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CORRY JAMESTOWN AND HOLGA PENSION PLAN B 401k Plan overview

Plan NameCORRY JAMESTOWN AND HOLGA PENSION PLAN B
Plan identification number 014

CORRY JAMESTOWN AND HOLGA PENSION PLAN B Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:HNI CORPORATION
Employer identification number (EIN):420617510
NAIC Classification:337000

Additional information about HNI CORPORATION

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 1944-01-10
Company Identification Number: 019355
Legal Registered Office Address: 400 E COURT AVE

DES MOINES
United States of America (USA)
50309

More information about HNI CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CORRY JAMESTOWN AND HOLGA PENSION PLAN B

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0142022-01-01DONNA MEADE2023-07-26
0142021-01-01DONNA MEADE2022-09-06
0142020-01-01DONNA MEADE2021-07-29
0142019-01-01DONNA MEADE2020-08-26
0142018-01-01DONNA MEADE2019-07-26
0142017-01-01
0142016-01-01
0142015-01-01
0142014-01-01DONNA MEADE
0142013-01-01DONNA MEADE
0142012-01-01GARY L CARLSON
0142011-01-01GARY L CARLSON
0142009-01-01GARY L CARLSON

Plan Statistics for CORRY JAMESTOWN AND HOLGA PENSION PLAN B

401k plan membership statisitcs for CORRY JAMESTOWN AND HOLGA PENSION PLAN B

Measure Date Value
2022: CORRY JAMESTOWN AND HOLGA PENSION PLAN B 2022 401k membership
Market value of plan assets2022-12-318,640,698
Acturial value of plan assets2022-12-317,919,778
Funding target for retired participants and beneficiaries receiving payment2022-12-315,747,280
Number of terminated vested participants2022-12-3188
Fundng target for terminated vested participants2022-12-311,719,024
Active participant vested funding target2022-12-310
Number of active participants2022-12-310
Total funding liabilities for active participants2022-12-310
Total participant count2022-12-31359
Total funding target for all participants2022-12-317,466,304
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-3126,796
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3128,259
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31182,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01353
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-01231
Number of other retired or separated participants entitled to future benefits2022-01-0175
Total of all active and inactive participants2022-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0132
Total participants2022-01-01338
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CORRY JAMESTOWN AND HOLGA PENSION PLAN B 2021 401k membership
Market value of plan assets2021-12-318,025,536
Acturial value of plan assets2021-12-317,412,112
Funding target for retired participants and beneficiaries receiving payment2021-12-315,879,239
Number of terminated vested participants2021-12-3193
Fundng target for terminated vested participants2021-12-311,736,711
Active participant vested funding target2021-12-310
Number of active participants2021-12-310
Total funding liabilities for active participants2021-12-310
Total participant count2021-12-31374
Total funding target for all participants2021-12-317,615,950
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-312,556
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-312,689
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-31284,640
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31275,802
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31230,000
Net shortfall amortization installment of oustanding balance2021-12-31203,838
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31249,006
Additional cash requirement2021-12-31249,006
Contributions allocatedtoward minimum required contributions for current year2021-12-31275,802
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01365
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-01240
Number of other retired or separated participants entitled to future benefits2021-01-0184
Total of all active and inactive participants2021-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0129
Total participants2021-01-01353
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CORRY JAMESTOWN AND HOLGA PENSION PLAN B 2020 401k membership
Market value of plan assets2020-12-317,511,220
Acturial value of plan assets2020-12-317,275,631
Funding target for retired participants and beneficiaries receiving payment2020-12-316,324,879
Number of terminated vested participants2020-12-3199
Fundng target for terminated vested participants2020-12-311,847,542
Active participant vested funding target2020-12-310
Number of active participants2020-12-310
Total funding liabilities for active participants2020-12-310
Total participant count2020-12-31392
Total funding target for all participants2020-12-318,172,421
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31751
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31791
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31464,241
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31447,332
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31250,000
Net shortfall amortization installment of oustanding balance2020-12-31896,790
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31444,776
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-31444,776
Contributions allocatedtoward minimum required contributions for current year2020-12-31447,332
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01388
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-01250
Number of other retired or separated participants entitled to future benefits2020-01-0192
Total of all active and inactive participants2020-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0131
Total participants2020-01-01373
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CORRY JAMESTOWN AND HOLGA PENSION PLAN B 2019 401k membership
Market value of plan assets2019-12-316,800,339
Acturial value of plan assets2019-12-317,171,294
Funding target for retired participants and beneficiaries receiving payment2019-12-316,355,725
Number of terminated vested participants2019-12-31106
Fundng target for terminated vested participants2019-12-311,992,261
Active participant vested funding target2019-12-310
Number of active participants2019-12-310
Total funding liabilities for active participants2019-12-310
Total participant count2019-12-31408
Total funding target for all participants2019-12-318,347,986
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31808
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31853
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31539,300
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31507,143
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31248,000
Net shortfall amortization installment of oustanding balance2019-12-311,176,692
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31506,392
Additional cash requirement2019-12-31506,392
Contributions allocatedtoward minimum required contributions for current year2019-12-31507,143
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01408
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-01257
Number of other retired or separated participants entitled to future benefits2019-01-0198
Total of all active and inactive participants2019-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0133
Total participants2019-01-01388
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CORRY JAMESTOWN AND HOLGA PENSION PLAN B 2018 401k membership
Market value of plan assets2018-12-317,831,494
Acturial value of plan assets2018-12-317,550,003
Funding target for retired participants and beneficiaries receiving payment2018-12-315,991,020
Number of terminated vested participants2018-12-31114
Fundng target for terminated vested participants2018-12-312,204,086
Active participant vested funding target2018-12-310
Number of active participants2018-12-310
Total funding liabilities for active participants2018-12-310
Total participant count2018-12-31421
Total funding target for all participants2018-12-318,195,106
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-311
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-311
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31209,799
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31203,906
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31197,000
Net shortfall amortization installment of oustanding balance2018-12-31645,103
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31203,098
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31203,098
Contributions allocatedtoward minimum required contributions for current year2018-12-31203,906
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01418
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-01264
Number of other retired or separated participants entitled to future benefits2018-01-01105
Total of all active and inactive participants2018-01-01369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0135
Total participants2018-01-01404
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CORRY JAMESTOWN AND HOLGA PENSION PLAN B 2017 401k membership
Market value of plan assets2017-12-317,631,283
Acturial value of plan assets2017-12-317,824,644
Funding target for retired participants and beneficiaries receiving payment2017-12-316,132,811
Number of terminated vested participants2017-12-31120
Fundng target for terminated vested participants2017-12-312,189,401
Active participant vested funding target2017-12-310
Number of active participants2017-12-310
Total funding liabilities for active participants2017-12-310
Total participant count2017-12-31439
Total funding target for all participants2017-12-318,322,212
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-319
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3110
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31289,778
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31279,732
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31217,000
Net shortfall amortization installment of oustanding balance2017-12-31497,568
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31279,731
Additional cash requirement2017-12-31279,731
Contributions allocatedtoward minimum required contributions for current year2017-12-31279,732
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01436
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-01271
Number of other retired or separated participants entitled to future benefits2017-01-01114
Total of all active and inactive participants2017-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0133
Total participants2017-01-01418
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CORRY JAMESTOWN AND HOLGA PENSION PLAN B 2016 401k membership
Market value of plan assets2016-12-317,643,328
Acturial value of plan assets2016-12-318,143,909
Funding target for retired participants and beneficiaries receiving payment2016-12-316,267,261
Number of terminated vested participants2016-12-31140
Fundng target for terminated vested participants2016-12-312,147,849
Active participant vested funding target2016-12-310
Number of active participants2016-12-310
Total funding liabilities for active participants2016-12-310
Total participant count2016-12-31467
Total funding target for all participants2016-12-318,415,110
Balance at beginning of prior year after applicable adjustments2016-12-31107,281
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-31107,281
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-3121
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3122
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-31105,382
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31442,419
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31423,102
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31178,000
Net shortfall amortization installment of oustanding balance2016-12-31271,201
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31423,093
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31423,093
Contributions allocatedtoward minimum required contributions for current year2016-12-31423,102
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01461
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-01283
Number of other retired or separated participants entitled to future benefits2016-01-01119
Total of all active and inactive participants2016-01-01402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0135
Total participants2016-01-01437
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CORRY JAMESTOWN AND HOLGA PENSION PLAN B 2015 401k membership
Total participants, beginning-of-year2015-01-01479
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-01296
Number of other retired or separated participants entitled to future benefits2015-01-01140
Total of all active and inactive participants2015-01-01436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0129
Total participants2015-01-01465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: CORRY JAMESTOWN AND HOLGA PENSION PLAN B 2014 401k membership
Total participants, beginning-of-year2014-01-01496
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-01299
Number of other retired or separated participants entitled to future benefits2014-01-01153
Total of all active and inactive participants2014-01-01452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0129
Total participants2014-01-01481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CORRY JAMESTOWN AND HOLGA PENSION PLAN B 2013 401k membership
Total participants, beginning-of-year2013-01-01512
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-01302
Number of other retired or separated participants entitled to future benefits2013-01-01165
Total of all active and inactive participants2013-01-01467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0127
Total participants2013-01-01494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CORRY JAMESTOWN AND HOLGA PENSION PLAN B 2012 401k membership
Total participants, beginning-of-year2012-01-01539
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-01309
Number of other retired or separated participants entitled to future benefits2012-01-01180
Total of all active and inactive participants2012-01-01489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0123
Total participants2012-01-01512
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CORRY JAMESTOWN AND HOLGA PENSION PLAN B 2011 401k membership
Total participants, beginning-of-year2011-01-01557
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-01317
Number of other retired or separated participants entitled to future benefits2011-01-01202
Total of all active and inactive participants2011-01-01519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0122
Total participants2011-01-01541
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CORRY JAMESTOWN AND HOLGA PENSION PLAN B 2009 401k membership
Total participants, beginning-of-year2009-01-01586
Total number of active participants reported on line 7a of the Form 55002009-01-010
Number of retired or separated participants receiving benefits2009-01-01359
Number of other retired or separated participants entitled to future benefits2009-01-01210
Total of all active and inactive participants2009-01-01569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0117
Total participants2009-01-01586
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CORRY JAMESTOWN AND HOLGA PENSION PLAN B

Measure Date Value
2022 : CORRY JAMESTOWN AND HOLGA PENSION PLAN B 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,021,931
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$761,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$624,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$5,857,885
Value of total assets at beginning of year2022-12-31$8,641,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$137,162
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$10,825
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$10,825
Administrative expenses professional fees incurred2022-12-31$42,523
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$60,344
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,783,722
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,857,885
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,641,607
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,416,411
Value of interest in pooled separate accounts at end of year2022-12-31$106,607
Value of interest in pooled separate accounts at beginning of year2022-12-31$162,944
Value of interest in common/collective trusts at end of year2022-12-31$5,751,278
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-897,271
Net investment gain/loss from pooled separate accounts2022-12-31$-1,031,200
Net investment gain or loss from common/collective trusts2022-12-31$-104,285
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$62,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$624,629
Contract administrator fees2022-12-31$34,295
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 name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : CORRY JAMESTOWN AND HOLGA PENSION PLAN B 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,492,341
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$878,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$634,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$284,640
Value of total assets at end of year2021-12-31$8,641,607
Value of total assets at beginning of year2021-12-31$8,027,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$243,125
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$120,748
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$120,748
Administrative expenses professional fees incurred2021-12-31$51,235
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$121,542
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$614,262
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,641,607
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,027,345
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$8,416,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,554,872
Value of interest in pooled separate accounts at end of year2021-12-31$162,944
Value of interest in pooled separate accounts at beginning of year2021-12-31$307,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,002,808
Net investment gain/loss from pooled separate accounts2021-12-31$84,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$284,640
Employer contributions (assets) at end of year2021-12-31$62,252
Employer contributions (assets) at beginning of year2021-12-31$165,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$634,954
Contract administrator fees2021-12-31$70,348
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 name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : CORRY JAMESTOWN AND HOLGA PENSION PLAN B 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$1,407,315
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$899,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$656,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$464,241
Value of total assets at end of year2020-12-31$8,027,345
Value of total assets at beginning of year2020-12-31$7,519,946
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$243,355
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$145,770
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$145,770
Administrative expenses professional fees incurred2020-12-31$176,442
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$507,399
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,027,345
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,519,946
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$7,554,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,853,749
Value of interest in pooled separate accounts at end of year2020-12-31$307,398
Value of interest in pooled separate accounts at beginning of year2020-12-31$279,222
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$797,021
Net investment gain/loss from pooled separate accounts2020-12-31$283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$464,241
Employer contributions (assets) at end of year2020-12-31$165,075
Employer contributions (assets) at beginning of year2020-12-31$386,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$656,561
Contract administrator fees2020-12-31$66,913
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : CORRY JAMESTOWN AND HOLGA PENSION PLAN B 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$1,658,117
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$938,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$692,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$539,300
Value of total assets at end of year2019-12-31$7,519,946
Value of total assets at beginning of year2019-12-31$6,800,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$246,372
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$175,484
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$175,484
Administrative expenses professional fees incurred2019-12-31$25,872
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$480
Administrative expenses (other) incurred2019-12-31$132,056
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$719,607
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,519,946
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,800,339
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
Investment advisory and management fees2019-12-31$16,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,853,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,535,784
Value of interest in pooled separate accounts at end of year2019-12-31$279,222
Value of interest in pooled separate accounts at beginning of year2019-12-31$264,555
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$939,984
Net investment gain/loss from pooled separate accounts2019-12-31$2,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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$539,300
Employer contributions (assets) at end of year2019-12-31$386,975
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$692,138
Contract administrator fees2019-12-31$71,944
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 name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
2018 : CORRY JAMESTOWN AND HOLGA PENSION PLAN B 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-119,645
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$912,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$695,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$209,799
Value of total assets at end of year2018-12-31$6,800,339
Value of total assets at beginning of year2018-12-31$7,832,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$216,649
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$176,516
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$176,516
Administrative expenses professional fees incurred2018-12-31$93,803
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$482
Other income not declared elsewhere2018-12-31$1,839
Administrative expenses (other) incurred2018-12-31$100,846
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,032,219
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,800,339
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,832,558
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
Investment advisory and management fees2018-12-31$22,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,535,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,443,701
Value of interest in pooled separate accounts at end of year2018-12-31$264,555
Value of interest in pooled separate accounts at beginning of year2018-12-31$310,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-510,323
Net investment gain/loss from pooled separate accounts2018-12-31$2,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$209,799
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$78,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$695,925
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 name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : CORRY JAMESTOWN AND HOLGA PENSION PLAN B 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,110,671
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$911,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$718,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$289,778
Value of total assets at end of year2017-12-31$7,832,558
Value of total assets at beginning of year2017-12-31$7,633,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$193,396
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$115,988
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$115,988
Administrative expenses professional fees incurred2017-12-31$74,158
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
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$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$482
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,227
Administrative expenses (other) incurred2017-12-31$97,238
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$199,231
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,832,558
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,633,327
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
Investment advisory and management fees2017-12-31$22,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,443,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,472,235
Value of interest in pooled separate accounts at end of year2017-12-31$310,145
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,002,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$557,096
Net investment gain/loss from pooled separate accounts2017-12-31$147,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$289,778
Employer contributions (assets) at end of year2017-12-31$78,230
Employer contributions (assets) at beginning of year2017-12-31$156,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$718,044
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 name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : CORRY JAMESTOWN AND HOLGA PENSION PLAN B 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$15,000
Total income from all sources (including contributions)2016-12-31$951,585
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$948,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$748,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$442,419
Value of total assets at end of year2016-12-31$7,633,327
Value of total assets at beginning of year2016-12-31$7,645,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$200,005
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$105,567
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$105,567
Administrative expenses professional fees incurred2016-12-31$82,227
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
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$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,227
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$406
Administrative expenses (other) incurred2016-12-31$95,778
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$15,000
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$3,263
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,633,327
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,630,064
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
Investment advisory and management fees2016-12-31$22,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,472,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,454,551
Value of interest in pooled separate accounts at end of year2016-12-31$1,002,952
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,016,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$320,514
Net investment gain/loss from pooled separate accounts2016-12-31$83,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$442,419
Employer contributions (assets) at end of year2016-12-31$156,913
Employer contributions (assets) at beginning of year2016-12-31$173,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$748,317
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 name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : CORRY JAMESTOWN AND HOLGA PENSION PLAN B 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$15,000
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$278,320
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$947,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$771,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$418,687
Value of total assets at end of year2015-12-31$7,645,064
Value of total assets at beginning of year2015-12-31$8,299,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$176,232
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$130,402
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$130,402
Administrative expenses professional fees incurred2015-12-31$75,086
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$406
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$629
Administrative expenses (other) incurred2015-12-31$79,146
Liabilities. Value of operating payables at end of year2015-12-31$15,000
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-668,950
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,630,064
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,299,014
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
Investment advisory and management fees2015-12-31$22,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,454,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,105,864
Value of interest in pooled separate accounts at end of year2015-12-31$1,016,364
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,108,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-278,478
Net investment gain/loss from pooled separate accounts2015-12-31$7,709
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$418,687
Employer contributions (assets) at end of year2015-12-31$173,743
Employer contributions (assets) at beginning of year2015-12-31$84,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$771,038
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 name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : CORRY JAMESTOWN AND HOLGA PENSION PLAN B 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$59,366
Total income from all sources (including contributions)2014-12-31$722,486
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$911,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$769,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$341,312
Value of total assets at end of year2014-12-31$8,299,014
Value of total assets at beginning of year2014-12-31$8,547,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$141,729
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$135,251
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$135,251
Administrative expenses professional fees incurred2014-12-31$16,469
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$629
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$172
Administrative expenses (other) incurred2014-12-31$43,890
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$59,366
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-188,803
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,299,014
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,487,817
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
Investment advisory and management fees2014-12-31$22,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,105,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,331,419
Value of interest in pooled separate accounts at end of year2014-12-31$1,108,309
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,066,620
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$140,050
Net investment gain/loss from pooled separate accounts2014-12-31$105,701
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$341,312
Employer contributions (assets) at end of year2014-12-31$84,212
Employer contributions (assets) at beginning of year2014-12-31$149,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$769,560
Contract administrator fees2014-12-31$59,370
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 name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : CORRY JAMESTOWN AND HOLGA PENSION PLAN B 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$59,366
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$55,365
Total income from all sources (including contributions)2013-12-31$1,198,701
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$933,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$798,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$359,030
Value of total assets at end of year2013-12-31$8,547,183
Value of total assets at beginning of year2013-12-31$8,277,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$134,325
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$123,067
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$123,067
Administrative expenses professional fees incurred2013-12-31$15,656
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,805
Other income not declared elsewhere2013-12-31$267
Administrative expenses (other) incurred2013-12-31$38,676
Liabilities. Value of operating payables at end of year2013-12-31$59,366
Liabilities. Value of operating payables at beginning of year2013-12-31$55,365
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$265,555
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,487,817
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,222,262
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
Investment advisory and management fees2013-12-31$22,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,331,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,201,454
Value of interest in pooled separate accounts at end of year2013-12-31$1,066,620
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,039,646
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$487,702
Net investment gain/loss from pooled separate accounts2013-12-31$228,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$359,030
Employer contributions (assets) at end of year2013-12-31$149,144
Employer contributions (assets) at beginning of year2013-12-31$32,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$798,821
Contract administrator fees2013-12-31$57,993
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 name2013-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2013-12-31390859910
2012 : CORRY JAMESTOWN AND HOLGA PENSION PLAN B 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$55,365
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$53,016
Total income from all sources (including contributions)2012-12-31$1,202,282
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$931,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$813,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$251,864
Value of total assets at end of year2012-12-31$8,277,627
Value of total assets at beginning of year2012-12-31$8,004,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$117,727
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$148,869
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$148,869
Administrative expenses professional fees incurred2012-12-31$58,048
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,805
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$37,679
Liabilities. Value of operating payables at end of year2012-12-31$55,365
Liabilities. Value of operating payables at beginning of year2012-12-31$53,016
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$270,802
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,222,262
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,951,460
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
Investment advisory and management fees2012-12-31$22,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,201,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,868,059
Value of interest in pooled separate accounts at end of year2012-12-31$1,039,646
Value of interest in pooled separate accounts at beginning of year2012-12-31$937,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$681,312
Net investment gain/loss from pooled separate accounts2012-12-31$120,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$251,864
Employer contributions (assets) at end of year2012-12-31$32,722
Employer contributions (assets) at beginning of year2012-12-31$198,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$813,753
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 name2012-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2012-12-31390859910
2011 : CORRY JAMESTOWN AND HOLGA PENSION PLAN B 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$53,016
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$51,970
Total income from all sources (including contributions)2011-12-31$477,812
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$934,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$828,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$472,784
Value of total assets at end of year2011-12-31$8,004,476
Value of total assets at beginning of year2011-12-31$8,460,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$105,833
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$169,543
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$169,543
Administrative expenses professional fees incurred2011-12-31$53,016
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
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
Other income not declared elsewhere2011-12-31$1,061
Administrative expenses (other) incurred2011-12-31$30,817
Liabilities. Value of operating payables at end of year2011-12-31$53,016
Liabilities. Value of operating payables at beginning of year2011-12-31$51,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-456,734
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,951,460
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,408,194
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
Investment advisory and management fees2011-12-31$22,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,868,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,123,552
Value of interest in pooled separate accounts at end of year2011-12-31$937,425
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,016,929
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-183,837
Net investment gain/loss from pooled separate accounts2011-12-31$18,261
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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
Contributions received in cash from employer2011-12-31$472,784
Employer contributions (assets) at end of year2011-12-31$198,992
Employer contributions (assets) at beginning of year2011-12-31$319,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$828,713
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 name2011-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2011-12-31390859910
2010 : CORRY JAMESTOWN AND HOLGA PENSION PLAN B 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$32,990
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$51,970
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$49,638
Total income from all sources (including contributions)2010-12-31$1,260,816
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$977,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$903,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$391,683
Value of total assets at end of year2010-12-31$8,460,164
Value of total assets at beginning of year2010-12-31$8,207,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$73,970
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$195,843
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$195,843
Administrative expenses professional fees incurred2010-12-31$51,970
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
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
Liabilities. Value of operating payables at end of year2010-12-31$51,970
Liabilities. Value of operating payables at beginning of year2010-12-31$49,638
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$283,322
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,408,194
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,157,862
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
Investment advisory and management fees2010-12-31$22,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,123,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,449,675
Value of interest in pooled separate accounts at end of year2010-12-31$1,016,929
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,757,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$567,728
Net investment gain/loss from pooled separate accounts2010-12-31$105,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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
Contributions received in cash from employer2010-12-31$391,683
Employer contributions (assets) at end of year2010-12-31$319,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$903,524
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 name2010-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2010-12-31390859910
2009 : CORRY JAMESTOWN AND HOLGA PENSION PLAN B 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 CORRY JAMESTOWN AND HOLGA PENSION PLAN B

2022: CORRY JAMESTOWN AND HOLGA PENSION PLAN B 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 planYes
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: CORRY JAMESTOWN AND HOLGA PENSION PLAN B 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 planYes
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: CORRY JAMESTOWN AND HOLGA PENSION PLAN B 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 planYes
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: CORRY JAMESTOWN AND HOLGA PENSION PLAN B 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 planYes
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: CORRY JAMESTOWN AND HOLGA PENSION PLAN B 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 planYes
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: CORRY JAMESTOWN AND HOLGA PENSION PLAN B 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 planYes
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: CORRY JAMESTOWN AND HOLGA PENSION PLAN B 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 planYes
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: CORRY JAMESTOWN AND HOLGA PENSION PLAN B 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 planYes
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: CORRY JAMESTOWN AND HOLGA PENSION PLAN B 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 planYes
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: CORRY JAMESTOWN AND HOLGA PENSION PLAN B 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 planYes
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: CORRY JAMESTOWN AND HOLGA PENSION PLAN B 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 planYes
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: CORRY JAMESTOWN AND HOLGA PENSION PLAN B 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 planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CORRY JAMESTOWN AND HOLGA PENSION PLAN B 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 planYes
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number451078
Policy instance 1
Insurance contract or identification number451078
Number of Individuals Covered338
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number451078
Policy instance 1
Insurance contract or identification number451078
Number of Individuals Covered353
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number451078
Policy instance 1
Insurance contract or identification number451078
Number of Individuals Covered373
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number451078
Policy instance 1
Insurance contract or identification number451078
Number of Individuals Covered388
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number451078
Policy instance 1
Insurance contract or identification number451078
Number of Individuals Covered418
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number451078
Policy instance 1
Insurance contract or identification number451078
Number of Individuals Covered465
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number451078
Policy instance 1
Insurance contract or identification number451078
Number of Individuals Covered481
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number451078
Policy instance 1
Insurance contract or identification number451078
Number of Individuals Covered494
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number451078,516859
Policy instance 1
Insurance contract or identification number451078,516859
Number of Individuals Covered182
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number451078,516859
Policy instance 1
Insurance contract or identification number451078,516859
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number451078,516859
Policy instance 1
Insurance contract or identification number451078,516859
Number of Individuals Covered556
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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