ROLFE STATE BANK has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROLFE STATE BANK PENSION TRUST
| Measure | Date | Value |
|---|
| 2018: ROLFE STATE BANK PENSION TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-02-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-02-01 | 11 |
| Total of all active and inactive participants | 2018-02-01 | 11 |
| Total participants | 2018-02-01 | 11 |
| 2017: ROLFE STATE BANK PENSION TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-02-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-02-01 | 13 |
| Total of all active and inactive participants | 2017-02-01 | 13 |
| Total participants | 2017-02-01 | 13 |
| 2016: ROLFE STATE BANK PENSION TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-02-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-02-01 | 14 |
| Total of all active and inactive participants | 2016-02-01 | 14 |
| Total participants | 2016-02-01 | 14 |
| 2015: ROLFE STATE BANK PENSION TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-02-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-02-01 | 13 |
| Number of retired or separated participants receiving benefits | 2015-02-01 | 1 |
| Total of all active and inactive participants | 2015-02-01 | 14 |
| Total participants | 2015-02-01 | 14 |
| 2014: ROLFE STATE BANK PENSION TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-02-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-02-01 | 14 |
| Total of all active and inactive participants | 2014-02-01 | 14 |
| Total participants | 2014-02-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-02-01 | 1 |
| 2013: ROLFE STATE BANK PENSION TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-02-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-02-01 | 14 |
| Number of retired or separated participants receiving benefits | 2013-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-02-01 | 0 |
| Total of all active and inactive participants | 2013-02-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-02-01 | 0 |
| Total participants | 2013-02-01 | 14 |
| 2012: ROLFE STATE BANK PENSION TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-02-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-02-01 | 14 |
| Total of all active and inactive participants | 2012-02-01 | 14 |
| Total participants | 2012-02-01 | 14 |
| 2011: ROLFE STATE BANK PENSION TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-02-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-02-01 | 14 |
| Number of retired or separated participants receiving benefits | 2011-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-02-01 | 0 |
| Total of all active and inactive participants | 2011-02-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-02-01 | 0 |
| Total participants | 2011-02-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-02-01 | 0 |
| 2009: ROLFE STATE BANK PENSION TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-02-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-02-01 | 14 |
| Number of retired or separated participants receiving benefits | 2009-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-02-01 | 0 |
| Total of all active and inactive participants | 2009-02-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-02-01 | 0 |
| Total participants | 2009-02-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-02-01 | 0 |
| 2018: ROLFE STATE BANK PENSION TRUST 2018 form 5500 responses |
|---|
| 2018-02-01 | Type of plan entity | Single employer plan |
| 2018-02-01 | Submission has been amended | No |
| 2018-02-01 | This submission is the final filing | No |
| 2018-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-02-01 | Plan is a collectively bargained plan | No |
| 2018-02-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2018-02-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2017: ROLFE STATE BANK PENSION TRUST 2017 form 5500 responses |
|---|
| 2017-02-01 | Type of plan entity | Single employer plan |
| 2017-02-01 | Submission has been amended | No |
| 2017-02-01 | This submission is the final filing | No |
| 2017-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-02-01 | Plan is a collectively bargained plan | No |
| 2017-02-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2017-02-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2016: ROLFE STATE BANK PENSION TRUST 2016 form 5500 responses |
|---|
| 2016-02-01 | Type of plan entity | Single employer plan |
| 2016-02-01 | Submission has been amended | No |
| 2016-02-01 | This submission is the final filing | No |
| 2016-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-02-01 | Plan is a collectively bargained plan | No |
| 2016-02-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2016-02-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2015: ROLFE STATE BANK PENSION TRUST 2015 form 5500 responses |
|---|
| 2015-02-01 | Type of plan entity | Single employer plan |
| 2015-02-01 | Submission has been amended | No |
| 2015-02-01 | This submission is the final filing | No |
| 2015-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-02-01 | Plan is a collectively bargained plan | No |
| 2015-02-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2015-02-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2014: ROLFE STATE BANK PENSION TRUST 2014 form 5500 responses |
|---|
| 2014-02-01 | Type of plan entity | Single employer plan |
| 2014-02-01 | Submission has been amended | No |
| 2014-02-01 | This submission is the final filing | No |
| 2014-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-02-01 | Plan is a collectively bargained plan | No |
| 2014-02-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2014-02-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2013: ROLFE STATE BANK PENSION TRUST 2013 form 5500 responses |
|---|
| 2013-02-01 | Type of plan entity | Single employer plan |
| 2013-02-01 | Submission has been amended | No |
| 2013-02-01 | This submission is the final filing | No |
| 2013-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-02-01 | Plan is a collectively bargained plan | No |
| 2013-02-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2013-02-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2012: ROLFE STATE BANK PENSION TRUST 2012 form 5500 responses |
|---|
| 2012-02-01 | Type of plan entity | Single employer plan |
| 2012-02-01 | Submission has been amended | No |
| 2012-02-01 | This submission is the final filing | No |
| 2012-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-02-01 | Plan is a collectively bargained plan | No |
| 2012-02-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2012-02-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2011: ROLFE STATE BANK PENSION TRUST 2011 form 5500 responses |
|---|
| 2011-02-01 | Type of plan entity | Single employer plan |
| 2011-02-01 | Submission has been amended | No |
| 2011-02-01 | This submission is the final filing | No |
| 2011-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-02-01 | Plan is a collectively bargained plan | No |
| 2011-02-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2011-02-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2009: ROLFE STATE BANK PENSION TRUST 2009 form 5500 responses |
|---|
| 2009-02-01 | Type of plan entity | Single employer plan |
| 2009-02-01 | Submission has been amended | Yes |
| 2009-02-01 | This submission is the final filing | No |
| 2009-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-02-01 | Plan is a collectively bargained plan | No |
| 2009-02-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2009-02-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 02224 |
| Policy instance | 1 |
| Insurance contract or identification number | 02224 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2018-02-01 | | Insurance policy end date | 2019-01-31 | | Total amount of commissions paid to insurance broker | USD $2,178 | | Total amount of fees paid to insurance company | USD $5,036 | | Are there contracts with allocated funds for individual policies? | 1 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $646 | | Amount paid for insurance broker fees | 108 | | Additional information about fees paid to insurance broker | OTHER COMPENSATION | | Insurance broker organization code? | 3 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 02224 |
| Policy instance | 1 |
| Insurance contract or identification number | 02224 | | Number of Individuals Covered | 13 | | Insurance policy start date | 2017-02-01 | | Insurance policy end date | 2018-01-31 | | Total amount of commissions paid to insurance broker | USD $1,917 | | Total amount of fees paid to insurance company | USD $6,145 | | Are there contracts with allocated funds for individual policies? | 1 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $775 | | Amount paid for insurance broker fees | 81 | | Additional information about fees paid to insurance broker | OTHER COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | STEVE BEDFORD |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 02224 |
| Policy instance | 1 |
| Insurance contract or identification number | 02224 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-02-01 | | Insurance policy end date | 2016-01-31 | | Total amount of commissions paid to insurance broker | USD $2,287 | | Total amount of fees paid to insurance company | USD $5,290 | | Are there contracts with allocated funds for individual policies? | Yes | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $779 | | Amount paid for insurance broker fees | 104 | | Additional information about fees paid to insurance broker | OTHER COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | STEVE BEDFORD |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 02224 |
| Policy instance | 1 |
| Insurance contract or identification number | 02224 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2014-02-01 | | Insurance policy end date | 2015-01-31 | | Total amount of commissions paid to insurance broker | USD $2,626 | | Total amount of fees paid to insurance company | USD $5,325 | | Are there contracts with allocated funds for individual policies? | Yes | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $775 | | Amount paid for insurance broker fees | 158 | | Additional information about fees paid to insurance broker | OTHER COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | STEVE BEDFORD |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 02224 |
| Policy instance | 1 |
| Insurance contract or identification number | 02224 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2013-02-01 | | Insurance policy end date | 2014-01-31 | | Total amount of commissions paid to insurance broker | USD $1,942 | | Total amount of fees paid to insurance company | USD $4,795 | | Are there contracts with allocated funds for individual policies? | Yes | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $293 | | Amount paid for insurance broker fees | 2348 | | Additional information about fees paid to insurance broker | SERVICING FEES & OTHER COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | KEITH ALLEN ERHARD |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 02224 |
| Policy instance | 1 |
| Insurance contract or identification number | 02224 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2012-02-01 | | Insurance policy end date | 2013-01-31 | | Total amount of commissions paid to insurance broker | USD $2,198 | | Total amount of fees paid to insurance company | USD $4,138 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $434 | | Amount paid for insurance broker fees | 1998 | | Insurance broker organization code? | 3 | | Insurance broker name | KEITH ALLEN ERHARD |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 02224 |
| Policy instance | 1 |
| Insurance contract or identification number | 02224 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2011-02-01 | | Insurance policy end date | 2012-01-31 | | Total amount of commissions paid to insurance broker | USD $780 | | Total amount of fees paid to insurance company | USD $3,214 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 02224 |
| Policy instance | 1 |
| Insurance contract or identification number | 02224 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2010-02-01 | | Insurance policy end date | 2011-01-31 | | Total amount of commissions paid to insurance broker | USD $709 | | Total amount of fees paid to insurance company | USD $3,183 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $356 | | Amount paid for insurance broker fees | 1685 | | Insurance broker organization code? | 3 | | Insurance broker name | GARY D KAMRATH |
|
