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MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S PLAN 401k Plan overview

Plan NameMEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S PLAN
Plan identification number 001

MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MEETINGS & INCENTIVES WORLDWIDE, INC. has sponsored the creation of one or more 401k plans.

Company Name:MEETINGS & INCENTIVES WORLDWIDE, INC.
Employer identification number (EIN):391088787
NAIC Classification:561500

Additional information about MEETINGS & INCENTIVES WORLDWIDE, INC.

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 2016-02-12
Company Identification Number: 20161087349

More information about MEETINGS & INCENTIVES WORLDWIDE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01TINA MADDEN
0012016-01-01TINA MADDEN
0012015-01-01TINA MADDEN
0012015-01-01TINA MADDEN
0012014-01-01TINA MADDEN
0012013-01-01TINA MADDEN
0012012-01-01TINA MADDEN
0012011-01-01TINA MADDEN
0012010-01-01TINA MADDEN
0012009-01-01TINA MADDEN

Plan Statistics for MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S PLAN

401k plan membership statisitcs for MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S PLAN

Measure Date Value
2022: MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01313
Total number of active participants reported on line 7a of the Form 55002022-01-01264
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0191
Total of all active and inactive participants2022-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01355
Number of participants with account balances2022-01-01333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0145
2021: MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01288
Total number of active participants reported on line 7a of the Form 55002021-01-01219
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0182
Total of all active and inactive participants2021-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01301
Number of participants with account balances2021-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0148
2020: MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01326
Total number of active participants reported on line 7a of the Form 55002020-01-01164
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01124
Total of all active and inactive participants2020-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01288
Number of participants with account balances2020-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0191
2019: MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01306
Total number of active participants reported on line 7a of the Form 55002019-01-01295
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0131
Total of all active and inactive participants2019-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01326
Number of participants with account balances2019-01-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0134
2018: MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01265
Total number of active participants reported on line 7a of the Form 55002018-01-01293
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0113
Total of all active and inactive participants2018-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01306
Number of participants with account balances2018-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01257
Total number of active participants reported on line 7a of the Form 55002017-01-01244
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0121
Total of all active and inactive participants2017-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01265
Number of participants with account balances2017-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01209
Total number of active participants reported on line 7a of the Form 55002016-01-01235
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0122
Total of all active and inactive participants2016-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01257
Number of participants with account balances2016-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01181
Total number of active participants reported on line 7a of the Form 55002015-01-01192
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0117
Total of all active and inactive participants2015-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01209
Number of participants with account balances2015-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01159
Total number of active participants reported on line 7a of the Form 55002014-01-01164
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0117
Total of all active and inactive participants2014-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01181
Number of participants with account balances2014-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01176
Total number of active participants reported on line 7a of the Form 55002013-01-01149
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0110
Total of all active and inactive participants2013-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01159
Number of participants with account balances2013-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01100
Total number of active participants reported on line 7a of the Form 55002012-01-01164
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01176
Number of participants with account balances2012-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0182
Total number of active participants reported on line 7a of the Form 55002011-01-0185
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0115
Total of all active and inactive participants2011-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01100
Number of participants with account balances2011-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0197
Total number of active participants reported on line 7a of the Form 55002010-01-0173
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-019
Total of all active and inactive participants2010-01-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0182
Number of participants with account balances2010-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01107
Total number of active participants reported on line 7a of the Form 55002009-01-0183
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0114
Total of all active and inactive participants2009-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0197
Number of participants with account balances2009-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S PLAN

Measure Date Value
2022 : MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-546,693
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,045,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$940,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,871,789
Value of total assets at end of year2022-12-31$13,416,615
Value of total assets at beginning of year2022-12-31$15,008,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$105,444
Total interest from all sources2022-12-31$5,511
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,429,900
Participant contributions at end of year2022-12-31$100,076
Participant contributions at beginning of year2022-12-31$131,410
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$224,077
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,592,357
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,416,615
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$15,008,972
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$54,419
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,936,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$14,441,083
Interest on participant loans2022-12-31$5,511
Value of interest in common/collective trusts at end of year2022-12-31$380,456
Value of interest in common/collective trusts at beginning of year2022-12-31$236,479
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,432,315
Net investment gain or loss from common/collective trusts2022-12-31$8,322
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$217,812
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$940,220
Contract administrator fees2022-12-31$51,025
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 name2022-12-31GORDON J. MAIER & COMPANY, LLP
Accountancy firm EIN2022-12-31390803883
2021 : MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,190,999
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,083,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$975,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,235,711
Value of total assets at end of year2021-12-31$15,008,972
Value of total assets at beginning of year2021-12-31$12,901,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$107,832
Total interest from all sources2021-12-31$7,412
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$10,760
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$910,354
Participant contributions at end of year2021-12-31$131,410
Participant contributions at beginning of year2021-12-31$137,638
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$140
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$125,357
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,107,714
Value of net assets at end of year (total assets less liabilities)2021-12-31$15,008,972
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,901,258
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$53,527
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$14,441,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,570,625
Interest on participant loans2021-12-31$7,412
Value of interest in common/collective trusts at end of year2021-12-31$236,479
Value of interest in common/collective trusts at beginning of year2021-12-31$192,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,943,483
Net investment gain or loss from common/collective trusts2021-12-31$4,393
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$200,000
Employer contributions (assets) at end of year2021-12-31$200,000
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$975,453
Contract administrator fees2021-12-31$43,545
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 name2021-12-31GORDON J. MAIER & COMPANY, LLP
Accountancy firm EIN2021-12-31390803883
2020 : MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,710,074
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$597,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$499,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$843,080
Value of total assets at end of year2020-12-31$12,901,258
Value of total assets at beginning of year2020-12-31$10,788,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$98,061
Total interest from all sources2020-12-31$9,424
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$9,539
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$762,240
Participant contributions at end of year2020-12-31$137,638
Participant contributions at beginning of year2020-12-31$201,587
Participant contributions at end of year2020-12-31$140
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$80,840
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,112,889
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,901,258
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,788,369
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$42,030
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,570,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,567,174
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$9,424
Value of interest in common/collective trusts at end of year2020-12-31$192,855
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$19,608
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$19,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,853,514
Net investment gain or loss from common/collective trusts2020-12-31$4,056
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$0
Employer contributions (assets) at end of year2020-12-31$0
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$499,124
Contract administrator fees2020-12-31$46,492
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GORDON J. MAIER & COMPANY, LLP
Accountancy firm EIN2020-12-31390803883
2019 : MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,330,786
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$379,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$314,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,533,738
Value of total assets at end of year2019-12-31$10,788,369
Value of total assets at beginning of year2019-12-31$7,836,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$65,019
Total interest from all sources2019-12-31$9,700
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,270,834
Participant contributions at end of year2019-12-31$201,587
Participant contributions at beginning of year2019-12-31$104,649
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$262,904
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,951,382
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,788,369
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,836,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,567,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,473,958
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$9,674
Interest earned on other investments2019-12-31$26
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$19,608
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$8,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$8,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,787,348
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$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$314,385
Contract administrator fees2019-12-31$65,019
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 name2019-12-31GORDON J. MAIER & COMPANY, LLP
Accountancy firm EIN2019-12-31390803883
2018 : MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,095,946
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$453,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$421,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,633,681
Value of total assets at end of year2018-12-31$7,836,987
Value of total assets at beginning of year2018-12-31$7,195,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$32,958
Total interest from all sources2018-12-31$25,454
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,046,421
Participant contributions at end of year2018-12-31$104,649
Participant contributions at beginning of year2018-12-31$80,584
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$28,715
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$337,258
Other income not declared elsewhere2018-12-31$5,168
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$6,664
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$641,954
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,836,987
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,195,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,473,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,829,070
Interest on participant loans2018-12-31$25,454
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$8,380
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-568,357
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$250,002
Employer contributions (assets) at end of year2018-12-31$250,000
Employer contributions (assets) at beginning of year2018-12-31$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$421,034
Contract administrator fees2018-12-31$32,958
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31GORDON J. MAIER & COMPANY, LLP
Accountancy firm EIN2018-12-31390803883
2017 : MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,205,838
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$117,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$103,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,332,301
Value of total assets at end of year2017-12-31$7,195,033
Value of total assets at beginning of year2017-12-31$5,106,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,350
Total interest from all sources2017-12-31$4,174
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$895,042
Participant contributions at end of year2017-12-31$80,584
Participant contributions at beginning of year2017-12-31$81,169
Participant contributions at end of year2017-12-31$28,715
Participant contributions at beginning of year2017-12-31$24,061
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$187,259
Other income not declared elsewhere2017-12-31$7,085
Total non interest bearing cash at end of year2017-12-31$6,664
Total non interest bearing cash at beginning of year2017-12-31$7,142
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$2,088,622
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,195,033
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,106,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$6,829,070
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,794,039
Interest on participant loans2017-12-31$4,174
Net investment gain/loss from pooled separate accounts2017-12-31$862,278
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$250,000
Employer contributions (assets) at end of year2017-12-31$250,000
Employer contributions (assets) at beginning of year2017-12-31$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$103,866
Contract administrator fees2017-12-31$13,350
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 name2017-12-31GORDON J. MAIER & COMPANY, LLP
Accountancy firm EIN2017-12-31390803883
2016 : MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,404,454
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$90,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$88,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,062,656
Value of total assets at end of year2016-12-31$5,106,411
Value of total assets at beginning of year2016-12-31$3,792,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,959
Total interest from all sources2016-12-31$3,313
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$450,000
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$685,673
Participant contributions at end of year2016-12-31$81,169
Participant contributions at beginning of year2016-12-31$49,847
Participant contributions at end of year2016-12-31$24,061
Participant contributions at beginning of year2016-12-31$53,841
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$174,165
Other income not declared elsewhere2016-12-31$5,036
Total non interest bearing cash at end of year2016-12-31$7,142
Total non interest bearing cash at beginning of year2016-12-31$1,788
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,314,372
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,106,411
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,792,039
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$4,794,039
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,485,622
Interest on participant loans2016-12-31$3,313
Net investment gain/loss from pooled separate accounts2016-12-31$333,449
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$202,818
Employer contributions (assets) at end of year2016-12-31$200,000
Employer contributions (assets) at beginning of year2016-12-31$200,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$88,123
Contract administrator fees2016-12-31$1,959
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 name2016-12-31GORDON J. MAIER & COMPANY, LLP
Accountancy firm EIN2016-12-31390803883
2015 : MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$694,575
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$113,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$107,511
Expenses. Certain deemed distributions of participant loans2015-12-31$1,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$785,421
Value of total assets at end of year2015-12-31$3,792,039
Value of total assets at beginning of year2015-12-31$3,211,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,794
Total interest from all sources2015-12-31$2,305
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$350,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$501,193
Participant contributions at end of year2015-12-31$49,847
Participant contributions at beginning of year2015-12-31$53,515
Participant contributions at end of year2015-12-31$53,841
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$83,287
Other income not declared elsewhere2015-12-31$4,127
Administrative expenses (other) incurred2015-12-31$4,560
Total non interest bearing cash at end of year2015-12-31$1,788
Total non interest bearing cash at beginning of year2015-12-31$2,166
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$580,647
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,792,039
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,211,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$3,485,622
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,055,711
Interest on participant loans2015-12-31$2,305
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-97,278
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$200,941
Employer contributions (assets) at end of year2015-12-31$200,941
Employer contributions (assets) at beginning of year2015-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$107,511
Contract administrator fees2015-12-31$234
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 name2015-12-31ACCOUNTING TAX & FINANCIAL SERVICES
Accountancy firm EIN2015-12-31274566472
2014 : MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$595,687
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$70,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$68,533
Expenses. Certain deemed distributions of participant loans2014-12-31$220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$538,658
Value of total assets at end of year2014-12-31$3,211,392
Value of total assets at beginning of year2014-12-31$2,686,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,230
Total interest from all sources2014-12-31$1,873
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$350,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$371,042
Participant contributions at end of year2014-12-31$53,515
Participant contributions at beginning of year2014-12-31$31,749
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$11,584
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$67,616
Total non interest bearing cash at end of year2014-12-31$2,166
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$524,704
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,211,392
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,686,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$3,055,711
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,182,890
Interest on participant loans2014-12-31$1,873
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$310,465
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$310,465
Net investment gain/loss from pooled separate accounts2014-12-31$55,156
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$100,000
Employer contributions (assets) at end of year2014-12-31$100,000
Employer contributions (assets) at beginning of year2014-12-31$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$68,533
Contract administrator fees2014-12-31$2,230
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31ACCOUNTING TAX & FINANCIAL SERVICES
Accountancy firm EIN2014-12-31274566472
2013 : MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$983,982
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$242,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$238,679
Expenses. Certain deemed distributions of participant loans2013-12-31$1,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$590,239
Value of total assets at end of year2013-12-31$2,686,688
Value of total assets at beginning of year2013-12-31$1,944,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,085
Total interest from all sources2013-12-31$3,135
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$200,000
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$284,249
Participant contributions at end of year2013-12-31$31,749
Participant contributions at beginning of year2013-12-31$10,655
Participant contributions at end of year2013-12-31$11,584
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$158,272
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$741,907
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,686,688
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,944,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$2,182,890
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,554,254
Interest on participant loans2013-12-31$867
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$310,465
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$279,872
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$279,872
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,268
Net investment gain/loss from pooled separate accounts2013-12-31$390,608
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$147,718
Employer contributions (assets) at end of year2013-12-31$150,000
Employer contributions (assets) at beginning of year2013-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$238,679
Contract administrator fees2013-12-31$2,085
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 name2013-12-31MICHAEL F. CUCCIA, CPA, INC.
Accountancy firm EIN2013-12-31391846013
2012 : MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S PLAN 2012 401k financial data
Total income from all sources2012-12-31$684,933
Expenses. Total of all expenses incurred2012-12-31$446,073
Benefits paid (including direct rollovers)2012-12-31$444,732
Total plan assets at end of year2012-12-31$1,944,781
Total plan assets at beginning of year2012-12-31$1,705,921
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$231,938
Contributions received from other sources (not participants or employers)2012-12-31$151,771
Other income received2012-12-31$201,224
Net income (gross income less expenses)2012-12-31$238,860
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,944,781
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,705,921
Assets. Value of participant loans2012-12-31$10,655
Total contributions received or receivable from employer(s)2012-12-31$100,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,341
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S PLAN 2011 401k financial data
Total income from all sources2011-12-31$108,183
Expenses. Total of all expenses incurred2011-12-31$83,611
Benefits paid (including direct rollovers)2011-12-31$82,996
Total plan assets at end of year2011-12-31$1,705,921
Total plan assets at beginning of year2011-12-31$1,681,349
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$175,168
Contributions received from other sources (not participants or employers)2011-12-31$4,439
Other income received2011-12-31$-77,850
Net income (gross income less expenses)2011-12-31$24,572
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,705,921
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,681,349
Assets. Value of participant loans2011-12-31$29,515
Total contributions received or receivable from employer(s)2011-12-31$6,426
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$615
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S PLAN 2010 401k financial data
Total income from all sources2010-12-31$326,367
Expenses. Total of all expenses incurred2010-12-31$457,602
Benefits paid (including direct rollovers)2010-12-31$456,851
Total plan assets at end of year2010-12-31$1,681,349
Total plan assets at beginning of year2010-12-31$1,812,584
Value of fidelity bond covering the plan2010-12-31$2,000,000
Total contributions received or receivable from participants2010-12-31$161,526
Contributions received from other sources (not participants or employers)2010-12-31$12,884
Other income received2010-12-31$151,957
Net income (gross income less expenses)2010-12-31$-131,235
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,681,349
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,812,584
Assets. Value of participant loans2010-12-31$43,116
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$751
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S PLAN

2022: MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S 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: MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S 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: MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S 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: MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S 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: MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S 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: MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S 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: MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S 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: MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number114331
Policy instance 1
Insurance contract or identification number114331
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-08-04
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,334
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees7334
Additional information about fees paid to insurance brokerTPA FEES & COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number114331
Policy instance 1
Insurance contract or identification number114331
Number of Individuals Covered263
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $10,405
Total amount of fees paid to insurance companyUSD $12,671
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees12598
Additional information about fees paid to insurance brokerTPA FEES & COMPENSATION
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $10,405
Insurance broker nameT. ROWE PRICE ASSOCIATES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number114331
Policy instance 1
Insurance contract or identification number114331
Number of Individuals Covered189
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $11,893
Total amount of fees paid to insurance companyUSD $8,666
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,893
Insurance broker organization code?7
Amount paid for insurance broker fees8666
Additional information about fees paid to insurance brokerTPA FEES & COMPENSATION
Insurance broker namePPG RETIREMENT PLAN SERVICES, LTD.
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039806
Policy instance 1
Insurance contract or identification number039806
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-05-20
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?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?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number114331
Policy instance 2
Insurance contract or identification number114331
Number of Individuals Covered157
Insurance policy start date2014-05-20
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $29,336
Total amount of fees paid to insurance companyUSD $8,862
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,336
Insurance broker organization code?7
Amount paid for insurance broker fees8862
Additional information about fees paid to insurance brokerTPA FEES & COMPENSATION
Insurance broker namePPG RETIREMENT PLAN SERVICES, LTD.
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039806
Policy instance 1
Insurance contract or identification number039806
Number of Individuals Covered123
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,518
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
Amount paid for insurance broker fees5518
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?7
Insurance broker namePRUCO SECURITIES CORPORATION
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039806
Policy instance 1
Insurance contract or identification number039806
Number of Individuals Covered103
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,434
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
Amount paid for insurance broker fees4434
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?7
Insurance broker namePRUCO SECURITIES CORPORATION
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number39806
Policy instance 1
Insurance contract or identification number39806
Number of Individuals Covered90
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,170
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number006220
Policy instance 1
Insurance contract or identification number006220
Number of Individuals Covered79
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,180
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
Amount paid for insurance broker fees4180
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?7
Insurance broker namePRUCO SECURITIES CORPORATION

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