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BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT 401k Plan overview

Plan NameBELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT
Plan identification number 003

BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BELTMANN GROUP INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name:BELTMANN GROUP INCORPORATED
Employer identification number (EIN):411287134
NAIC Classification:484200
NAIC Description: Specialized Freight Trucking

Additional information about BELTMANN GROUP INCORPORATED

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2016-02-26
Company Identification Number: 0802407175
Legal Registered Office Address: 2480 LONG LAKE RD

ROSEVILLE
United States of America (USA)
55113

More information about BELTMANN GROUP INCORPORATED

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01PAUL ZAGARIA PAUL ZAGARIA2018-10-12
0032016-01-01PAUL ZAGARIA PAUL ZAGARIA2017-10-13
0032015-01-01PAUL ZAGARIA PAUL ZAGARIA2016-09-26
0032014-01-01PAUL ZAGARIA
0032013-01-01PAUL ZAGARIA
0032012-01-01PAUL ZAGARIA
0032011-01-01PAUL ZAGARIA
0032010-01-01PAUL ZAGARIA PAUL ZAGARIA2011-10-13
0032009-01-01PAUL ZAGARIA PAUL ZAGARIA2010-10-15

Plan Statistics for BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT

401k plan membership statisitcs for BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT

Measure Date Value
2022: BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT 2022 401k membership
Total participants, beginning-of-year2022-01-01453
Total number of active participants reported on line 7a of the Form 55002022-01-01380
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0189
Total of all active and inactive participants2022-01-01470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01470
Number of participants with account balances2022-01-01429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT 2021 401k membership
Total participants, beginning-of-year2021-01-01446
Total number of active participants reported on line 7a of the Form 55002021-01-01364
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0187
Total of all active and inactive participants2021-01-01452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01452
Number of participants with account balances2021-01-01407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT 2020 401k membership
Total participants, beginning-of-year2020-01-01435
Total number of active participants reported on line 7a of the Form 55002020-01-01371
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0174
Total of all active and inactive participants2020-01-01446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01446
Number of participants with account balances2020-01-01395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT 2019 401k membership
Total participants, beginning-of-year2019-01-01576
Total number of active participants reported on line 7a of the Form 55002019-01-01367
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0167
Total of all active and inactive participants2019-01-01435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01435
Number of participants with account balances2019-01-01435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT 2018 401k membership
Total participants, beginning-of-year2018-01-01530
Total number of active participants reported on line 7a of the Form 55002018-01-01418
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01157
Total of all active and inactive participants2018-01-01576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01576
Number of participants with account balances2018-01-01500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT 2017 401k membership
Total participants, beginning-of-year2017-01-01475
Total number of active participants reported on line 7a of the Form 55002017-01-01395
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01134
Total of all active and inactive participants2017-01-01530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01530
Number of participants with account balances2017-01-01428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT 2016 401k membership
Total participants, beginning-of-year2016-01-01459
Total number of active participants reported on line 7a of the Form 55002016-01-01352
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01113
Total of all active and inactive participants2016-01-01466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01466
Number of participants with account balances2016-01-01381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT 2015 401k membership
Total participants, beginning-of-year2015-01-01443
Total number of active participants reported on line 7a of the Form 55002015-01-01337
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01101
Total of all active and inactive participants2015-01-01440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01440
Number of participants with account balances2015-01-01342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT 2014 401k membership
Total participants, beginning-of-year2014-01-01404
Total number of active participants reported on line 7a of the Form 55002014-01-01333
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0185
Total of all active and inactive participants2014-01-01418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01418
Number of participants with account balances2014-01-01332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT 2013 401k membership
Total participants, beginning-of-year2013-01-01304
Total number of active participants reported on line 7a of the Form 55002013-01-01322
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0170
Total of all active and inactive participants2013-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01392
Number of participants with account balances2013-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT 2012 401k membership
Total participants, beginning-of-year2012-01-01465
Total number of active participants reported on line 7a of the Form 55002012-01-01232
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0159
Total of all active and inactive participants2012-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01291
Number of participants with account balances2012-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT 2011 401k membership
Total participants, beginning-of-year2011-01-01466
Total number of active participants reported on line 7a of the Form 55002011-01-01317
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01148
Total of all active and inactive participants2011-01-01465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01465
Number of participants with account balances2011-01-01380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT 2010 401k membership
Total participants, beginning-of-year2010-01-01398
Total number of active participants reported on line 7a of the Form 55002010-01-01297
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01153
Total of all active and inactive participants2010-01-01450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01450
Number of participants with account balances2010-01-01376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT 2009 401k membership
Total participants, beginning-of-year2009-01-01521
Total number of active participants reported on line 7a of the Form 55002009-01-01227
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01160
Total of all active and inactive participants2009-01-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01387
Number of participants with account balances2009-01-01387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT

Measure Date Value
2022 : BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,224
Total unrealized appreciation/depreciation of assets2022-12-31$-1,224
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$0
Total income from all sources (including contributions)2022-12-31$-1,063,949
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,815,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,741,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,858,966
Value of total assets at end of year2022-12-31$20,070,453
Value of total assets at beginning of year2022-12-31$22,950,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$74,270
Total interest from all sources2022-12-31$24,278
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$33,169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$33,169
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,762,273
Participant contributions at end of year2022-12-31$377,480
Participant contributions at beginning of year2022-12-31$383,486
Assets. Other investments not covered elsewhere at end of year2022-12-31$277,085
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$355,339
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$96,489
Other income not declared elsewhere2022-12-31$-77,362
Administrative expenses (other) incurred2022-12-31$1,337
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,879,740
Value of net assets at end of year (total assets less liabilities)2022-12-31$20,070,453
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$22,950,193
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
Assets. partnership/joint venture interests at end of year2022-12-31$9,515
Assets. partnership/joint venture interests at beginning of year2022-12-31$10,739
Investment advisory and management fees2022-12-31$27,999
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,025,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,774,159
Interest on participant loans2022-12-31$17,253
Interest earned on other investments2022-12-31$7,025
Value of interest in common/collective trusts at end of year2022-12-31$16,910,329
Value of interest in common/collective trusts at beginning of year2022-12-31$19,124,556
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$470,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$301,914
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-649,301
Net investment gain or loss from common/collective trusts2022-12-31$-2,252,475
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,741,521
Contract administrator fees2022-12-31$44,934
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 name2022-12-31BERGANKDV
Accountancy firm EIN2022-12-31411431613
2021 : BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,413
Total unrealized appreciation/depreciation of assets2021-12-31$1,413
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$4,531,003
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,033,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$953,981
Value of total corrective distributions2021-12-31$31
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,677,930
Value of total assets at end of year2021-12-31$22,950,193
Value of total assets at beginning of year2021-12-31$19,452,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$79,089
Total interest from all sources2021-12-31$31,720
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$33,075
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$33,075
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,544,558
Participant contributions at end of year2021-12-31$383,486
Participant contributions at beginning of year2021-12-31$370,245
Assets. Other investments not covered elsewhere at end of year2021-12-31$355,339
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$306,517
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$127,440
Other income not declared elsewhere2021-12-31$58,595
Administrative expenses (other) incurred2021-12-31$79,089
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$3,497,902
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,950,193
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,452,291
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
Assets. partnership/joint venture interests at end of year2021-12-31$10,739
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,774,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,946,487
Interest on participant loans2021-12-31$20,749
Interest earned on other investments2021-12-31$10,971
Value of interest in common/collective trusts at end of year2021-12-31$19,124,556
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$301,914
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$829,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$371,994
Net investment gain or loss from common/collective trusts2021-12-31$2,356,276
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$5,932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$953,981
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 name2021-12-31BERGANKDV
Accountancy firm EIN2021-12-31411431613
2020 : BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT 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$2,977,609
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,842,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,780,713
Value of total corrective distributions2020-12-31$78
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,391,677
Value of total assets at end of year2020-12-31$19,452,291
Value of total assets at beginning of year2020-12-31$18,317,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$61,892
Total interest from all sources2020-12-31$41,760
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$22,179
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$22,179
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,358,905
Participant contributions at end of year2020-12-31$370,245
Participant contributions at beginning of year2020-12-31$373,962
Assets. Other investments not covered elsewhere at end of year2020-12-31$306,517
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$240,043
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$32,772
Other income not declared elsewhere2020-12-31$65,556
Administrative expenses (other) incurred2020-12-31$61,892
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$1,134,926
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,452,291
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,317,365
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
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$10,647
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$17,946,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,977,949
Value of interest in pooled separate accounts at beginning of year2020-12-31$9,110,401
Interest on participant loans2020-12-31$18,767
Interest earned on other investments2020-12-31$22,993
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$829,042
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,604,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,683,805
Net investment gain/loss from pooled separate accounts2020-12-31$-227,368
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,780,713
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 name2020-12-31GRANT THORNTON, LLP
Accountancy firm EIN2020-12-31366055558
2019 : BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$213
Total unrealized appreciation/depreciation of assets2019-12-31$213
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$5,045,978
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,346,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,303,324
Value of total corrective distributions2019-12-31$919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,483,844
Value of total assets at end of year2019-12-31$18,317,365
Value of total assets at beginning of year2019-12-31$14,617,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$42,104
Total interest from all sources2019-12-31$42,845
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$75,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$75,043
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$1,336,414
Participant contributions at end of year2019-12-31$373,962
Participant contributions at beginning of year2019-12-31$382,613
Assets. Other investments not covered elsewhere at end of year2019-12-31$240,043
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$177,835
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$147,430
Other income not declared elsewhere2019-12-31$73,639
Administrative expenses (other) incurred2019-12-31$42,104
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$19
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,699,631
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,317,365
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,617,734
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
Assets. partnership/joint venture interests at end of year2019-12-31$10,647
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,977,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,121,948
Value of interest in pooled separate accounts at end of year2019-12-31$9,110,401
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,296,719
Interest on participant loans2019-12-31$20,268
Interest earned on other investments2019-12-31$22,577
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,604,363
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,638,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,466,551
Net investment gain/loss from pooled separate accounts2019-12-31$1,903,843
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,303,324
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 name2019-12-31GRANT THORNTON, LLP
Accountancy firm EIN2019-12-31366055558
2018 : BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$3,885
Total unrealized appreciation/depreciation of assets2018-12-31$3,885
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$354,651
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,033,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$991,408
Value of total corrective distributions2018-12-31$292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,216,348
Value of total assets at end of year2018-12-31$14,617,734
Value of total assets at beginning of year2018-12-31$15,296,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$41,793
Total interest from all sources2018-12-31$37,635
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$60,089
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$60,089
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,173,923
Participant contributions at end of year2018-12-31$382,613
Participant contributions at beginning of year2018-12-31$375,852
Assets. Other investments not covered elsewhere at end of year2018-12-31$177,835
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$139,435
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$42,425
Other income not declared elsewhere2018-12-31$34,508
Administrative expenses (other) incurred2018-12-31$41,793
Total non interest bearing cash at end of year2018-12-31$19
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-678,842
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,617,734
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,296,576
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
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$17,478
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,121,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,772,087
Value of interest in pooled separate accounts at end of year2018-12-31$7,296,719
Value of interest in pooled separate accounts at beginning of year2018-12-31$7,516,561
Interest on participant loans2018-12-31$18,551
Interest earned on other investments2018-12-31$19,084
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,638,600
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,475,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-613,985
Net investment gain/loss from pooled separate accounts2018-12-31$-383,829
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$991,408
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GRANT THORNTON, LLP
Accountancy firm EIN2018-12-31366055558
2017 : BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-4,324
Total unrealized appreciation/depreciation of assets2017-12-31$-4,324
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$3,103,857
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$518,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$481,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,027,713
Value of total assets at end of year2017-12-31$15,296,576
Value of total assets at beginning of year2017-12-31$12,711,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$37,429
Total interest from all sources2017-12-31$34,617
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$64,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$64,244
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$1,013,888
Participant contributions at end of year2017-12-31$375,852
Participant contributions at beginning of year2017-12-31$418,653
Assets. Other investments not covered elsewhere at end of year2017-12-31$139,435
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$144,960
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$13,825
Other income not declared elsewhere2017-12-31$40,800
Administrative expenses (other) incurred2017-12-31$37,429
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$2,585,050
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,296,576
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,711,526
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
Assets. partnership/joint venture interests at end of year2017-12-31$17,478
Assets. partnership/joint venture interests at beginning of year2017-12-31$6,591
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,772,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,656,822
Value of interest in pooled separate accounts at end of year2017-12-31$7,516,561
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,147,093
Interest on participant loans2017-12-31$18,330
Interest earned on other investments2017-12-31$16,287
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,475,163
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,337,407
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$840,687
Net investment gain/loss from pooled separate accounts2017-12-31$1,100,120
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$481,378
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 name2017-12-31GRANT THORNTON, LLP
Accountancy firm EIN2017-12-31366055558
2016 : BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$591
Total unrealized appreciation/depreciation of assets2016-12-31$591
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$1,806,240
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$502,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$447,962
Value of total corrective distributions2016-12-31$5,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$880,231
Value of total assets at end of year2016-12-31$12,711,526
Value of total assets at beginning of year2016-12-31$11,407,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$49,232
Total interest from all sources2016-12-31$29,166
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$60,233
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$60,233
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$859,026
Participant contributions at end of year2016-12-31$418,653
Participant contributions at beginning of year2016-12-31$351,164
Assets. Other investments not covered elsewhere at end of year2016-12-31$144,960
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$151,634
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$21,205
Other income not declared elsewhere2016-12-31$43,718
Administrative expenses (other) incurred2016-12-31$49,232
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$1,304,016
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,711,526
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,407,510
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
Assets. partnership/joint venture interests at end of year2016-12-31$6,591
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,656,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,470,424
Value of interest in pooled separate accounts at end of year2016-12-31$6,147,093
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,139,935
Interest on participant loans2016-12-31$15,017
Interest earned on other investments2016-12-31$14,149
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,337,407
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,294,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$206,728
Net investment gain/loss from pooled separate accounts2016-12-31$585,573
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$447,962
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 name2016-12-31GRANT THORNTON, LLP
Accountancy firm EIN2016-12-31366055558
2015 : BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT 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$1,152,188
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$900,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$930,671
Expenses. Certain deemed distributions of participant loans2015-12-31$-35,276
Value of total corrective distributions2015-12-31$27
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,097,926
Value of total assets at end of year2015-12-31$11,407,510
Value of total assets at beginning of year2015-12-31$11,156,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,400
Total interest from all sources2015-12-31$26,164
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$55,378
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$55,378
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
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$778,923
Participant contributions at end of year2015-12-31$351,164
Participant contributions at beginning of year2015-12-31$259,612
Assets. Other investments not covered elsewhere at end of year2015-12-31$151,634
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$101,435
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$319,003
Other income not declared elsewhere2015-12-31$7,614
Administrative expenses (other) incurred2015-12-31$5,400
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$251,366
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,407,510
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,156,144
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$4,470,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,042,458
Value of interest in pooled separate accounts at end of year2015-12-31$5,139,935
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,345,482
Interest on participant loans2015-12-31$12,626
Interest earned on other investments2015-12-31$13,538
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,294,353
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,407,157
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-143,952
Net investment gain/loss from pooled separate accounts2015-12-31$109,058
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$930,671
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 name2015-12-31GRANT THORNTON, LLP
Accountancy firm EIN2015-12-31366055558
2014 : BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT 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$1,356,775
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$646,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$606,058
Expenses. Certain deemed distributions of participant loans2014-12-31$35,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$867,975
Value of total assets at end of year2014-12-31$11,156,144
Value of total assets at beginning of year2014-12-31$10,446,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,970
Total interest from all sources2014-12-31$26,915
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$44,618
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$44,618
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
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$764,063
Participant contributions at end of year2014-12-31$259,612
Participant contributions at beginning of year2014-12-31$311,797
Assets. Other investments not covered elsewhere at end of year2014-12-31$101,435
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$106,315
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$103,912
Other income not declared elsewhere2014-12-31$-4,773
Administrative expenses (other) incurred2014-12-31$4,970
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$710,053
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,156,144
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,446,091
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$3,042,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,684,361
Value of interest in pooled separate accounts at end of year2014-12-31$6,345,482
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,057,945
Interest on participant loans2014-12-31$12,036
Interest earned on other investments2014-12-31$14,879
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,407,157
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,285,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$422,040
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$606,058
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 name2014-12-31GRANT THORNTON, LLP
Accountancy firm EIN2014-12-31366055558
2013 : BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT 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$2,418,210
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$361,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$352,023
Value of total corrective distributions2013-12-31$4,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$690,936
Value of total assets at end of year2013-12-31$10,446,091
Value of total assets at beginning of year2013-12-31$8,389,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,485
Total interest from all sources2013-12-31$31,907
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$45,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$45,799
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
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$690,936
Participant contributions at end of year2013-12-31$311,797
Participant contributions at beginning of year2013-12-31$350,690
Assets. Other investments not covered elsewhere at end of year2013-12-31$106,315
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$49,594
Other income not declared elsewhere2013-12-31$6,710
Administrative expenses (other) incurred2013-12-31$5,485
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,056,697
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,446,091
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,389,394
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$2,684,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,902,920
Value of interest in pooled separate accounts at end of year2013-12-31$6,057,945
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,722,487
Interest on participant loans2013-12-31$14,649
Interest earned on other investments2013-12-31$17,258
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,285,673
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,363,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$452,908
Net investment gain/loss from pooled separate accounts2013-12-31$1,189,950
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$352,023
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 name2013-12-31GRANT THORNTON, LLP
Accountancy firm EIN2013-12-31366055558
2012 : BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,768,355
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$731,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$723,990
Expenses. Certain deemed distributions of participant loans2012-12-31$1,492
Value of total corrective distributions2012-12-31$94
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$909,453
Value of total assets at end of year2012-12-31$8,389,394
Value of total assets at beginning of year2012-12-31$7,353,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,421
Total interest from all sources2012-12-31$37,714
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$39,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$701,966
Participant contributions at end of year2012-12-31$350,690
Participant contributions at beginning of year2012-12-31$305,549
Assets. Other investments not covered elsewhere at end of year2012-12-31$49,594
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$207,487
Other income not declared elsewhere2012-12-31$-336
Administrative expenses (other) incurred2012-12-31$6,421
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,036,358
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,389,394
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,353,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,902,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,148,629
Value of interest in pooled separate accounts at end of year2012-12-31$4,722,487
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,500,404
Interest on participant loans2012-12-31$15,195
Interest earned on other investments2012-12-31$22,519
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,363,703
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,398,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$181,152
Net investment gain/loss from pooled separate accounts2012-12-31$600,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Income. Dividends from preferred stock2012-12-31$39,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$723,990
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GRANT THORNTON, LLP
Accountancy firm EIN2012-12-31366055558
2011 : BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$525,579
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$405,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$397,783
Value of total corrective distributions2011-12-31$2,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$654,193
Value of total assets at end of year2011-12-31$7,353,036
Value of total assets at beginning of year2011-12-31$7,233,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,009
Total interest from all sources2011-12-31$41,281
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$31,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$31,478
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$648,175
Participant contributions at end of year2011-12-31$305,549
Participant contributions at beginning of year2011-12-31$342,434
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$6,018
Administrative expenses (other) incurred2011-12-31$5,009
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$119,868
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,353,036
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,233,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,148,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,148,493
Value of interest in pooled separate accounts at end of year2011-12-31$4,500,404
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,356,746
Interest on participant loans2011-12-31$16,091
Interest earned on other investments2011-12-31$25,190
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,398,454
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,385,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-6,495
Net investment gain/loss from pooled separate accounts2011-12-31$-194,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$397,783
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GRANT THORNTON LLP
Accountancy firm EIN2011-12-31366055558
2010 : BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,256,392
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$626,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$610,970
Value of total corrective distributions2010-12-31$9,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$529,829
Value of total assets at end of year2010-12-31$7,233,168
Value of total assets at beginning of year2010-12-31$6,603,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,570
Total interest from all sources2010-12-31$46,008
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$30,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$30,320
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$529,829
Participant contributions at end of year2010-12-31$342,434
Participant contributions at beginning of year2010-12-31$324,428
Administrative expenses (other) incurred2010-12-31$6,570
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$629,627
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,233,168
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,603,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,148,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$386,595
Value of interest in pooled separate accounts at end of year2010-12-31$4,356,746
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,571,272
Interest on participant loans2010-12-31$17,042
Interest earned on other investments2010-12-31$28,966
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,385,495
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,321,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$155,112
Net investment gain/loss from pooled separate accounts2010-12-31$495,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$610,970
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GRANT THORNTON LLP
Accountancy firm EIN2010-12-31366055558
2009 : BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT 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 BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT

2022: BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT 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: BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT 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: BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT 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: BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT 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: BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT 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: BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT 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: BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT 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: BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT 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: BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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: BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST AGREEMENT 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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number037258
Policy instance 1
Insurance contract or identification number037258
Number of Individuals Covered470
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number037258
Policy instance 1
Insurance contract or identification number037258
Number of Individuals Covered452
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number037258
Policy instance 1
Insurance contract or identification number037258
Number of Individuals Covered446
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number037258
Policy instance 1
Insurance contract or identification number037258
Number of Individuals Covered435
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 number037258
Policy instance 1
Insurance contract or identification number037258
Number of Individuals Covered576
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number037258
Policy instance 1
Insurance contract or identification number037258
Number of Individuals Covered530
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number37258-001
Policy instance 1
Insurance contract or identification number37258-001
Number of Individuals Covered440
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $23,544
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 fees23544
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameLPL FINANCIAL LLC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number37258-001
Policy instance 1
Insurance contract or identification number37258-001
Number of Individuals Covered418
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $30,077
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 fees30077
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameLPL FINANCIAL LLC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number37258-001
Policy instance 1
Insurance contract or identification number37258-001
Number of Individuals Covered392
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 $26,866
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 fees26866
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameLPL FINANCIAL LLC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number37258-001
Policy instance 1
Insurance contract or identification number37258-001
Number of Individuals Covered291
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 $23,497
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 fees23497
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameLPL FINANCIAL LLC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number37258-001
Policy instance 1
Insurance contract or identification number37258-001
Number of Individuals Covered465
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 $26,423
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 number37258-001
Policy instance 1
Insurance contract or identification number37258-001
Number of Individuals Covered450
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 $23,730
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

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