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TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameTANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN
Plan identification number 001

TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

TANAGER PLACE has sponsored the creation of one or more 401k plans.

Company Name:TANAGER PLACE
Employer identification number (EIN):420688079
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about TANAGER PLACE

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 1940-12-24
Company Identification Number: 066142
Legal Registered Office Address: 2309 C ST SW

CEDAR RAPIDS
United States of America (USA)
52404

More information about TANAGER PLACE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BRADLEY THATCHER
0012016-01-01BRADLEY THATCHER
0012015-01-01SALLY CHAPMAN
0012014-01-01SALLY CHAPMAN
0012013-01-01LINDA ANDERSON
0012012-01-01JEFF HUMISTON JEFF HUMISTON2013-07-25
0012011-01-01JEFF HUMISTON
0012009-01-01JEFF HUMISTON
0012009-01-01JEFF HUMISTON

Plan Statistics for TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN

401k plan membership statisitcs for TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN

Measure Date Value
2022: TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01566
Total number of active participants reported on line 7a of the Form 55002022-01-01301
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-01354
Total of all active and inactive participants2022-01-01659
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01659
Number of participants with account balances2022-01-01566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0116
2021: TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01520
Total number of active participants reported on line 7a of the Form 55002021-01-01240
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-01319
Total of all active and inactive participants2021-01-01566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01566
Number of participants with account balances2021-01-01491
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0121
2020: TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01488
Total number of active participants reported on line 7a of the Form 55002020-01-01244
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-01271
Total of all active and inactive participants2020-01-01520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01520
Number of participants with account balances2020-01-01443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01437
Total number of active participants reported on line 7a of the Form 55002019-01-01255
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01229
Total of all active and inactive participants2019-01-01486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01486
Number of participants with account balances2019-01-01402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0117
2018: TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01359
Total number of active participants reported on line 7a of the Form 55002018-01-01240
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01195
Total of all active and inactive participants2018-01-01435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01435
Number of participants with account balances2018-01-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0110
2017: TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01334
Total number of active participants reported on line 7a of the Form 55002017-01-01222
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01137
Total of all active and inactive participants2017-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01359
Number of participants with account balances2017-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01333
Total number of active participants reported on line 7a of the Form 55002016-01-01212
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01122
Total of all active and inactive participants2016-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01334
Number of participants with account balances2016-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01341
Total number of active participants reported on line 7a of the Form 55002015-01-01231
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01102
Total of all active and inactive participants2015-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01333
Number of participants with account balances2015-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01310
Total number of active participants reported on line 7a of the Form 55002014-01-01253
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0188
Total of all active and inactive participants2014-01-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01341
Number of participants with account balances2014-01-01187
2013: TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01267
Total number of active participants reported on line 7a of the Form 55002013-01-01227
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0183
Total of all active and inactive participants2013-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01310
Number of participants with account balances2013-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01272
Total number of active participants reported on line 7a of the Form 55002012-01-01188
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0179
Total of all active and inactive participants2012-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01267
Number of participants with account balances2012-01-01150
2011: TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01262
Total number of active participants reported on line 7a of the Form 55002011-01-01196
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0176
Total of all active and inactive participants2011-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01272
Number of participants with account balances2011-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01238
Total number of active participants reported on line 7a of the Form 55002009-01-01173
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0174
Total of all active and inactive participants2009-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01247
Number of participants with account balances2009-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN

Measure Date Value
2022 : TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN 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$0
Total income from all sources (including contributions)2022-12-31$-133,822
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$379,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$377,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$430,531
Value of total assets at end of year2022-12-31$4,146,797
Value of total assets at beginning of year2022-12-31$4,660,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,600
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$110,596
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$110,596
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$426,009
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-513,784
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,146,797
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,660,581
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$3,489,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,988,094
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$656,863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$586,645
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-674,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,522
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$85,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$377,362
Contract administrator fees2022-12-31$2,600
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BERGANKDV, LTD.
Accountancy firm EIN2022-12-31411431613
2021 : TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN 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$962,612
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$542,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$540,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$469,167
Value of total assets at end of year2021-12-31$4,660,581
Value of total assets at beginning of year2021-12-31$4,240,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,881
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$151,877
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$151,877
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$381,179
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,204
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$420,015
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,660,581
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,240,566
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$3,988,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,573,969
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$586,645
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$593,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$341,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$85,784
Employer contributions (assets) at end of year2021-12-31$85,842
Employer contributions (assets) at beginning of year2021-12-31$72,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$540,716
Contract administrator fees2021-12-31$1,881
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 name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN 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$960,981
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$240,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$238,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$503,313
Value of total assets at end of year2020-12-31$4,240,566
Value of total assets at beginning of year2020-12-31$3,520,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,146
Total interest from all sources2020-12-31$-12
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$76,028
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$76,028
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$377,937
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$52,439
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$2,172
Other income not declared elsewhere2020-12-31$7,212
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$720,121
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,240,566
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,520,445
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$3,573,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,878,558
Interest on participant loans2020-12-31$-12
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$58,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$58,600
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$593,660
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$511,185
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$374,440
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$72,937
Employer contributions (assets) at end of year2020-12-31$72,937
Employer contributions (assets) at beginning of year2020-12-31$69,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$238,714
Contract administrator fees2020-12-31$2,146
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,021,325
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$484,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$482,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$508,578
Value of total assets at end of year2019-12-31$3,520,445
Value of total assets at beginning of year2019-12-31$2,983,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,275
Total interest from all sources2019-12-31$52,357
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$96,251
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$96,251
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$351,816
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$86,832
Assets. Loans (other than to participants) at end of year2019-12-31$2,172
Assets. Loans (other than to participants) at beginning of year2019-12-31$6,977
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$536,737
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,520,445
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,983,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,878,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,424,014
Interest earned on other investments2019-12-31$51,627
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$58,600
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$50,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$50,025
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$730
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$511,185
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$445,436
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$364,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$69,930
Employer contributions (assets) at end of year2019-12-31$69,930
Employer contributions (assets) at beginning of year2019-12-31$57,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$482,313
Contract administrator fees2019-12-31$2,275
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 name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN 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$205,891
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$394,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$393,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$362,193
Value of total assets at end of year2018-12-31$2,983,708
Value of total assets at beginning of year2018-12-31$3,172,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,625
Total interest from all sources2018-12-31$29,904
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$109,563
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$109,563
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$301,660
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$40,550
Assets. Loans (other than to participants) at end of year2018-12-31$6,977
Assets. Loans (other than to participants) at beginning of year2018-12-31$10,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-188,820
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,983,708
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,172,528
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$1,625
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,424,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,652,318
Interest earned on other investments2018-12-31$29,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$50,025
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$50,556
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$50,556
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$561
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$445,436
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$409,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-295,769
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$60,533
Employer contributions (assets) at end of year2018-12-31$57,256
Employer contributions (assets) at beginning of year2018-12-31$10,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$393,086
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-539,329
Total unrealized appreciation/depreciation of assets2017-12-31$-539,329
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$685,860
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,907,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,897,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$308,065
Value of total assets at end of year2017-12-31$3,172,528
Value of total assets at beginning of year2017-12-31$4,393,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,280
Total interest from all sources2017-12-31$567,787
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$192,405
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$192,405
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$242,306
Participant contributions at end of year2017-12-31$40,550
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,839
Assets. Loans (other than to participants) at end of year2017-12-31$10,027
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-1,221,299
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,172,528
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,393,827
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$9,280
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,652,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,762,027
Interest earned on other investments2017-12-31$483,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$50,556
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$84,581
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$409,043
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,631,800
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$156,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$60,920
Employer contributions (assets) at end of year2017-12-31$10,034
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,897,879
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 name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN 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$0
Total income from all sources (including contributions)2016-12-31$666,069
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$395,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$395,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$419,797
Value of total assets at end of year2016-12-31$4,393,827
Value of total assets at beginning of year2016-12-31$4,123,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$62,477
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$249,160
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$85,803
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$270,279
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,393,827
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,123,548
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,762,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,189,824
Interest earned on other investments2016-12-31$62,477
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,631,800
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,933,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$183,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$84,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$395,790
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 name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$387,475
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$585,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$585,032
Value of total corrective distributions2015-12-31$562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$398,447
Value of total assets at end of year2015-12-31$4,123,548
Value of total assets at beginning of year2015-12-31$4,321,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2
Total interest from all sources2015-12-31$58,564
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$350,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$277,866
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$27,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-198,121
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,123,548
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,321,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,189,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,612,078
Interest earned on other investments2015-12-31$58,564
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,933,724
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,709,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-69,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$93,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$585,032
Contract administrator fees2015-12-31$2
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 name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$571,893
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$186,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$186,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$371,018
Value of total assets at end of year2014-12-31$4,321,669
Value of total assets at beginning of year2014-12-31$3,936,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$53,693
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$350,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$276,824
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$16,969
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$385,199
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,321,669
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,936,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,612,078
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,421,418
Interest earned on other investments2014-12-31$53,693
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,709,591
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,515,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$147,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$77,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$186,694
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 name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$795,272
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$523,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$523,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$346,502
Value of total assets at end of year2013-12-31$3,936,470
Value of total assets at beginning of year2013-12-31$3,664,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$58
Total interest from all sources2013-12-31$50,389
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$350,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$257,978
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$24,551
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$272,034
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,936,470
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,664,436
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,421,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,198,542
Interest earned on other investments2013-12-31$50,389
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,515,052
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,465,894
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$398,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$63,973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$523,180
Contract administrator fees2013-12-31$58
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 name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$587,514
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$183,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$183,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$308,032
Value of total assets at end of year2012-12-31$3,664,436
Value of total assets at beginning of year2012-12-31$3,260,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$44,690
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$350,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$238,216
Participant contributions at beginning of year2012-12-31$3,840
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$11,692
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$404,109
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,664,436
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,260,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,198,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,040,040
Interest earned on other investments2012-12-31$44,690
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,465,894
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,215,526
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$234,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$58,124
Employer contributions (assets) at beginning of year2012-12-31$921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$183,405
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 name2012-12-31CLIFTON LARSON ALLEN LLC
Accountancy firm EIN2012-12-31410746749
2011 : TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$325,630
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$127,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$126,200
Value of total corrective distributions2011-12-31$441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$285,005
Value of total assets at end of year2011-12-31$3,260,327
Value of total assets at beginning of year2011-12-31$3,061,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$439
Total interest from all sources2011-12-31$38,330
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$350,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$227,983
Participant contributions at end of year2011-12-31$3,840
Participant contributions at beginning of year2011-12-31$2,588
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$99
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$198,550
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,260,327
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,061,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,040,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,001,944
Interest earned on other investments2011-12-31$38,330
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,215,526
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,056,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$2,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$56,923
Employer contributions (assets) at end of year2011-12-31$921
Employer contributions (assets) at beginning of year2011-12-31$732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$126,200
Contract administrator fees2011-12-31$439
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 name2011-12-31CLIFTON LARSON ALLEN LLC
Accountancy firm EIN2011-12-31410746749
2010 : TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$542,777
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$173,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$173,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$284,496
Value of total assets at end of year2010-12-31$3,061,777
Value of total assets at beginning of year2010-12-31$2,692,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$35,713
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$218,787
Participant contributions at end of year2010-12-31$2,588
Participant contributions at beginning of year2010-12-31$7,379
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$6,899
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$369,220
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,061,777
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,692,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,001,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,727,124
Interest earned on other investments2010-12-31$35,713
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,056,513
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$956,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$222,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$58,810
Employer contributions (assets) at end of year2010-12-31$732
Employer contributions (assets) at beginning of year2010-12-31$2,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$173,557
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 name2010-12-31CLIFTON GUNDERSON, LLC
Accountancy firm EIN2010-12-31370802863

Form 5500 Responses for TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN

2022: TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25505
Policy instance 2
Insurance contract or identification numberCR25505
Number of Individuals Covered2
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
CONNECTICUT GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberTANA-001
Policy instance 1
Insurance contract or identification numberTANA-001
Number of Individuals Covered251
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25505
Policy instance 2
Insurance contract or identification numberCR25505
Number of Individuals Covered3
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
CONNECTICUT GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberTANA-001
Policy instance 1
Insurance contract or identification numberTANA-001
Number of Individuals Covered277
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25505
Policy instance 2
Insurance contract or identification numberCR25505
Number of Individuals Covered3
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?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
CONNECTICUT GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberTANA-001
Policy instance 1
Insurance contract or identification numberTANA-001
Number of Individuals Covered443
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?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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25505
Policy instance 2
Insurance contract or identification numberCR25505
Number of Individuals Covered4
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?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
CONNECTICUT GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberTANA-001
Policy instance 1
Insurance contract or identification numberTANA-001
Number of Individuals Covered402
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?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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25505
Policy instance 2
Insurance contract or identification numberCR25505
Number of Individuals Covered6
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
CONNECTICUT GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberTANA-001
Policy instance 1
Insurance contract or identification numberTANA-001
Number of Individuals Covered336
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25505
Policy instance 1
Insurance contract or identification numberCR25505
Number of Individuals Covered266
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,542
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,542
Insurance broker organization code?4
Insurance broker nameSECURITIES AMERICA INC

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