-30$31,545
Participant contributions at end of year2018-09-30$0
Participant contributions at beginning of year2018-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$8,477
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-09-30$0
Total non interest bearing cash at end of year2018-09-30$0
Total non interest bearing cash at beginning of year2018-09-30$3,122,837
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$-222,252
Value of net assets at end of year (total assets less liabilities)2018-09-30$2,932,130
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$3,154,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$2,827,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$0
Interest on participant loans2018-09-30$2,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-09-30$53,275
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-09-30$329
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$59,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$86,519
Employer contributions (assets) at end of year2018-09-30$0
Employer contributions (assets) at beginning of year2018-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$701,055
Contract administrator fees2018-09-30$1,500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-09-30Yes
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30PLANTE & MORAN, LLC.
Accountancy firm EIN2018-09-30381357951
2017 : STARR COMMONWEALTH 403(B) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-09-30$0
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total transfer of assets to this plan2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Expenses. Interest paid2017-09-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-09-30$0
Total income from all sources (including contributions)2017-09-30$1,022,407
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$1,827,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$1,782,811
Expenses. Certain deemed distributions of participant loans2017-09-30$0
Value of total corrective distributions2017-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$583,652
Value of total assets at end of year2017-09-30$3,154,382
Value of total assets at beginning of year2017-09-30$3,959,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$44,911
Total income from rents2017-09-30$0
Total interest from all sources2017-09-30$3,372
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$47,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$47,870
Administrative expenses professional fees incurred2017-09-30$0
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
If this is an individual account plan, was there a blackout period2017-09-30Yes
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Amount of non-exempt transactions with any party-in-interest2017-09-30$0
Contributions received from participants2017-09-30$190,325
Participant contributions at end of year2017-09-30$31,545
Participant contributions at beginning of year2017-09-30$46,318
Participant contributions at end of year2017-09-30$0
Participant contributions at beginning of year2017-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$354,109
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-09-30$26
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-09-30$0
Other income not declared elsewhere2017-09-30$392
Administrative expenses (other) incurred2017-09-30$0
Liabilities. Value of operating payables at beginning of year2017-09-30$0
Total non interest bearing cash at end of year2017-09-30$3,122,837
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Income. Non cash contributions2017-09-30$0
Value of net income/loss2017-09-30$-805,315
Value of net assets at end of year (total assets less liabilities)2017-09-30$3,154,382
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$3,959,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-09-30$0
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-09-30$0
Investment advisory and management fees2017-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$3,759,566
Interest on participant loans2017-09-30$1,766
Income. Interest from loans (other than to participants)2017-09-30$0
Interest earned on other investments2017-09-30$1,606
Income. Interest from US Government securities2017-09-30$0
Income. Interest from corporate debt instruments2017-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$153,813
Expenses. Payments to insurance carriers foe the provision of benefits2017-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$387,121
Net investment gain/loss from pooled separate accounts2017-09-30$0
Net investment gain or loss from common/collective trusts2017-09-30$0
Net gain/loss from 103.12 investment entities2017-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$39,218
Employer contributions (assets) at end of year2017-09-30$0
Employer contributions (assets) at beginning of year2017-09-30$0
Income. Dividends from preferred stock2017-09-30$0
Income. Dividends from common stock2017-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$1,782,785
Contract administrator fees2017-09-30$44,911
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-09-30Yes
Liabilities. Value of benefit claims payable at beginning of year2017-09-30$0
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Aggregate proceeds on sale of assets2017-09-30$0
Aggregate carrying amount (costs) on sale of assets2017-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30PLANTE & MORAN, LLC.
Accountancy firm EIN2017-09-30381357951
2016 : STARR COMMONWEALTH 403(B) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-09-30$0
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total transfer of assets to this plan2016-09-30$84,311
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$983,266
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$1,392,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$1,351,109
Expenses. Certain deemed distributions of participant loans2016-09-30$0
Value of total corrective distributions2016-09-30$5,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$646,312
Value of total assets at end of year2016-09-30$3,959,697
Value of total assets at beginning of year2016-09-30$4,284,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$35,980
Total income from rents2016-09-30$0
Total interest from all sources2016-09-30$5,950
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$53,297
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$53,297
Administrative expenses professional fees incurred2016-09-30$0
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Amount of non-exempt transactions with any party-in-interest2016-09-30$0
Contributions received from participants2016-09-30$321,477
Participant contributions at end of year2016-09-30$46,318
Participant contributions at beginning of year2016-09-30$64,249
Participant contributions at end of year2016-09-30$0
Participant contributions at beginning of year2016-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$12,773
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-09-30$3,131
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-09-30$0
Other income not declared elsewhere2016-09-30$21
Administrative expenses (other) incurred2016-09-30$0
Liabilities. Value of operating payables at beginning of year2016-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$-409,605
Value of net assets at end of year (total assets less liabilities)2016-09-30$3,959,697
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$4,284,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-09-30$0
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-09-30$0
Investment advisory and management fees2016-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$3,759,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$3,662,708
Interest on participant loans2016-09-30$2,210
Income. Interest from loans (other than to participants)2016-09-30$0
Interest earned on other investments2016-09-30$3,740
Income. Interest from US Government securities2016-09-30$0
Income. Interest from corporate debt instruments2016-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$153,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$558,034
Expenses. Payments to insurance carriers foe the provision of benefits2016-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$277,686
Net investment gain/loss from pooled separate accounts2016-09-30$0
Net investment gain or loss from common/collective trusts2016-09-30$0
Net gain/loss from 103.12 investment entities2016-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$312,062
Employer contributions (assets) at end of year2016-09-30$0
Employer contributions (assets) at beginning of year2016-09-30$0
Income. Dividends from preferred stock2016-09-30$0
Income. Dividends from common stock2016-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$1,347,978
Contract administrator fees2016-09-30$35,980
Liabilities. Value of benefit claims payable at beginning of year2016-09-30$0
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Aggregate proceeds on sale of assets2016-09-30$0
Aggregate carrying amount (costs) on sale of assets2016-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30PLANTE & MORAN, LLC.
Accountancy firm EIN2016-09-30381357951
2015 : STARR COMMONWEALTH 403(B) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-09-30$0
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total transfer of assets to this plan2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$56,904
Total income from all sources (including contributions)2015-09-30$802,813
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$1,217,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$1,170,962
Expenses. Certain deemed distributions of participant loans2015-09-30$0
Value of total corrective distributions2015-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$775,754
Value of total assets at end of year2015-09-30$4,284,991
Value of total assets at beginning of year2015-09-30$4,756,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$46,946
Total income from rents2015-09-30$0
Total interest from all sources2015-09-30$6,422
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$68,549
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$68,549
Administrative expenses professional fees incurred2015-09-30$0
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Amount of non-exempt transactions with any party-in-interest2015-09-30$0
Contributions received from participants2015-09-30$403,194
Participant contributions at end of year2015-09-30$64,249
Participant contributions at beginning of year2015-09-30$88,531
Participant contributions at end of year2015-09-30$0
Participant contributions at beginning of year2015-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$3,728
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-09-30$56,904
Other income not declared elsewhere2015-09-30$0
Administrative expenses (other) incurred2015-09-30$0
Liabilities. Value of operating payables at beginning of year2015-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-415,095
Value of net assets at end of year (total assets less liabilities)2015-09-30$4,284,991
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$4,700,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-09-30$0
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-09-30$0
Investment advisory and management fees2015-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$3,662,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$4,447,508
Interest on participant loans2015-09-30$3,285
Income. Interest from loans (other than to participants)2015-09-30$0
Interest earned on other investments2015-09-30$3,137
Income. Interest from US Government securities2015-09-30$0
Income. Interest from corporate debt instruments2015-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$558,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$220,951
Expenses. Payments to insurance carriers foe the provision of benefits2015-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-47,912
Net investment gain/loss from pooled separate accounts2015-09-30$0
Net investment gain or loss from common/collective trusts2015-09-30$0
Net gain/loss from 103.12 investment entities2015-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$368,832
Employer contributions (assets) at end of year2015-09-30$0
Employer contributions (assets) at beginning of year2015-09-30$0
Income. Dividends from preferred stock2015-09-30$0
Income. Dividends from common stock2015-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$1,170,962
Contract administrator fees2015-09-30$46,946
Liabilities. Value of benefit claims payable at beginning of year2015-09-30$0
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Aggregate proceeds on sale of assets2015-09-30$0
Aggregate carrying amount (costs) on sale of assets2015-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30PLANTE & MORAN, LLC.
Accountancy firm EIN2015-09-30381357951
2014 : STARR COMMONWEALTH 403(B) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-09-30$0
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total transfer of assets to this plan2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$56,904
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$14,053
Total income from all sources (including contributions)2014-09-30$1,936,830
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$728,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$691,371
Expenses. Certain deemed distributions of participant loans2014-09-30$0
Value of total corrective distributions2014-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$1,570,125
Value of total assets at end of year2014-09-30$4,756,990
Value of total assets at beginning of year2014-09-30$3,506,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$37,447
Total income from rents2014-09-30$0
Total interest from all sources2014-09-30$5,790
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$47,893
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$47,893
Administrative expenses professional fees incurred2014-09-30$0
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Amount of non-exempt transactions with any party-in-interest2014-09-30$0
Contributions received from participants2014-09-30$471,808
Participant contributions at end of year2014-09-30$88,531
Participant contributions at beginning of year2014-09-30$60,667
Participant contributions at end of year2014-09-30$0
Participant contributions at beginning of year2014-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$148,679
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-09-30$56,904
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-09-30$14,053
Other income not declared elsewhere2014-09-30$0
Administrative expenses (other) incurred2014-09-30$0
Liabilities. Value of operating payables at beginning of year2014-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$1,208,012
Value of net assets at end of year (total assets less liabilities)2014-09-30$4,700,086
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$3,492,074
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-09-30$0
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-09-30$0
Investment advisory and management fees2014-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$4,447,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$3,198,891
Interest on participant loans2014-09-30$2,822
Income. Interest from loans (other than to participants)2014-09-30$0
Interest earned on other investments2014-09-30$2,968
Income. Interest from US Government securities2014-09-30$0
Income. Interest from corporate debt instruments2014-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$220,951
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$246,569
Expenses. Payments to insurance carriers foe the provision of benefits2014-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$313,022
Net investment gain/loss from pooled separate accounts2014-09-30$0
Net investment gain or loss from common/collective trusts2014-09-30$0
Net gain/loss from 103.12 investment entities2014-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30Yes
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$949,638
Employer contributions (assets) at end of year2014-09-30$0
Employer contributions (assets) at beginning of year2014-09-30$0
Income. Dividends from preferred stock2014-09-30$0
Income. Dividends from common stock2014-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$691,371
Contract administrator fees2014-09-30$37,447
Liabilities. Value of benefit claims payable at beginning of year2014-09-30$0
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Aggregate proceeds on sale of assets2014-09-30$0
Aggregate carrying amount (costs) on sale of assets2014-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Unqualified
Accountancy firm name2014-09-30PLANTE & MORAN LLC
Accountancy firm EIN2014-09-30381357951
2013 : STARR COMMONWEALTH 403(B) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-09-30$0
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total transfer of assets to this plan2013-09-30$0
Total transfer of assets from this plan2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$14,053
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$1,406,568
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$795,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$767,769
Expenses. Certain deemed distributions of participant loans2013-09-30$0
Value of total corrective distributions2013-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$1,013,594
Value of total assets at end of year2013-09-30$3,506,127
Value of total assets at beginning of year2013-09-30$2,880,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$27,552
Total income from rents2013-09-30$0
Total interest from all sources2013-09-30$6,781
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$44,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$44,611
Administrative expenses professional fees incurred2013-09-30$0
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Amount of non-exempt transactions with any party-in-interest2013-09-30$0
Contributions received from participants2013-09-30$342,138
Participant contributions at end of year2013-09-30$60,667
Participant contributions at beginning of year2013-09-30$6,896
Participant contributions at end of year2013-09-30$0
Participant contributions at beginning of year2013-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$286,001
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-09-30$14,053
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-09-30$0
Other income not declared elsewhere2013-09-30$90
Administrative expenses (other) incurred2013-09-30$0
Liabilities. Value of operating payables at beginning of year2013-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$611,247
Value of net assets at end of year (total assets less liabilities)2013-09-30$3,492,074
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$2,880,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-09-30$0
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-09-30$0
Investment advisory and management fees2013-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$3,198,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$2,515,745
Interest on participant loans2013-09-30$2,189
Income. Interest from loans (other than to participants)2013-09-30$0
Interest earned on other investments2013-09-30$4,592
Income. Interest from US Government securities2013-09-30$0
Income. Interest from corporate debt instruments2013-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$246,569
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$327,880
Expenses. Payments to insurance carriers foe the provision of benefits2013-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$341,492
Net investment gain/loss from pooled separate accounts2013-09-30$0
Net investment gain or loss from common/collective trusts2013-09-30$0
Net gain/loss from 103.12 investment entities2013-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30Yes
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$385,455
Employer contributions (assets) at end of year2013-09-30$0
Employer contributions (assets) at beginning of year2013-09-30$30,306
Income. Dividends from preferred stock2013-09-30$0
Income. Dividends from common stock2013-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$767,769
Contract administrator fees2013-09-30$27,552
Liabilities. Value of benefit claims payable at beginning of year2013-09-30$0
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Aggregate proceeds on sale of assets2013-09-30$0
Aggregate carrying amount (costs) on sale of assets2013-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30PLKANTE & MORAN, PLLC
Accountancy firm EIN2013-09-30381357951
2012 : STARR COMMONWEALTH 403(B) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-09-30$0
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total transfer of assets to this plan2012-09-30$16,767
Total transfer of assets from this plan2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Expenses. Interest paid2012-09-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-09-30$0
Total income from all sources (including contributions)2012-09-30$953,054
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$142,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$121,215
Expenses. Certain deemed distributions of participant loans2012-09-30$0
Value of total corrective distributions2012-09-30$1,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$558,089
Value of total assets at end of year2012-09-30$2,880,827
Value of total assets at beginning of year2012-09-30$2,053,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$19,634
Total income from rents2012-09-30$0
Total interest from all sources2012-09-30$5,851
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$36,024
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$36,024
Administrative expenses professional fees incurred2012-09-30$0
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$500,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Amount of non-exempt transactions with any party-in-interest2012-09-30$0
Contributions received from participants2012-09-30$296,312
Participant contributions at end of year2012-09-30$6,896
Participant contributions at beginning of year2012-09-30$1,415
Participant contributions at end of year2012-09-30$0
Participant contributions at beginning of year2012-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$56,421
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$304
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-09-30$0
Other income not declared elsewhere2012-09-30$1,362
Administrative expenses (other) incurred2012-09-30$305
Liabilities. Value of operating payables at beginning of year2012-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Income. Non cash contributions2012-09-30$0
Value of net income/loss2012-09-30$810,888
Value of net assets at end of year (total assets less liabilities)2012-09-30$2,880,827
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$2,053,172
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-09-30$0
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-09-30$0
Investment advisory and management fees2012-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$2,515,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$1,634,079
Interest on participant loans2012-09-30$159
Income. Interest from loans (other than to participants)2012-09-30$0
Interest earned on other investments2012-09-30$5,692
Income. Interest from US Government securities2012-09-30$0
Income. Interest from corporate debt instruments2012-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$394,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$394,591
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$327,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$351,728
Net investment gain/loss from pooled separate accounts2012-09-30$0
Net investment gain or loss from common/collective trusts2012-09-30$0
Net gain/loss from 103.12 investment entities2012-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30Yes
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$205,356
Employer contributions (assets) at end of year2012-09-30$30,306
Employer contributions (assets) at beginning of year2012-09-30$22,783
Income. Dividends from preferred stock2012-09-30$0
Income. Dividends from common stock2012-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$121,215
Contract administrator fees2012-09-30$19,329
Liabilities. Value of benefit claims payable at beginning of year2012-09-30$0
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Aggregate proceeds on sale of assets2012-09-30$0
Aggregate carrying amount (costs) on sale of assets2012-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30PLANTE & MORAN, PLLC
Accountancy firm EIN2012-09-30381357951
2011 : STARR COMMONWEALTH 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$2,622
Total income from all sources (including contributions)2011-09-30$424,827
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$631,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$617,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$420,144
Value of total assets at end of year2011-09-30$2,053,172
Value of total assets at beginning of year2011-09-30$2,262,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$13,980
Total interest from all sources2011-09-30$114
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$64,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$64,268
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$500,000
If this is an individual account plan, was there a blackout period2011-09-30No
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$214,093
Participant contributions at end of year2011-09-30$1,415
Participant contributions at beginning of year2011-09-30$1,067
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$1,052
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$304
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$428
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-09-30$2,622
Administrative expenses (other) incurred2011-09-30$13,980
Total non interest bearing cash at end of year2011-09-30$0
Total non interest bearing cash at beginning of year2011-09-30$6,616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$-206,939
Value of net assets at end of year (total assets less liabilities)2011-09-30$2,053,172
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$2,260,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$1,634,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$2,006,484
Interest on participant loans2011-09-30$114
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$394,591
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$223,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$223,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-59,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$204,999
Employer contributions (assets) at end of year2011-09-30$22,783
Employer contributions (assets) at beginning of year2011-09-30$24,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$617,786
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30PLANTE & MORAN, PLLC
Accountancy firm EIN2011-09-30381357951

Form 5500 Responses for STARR COMMONWEALTH 403(B) PLAN

2022: STARR COMMONWEALTH 403(B) PLAN 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01Submission has been amendedNo
2022-10-01This submission is the final filingNo
2022-10-01This return/report is a short plan year return/report (less than 12 months)No
2022-10-01Plan is a collectively bargained planNo
2022-10-01Plan funding arrangement – TrustYes
2022-10-01Plan benefit arrangement - TrustYes
2021: STARR COMMONWEALTH 403(B) PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: STARR COMMONWEALTH 403(B) PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: STARR COMMONWEALTH 403(B) PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: STARR COMMONWEALTH 403(B) PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: STARR COMMONWEALTH 403(B) PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedYes
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: STARR COMMONWEALTH 403(B) PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: STARR COMMONWEALTH 403(B) PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: STARR COMMONWEALTH 403(B) PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: STARR COMMONWEALTH 403(B) PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedYes
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: STARR COMMONWEALTH 403(B) PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: STARR COMMONWEALTH 403(B) PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2009: STARR COMMONWEALTH 403(B) PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

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