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FORWARD SERVICE CORPORATION 401(K) PLAN 401k Plan overview

Plan NameFORWARD SERVICE CORPORATION 401(K) PLAN
Plan identification number 002

FORWARD SERVICE CORPORATION 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FORWARD SERVICE CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:FORWARD SERVICE CORPORATION
Employer identification number (EIN):391342890
NAIC Classification:561300

Additional information about FORWARD SERVICE CORPORATION

Jurisdiction of Incorporation: West Virginia Secrtary of State
Incorporation Date:
Company Identification Number: 246908

More information about FORWARD SERVICE CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FORWARD SERVICE CORPORATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01MARCIA CHRISTIANSEN
0022016-07-01MARCIA CHRISTIANSEN
0022015-07-01MARCIA CHRISTIANSEN
0022014-07-01MARCIA CHRISTIANSEN
0022013-07-01MARCIA CHRISTIANSEN
0022012-07-01MARCIA CHRISTIANSEN
0022011-07-01MARCIA CHRISTIANSEN MARCIA CHRISTIANSEN2013-01-31
0022009-07-01RICH HILEY RICH HILEY2011-02-08

Plan Statistics for FORWARD SERVICE CORPORATION 401(K) PLAN

401k plan membership statisitcs for FORWARD SERVICE CORPORATION 401(K) PLAN

Measure Date Value
2021: FORWARD SERVICE CORPORATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01352
Total number of active participants reported on line 7a of the Form 55002021-07-01305
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0165
Total of all active and inactive participants2021-07-01370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-011
Total participants2021-07-01371
Number of participants with account balances2021-07-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: FORWARD SERVICE CORPORATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01368
Total number of active participants reported on line 7a of the Form 55002020-07-01307
Number of retired or separated participants receiving benefits2020-07-011
Number of other retired or separated participants entitled to future benefits2020-07-0148
Total of all active and inactive participants2020-07-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01356
Number of participants with account balances2020-07-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: FORWARD SERVICE CORPORATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01358
Total number of active participants reported on line 7a of the Form 55002019-07-01330
Number of retired or separated participants receiving benefits2019-07-011
Number of other retired or separated participants entitled to future benefits2019-07-0137
Total of all active and inactive participants2019-07-01368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01368
Number of participants with account balances2019-07-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: FORWARD SERVICE CORPORATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01350
Total number of active participants reported on line 7a of the Form 55002018-07-01299
Number of retired or separated participants receiving benefits2018-07-014
Number of other retired or separated participants entitled to future benefits2018-07-0150
Total of all active and inactive participants2018-07-01353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01353
Number of participants with account balances2018-07-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: FORWARD SERVICE CORPORATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01384
Total number of active participants reported on line 7a of the Form 55002017-07-01314
Number of retired or separated participants receiving benefits2017-07-019
Number of other retired or separated participants entitled to future benefits2017-07-0127
Total of all active and inactive participants2017-07-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01350
Number of participants with account balances2017-07-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-012
2016: FORWARD SERVICE CORPORATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01436
Total number of active participants reported on line 7a of the Form 55002016-07-01341
Number of retired or separated participants receiving benefits2016-07-012
Number of other retired or separated participants entitled to future benefits2016-07-0141
Total of all active and inactive participants2016-07-01384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01384
Number of participants with account balances2016-07-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-019
2015: FORWARD SERVICE CORPORATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01451
Total number of active participants reported on line 7a of the Form 55002015-07-01396
Number of retired or separated participants receiving benefits2015-07-015
Number of other retired or separated participants entitled to future benefits2015-07-0134
Total of all active and inactive participants2015-07-01435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01435
Number of participants with account balances2015-07-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-017
2014: FORWARD SERVICE CORPORATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01324
Total number of active participants reported on line 7a of the Form 55002014-07-01394
Number of retired or separated participants receiving benefits2014-07-013
Number of other retired or separated participants entitled to future benefits2014-07-0152
Total of all active and inactive participants2014-07-01449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01449
Number of participants with account balances2014-07-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0116
2013: FORWARD SERVICE CORPORATION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01258
Total number of active participants reported on line 7a of the Form 55002013-07-01292
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0131
Total of all active and inactive participants2013-07-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01323
Number of participants with account balances2013-07-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-016
2012: FORWARD SERVICE CORPORATION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01166
Total number of active participants reported on line 7a of the Form 55002012-07-01240
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0118
Total of all active and inactive participants2012-07-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01258
Number of participants with account balances2012-07-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-017
2011: FORWARD SERVICE CORPORATION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01151
Total number of active participants reported on line 7a of the Form 55002011-07-01153
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0113
Total of all active and inactive participants2011-07-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01166
Number of participants with account balances2011-07-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-017
2009: FORWARD SERVICE CORPORATION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01131
Total number of active participants reported on line 7a of the Form 55002009-07-01120
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0126
Total of all active and inactive participants2009-07-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01146
Number of participants with account balances2009-07-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-014

Financial Data on FORWARD SERVICE CORPORATION 401(K) PLAN

Measure Date Value
2022 : FORWARD SERVICE CORPORATION 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-710,815
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$1,398,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,304,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,834,866
Value of total assets at end of year2022-06-30$14,642,649
Value of total assets at beginning of year2022-06-30$16,752,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$94,027
Total interest from all sources2022-06-30$4,184
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$37,771
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$37,771
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-06-30$0
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$1,145,850
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$38,578
Other income not declared elsewhere2022-06-30$3,238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-2,109,778
Value of net assets at end of year (total assets less liabilities)2022-06-30$14,642,649
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$16,752,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$57,338
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$2,207,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$3,131,184
Value of interest in pooled separate accounts at end of year2022-06-30$56,413
Value of interest in pooled separate accounts at beginning of year2022-06-30$88,597
Interest earned on other investments2022-06-30$4,184
Value of interest in common/collective trusts at end of year2022-06-30$12,008,233
Value of interest in common/collective trusts at beginning of year2022-06-30$13,108,526
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$195,095
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$268,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-528,307
Net investment gain/loss from pooled separate accounts2022-06-30$-27,013
Net investment gain or loss from common/collective trusts2022-06-30$-2,035,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$650,438
Employer contributions (assets) at end of year2022-06-30$175,665
Employer contributions (assets) at beginning of year2022-06-30$155,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,304,936
Contract administrator fees2022-06-30$36,689
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30WIPFLI LLP
Accountancy firm EIN2022-06-30390758449
2021 : FORWARD SERVICE CORPORATION 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$5,520,565
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$509,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$426,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,786,602
Value of total assets at end of year2021-06-30$16,752,427
Value of total assets at beginning of year2021-06-30$11,741,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$83,863
Total interest from all sources2021-06-30$4,350
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$31,325
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$31,325
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$980,166
Participant contributions at end of year2021-06-30$0
Participant contributions at beginning of year2021-06-30$36,016
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$200,391
Other income not declared elsewhere2021-06-30$3,128
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$5,010,675
Value of net assets at end of year (total assets less liabilities)2021-06-30$16,752,427
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$11,741,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$50,473
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$3,131,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$2,193,385
Value of interest in pooled separate accounts at end of year2021-06-30$88,597
Value of interest in pooled separate accounts at beginning of year2021-06-30$38,822
Interest earned on other investments2021-06-30$4,350
Value of interest in common/collective trusts at end of year2021-06-30$13,108,526
Value of interest in common/collective trusts at beginning of year2021-06-30$9,091,466
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$268,766
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$238,876
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$761,729
Net investment gain/loss from pooled separate accounts2021-06-30$21,903
Net investment gain or loss from common/collective trusts2021-06-30$2,911,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$606,045
Employer contributions (assets) at end of year2021-06-30$155,354
Employer contributions (assets) at beginning of year2021-06-30$143,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$426,027
Contract administrator fees2021-06-30$33,390
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30WIPFLI LLP
Accountancy firm EIN2021-06-30390758449
2020 : FORWARD SERVICE CORPORATION 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,986,046
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,696,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,615,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,588,255
Value of total assets at end of year2020-06-30$11,741,752
Value of total assets at beginning of year2020-06-30$11,451,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$80,822
Total interest from all sources2020-06-30$7,461
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$36,724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$36,724
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$565,651
Participant contributions at end of year2020-06-30$36,016
Participant contributions at beginning of year2020-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$174,021
Other income not declared elsewhere2020-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$290,028
Value of net assets at end of year (total assets less liabilities)2020-06-30$11,741,752
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$11,451,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$2,193,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$2,153,445
Value of interest in pooled separate accounts at end of year2020-06-30$38,822
Value of interest in pooled separate accounts at beginning of year2020-06-30$28,198
Interest earned on other investments2020-06-30$7,461
Value of interest in common/collective trusts at end of year2020-06-30$9,091,466
Value of interest in common/collective trusts at beginning of year2020-06-30$8,412,215
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$238,876
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$723,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$25,022
Net investment gain/loss from pooled separate accounts2020-06-30$3,258
Net investment gain or loss from common/collective trusts2020-06-30$325,326
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$848,583
Employer contributions (assets) at end of year2020-06-30$143,187
Employer contributions (assets) at beginning of year2020-06-30$134,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,615,196
Contract administrator fees2020-06-30$80,822
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30WIPFLI LLP
Accountancy firm EIN2020-06-30390758449
2019 : FORWARD SERVICE CORPORATION 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$1,990,381
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$1,035,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$951,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,459,664
Value of total assets at end of year2019-06-30$11,451,724
Value of total assets at beginning of year2019-06-30$10,497,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$84,370
Total interest from all sources2019-06-30$12,632
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$26,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$26,739
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$848,240
Participant contributions at end of year2019-06-30$0
Participant contributions at beginning of year2019-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$64,255
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-06-30$1,208
Other income not declared elsewhere2019-06-30$439
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$954,542
Value of net assets at end of year (total assets less liabilities)2019-06-30$11,451,724
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$10,497,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$38,404
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$2,153,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$1,268,973
Value of interest in pooled separate accounts at end of year2019-06-30$28,198
Value of interest in pooled separate accounts at beginning of year2019-06-30$221,218
Interest earned on other investments2019-06-30$12,632
Value of interest in common/collective trusts at end of year2019-06-30$8,412,215
Value of interest in common/collective trusts at beginning of year2019-06-30$8,146,800
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$723,576
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$726,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$83,011
Net investment gain/loss from pooled separate accounts2019-06-30$11,029
Net investment gain or loss from common/collective trusts2019-06-30$396,867
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$547,169
Employer contributions (assets) at end of year2019-06-30$134,290
Employer contributions (assets) at beginning of year2019-06-30$133,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$950,261
Contract administrator fees2019-06-30$45,966
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30WIPFLI LLP
Accountancy firm EIN2019-06-30390758449
2018 : FORWARD SERVICE CORPORATION 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$2,195,161
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$957,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$876,494
Value of total corrective distributions2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,386,033
Value of total assets at end of year2018-06-30$10,497,182
Value of total assets at beginning of year2018-06-30$9,259,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$80,826
Total interest from all sources2018-06-30$12,796
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$20,798
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$20,798
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$774,822
Participant contributions at end of year2018-06-30$0
Participant contributions at beginning of year2018-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$88,601
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,237,841
Value of net assets at end of year (total assets less liabilities)2018-06-30$10,497,182
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$9,259,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$35,959
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$1,268,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$879,285
Value of interest in pooled separate accounts at end of year2018-06-30$221,218
Value of interest in pooled separate accounts at beginning of year2018-06-30$137,727
Interest earned on other investments2018-06-30$12,796
Value of interest in common/collective trusts at end of year2018-06-30$8,146,800
Value of interest in common/collective trusts at beginning of year2018-06-30$7,474,444
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$726,958
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$637,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$86,365
Net investment gain/loss from pooled separate accounts2018-06-30$26,147
Net investment gain or loss from common/collective trusts2018-06-30$663,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$522,610
Employer contributions (assets) at end of year2018-06-30$133,233
Employer contributions (assets) at beginning of year2018-06-30$130,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$876,494
Contract administrator fees2018-06-30$44,867
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30WIPFLI LLP
Accountancy firm EIN2018-06-30390758449
2017 : FORWARD SERVICE CORPORATION 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$2,777,109
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$724,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$657,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,775,817
Value of total assets at end of year2017-06-30$9,259,341
Value of total assets at beginning of year2017-06-30$7,207,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$67,726
Total interest from all sources2017-06-30$6,698
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$8,674
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$8,674
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$767,111
Participant contributions at end of year2017-06-30$0
Participant contributions at beginning of year2017-06-30$30,648
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$488,651
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$2,052,165
Value of net assets at end of year (total assets less liabilities)2017-06-30$9,259,341
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$7,207,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$36,106
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$879,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$4,096,577
Value of interest in pooled separate accounts at end of year2017-06-30$137,727
Value of interest in pooled separate accounts at beginning of year2017-06-30$0
Interest earned on other investments2017-06-30$6,698
Value of interest in common/collective trusts at end of year2017-06-30$7,474,444
Value of interest in common/collective trusts at beginning of year2017-06-30$2,958,645
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$637,595
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$985,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$520,055
Employer contributions (assets) at end of year2017-06-30$130,290
Employer contributions (assets) at beginning of year2017-06-30$121,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$657,218
Contract administrator fees2017-06-30$31,620
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30Yes
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30WIPFLI LLP
Accountancy firm EIN2017-06-30390758449
2016 : FORWARD SERVICE CORPORATION 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$1,110,071
Total of all expenses incurred2016-06-30$602,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$551,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,173,060
Value of total assets at end of year2016-06-30$7,207,176
Value of total assets at beginning of year2016-06-30$6,699,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$51,248
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$55,015
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$55,015
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$665,725
Participant contributions at end of year2016-06-30$30,648
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$72,836
Administrative expenses (other) incurred2016-06-30$3,245
Total non interest bearing cash at beginning of year2016-06-30$23,644
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$507,313
Value of net assets at end of year (total assets less liabilities)2016-06-30$7,207,176
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$6,699,863
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$48,003
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$4,096,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$4,132,306
Value of interest in common/collective trusts at end of year2016-06-30$2,958,645
Value of interest in common/collective trusts at beginning of year2016-06-30$2,453,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-133,595
Net investment gain or loss from common/collective trusts2016-06-30$15,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$434,499
Employer contributions (assets) at end of year2016-06-30$121,306
Employer contributions (assets) at beginning of year2016-06-30$90,388
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$551,510
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30WIPFLI LLP
Accountancy firm EIN2016-06-30390758449
2015 : FORWARD SERVICE CORPORATION 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$1,724,960
Total of all expenses incurred2015-06-30$229,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$181,613
Value of total corrective distributions2015-06-30$5,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,422,724
Value of total assets at end of year2015-06-30$6,699,863
Value of total assets at beginning of year2015-06-30$5,204,612
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$43,077
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$40,852
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$40,852
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$546,039
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$530,504
Administrative expenses (other) incurred2015-06-30$1,231
Total non interest bearing cash at end of year2015-06-30$23,644
Total non interest bearing cash at beginning of year2015-06-30$18,192
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$1,495,251
Value of net assets at end of year (total assets less liabilities)2015-06-30$6,699,863
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$5,204,612
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$41,846
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$4,132,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$3,310,759
Value of interest in common/collective trusts at end of year2015-06-30$2,453,525
Value of interest in common/collective trusts at beginning of year2015-06-30$1,698,761
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$191,991
Net investment gain or loss from common/collective trusts2015-06-30$69,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$346,181
Employer contributions (assets) at end of year2015-06-30$90,388
Employer contributions (assets) at beginning of year2015-06-30$176,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$181,613
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30WIPFLI LLP
Accountancy firm EIN2015-06-30390758449
2014 : FORWARD SERVICE CORPORATION 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$1,479,148
Total of all expenses incurred2014-06-30$289,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$248,985
Value of total corrective distributions2014-06-30$5,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$619,840
Value of total assets at end of year2014-06-30$5,204,612
Value of total assets at beginning of year2014-06-30$4,014,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$34,301
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$27,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$27,710
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$378,165
Participant contributions at beginning of year2014-06-30$14,718
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$64,775
Administrative expenses (other) incurred2014-06-30$1,050
Total non interest bearing cash at end of year2014-06-30$18,192
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,190,017
Value of net assets at end of year (total assets less liabilities)2014-06-30$5,204,612
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$4,014,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$33,251
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$3,310,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$2,491,564
Value of interest in common/collective trusts at end of year2014-06-30$1,698,761
Value of interest in common/collective trusts at beginning of year2014-06-30$1,368,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$625,537
Net investment gain or loss from common/collective trusts2014-06-30$206,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$176,900
Employer contributions (assets) at end of year2014-06-30$176,900
Employer contributions (assets) at beginning of year2014-06-30$139,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$248,985
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30WIPFLI LLP
Accountancy firm EIN2014-06-30390758449
2013 : FORWARD SERVICE CORPORATION 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$1,051,555
Total of all expenses incurred2013-06-30$442,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$410,269
Value of total corrective distributions2013-06-30$4,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$453,354
Value of total assets at end of year2013-06-30$4,014,595
Value of total assets at beginning of year2013-06-30$3,405,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$27,937
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$31,014
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$31,014
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$400,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$295,593
Participant contributions at end of year2013-06-30$14,718
Participant contributions at beginning of year2013-06-30$11,129
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$14,418
Other income not declared elsewhere2013-06-30$194
Administrative expenses (other) incurred2013-06-30$700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$608,742
Value of net assets at end of year (total assets less liabilities)2013-06-30$4,014,595
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$3,405,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$27,237
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$2,491,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$2,213,930
Value of interest in common/collective trusts at end of year2013-06-30$1,368,568
Value of interest in common/collective trusts at beginning of year2013-06-30$1,047,343
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$453,937
Net investment gain or loss from common/collective trusts2013-06-30$113,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$143,343
Employer contributions (assets) at end of year2013-06-30$139,745
Employer contributions (assets) at beginning of year2013-06-30$133,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$410,269
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30WIPFLI LLP
Accountancy firm EIN2013-06-30390758449
2012 : FORWARD SERVICE CORPORATION 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$2,073
Total income from all sources (including contributions)2012-06-30$418,547
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$145,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$119,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$423,857
Value of total assets at end of year2012-06-30$3,405,853
Value of total assets at beginning of year2012-06-30$3,134,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$25,736
Total interest from all sources2012-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$29,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$29,424
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$400,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$265,966
Participant contributions at end of year2012-06-30$11,129
Participant contributions at beginning of year2012-06-30$10,340
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$24,440
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$2,073
Administrative expenses (other) incurred2012-06-30$850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$273,318
Value of net assets at end of year (total assets less liabilities)2012-06-30$3,405,853
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,132,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$24,886
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$2,213,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$2,120,504
Value of interest in common/collective trusts at end of year2012-06-30$1,047,343
Value of interest in common/collective trusts at beginning of year2012-06-30$877,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-51,466
Net investment gain or loss from common/collective trusts2012-06-30$16,732
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$133,451
Employer contributions (assets) at end of year2012-06-30$133,451
Employer contributions (assets) at beginning of year2012-06-30$126,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$119,493
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30WIPFLI LLP
Accountancy firm EIN2012-06-30390758449
2011 : FORWARD SERVICE CORPORATION 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$2,073
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$968,493
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$88,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$63,876
Value of total corrective distributions2011-06-30$2,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$391,016
Value of total assets at end of year2011-06-30$3,134,608
Value of total assets at beginning of year2011-06-30$2,252,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$22,985
Total interest from all sources2011-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$23,803
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$23,803
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$400,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$246,728
Participant contributions at end of year2011-06-30$10,340
Participant contributions at beginning of year2011-06-30$9,835
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$17,869
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$2,073
Administrative expenses (other) incurred2011-06-30$1,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$879,559
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,132,535
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,252,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$21,835
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$2,120,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,466,814
Value of interest in common/collective trusts at end of year2011-06-30$877,345
Value of interest in common/collective trusts at beginning of year2011-06-30$655,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$441,092
Net investment gain or loss from common/collective trusts2011-06-30$112,582
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$126,419
Employer contributions (assets) at end of year2011-06-30$126,419
Employer contributions (assets) at beginning of year2011-06-30$121,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$63,876
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30WIPFLI LLP
Accountancy firm EIN2011-06-30390758449

Form 5500 Responses for FORWARD SERVICE CORPORATION 401(K) PLAN

2021: FORWARD SERVICE CORPORATION 401(K) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: FORWARD SERVICE CORPORATION 401(K) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: FORWARD SERVICE CORPORATION 401(K) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: FORWARD SERVICE CORPORATION 401(K) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: FORWARD SERVICE CORPORATION 401(K) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: FORWARD SERVICE CORPORATION 401(K) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: FORWARD SERVICE CORPORATION 401(K) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: FORWARD SERVICE CORPORATION 401(K) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: FORWARD SERVICE CORPORATION 401(K) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: FORWARD SERVICE CORPORATION 401(K) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: FORWARD SERVICE CORPORATION 401(K) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: FORWARD SERVICE CORPORATION 401(K) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered371
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $34
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees34
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number718091
Policy instance 2
Insurance contract or identification number718091
Number of Individuals Covered371
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees11
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered352
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $128
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees128
Additional information about fees paid to insurance brokerREFERRAL / SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number718091
Policy instance 2
Insurance contract or identification number718091
Number of Individuals Covered352
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $28
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees28
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered334
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $248
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees248
Additional information about fees paid to insurance brokerREFERRAL / SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered355
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $359
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees359
Additional information about fees paid to insurance brokerREFERRAL / SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered339
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $98
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees98
Additional information about fees paid to insurance brokerREFERRAL / SERVICE FEE
Insurance broker organization code?3
Insurance broker nameGOLDLEAF PARTNERS SERVICES INC.

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