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TECHNICAL SERVICES RETIREMENT PLAN 401k Plan overview

Plan NameTECHNICAL SERVICES RETIREMENT PLAN
Plan identification number 001

TECHNICAL SERVICES RETIREMENT 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TRILLIUM STAFFING has sponsored the creation of one or more 401k plans.

Company Name:TRILLIUM STAFFING
Employer identification number (EIN):382512681
NAIC Classification:541519
NAIC Description:Other Computer Related Services

Additional information about TRILLIUM STAFFING

Jurisdiction of Incorporation: Michigan Secretary of State
Incorporation Date: 0000-00-00
Company Identification Number: 302403
Legal Registered Office Address: 5555 GULL RD KALAMAZOO


United States of America (USA)
49048

More information about TRILLIUM STAFFING

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TECHNICAL SERVICES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01TIMM STURGEON2023-08-28
0012021-01-01TIMM STURGEON2022-07-19 TIMM STURGEON2022-07-19
0012020-01-01TIMM STURGEON2021-08-25
0012019-01-01TIMM STURGEON2020-07-14
0012018-01-01TIMM STURGEON2019-07-15
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01TIMM STURGEON
0012013-01-01TIMM STURGEON
0012012-01-01TIMM STURGEON
0012011-01-01TIMM STURGEON
0012009-01-01TIMM STURGEON
0012009-01-01TIMM STURGEON
0012008-01-01TIMM STURGEON

Plan Statistics for TECHNICAL SERVICES RETIREMENT PLAN

401k plan membership statisitcs for TECHNICAL SERVICES RETIREMENT PLAN

Measure Date Value
2022: TECHNICAL SERVICES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015,023
Total number of active participants reported on line 7a of the Form 55002022-01-013,178
Number of retired or separated participants receiving benefits2022-01-0118
Number of other retired or separated participants entitled to future benefits2022-01-01682
Total of all active and inactive participants2022-01-013,878
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-013,878
Number of participants with account balances2022-01-011,281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0194
2021: TECHNICAL SERVICES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016,773
Total number of active participants reported on line 7a of the Form 55002021-01-013,098
Number of retired or separated participants receiving benefits2021-01-0117
Number of other retired or separated participants entitled to future benefits2021-01-01668
Total of all active and inactive participants2021-01-013,783
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-013,783
Number of participants with account balances2021-01-011,188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0190
2020: TECHNICAL SERVICES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-016,783
Total number of active participants reported on line 7a of the Form 55002020-01-013,208
Number of retired or separated participants receiving benefits2020-01-0116
Number of other retired or separated participants entitled to future benefits2020-01-01592
Total of all active and inactive participants2020-01-013,816
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013,816
Number of participants with account balances2020-01-011,083
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0186
2019: TECHNICAL SERVICES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016,252
Total number of active participants reported on line 7a of the Form 55002019-01-013,544
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01527
Total of all active and inactive participants2019-01-014,071
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-014,071
Number of participants with account balances2019-01-011,074
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01110
2018: TECHNICAL SERVICES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016,615
Total number of active participants reported on line 7a of the Form 55002018-01-015,095
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01674
Total of all active and inactive participants2018-01-015,769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-015,769
Number of participants with account balances2018-01-011,220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0181
2017: TECHNICAL SERVICES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-017,813
Total number of active participants reported on line 7a of the Form 55002017-01-014,890
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01486
Total of all active and inactive participants2017-01-015,376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015,376
Number of participants with account balances2017-01-01958
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0185
2016: TECHNICAL SERVICES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,872
Total number of active participants reported on line 7a of the Form 55002016-01-014,515
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01477
Total of all active and inactive participants2016-01-014,992
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014,992
Number of participants with account balances2016-01-01957
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0197
2015: TECHNICAL SERVICES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015,296
Total number of active participants reported on line 7a of the Form 55002015-01-014,451
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01421
Total of all active and inactive participants2015-01-014,872
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014,872
Number of participants with account balances2015-01-01842
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0186
2014: TECHNICAL SERVICES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015,171
Total number of active participants reported on line 7a of the Form 55002014-01-014,912
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01384
Total of all active and inactive participants2014-01-015,296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015,296
Number of participants with account balances2014-01-01789
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0179
2013: TECHNICAL SERVICES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,369
Total number of active participants reported on line 7a of the Form 55002013-01-014,128
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01359
Total of all active and inactive participants2013-01-014,487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014,487
Number of participants with account balances2013-01-01728
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0158
2012: TECHNICAL SERVICES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,742
Total number of active participants reported on line 7a of the Form 55002012-01-013,983
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01383
Total of all active and inactive participants2012-01-014,366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014,366
Number of participants with account balances2012-01-01740
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0151
2011: TECHNICAL SERVICES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,718
Total number of active participants reported on line 7a of the Form 55002011-01-013,399
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01343
Total of all active and inactive participants2011-01-013,742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013,742
Number of participants with account balances2011-01-01662
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0122
2009: TECHNICAL SERVICES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,614
Total number of active participants reported on line 7a of the Form 55002009-01-013,275
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01314
Total of all active and inactive participants2009-01-013,589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013,589
Number of participants with account balances2009-01-01505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0157
2008: TECHNICAL SERVICES RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-013,635
Total number of active participants reported on line 7a of the Form 55002008-01-014,043
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-01317
Total of all active and inactive participants2008-01-014,360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-014,360
Number of participants with account balances2008-01-01543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-0146

Financial Data on TECHNICAL SERVICES RETIREMENT PLAN

Measure Date Value
2022 : TECHNICAL SERVICES RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$75,680
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$96,003
Total income from all sources (including contributions)2022-12-31$-1,790,262
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,978,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,547,938
Value of total corrective distributions2022-12-31$75,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,378,907
Value of total assets at end of year2022-12-31$24,236,715
Value of total assets at beginning of year2022-12-31$28,025,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$354,629
Total interest from all sources2022-12-31$26,465
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$476,148
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$476,148
Administrative expenses professional fees incurred2022-12-31$49,998
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,707,674
Participant contributions at end of year2022-12-31$411,591
Participant contributions at beginning of year2022-12-31$418,859
Participant contributions at end of year2022-12-31$14,071
Participant contributions at beginning of year2022-12-31$12,832
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$329,214
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$75,680
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$96,003
Other income not declared elsewhere2022-12-31$4,897
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,768,509
Value of net assets at end of year (total assets less liabilities)2022-12-31$24,161,035
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$27,929,544
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$233,562
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$22,549,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$26,301,190
Interest on participant loans2022-12-31$22,966
Value of interest in common/collective trusts at end of year2022-12-31$549,512
Value of interest in common/collective trusts at beginning of year2022-12-31$690,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$306,334
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$229,023
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$229,023
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$3,499
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$405,686
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$373,641
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,527,253
Net investment gain or loss from common/collective trusts2022-12-31$-149,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$342,019
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,547,938
Contract administrator fees2022-12-31$71,069
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BDO USA, LLP
Accountancy firm EIN2022-12-31135381590
2021 : TECHNICAL SERVICES RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$96,003
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$112,512
Total income from all sources (including contributions)2021-12-31$6,527,228
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,121,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,674,272
Value of total corrective distributions2021-12-31$96,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,972,370
Value of total assets at end of year2021-12-31$28,025,547
Value of total assets at beginning of year2021-12-31$23,636,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$351,328
Total interest from all sources2021-12-31$21,695
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$383,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$383,649
Administrative expenses professional fees incurred2021-12-31$44,712
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,495,810
Participant contributions at end of year2021-12-31$418,859
Participant contributions at beginning of year2021-12-31$401,053
Participant contributions at end of year2021-12-31$12,832
Participant contributions at beginning of year2021-12-31$49,963
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$177,058
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$96,003
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$112,512
Other income not declared elsewhere2021-12-31$4,801
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,405,625
Value of net assets at end of year (total assets less liabilities)2021-12-31$27,929,544
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$23,523,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$245,851
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$26,301,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$22,343,336
Interest on participant loans2021-12-31$21,688
Value of interest in common/collective trusts at end of year2021-12-31$690,002
Value of interest in common/collective trusts at beginning of year2021-12-31$290,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$229,023
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$180,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$180,314
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$373,641
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$364,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,121,610
Net investment gain or loss from common/collective trusts2021-12-31$23,103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$299,502
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$7,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,674,272
Contract administrator fees2021-12-31$60,765
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : TECHNICAL SERVICES RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$112,512
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$34,282
Total income from all sources (including contributions)2020-12-31$6,021,363
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,224,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,900,976
Value of total corrective distributions2020-12-31$41,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,498,927
Value of total assets at end of year2020-12-31$23,636,431
Value of total assets at beginning of year2020-12-31$19,761,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$282,773
Total interest from all sources2020-12-31$22,072
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$322,546
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$322,546
Administrative expenses professional fees incurred2020-12-31$44,823
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,170,960
Participant contributions at end of year2020-12-31$401,053
Participant contributions at beginning of year2020-12-31$313,347
Participant contributions at end of year2020-12-31$49,963
Participant contributions at beginning of year2020-12-31$556
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$78,566
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$112,512
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$34,282
Other income not declared elsewhere2020-12-31$6,020
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,796,390
Value of net assets at end of year (total assets less liabilities)2020-12-31$23,523,919
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,727,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$186,676
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$22,343,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,795,958
Interest on participant loans2020-12-31$21,778
Value of interest in common/collective trusts at end of year2020-12-31$290,496
Value of interest in common/collective trusts at beginning of year2020-12-31$191,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$180,314
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$176,707
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$176,707
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$294
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$364,174
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$283,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,167,404
Net investment gain or loss from common/collective trusts2020-12-31$4,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$249,401
Employer contributions (assets) at end of year2020-12-31$7,095
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,900,976
Contract administrator fees2020-12-31$51,274
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : TECHNICAL SERVICES RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$4,951
Total unrealized appreciation/depreciation of assets2019-12-31$4,951
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$34,282
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$11,207
Total income from all sources (including contributions)2019-12-31$7,311,147
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,143,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,816,479
Value of total corrective distributions2019-12-31$34,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,521,287
Value of total assets at end of year2019-12-31$19,761,811
Value of total assets at beginning of year2019-12-31$15,571,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$292,729
Total interest from all sources2019-12-31$22,727
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$350,527
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$350,527
Administrative expenses professional fees incurred2019-12-31$57,010
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,351,264
Participant contributions at end of year2019-12-31$313,347
Participant contributions at beginning of year2019-12-31$333,661
Participant contributions at end of year2019-12-31$556
Participant contributions at beginning of year2019-12-31$14,522
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$876,109
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$34,282
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$11,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,167,657
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,727,529
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,559,872
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$188,671
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,795,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,572,461
Interest on participant loans2019-12-31$19,454
Value of interest in common/collective trusts at end of year2019-12-31$191,762
Value of interest in common/collective trusts at beginning of year2019-12-31$205,695
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$176,707
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$161,177
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$161,177
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,273
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$283,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$283,562
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,407,548
Net investment gain or loss from common/collective trusts2019-12-31$4,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$293,914
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$1
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,816,479
Contract administrator fees2019-12-31$47,048
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
2018 : TECHNICAL SERVICES RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$4,824
Total unrealized appreciation/depreciation of assets2018-12-31$4,824
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$11,207
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$20,931
Total income from all sources (including contributions)2018-12-31$2,052,572
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,917,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,660,287
Value of total corrective distributions2018-12-31$11,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,072,922
Value of total assets at end of year2018-12-31$15,571,079
Value of total assets at beginning of year2018-12-31$15,445,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$246,138
Total interest from all sources2018-12-31$19,040
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$206,310
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$206,310
Administrative expenses professional fees incurred2018-12-31$34,382
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,052,077
Participant contributions at end of year2018-12-31$333,661
Participant contributions at beginning of year2018-12-31$315,856
Participant contributions at end of year2018-12-31$14,522
Participant contributions at beginning of year2018-12-31$10,233
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$749,887
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$11,207
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$20,931
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$134,940
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,559,872
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,424,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$181,977
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,572,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,628,489
Interest on participant loans2018-12-31$17,761
Value of interest in common/collective trusts at end of year2018-12-31$205,695
Value of interest in common/collective trusts at beginning of year2018-12-31$193,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$161,177
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$36,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$36,832
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,279
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$283,562
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$261,356
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,254,490
Net investment gain or loss from common/collective trusts2018-12-31$3,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$270,958
Employer contributions (assets) at end of year2018-12-31$1
Employer contributions (assets) at beginning of year2018-12-31$36
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,660,287
Contract administrator fees2018-12-31$29,779
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : TECHNICAL SERVICES RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$4,537
Total unrealized appreciation/depreciation of assets2017-12-31$4,537
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$20,931
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$50,949
Total income from all sources (including contributions)2017-12-31$4,552,607
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,472,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,245,929
Value of total corrective distributions2017-12-31$20,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,084,573
Value of total assets at end of year2017-12-31$15,445,863
Value of total assets at beginning of year2017-12-31$12,395,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$205,412
Total interest from all sources2017-12-31$18,165
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$122,423
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$31,807
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,702,106
Participant contributions at end of year2017-12-31$315,856
Participant contributions at beginning of year2017-12-31$290,665
Participant contributions at end of year2017-12-31$10,233
Participant contributions at beginning of year2017-12-31$10,602
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$156,242
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$20,931
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$50,949
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,080,335
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,424,932
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,344,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$143,231
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,628,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,460,807
Interest on participant loans2017-12-31$18,030
Value of interest in common/collective trusts at end of year2017-12-31$193,061
Value of interest in common/collective trusts at beginning of year2017-12-31$353,730
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$36,832
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$15,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$15,270
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$135
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$261,356
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$264,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,317,722
Net investment gain or loss from common/collective trusts2017-12-31$5,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$226,225
Employer contributions (assets) at end of year2017-12-31$36
Employer contributions (assets) at beginning of year2017-12-31$68
Income. Dividends from common stock2017-12-31$122,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,245,929
Contract administrator fees2017-12-31$30,374
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : TECHNICAL SERVICES RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$6,502
Total unrealized appreciation/depreciation of assets2016-12-31$6,502
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$50,949
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$24,485
Total income from all sources (including contributions)2016-12-31$2,565,627
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,707,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,477,961
Value of total corrective distributions2016-12-31$50,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,846,882
Value of total assets at end of year2016-12-31$12,395,546
Value of total assets at beginning of year2016-12-31$11,511,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$178,891
Total interest from all sources2016-12-31$13,411
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$125,881
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$24,206
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,601,660
Participant contributions at end of year2016-12-31$290,665
Participant contributions at beginning of year2016-12-31$247,629
Participant contributions at end of year2016-12-31$10,602
Participant contributions at beginning of year2016-12-31$13,963
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$117,292
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$50,949
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$24,485
Other income not declared elsewhere2016-12-31$157
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$857,826
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,344,597
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,486,771
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$119,431
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,460,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,431,450
Interest on participant loans2016-12-31$13,399
Value of interest in common/collective trusts at end of year2016-12-31$353,730
Value of interest in common/collective trusts at beginning of year2016-12-31$480,637
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$15,270
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$60,716
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$60,716
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$12
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$264,404
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$277,788
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$567,144
Net investment gain or loss from common/collective trusts2016-12-31$5,650
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$127,930
Employer contributions (assets) at end of year2016-12-31$68
Employer contributions (assets) at beginning of year2016-12-31$-927
Income. Dividends from common stock2016-12-31$125,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,477,961
Contract administrator fees2016-12-31$35,254
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : TECHNICAL SERVICES RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$6,969
Total unrealized appreciation/depreciation of assets2015-12-31$6,969
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$24,485
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$14,471
Total income from all sources (including contributions)2015-12-31$1,835,641
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,090,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$900,157
Value of total corrective distributions2015-12-31$24,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,876,428
Value of total assets at end of year2015-12-31$11,511,256
Value of total assets at beginning of year2015-12-31$10,756,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$165,955
Total interest from all sources2015-12-31$12,977
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$89,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$25,789
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,221,375
Participant contributions at end of year2015-12-31$247,629
Participant contributions at beginning of year2015-12-31$253,817
Participant contributions at end of year2015-12-31$13,963
Participant contributions at beginning of year2015-12-31$18
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$487,464
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$24,485
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$14,471
Other income not declared elsewhere2015-12-31$63,178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$745,044
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,486,771
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,741,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$113,674
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,431,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,976,780
Interest on participant loans2015-12-31$12,980
Value of interest in common/collective trusts at end of year2015-12-31$480,637
Value of interest in common/collective trusts at beginning of year2015-12-31$209,767
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$60,716
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$26,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$26,799
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$-3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$277,788
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$288,996
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-212,416
Net investment gain or loss from common/collective trusts2015-12-31$-874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$167,589
Employer contributions (assets) at end of year2015-12-31$-927
Employer contributions (assets) at beginning of year2015-12-31$21
Income. Dividends from common stock2015-12-31$89,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$900,157
Contract administrator fees2015-12-31$26,492
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : TECHNICAL SERVICES RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$7,283
Total unrealized appreciation/depreciation of assets2014-12-31$7,283
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$14,471
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$8,760
Total income from all sources (including contributions)2014-12-31$2,090,511
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,496,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,325,789
Value of total corrective distributions2014-12-31$14,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,344,626
Value of total assets at end of year2014-12-31$10,756,198
Value of total assets at beginning of year2014-12-31$10,156,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$156,331
Total interest from all sources2014-12-31$11,634
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$147,247
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$24,626
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,083,662
Participant contributions at end of year2014-12-31$253,817
Participant contributions at beginning of year2014-12-31$224,626
Participant contributions at end of year2014-12-31$18
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$133,576
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$14,471
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$8,760
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$593,920
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,741,727
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,147,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$106,921
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,976,780
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,172,511
Interest on participant loans2014-12-31$11,766
Value of interest in common/collective trusts at end of year2014-12-31$209,767
Value of interest in common/collective trusts at beginning of year2014-12-31$290,965
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$26,799
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$47,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$47,735
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$-132
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$288,996
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$420,407
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$582,563
Net investment gain or loss from common/collective trusts2014-12-31$-2,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$127,388
Employer contributions (assets) at end of year2014-12-31$21
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from common stock2014-12-31$147,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,325,789
Contract administrator fees2014-12-31$24,784
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$323
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : TECHNICAL SERVICES RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$9,970
Total unrealized appreciation/depreciation of assets2013-12-31$9,970
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$8,760
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,284
Total income from all sources (including contributions)2013-12-31$3,215,222
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,511,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,358,145
Value of total corrective distributions2013-12-31$8,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,289,249
Value of total assets at end of year2013-12-31$10,156,567
Value of total assets at beginning of year2013-12-31$8,448,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$144,482
Total interest from all sources2013-12-31$9,337
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$71,600
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$29,849
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,050,005
Participant contributions at end of year2013-12-31$224,626
Participant contributions at beginning of year2013-12-31$214,247
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$443
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$118,261
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$8,760
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$4,284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,703,835
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,147,807
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,443,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$90,349
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,172,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,561,103
Interest on participant loans2013-12-31$9,756
Value of interest in common/collective trusts at end of year2013-12-31$290,965
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$47,735
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$289,129
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$289,129
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$-419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$420,407
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$360,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,836,225
Net investment gain or loss from common/collective trusts2013-12-31$-1,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$120,983
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$31
Income. Dividends from common stock2013-12-31$71,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,358,145
Contract administrator fees2013-12-31$24,284
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$323
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$22,382
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590
2012 : TECHNICAL SERVICES RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$9,681
Total unrealized appreciation/depreciation of assets2012-12-31$9,681
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,284
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$15,806
Total income from all sources (including contributions)2012-12-31$2,356,737
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,371,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,250,491
Value of total corrective distributions2012-12-31$4,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,367,237
Value of total assets at end of year2012-12-31$8,448,256
Value of total assets at beginning of year2012-12-31$7,474,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$116,443
Total interest from all sources2012-12-31$2,188
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$161,559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$16,678
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,084,389
Participant contributions at end of year2012-12-31$214,247
Participant contributions at beginning of year2012-12-31$138,580
Participant contributions at end of year2012-12-31$443
Participant contributions at beginning of year2012-12-31$25,987
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$175,786
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$4,284
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$15,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$985,519
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,443,972
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,458,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$77,668
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,561,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,562,193
Interest on participant loans2012-12-31$6,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$289,129
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$409,706
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$409,706
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$-4,602
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$360,921
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$318,146
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$816,072
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$107,062
Employer contributions (assets) at end of year2012-12-31$31
Employer contributions (assets) at beginning of year2012-12-31$2,568
Income. Dividends from common stock2012-12-31$161,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,250,491
Contract administrator fees2012-12-31$22,097
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$22,382
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$17,079
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BDO USA, LLP
Accountancy firm EIN2012-12-31135381590
2011 : TECHNICAL SERVICES RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$8,744
Total unrealized appreciation/depreciation of assets2011-12-31$8,744
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$15,806
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,623
Total income from all sources (including contributions)2011-12-31$872,599
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,025,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$901,610
Value of total corrective distributions2011-12-31$15,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,144,564
Value of total assets at end of year2011-12-31$7,474,259
Value of total assets at beginning of year2011-12-31$7,618,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$108,026
Total interest from all sources2011-12-31$2,214
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$223,172
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$8,674
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,008,065
Participant contributions at end of year2011-12-31$138,580
Participant contributions at beginning of year2011-12-31$147,431
Participant contributions at end of year2011-12-31$25,987
Participant contributions at beginning of year2011-12-31$8,910
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$94,307
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$15,806
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$7,623
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-152,843
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,458,453
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,611,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$76,214
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,562,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,752,869
Interest on participant loans2011-12-31$7,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$409,706
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$417,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$417,673
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$-5,121
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$318,146
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$290,328
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-506,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$42,192
Employer contributions (assets) at end of year2011-12-31$2,568
Income. Dividends from common stock2011-12-31$223,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$901,610
Contract administrator fees2011-12-31$23,138
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$17,079
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$1,708
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BDO USA, LLP
Accountancy firm EIN2011-12-31135381590
2010 : TECHNICAL SERVICES RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$8,920
Total unrealized appreciation/depreciation of assets2010-12-31$8,920
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,623
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$12,246
Total income from all sources (including contributions)2010-12-31$1,685,956
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$752,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$619,122
Expenses. Certain deemed distributions of participant loans2010-12-31$28,882
Value of total corrective distributions2010-12-31$7,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$891,863
Value of total assets at end of year2010-12-31$7,618,919
Value of total assets at beginning of year2010-12-31$6,689,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$96,707
Total interest from all sources2010-12-31$-496
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$81,735
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$4,425
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$728,531
Participant contributions at end of year2010-12-31$147,431
Participant contributions at beginning of year2010-12-31$131,853
Participant contributions at end of year2010-12-31$8,910
Participant contributions at beginning of year2010-12-31$12,272
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$163,332
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$7,623
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$12,246
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$933,622
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,611,296
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,677,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$67,668
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,752,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,729,996
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$6,710
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$417,673
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$549,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$549,069
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$-7,206
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$290,328
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$264,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$703,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Income. Dividends from common stock2010-12-31$81,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$619,122
Contract administrator fees2010-12-31$24,614
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$1,708
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$1,768
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BDO USA, LLP
Accountancy firm EIN2010-12-31135381590

Form 5500 Responses for TECHNICAL SERVICES RETIREMENT PLAN

2022: TECHNICAL SERVICES RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TECHNICAL SERVICES RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TECHNICAL SERVICES RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TECHNICAL SERVICES RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TECHNICAL SERVICES RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TECHNICAL SERVICES RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TECHNICAL SERVICES RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TECHNICAL SERVICES RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TECHNICAL SERVICES RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TECHNICAL SERVICES RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TECHNICAL SERVICES RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TECHNICAL SERVICES RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: TECHNICAL SERVICES RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: TECHNICAL SERVICES RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number269-88055
Policy instance 1
Insurance contract or identification number269-88055
Number of Individuals Covered1281
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,227
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,227
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number269-88055
Policy instance 1
Insurance contract or identification number269-88055
Number of Individuals Covered1188
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,146
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,146
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number269-88055
Policy instance 1
Insurance contract or identification number269-88055
Number of Individuals Covered1083
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,128
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,128
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number26988055
Policy instance 1
Insurance contract or identification number26988055
Number of Individuals Covered1074
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,903
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,903
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number26988055
Policy instance 1
Insurance contract or identification number26988055
Number of Individuals Covered958
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,961
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,961
Insurance broker organization code?4
Insurance broker nameSIGMA FINANCIAL CORPORATION
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number26988055
Policy instance 1
Insurance contract or identification number26988055
Number of Individuals Covered842
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,748
Total amount of fees paid to insurance companyUSD $437
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,748
Insurance broker organization code?4
Amount paid for insurance broker fees437
Additional information about fees paid to insurance brokerRECORDKEEPING/ADMINISTRATION
Insurance broker nameREHMANN INSURANCE GROUP
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number26988055
Policy instance 1
Insurance contract or identification number26988055
Number of Individuals Covered789
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,172
Total amount of fees paid to insurance companyUSD $543
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,172
Insurance broker organization code?4
Amount paid for insurance broker fees543
Additional information about fees paid to insurance brokerRECORDKEEPING/ADMINISTRATION
Insurance broker nameREHMANN INSURANCE GROUP
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number26988055
Policy instance 1
Insurance contract or identification number26988055
Number of Individuals Covered728
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,319
Total amount of fees paid to insurance companyUSD $580
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,319
Insurance broker organization code?4
Amount paid for insurance broker fees580
Additional information about fees paid to insurance brokerRECORDKEEPING/ADMINISTRATION
Insurance broker nameREHMANN INSURANCE GROUP
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number26988055
Policy instance 1
Insurance contract or identification number26988055
Number of Individuals Covered740
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,054
Total amount of fees paid to insurance companyUSD $514
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,054
Insurance broker organization code?4
Amount paid for insurance broker fees514
Additional information about fees paid to insurance brokerRECORDKEEPING/ADMINISTRATION
Insurance broker nameREHMANN INSURANCE GROUP
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number26988055
Policy instance 1
Insurance contract or identification number26988055
Number of Individuals Covered662
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,042
Total amount of fees paid to insurance companyUSD $510
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number26988055
Policy instance 1
Insurance contract or identification number26988055
Number of Individuals Covered565
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,881
Total amount of fees paid to insurance companyUSD $470
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees470
Additional information about fees paid to insurance brokerRECORDKEEPING/ADMINISTRATION
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $1,881
Insurance broker nameSIGMA FINANCIAL CORPORATION

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