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CYMSTAR COLLECTIVE BARGAINING EMPLOYEES' RETIREMENT PLAN 401k Plan overview

Plan NameCYMSTAR COLLECTIVE BARGAINING EMPLOYEES' RETIREMENT PLAN
Plan identification number 002

CYMSTAR COLLECTIVE BARGAINING EMPLOYEES' RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

CYMSTAR, LLC has sponsored the creation of one or more 401k plans.

Company Name:CYMSTAR, LLC
Employer identification number (EIN):412100897
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CYMSTAR COLLECTIVE BARGAINING EMPLOYEES' RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01SHAUNA KNOERNSCHILD-LEHR
0022023-01-01SHAUNA KNOERNSCHILD-LEHR
0022022-01-01
0022022-01-01SHAUNA KNOERNSCHILD-LEHR
0022021-01-01
0022021-01-01SHAUNA KNOERNSCHILD-LEHR
0022020-01-01
0022019-01-01
0022018-01-01SHAUNA KNOERNSCHILD GARY COLLINS2019-07-23
0022017-01-01SHAUNA KNOERNSCHILD GARY COLLINS2018-09-07
0022016-01-01SHAUNA KNOERNSCHILD2017-07-13 GARY W COLLINS2017-07-13
0022015-01-01GARY COLLINS GARY COLLINS2016-10-13
0022014-01-01GARY COLLINS2015-10-07
0022013-01-01GARY COLLINS2014-09-26
0022012-04-01GARY COLLINS2013-07-30

Plan Statistics for CYMSTAR COLLECTIVE BARGAINING EMPLOYEES' RETIREMENT PLAN

401k plan membership statisitcs for CYMSTAR COLLECTIVE BARGAINING EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2022: CYMSTAR COLLECTIVE BARGAINING EMPLOYEES' RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01139
Total number of active participants reported on line 7a of the Form 55002022-01-0162
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0176
Total of all active and inactive participants2022-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01140
Number of participants with account balances2022-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CYMSTAR COLLECTIVE BARGAINING EMPLOYEES' RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01149
Total number of active participants reported on line 7a of the Form 55002021-01-0160
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0177
Total of all active and inactive participants2021-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01139
Number of participants with account balances2021-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CYMSTAR COLLECTIVE BARGAINING EMPLOYEES' RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01164
Total number of active participants reported on line 7a of the Form 55002020-01-0164
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0183
Total of all active and inactive participants2020-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01149
Number of participants with account balances2020-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CYMSTAR COLLECTIVE BARGAINING EMPLOYEES' RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01185
Total number of active participants reported on line 7a of the Form 55002019-01-01144
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0118
Total of all active and inactive participants2019-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01164
Number of participants with account balances2019-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CYMSTAR COLLECTIVE BARGAINING EMPLOYEES' RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01176
Total number of active participants reported on line 7a of the Form 55002018-01-01172
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0112
Total of all active and inactive participants2018-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01185
Number of participants with account balances2018-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CYMSTAR COLLECTIVE BARGAINING EMPLOYEES' RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01132
Total number of active participants reported on line 7a of the Form 55002017-01-01161
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0114
Total of all active and inactive participants2017-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01176
Number of participants with account balances2017-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2015: CYMSTAR COLLECTIVE BARGAINING EMPLOYEES' RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0111
Total number of active participants reported on line 7a of the Form 55002015-01-0197
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-017
Total of all active and inactive participants2015-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01104
Number of participants with account balances2015-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on CYMSTAR COLLECTIVE BARGAINING EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2023 : CYMSTAR COLLECTIVE BARGAINING EMPLOYEES' RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$21,953
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$3,630,189
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,516,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,515,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,198,783
Value of total assets at end of year2023-12-31$15,356,074
Value of total assets at beginning of year2023-12-31$13,220,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$1,600
Total interest from all sources2023-12-31$16,933
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$903,342
Participant contributions at end of year2023-12-31$131,355
Participant contributions at beginning of year2023-12-31$129,831
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$32,626
Other income not declared elsewhere2023-12-31$49
Administrative expenses (other) incurred2023-12-31$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,113,343
Value of net assets at end of year (total assets less liabilities)2023-12-31$15,356,074
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$13,220,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$14,635,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$12,289,210
Interest on participant loans2023-12-31$8,080
Interest earned on other investments2023-12-31$8,853
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$588,980
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$801,737
Net investment gain/loss from pooled separate accounts2023-12-31$2,414,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$262,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,515,246
Contract administrator fees2023-12-31$1,450
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31STOTTS, ARCHAMBO, MUEGGENBORG & BAR
Accountancy firm EIN2023-12-31471209122
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total transfer of assets to this plan2023-01-01$21,953
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$3,630,189
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$1,516,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$1,515,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$1,198,783
Value of total assets at end of year2023-01-01$15,356,074
Value of total assets at beginning of year2023-01-01$13,220,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$1,600
Total interest from all sources2023-01-01$16,933
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$903,342
Participant contributions at end of year2023-01-01$131,355
Participant contributions at beginning of year2023-01-01$129,831
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$32,626
Other income not declared elsewhere2023-01-01$49
Administrative expenses (other) incurred2023-01-01$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$2,113,343
Value of net assets at end of year (total assets less liabilities)2023-01-01$15,356,074
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$13,220,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$14,635,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$12,289,210
Interest on participant loans2023-01-01$8,080
Interest earned on other investments2023-01-01$8,853
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$588,980
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$801,737
Net investment gain/loss from pooled separate accounts2023-01-01$2,414,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$262,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$1,515,246
Contract administrator fees2023-01-01$1,450
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01STOTTS, ARCHAMBO, MUEGGENBORG & BAR
Accountancy firm EIN2023-01-01471209122
2022 : CYMSTAR COLLECTIVE BARGAINING EMPLOYEES' RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$29,023
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$0
Total income from all sources (including contributions)2022-12-31$-1,682,353
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,114,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,113,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,102,126
Value of total assets at end of year2022-12-31$13,220,778
Value of total assets at beginning of year2022-12-31$16,046,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,200
Total interest from all sources2022-12-31$11,253
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$849,959
Participant contributions at end of year2022-12-31$129,831
Participant contributions at beginning of year2022-12-31$41,931
Other income not declared elsewhere2022-12-31$-338
Administrative expenses (other) incurred2022-12-31$1,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,796,797
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,220,778
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,046,598
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,289,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,236,118
Interest on participant loans2022-12-31$3,562
Interest earned on other investments2022-12-31$7,691
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$801,737
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$768,549
Net investment gain/loss from pooled separate accounts2022-12-31$-2,795,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$252,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,113,244
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 name2022-12-31STOTTS, ARCHAMBO, MUEGGENBORG & BAR
Accountancy firm EIN2022-12-31471209122
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total transfer of assets from this plan2022-01-01$29,023
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-1,682,353
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$1,114,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,113,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$1,102,126
Value of total assets at end of year2022-01-01$13,220,778
Value of total assets at beginning of year2022-01-01$16,046,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$1,200
Total interest from all sources2022-01-01$11,253
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$849,959
Participant contributions at end of year2022-01-01$129,831
Participant contributions at beginning of year2022-01-01$41,931
Other income not declared elsewhere2022-01-01$-338
Administrative expenses (other) incurred2022-01-01$1,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-2,796,797
Value of net assets at end of year (total assets less liabilities)2022-01-01$13,220,778
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$16,046,598
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$12,289,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$15,236,118
Interest on participant loans2022-01-01$3,562
Interest earned on other investments2022-01-01$7,691
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$801,737
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$768,549
Net investment gain/loss from pooled separate accounts2022-01-01$-2,795,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$252,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,113,244
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01STOTTS, ARCHAMBO, MUEGGENBORG & BAR
Accountancy firm EIN2022-01-01471209122
2021 : CYMSTAR COLLECTIVE BARGAINING EMPLOYEES' RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$6,866
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,719,640
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,126,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,123,882
Value of total corrective distributions2021-12-31$1,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,545,415
Value of total assets at end of year2021-12-31$16,046,598
Value of total assets at beginning of year2021-12-31$14,446,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,350
Total interest from all sources2021-12-31$11,255
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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$842,704
Participant contributions at end of year2021-12-31$41,931
Participant contributions at beginning of year2021-12-31$46,794
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$448,314
Other income not declared elsewhere2021-12-31$4
Administrative expenses (other) incurred2021-12-31$1,350
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$1,593,059
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,046,598
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,446,673
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,236,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,735,174
Interest on participant loans2021-12-31$3,248
Interest earned on other investments2021-12-31$8,007
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$768,549
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$664,705
Net investment gain/loss from pooled separate accounts2021-12-31$2,162,966
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$254,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,123,882
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31STOTTS, ARCHAMBO, MUEGGENBORG & BAR
Accountancy firm EIN2021-12-31471209122
2020 : CYMSTAR COLLECTIVE BARGAINING EMPLOYEES' RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$39,353
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$3,804,772
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,912,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,868,503
Value of total corrective distributions2020-12-31$42,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,801,818
Value of total assets at end of year2020-12-31$14,446,673
Value of total assets at beginning of year2020-12-31$14,515,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,050
Total interest from all sources2020-12-31$12,353
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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$1,255,514
Participant contributions at end of year2020-12-31$46,794
Participant contributions at beginning of year2020-12-31$122,154
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$139,278
Other income not declared elsewhere2020-12-31$692
Administrative expenses (other) incurred2020-12-31$2,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-108,132
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,446,673
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,515,452
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,735,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,153,912
Interest on participant loans2020-12-31$5,926
Interest earned on other investments2020-12-31$6,427
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$664,705
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$239,386
Net investment gain/loss from pooled separate accounts2020-12-31$1,989,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$407,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,868,503
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 name2020-12-31STOTTS, ARCHAMBO, MUEGGENBORG & BAR
Accountancy firm EIN2020-12-31471209122
2019 : CYMSTAR COLLECTIVE BARGAINING EMPLOYEES' RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,028,697
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$863,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$861,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,449,693
Value of total assets at end of year2019-12-31$14,515,452
Value of total assets at beginning of year2019-12-31$9,350,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,450
Total interest from all sources2019-12-31$10,011
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,985,961
Participant contributions at end of year2019-12-31$122,154
Participant contributions at beginning of year2019-12-31$226,940
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$755,532
Other income not declared elsewhere2019-12-31$410
Administrative expenses (other) incurred2019-12-31$2,450
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$5,165,205
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,515,452
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,350,247
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,153,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,988,917
Interest on participant loans2019-12-31$7,969
Interest earned on other investments2019-12-31$2,042
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$239,386
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$134,390
Net investment gain/loss from pooled separate accounts2019-12-31$2,568,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$708,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$861,042
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 name2019-12-31STOTTS, ARCHAMBO, MUEGGENBORG & BAR
Accountancy firm EIN2019-12-31471209122
2018 : CYMSTAR COLLECTIVE BARGAINING EMPLOYEES' RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$480
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$2,816,379
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$390,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$301,739
Value of total corrective distributions2018-12-31$86,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,462,013
Value of total assets at end of year2018-12-31$9,350,247
Value of total assets at beginning of year2018-12-31$6,924,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,150
Total interest from all sources2018-12-31$10,586
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,943,291
Participant contributions at end of year2018-12-31$226,940
Participant contributions at beginning of year2018-12-31$219,643
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$773,781
Other income not declared elsewhere2018-12-31$1,286
Administrative expenses (other) incurred2018-12-31$2,150
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$2,426,105
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,350,247
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,924,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,988,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,560,952
Interest on participant loans2018-12-31$9,570
Interest earned on other investments2018-12-31$1,016
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$134,390
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$144,027
Net investment gain/loss from pooled separate accounts2018-12-31$-657,506
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$744,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$301,739
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 name2018-12-31STOTTS, ARCHAMBO, MUEGGENBORG & BAR
Accountancy firm EIN2018-12-31471209122
2017 : CYMSTAR COLLECTIVE BARGAINING EMPLOYEES' RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$1,512
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,764,405
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$252,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$244,848
Expenses. Certain deemed distributions of participant loans2017-12-31$4,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,851,242
Value of total assets at end of year2017-12-31$6,924,622
Value of total assets at beginning of year2017-12-31$4,410,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,750
Total interest from all sources2017-12-31$8,779
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,176,159
Participant contributions at end of year2017-12-31$219,643
Participant contributions at beginning of year2017-12-31$167,977
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$202,280
Other income not declared elsewhere2017-12-31$87
Administrative expenses (other) incurred2017-12-31$2,750
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$2,512,394
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,924,622
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,410,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,560,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,181,500
Interest on participant loans2017-12-31$7,870
Interest earned on other investments2017-12-31$909
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$144,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$61,239
Net investment gain/loss from pooled separate accounts2017-12-31$904,297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$472,803
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$244,848
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 name2017-12-31STOTTS, ARCHAMBO, MUEGGENBORG & BAR
Accountancy firm EIN2017-12-31471209122
2015 : CYMSTAR COLLECTIVE BARGAINING EMPLOYEES' RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$1,567,408
Expenses. Total of all expenses incurred2015-12-31$67,865
Benefits paid (including direct rollovers)2015-12-31$67,355
Total plan assets at end of year2015-12-31$1,662,477
Total plan assets at beginning of year2015-12-31$162,934
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$1,004,571
Expenses. Other expenses not covered elsewhere2015-12-31$510
Contributions received from other sources (not participants or employers)2015-12-31$218,709
Other income received2015-12-31$-28,403
Net income (gross income less expenses)2015-12-31$1,499,543
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,662,477
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$162,934
Assets. Value of participant loans2015-12-31$42,000
Total contributions received or receivable from employer(s)2015-12-31$372,531

Form 5500 Responses for CYMSTAR COLLECTIVE BARGAINING EMPLOYEES' RETIREMENT PLAN

2022: CYMSTAR COLLECTIVE BARGAINING EMPLOYEES' RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CYMSTAR COLLECTIVE BARGAINING EMPLOYEES' RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CYMSTAR COLLECTIVE BARGAINING EMPLOYEES' RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CYMSTAR COLLECTIVE BARGAINING EMPLOYEES' RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CYMSTAR COLLECTIVE BARGAINING EMPLOYEES' RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CYMSTAR COLLECTIVE BARGAINING EMPLOYEES' RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2015: CYMSTAR COLLECTIVE BARGAINING EMPLOYEES' RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9889
Policy instance 1
Insurance contract or identification numberZH9889
Number of Individuals Covered122
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $21,018
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9889
Policy instance 1
Insurance contract or identification numberZH9889
Number of Individuals Covered140
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $20,891
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9889
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9889
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9889
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9889
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9889
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9889
Policy instance 1

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