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AMERICO SERVICES, INC. 401(K) SAVINGS PLAN 401k Plan overview

Plan NameAMERICO SERVICES, INC. 401(K) SAVINGS PLAN
Plan identification number 001

AMERICO SERVICES, INC. 401(K) SAVINGS PLAN Benefits

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

401k Sponsoring company profile

AMERICO SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:AMERICO SERVICES, INC.
Employer identification number (EIN):431755148
NAIC Classification:524140

Additional information about AMERICO SERVICES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1996-12-31
Company Identification Number: 0011673806
Legal Registered Office Address: 300 W 11TH ST ATTN: ACCOUNTS PAYABLES

KANSAS CITY
United States of America (USA)
64105

More information about AMERICO SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICO SERVICES, INC. 401(K) SAVINGS 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
0012019-01-01
0012018-01-01
0012017-01-01FRANCES M KING FRANCES M KING2018-09-21
0012016-01-01KELLI APPLEBERRY KELLI APPLEBERRY2017-10-05
0012015-01-01MARGARET CREEK
0012014-01-01KELLI APPLEBERRY
0012013-01-01MARGARET CREEK
0012012-01-01MARGARET CREEK MARK FALLON2013-09-20
0012011-01-01MARGARET CREEK MARGARET CREEK2012-10-10
0012009-01-01MARGARET CREEK WILLIAM MARDEN2010-10-14

Plan Statistics for AMERICO SERVICES, INC. 401(K) SAVINGS PLAN

401k plan membership statisitcs for AMERICO SERVICES, INC. 401(K) SAVINGS PLAN

Measure Date Value
2022: AMERICO SERVICES, INC. 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,024
Total number of active participants reported on line 7a of the Form 55002022-01-011,714
Number of retired or separated participants receiving benefits2022-01-0110
Number of other retired or separated participants entitled to future benefits2022-01-01502
Total of all active and inactive participants2022-01-012,226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012,226
Number of participants with account balances2022-01-012,226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0172
2021: AMERICO SERVICES, INC. 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01654
Total number of active participants reported on line 7a of the Form 55002021-01-011,592
Number of retired or separated participants receiving benefits2021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-01423
Total of all active and inactive participants2021-01-012,024
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,024
Number of participants with account balances2021-01-012,024
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0144
2020: AMERICO SERVICES, INC. 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01554
Total number of active participants reported on line 7a of the Form 55002020-01-01498
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01149
Total of all active and inactive participants2020-01-01649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01649
Number of participants with account balances2020-01-01645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0118
2019: AMERICO SERVICES, INC. 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01496
Total number of active participants reported on line 7a of the Form 55002019-01-01414
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01130
Total of all active and inactive participants2019-01-01546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01546
Number of participants with account balances2019-01-01542
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: AMERICO SERVICES, INC. 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01513
Total number of active participants reported on line 7a of the Form 55002018-01-01370
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01123
Total of all active and inactive participants2018-01-01495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01495
Number of participants with account balances2018-01-01495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: AMERICO SERVICES, INC. 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01521
Total number of active participants reported on line 7a of the Form 55002017-01-01406
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01105
Total of all active and inactive participants2017-01-01513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01513
Number of participants with account balances2017-01-01513
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: AMERICO SERVICES, INC. 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01552
Total number of active participants reported on line 7a of the Form 55002016-01-01410
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01110
Total of all active and inactive participants2016-01-01521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01521
Number of participants with account balances2016-01-01521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: AMERICO SERVICES, INC. 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01535
Total number of active participants reported on line 7a of the Form 55002015-01-01440
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01111
Total of all active and inactive participants2015-01-01552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01552
Number of participants with account balances2015-01-01524
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: AMERICO SERVICES, INC. 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01497
Total number of active participants reported on line 7a of the Form 55002014-01-01409
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01119
Total of all active and inactive participants2014-01-01530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01530
Number of participants with account balances2014-01-01523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: AMERICO SERVICES, INC. 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01495
Total number of active participants reported on line 7a of the Form 55002013-01-01371
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01119
Total of all active and inactive participants2013-01-01491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01491
Number of participants with account balances2013-01-01488
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: AMERICO SERVICES, INC. 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01505
Total number of active participants reported on line 7a of the Form 55002012-01-01371
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01115
Total of all active and inactive participants2012-01-01487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01487
Number of participants with account balances2012-01-01487
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: AMERICO SERVICES, INC. 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01509
Total number of active participants reported on line 7a of the Form 55002011-01-01380
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01117
Total of all active and inactive participants2011-01-01498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01498
Number of participants with account balances2011-01-01491
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112
2009: AMERICO SERVICES, INC. 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01523
Total number of active participants reported on line 7a of the Form 55002009-01-01387
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01131
Total of all active and inactive participants2009-01-01518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01518
Number of participants with account balances2009-01-01518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0193

Financial Data on AMERICO SERVICES, INC. 401(K) SAVINGS PLAN

Measure Date Value
2022 : AMERICO SERVICES, INC. 401(K) SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,260
Total unrealized appreciation/depreciation of assets2022-12-31$-1,260
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$0
Total income from all sources (including contributions)2022-12-31$-19,919,681
Total loss/gain on sale of assets2022-12-31$6,748
Total of all expenses incurred2022-12-31$20,345,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$19,994,290
Value of total corrective distributions2022-12-31$33,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$19,757,041
Value of total assets at end of year2022-12-31$200,281,634
Value of total assets at beginning of year2022-12-31$240,547,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$318,241
Total interest from all sources2022-12-31$726,310
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,520,243
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$1,520,243
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$12,552,233
Participant contributions at end of year2022-12-31$2,608,413
Participant contributions at beginning of year2022-12-31$2,976,403
Assets. Other investments not covered elsewhere at end of year2022-12-31$5,211,896
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$6,824,951
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,580,379
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$20,871,579
Other income not declared elsewhere2022-12-31$-1,551,894
Administrative expenses (other) incurred2022-12-31$940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-40,265,526
Value of net assets at end of year (total assets less liabilities)2022-12-31$200,281,634
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$240,547,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$14,155
Assets. partnership/joint venture interests at beginning of year2022-12-31$16,395
Investment advisory and management fees2022-12-31$79,554
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$100,878,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$91,636,024
Value of interest in pooled separate accounts at end of year2022-12-31$49,297,256
Value of interest in pooled separate accounts at beginning of year2022-12-31$87,577,398
Interest on participant loans2022-12-31$102,564
Interest earned on other investments2022-12-31$623,746
Value of interest in common/collective trusts at end of year2022-12-31$5,614,114
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$36,359,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$30,331,390
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-17,476,899
Net investment gain/loss from pooled separate accounts2022-12-31$-23,196,443
Net investment gain or loss from common/collective trusts2022-12-31$296,473
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$5,624,429
Employer contributions (assets) at end of year2022-12-31$297,277
Employer contributions (assets) at beginning of year2022-12-31$313,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$19,994,290
Contract administrator fees2022-12-31$237,747
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
Aggregate proceeds on sale of assets2022-12-31$46,693
Aggregate carrying amount (costs) on sale of assets2022-12-31$39,945
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2022-12-31431947695
2021 : AMERICO SERVICES, INC. 401(K) SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-2,945
Total unrealized appreciation/depreciation of assets2021-12-31$-2,945
Total transfer of assets to this plan2021-12-31$141,894,688
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$18,804,225
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,926,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,716,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,979,782
Value of total assets at end of year2021-12-31$240,547,160
Value of total assets at beginning of year2021-12-31$84,774,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$210,035
Total interest from all sources2021-12-31$246,437
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,079,026
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$1,079,026
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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$3,956,555
Participant contributions at end of year2021-12-31$2,976,403
Participant contributions at beginning of year2021-12-31$1,202,274
Assets. Other investments not covered elsewhere at end of year2021-12-31$6,824,951
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$4,442,255
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$117,882
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$20,871,579
Other income not declared elsewhere2021-12-31$1,328,461
Administrative expenses (other) incurred2021-12-31$210,035
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$13,877,685
Value of net assets at end of year (total assets less liabilities)2021-12-31$240,547,160
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$84,774,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$16,395
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$91,636,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$35,067,731
Value of interest in pooled separate accounts at end of year2021-12-31$87,577,398
Value of interest in pooled separate accounts at beginning of year2021-12-31$30,962,371
Interest on participant loans2021-12-31$37,706
Interest earned on other investments2021-12-31$208,731
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$30,331,390
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$13,019,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,162,108
Net investment gain/loss from pooled separate accounts2021-12-31$7,011,356
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$1,905,345
Employer contributions (assets) at end of year2021-12-31$313,020
Employer contributions (assets) at beginning of year2021-12-31$80,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,716,505
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 name2021-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2021-12-31431947695
2020 : AMERICO SERVICES, INC. 401(K) SAVINGS 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$16,962,316
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,286,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,123,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,911,774
Value of total assets at end of year2020-12-31$84,774,787
Value of total assets at beginning of year2020-12-31$71,098,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$162,147
Total interest from all sources2020-12-31$271,440
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$412,404
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$412,404
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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$3,598,060
Participant contributions at end of year2020-12-31$1,202,274
Participant contributions at beginning of year2020-12-31$1,455,167
Assets. Other investments not covered elsewhere at end of year2020-12-31$4,442,255
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$3,870,565
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$744,791
Other income not declared elsewhere2020-12-31$461,801
Administrative expenses (other) incurred2020-12-31$162,147
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$13,676,275
Value of net assets at end of year (total assets less liabilities)2020-12-31$84,774,787
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$71,098,512
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$35,067,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$30,778,753
Value of interest in pooled separate accounts at end of year2020-12-31$30,962,371
Value of interest in pooled separate accounts at beginning of year2020-12-31$24,579,508
Interest on participant loans2020-12-31$47,968
Interest earned on other investments2020-12-31$223,472
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$13,019,791
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$10,333,491
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,124,526
Net investment gain/loss from pooled separate accounts2020-12-31$5,780,371
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$1,568,923
Employer contributions (assets) at end of year2020-12-31$80,365
Employer contributions (assets) at beginning of year2020-12-31$81,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,123,894
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2020-12-31431947695
2019 : AMERICO SERVICES, INC. 401(K) SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,394
Total unrealized appreciation/depreciation of assets2019-12-31$2,394
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$17,232,246
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,106,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,962,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,638,167
Value of total assets at end of year2019-12-31$71,098,512
Value of total assets at beginning of year2019-12-31$57,972,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$144,543
Total interest from all sources2019-12-31$264,809
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$504,256
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$504,256
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
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$3,201,754
Participant contributions at end of year2019-12-31$1,455,167
Participant contributions at beginning of year2019-12-31$1,837,241
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,870,565
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$3,033,551
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$54,162
Other income not declared elsewhere2019-12-31$748,117
Administrative expenses (other) incurred2019-12-31$144,543
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$139
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$13,125,543
Value of net assets at end of year (total assets less liabilities)2019-12-31$71,098,512
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$57,972,969
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$30,778,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$24,915,918
Value of interest in pooled separate accounts at end of year2019-12-31$24,579,508
Value of interest in pooled separate accounts at beginning of year2019-12-31$19,692,185
Interest on participant loans2019-12-31$60,806
Interest earned on other investments2019-12-31$204,003
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$10,333,491
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$8,431,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,684,902
Net investment gain/loss from pooled separate accounts2019-12-31$5,389,601
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$1,382,251
Employer contributions (assets) at end of year2019-12-31$81,028
Employer contributions (assets) at beginning of year2019-12-31$62,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,962,160
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 name2019-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2019-12-31431947695
2018 : AMERICO SERVICES, INC. 401(K) SAVINGS 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$1,382,861
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,996,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,858,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,483,200
Value of total assets at end of year2018-12-31$57,972,969
Value of total assets at beginning of year2018-12-31$61,586,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$137,512
Total interest from all sources2018-12-31$242,495
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$492,835
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$492,835
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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$3,059,748
Participant contributions at end of year2018-12-31$1,837,241
Participant contributions at beginning of year2018-12-31$1,752,332
Assets. Other investments not covered elsewhere at end of year2018-12-31$3,033,551
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$3,123,977
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$48,891
Other income not declared elsewhere2018-12-31$-251,542
Administrative expenses (other) incurred2018-12-31$137,512
Total non interest bearing cash at end of year2018-12-31$139
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,613,220
Value of net assets at end of year (total assets less liabilities)2018-12-31$57,972,969
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$61,586,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$26,179
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$24,915,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$25,665,150
Value of interest in pooled separate accounts at end of year2018-12-31$19,692,185
Value of interest in pooled separate accounts at beginning of year2018-12-31$21,088,461
Interest on participant loans2018-12-31$54,956
Interest earned on other investments2018-12-31$187,539
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$8,431,584
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$9,884,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,945,861
Net investment gain/loss from pooled separate accounts2018-12-31$-638,266
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$1,374,561
Employer contributions (assets) at end of year2018-12-31$62,351
Employer contributions (assets) at beginning of year2018-12-31$45,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,858,569
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 name2018-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2018-12-31431947695
2017 : AMERICO SERVICES, INC. 401(K) SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$13,291
Total unrealized appreciation/depreciation of assets2017-12-31$13,291
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$13,388,305
Total loss/gain on sale of assets2017-12-31$-17,905
Total of all expenses incurred2017-12-31$6,528,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,413,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,705,162
Value of total assets at end of year2017-12-31$61,586,189
Value of total assets at beginning of year2017-12-31$54,726,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$115,222
Total interest from all sources2017-12-31$237,167
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$403,364
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$403,364
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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$3,065,705
Participant contributions at end of year2017-12-31$1,752,332
Participant contributions at beginning of year2017-12-31$1,614,181
Assets. Other investments not covered elsewhere at end of year2017-12-31$3,123,977
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$3,103,954
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$309,306
Other income not declared elsewhere2017-12-31$181,559
Administrative expenses (other) incurred2017-12-31$115,222
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$6,860,040
Value of net assets at end of year (total assets less liabilities)2017-12-31$61,586,189
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$54,726,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$26,179
Assets. partnership/joint venture interests at beginning of year2017-12-31$31,397
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$25,665,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$20,682,245
Value of interest in pooled separate accounts at end of year2017-12-31$21,088,461
Value of interest in pooled separate accounts at beginning of year2017-12-31$17,778,945
Interest on participant loans2017-12-31$48,863
Interest earned on other investments2017-12-31$188,304
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$9,884,744
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$11,467,382
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,719,081
Net investment gain/loss from pooled separate accounts2017-12-31$4,146,586
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$1,330,151
Employer contributions (assets) at end of year2017-12-31$45,346
Employer contributions (assets) at beginning of year2017-12-31$48,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,413,043
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
Aggregate carrying amount (costs) on sale of assets2017-12-31$17,905
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 name2017-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2017-12-31431947695
2016 : AMERICO SERVICES, INC. 401(K) SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$2,075
Total unrealized appreciation/depreciation of assets2016-12-31$2,075
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$8,057,504
Total loss/gain on sale of assets2016-12-31$1,626
Total of all expenses incurred2016-12-31$2,250,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,196,011
Expenses. Certain deemed distributions of participant loans2016-12-31$3,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,518,783
Value of total assets at end of year2016-12-31$54,726,149
Value of total assets at beginning of year2016-12-31$48,919,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$51,122
Total interest from all sources2016-12-31$230,320
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$376,090
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$376,090
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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$2,849,549
Participant contributions at end of year2016-12-31$1,614,181
Participant contributions at beginning of year2016-12-31$1,467,733
Assets. Other investments not covered elsewhere at end of year2016-12-31$3,103,954
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$2,576,670
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$421,420
Other income not declared elsewhere2016-12-31$341,406
Administrative expenses (other) incurred2016-12-31$51,122
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$183
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$5,807,139
Value of net assets at end of year (total assets less liabilities)2016-12-31$54,726,149
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$48,919,010
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$31,397
Assets. partnership/joint venture interests at beginning of year2016-12-31$18,883
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$20,682,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,115,507
Value of interest in pooled separate accounts at end of year2016-12-31$17,778,945
Value of interest in pooled separate accounts at beginning of year2016-12-31$17,057,814
Interest on participant loans2016-12-31$39,942
Interest earned on other investments2016-12-31$190,378
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$11,467,382
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$8,682,220
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,527,022
Net investment gain/loss from pooled separate accounts2016-12-31$1,060,182
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$1,247,814
Employer contributions (assets) at end of year2016-12-31$48,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,196,011
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
Aggregate proceeds on sale of assets2016-12-31$22,296
Aggregate carrying amount (costs) on sale of assets2016-12-31$20,670
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2016-12-31431947695
2015 : AMERICO SERVICES, INC. 401(K) SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-15,054
Total unrealized appreciation/depreciation of assets2015-12-31$-15,054
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$4,300,441
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,470,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,424,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,117,014
Value of total assets at end of year2015-12-31$48,919,010
Value of total assets at beginning of year2015-12-31$47,089,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$46,129
Total interest from all sources2015-12-31$205,791
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$282,512
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$282,512
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
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$2,661,601
Participant contributions at end of year2015-12-31$1,467,733
Participant contributions at beginning of year2015-12-31$1,417,504
Assets. Other investments not covered elsewhere at end of year2015-12-31$2,576,670
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$2,678,552
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$326,796
Other income not declared elsewhere2015-12-31$-71,177
Administrative expenses (other) incurred2015-12-31$46,129
Total non interest bearing cash at end of year2015-12-31$183
Total non interest bearing cash at beginning of year2015-12-31$159
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$1,829,897
Value of net assets at end of year (total assets less liabilities)2015-12-31$48,919,010
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$47,089,113
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
Assets. partnership/joint venture interests at end of year2015-12-31$18,883
Assets. partnership/joint venture interests at beginning of year2015-12-31$38,337
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$19,115,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,536,987
Value of interest in pooled separate accounts at end of year2015-12-31$17,057,814
Value of interest in pooled separate accounts at beginning of year2015-12-31$20,151,990
Interest on participant loans2015-12-31$35,157
Interest earned on other investments2015-12-31$170,634
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$8,682,220
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$9,265,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-916,391
Net investment gain/loss from pooled separate accounts2015-12-31$697,746
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$1,128,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,424,415
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 name2015-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2015-12-31431947695
2014 : AMERICO SERVICES, INC. 401(K) SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$38,337
Total unrealized appreciation/depreciation of assets2014-12-31$38,337
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$5,819,496
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,739,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,690,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,718,673
Value of total assets at end of year2014-12-31$47,089,113
Value of total assets at beginning of year2014-12-31$43,009,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$49,013
Total interest from all sources2014-12-31$212,453
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$191,104
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$191,104
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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$2,547,755
Participant contributions at end of year2014-12-31$1,417,504
Participant contributions at beginning of year2014-12-31$1,305,164
Assets. Other investments not covered elsewhere at end of year2014-12-31$2,678,552
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$2,285,591
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$139,984
Other income not declared elsewhere2014-12-31$217,581
Administrative expenses (other) incurred2014-12-31$49,013
Total non interest bearing cash at end of year2014-12-31$159
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,080,033
Value of net assets at end of year (total assets less liabilities)2014-12-31$47,089,113
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$43,009,080
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
Assets. partnership/joint venture interests at end of year2014-12-31$38,337
Assets. partnership/joint venture interests at beginning of year2014-12-31$61,851
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$13,536,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,204,783
Value of interest in pooled separate accounts at end of year2014-12-31$20,151,990
Value of interest in pooled separate accounts at beginning of year2014-12-31$18,527,169
Interest on participant loans2014-12-31$35,021
Interest earned on other investments2014-12-31$177,432
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$9,265,584
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$8,624,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-296,762
Net investment gain/loss from pooled separate accounts2014-12-31$1,738,110
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$1,030,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,690,450
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 name2014-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2014-12-31431947695
2013 : AMERICO SERVICES, INC. 401(K) SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$48,850
Total unrealized appreciation/depreciation of assets2013-12-31$48,850
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$10,564,029
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,371,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,321,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,593,867
Value of total assets at end of year2013-12-31$43,009,080
Value of total assets at beginning of year2013-12-31$36,816,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$49,167
Total interest from all sources2013-12-31$215,729
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$173,194
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$173,194
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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$2,379,241
Participant contributions at end of year2013-12-31$1,305,164
Participant contributions at beginning of year2013-12-31$1,123,746
Assets. Other investments not covered elsewhere at end of year2013-12-31$2,285,591
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,827,439
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$242,593
Other income not declared elsewhere2013-12-31$471,141
Administrative expenses (other) incurred2013-12-31$49,167
Total non interest bearing cash at beginning of year2013-12-31$207
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$6,192,944
Value of net assets at end of year (total assets less liabilities)2013-12-31$43,009,080
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$36,816,136
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
Assets. partnership/joint venture interests at end of year2013-12-31$61,851
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,204,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,557,038
Value of interest in pooled separate accounts at end of year2013-12-31$18,527,169
Value of interest in pooled separate accounts at beginning of year2013-12-31$14,703,865
Interest on participant loans2013-12-31$32,614
Interest earned on other investments2013-12-31$183,115
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$8,624,522
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$8,603,841
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,924,338
Net investment gain/loss from pooled separate accounts2013-12-31$4,136,910
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$972,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,321,918
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 name2013-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2013-12-31431947695
2012 : AMERICO SERVICES, INC. 401(K) SAVINGS 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$7,228,900
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,998,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,944,164
Expenses. Certain deemed distributions of participant loans2012-12-31$25,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,244,114
Value of total assets at end of year2012-12-31$36,816,136
Value of total assets at beginning of year2012-12-31$32,585,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$29,158
Total interest from all sources2012-12-31$216,422
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$132,285
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$132,285
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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$2,243,998
Participant contributions at end of year2012-12-31$1,123,746
Participant contributions at beginning of year2012-12-31$1,067,205
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,827,439
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,675,540
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$51,621
Other income not declared elsewhere2012-12-31$170,427
Administrative expenses (other) incurred2012-12-31$29,158
Total non interest bearing cash at end of year2012-12-31$207
Total non interest bearing cash at beginning of year2012-12-31$582
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$4,230,268
Value of net assets at end of year (total assets less liabilities)2012-12-31$36,816,136
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$32,585,868
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$10,557,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,946,425
Value of interest in pooled separate accounts at end of year2012-12-31$14,703,865
Value of interest in pooled separate accounts at beginning of year2012-12-31$19,354,025
Interest on participant loans2012-12-31$30,483
Interest earned on other investments2012-12-31$185,939
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$8,603,841
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$7,542,091
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,065,351
Net investment gain/loss from pooled separate accounts2012-12-31$2,400,301
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$948,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,944,164
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 name2012-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2012-12-31431947695
2011 : AMERICO SERVICES, INC. 401(K) SAVINGS 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$3,016,910
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,722,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,705,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,136,974
Value of total assets at end of year2011-12-31$32,585,868
Value of total assets at beginning of year2011-12-31$31,291,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,996
Total interest from all sources2011-12-31$214,460
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$43,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$43,431
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
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$2,178,289
Participant contributions at end of year2011-12-31$1,067,205
Participant contributions at beginning of year2011-12-31$964,940
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,675,540
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$2,133,806
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,300
Other income not declared elsewhere2011-12-31$18,355
Administrative expenses (other) incurred2011-12-31$16,996
Total non interest bearing cash at end of year2011-12-31$582
Total non interest bearing cash at beginning of year2011-12-31$376
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$1,294,716
Value of net assets at end of year (total assets less liabilities)2011-12-31$32,585,868
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$31,291,152
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$2,946,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$732,687
Value of interest in pooled separate accounts at end of year2011-12-31$19,354,025
Value of interest in pooled separate accounts at beginning of year2011-12-31$20,876,374
Interest on participant loans2011-12-31$32,344
Interest earned on other investments2011-12-31$182,116
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$7,542,091
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$6,582,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-322,742
Net investment gain/loss from pooled separate accounts2011-12-31$-73,568
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$957,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,705,198
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 name2011-12-31MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN2011-12-31431947695
2010 : AMERICO SERVICES, INC. 401(K) SAVINGS 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$5,957,507
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,711,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,690,689
Expenses. Certain deemed distributions of participant loans2010-12-31$9,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,938,942
Value of total assets at end of year2010-12-31$31,291,152
Value of total assets at beginning of year2010-12-31$27,045,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,735
Total interest from all sources2010-12-31$217,857
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,255
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,255
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
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$2,001,829
Participant contributions at end of year2010-12-31$964,940
Participant contributions at beginning of year2010-12-31$1,088,810
Assets. Other investments not covered elsewhere at end of year2010-12-31$2,133,806
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,957,614
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$40,745
Administrative expenses (other) incurred2010-12-31$11,735
Total non interest bearing cash at end of year2010-12-31$376
Total non interest bearing cash at beginning of year2010-12-31$238
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$4,245,677
Value of net assets at end of year (total assets less liabilities)2010-12-31$31,291,152
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$27,045,475
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$732,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$486,195
Value of interest in pooled separate accounts at end of year2010-12-31$20,876,374
Value of interest in pooled separate accounts at beginning of year2010-12-31$17,689,664
Interest on participant loans2010-12-31$38,984
Interest earned on other investments2010-12-31$178,873
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$6,582,969
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$5,822,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$253,388
Net investment gain/loss from pooled separate accounts2010-12-31$2,546,065
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$896,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,690,689
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN2010-12-31431947695
2009 : AMERICO SERVICES, INC. 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for AMERICO SERVICES, INC. 401(K) SAVINGS PLAN

2022: AMERICO SERVICES, INC. 401(K) SAVINGS 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: AMERICO SERVICES, INC. 401(K) SAVINGS 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: AMERICO SERVICES, INC. 401(K) SAVINGS 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: AMERICO SERVICES, INC. 401(K) SAVINGS 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: AMERICO SERVICES, INC. 401(K) SAVINGS 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: AMERICO SERVICES, INC. 401(K) SAVINGS 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: AMERICO SERVICES, INC. 401(K) SAVINGS 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: AMERICO SERVICES, INC. 401(K) SAVINGS 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: AMERICO SERVICES, INC. 401(K) SAVINGS 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: AMERICO SERVICES, INC. 401(K) SAVINGS 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: AMERICO SERVICES, INC. 401(K) SAVINGS 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: AMERICO SERVICES, INC. 401(K) SAVINGS 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: AMERICO SERVICES, INC. 401(K) SAVINGS 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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038194
Policy instance 1
Insurance contract or identification number038194
Number of Individuals Covered2226
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038194
Policy instance 1
Insurance contract or identification number038194
Number of Individuals Covered2024
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038194
Policy instance 1
Insurance contract or identification number038194
Number of Individuals Covered649
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038194
Policy instance 1
Insurance contract or identification number038194
Number of Individuals Covered546
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038194
Policy instance 1
Insurance contract or identification number038194
Number of Individuals Covered495
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038194
Policy instance 1
Insurance contract or identification number038194
Number of Individuals Covered513
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38194
Policy instance 1
Insurance contract or identification number38194
Number of Individuals Covered552
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38194
Policy instance 1
Insurance contract or identification number38194
Number of Individuals Covered530
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38194
Policy instance 1
Insurance contract or identification number38194
Number of Individuals Covered491
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38194
Policy instance 1
Insurance contract or identification number38194
Number of Individuals Covered487
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,750
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees8750
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameLOCKTON FINANCIAL ADVISORS, LLC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38194
Policy instance 1
Insurance contract or identification number38194
Number of Individuals Covered491
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $35,000
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38194
Policy instance 1
Insurance contract or identification number38194
Number of Individuals Covered509
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $35,000
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees35000
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameLOCKTON FINANCIAL ADVISORS, LLC

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