?>
Logo

PAC-12 ENTERPRISES, LLC GENERATION PLAN 401k Plan overview

Plan NamePAC-12 ENTERPRISES, LLC GENERATION PLAN
Plan identification number 002

PAC-12 ENTERPRISES, LLC GENERATION 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.
  • 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

PAC-12 ENTERPRISES, LLC has sponsored the creation of one or more 401k plans.

Company Name:PAC-12 ENTERPRISES, LLC
Employer identification number (EIN):453181539
NAIC Classification:515100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAC-12 ENTERPRISES, LLC GENERATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01BRENT WILLMAN
0022016-01-01BRENT WILLMAN
0022015-01-01BRENT WILLMAN

Plan Statistics for PAC-12 ENTERPRISES, LLC GENERATION PLAN

401k plan membership statisitcs for PAC-12 ENTERPRISES, LLC GENERATION PLAN

Measure Date Value
2022: PAC-12 ENTERPRISES, LLC GENERATION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01209
Total number of active participants reported on line 7a of the Form 55002022-01-01117
Number of retired or separated participants receiving benefits2022-01-0178
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01195
Number of participants with account balances2022-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PAC-12 ENTERPRISES, LLC GENERATION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01242
Total number of active participants reported on line 7a of the Form 55002021-01-01118
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0191
Total of all active and inactive participants2021-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01209
Number of participants with account balances2021-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PAC-12 ENTERPRISES, LLC GENERATION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01245
Total number of active participants reported on line 7a of the Form 55002020-01-01130
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01101
Total of all active and inactive participants2020-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01231
Number of participants with account balances2020-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PAC-12 ENTERPRISES, LLC GENERATION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01232
Total number of active participants reported on line 7a of the Form 55002019-01-01130
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0193
Total of all active and inactive participants2019-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01223
Number of participants with account balances2019-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PAC-12 ENTERPRISES, LLC GENERATION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01239
Total number of active participants reported on line 7a of the Form 55002018-01-01154
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0164
Total of all active and inactive participants2018-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01218
Number of participants with account balances2018-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PAC-12 ENTERPRISES, LLC GENERATION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01227
Total number of active participants reported on line 7a of the Form 55002017-01-01176
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0146
Total of all active and inactive participants2017-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01222
Number of participants with account balances2017-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PAC-12 ENTERPRISES, LLC GENERATION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01231
Total number of active participants reported on line 7a of the Form 55002016-01-01180
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0138
Total of all active and inactive participants2016-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01218
Number of participants with account balances2016-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PAC-12 ENTERPRISES, LLC GENERATION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01186
Total number of active participants reported on line 7a of the Form 55002015-01-01196
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0127
Total of all active and inactive participants2015-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01223
Number of participants with account balances2015-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on PAC-12 ENTERPRISES, LLC GENERATION PLAN

Measure Date Value
2022 : PAC-12 ENTERPRISES, LLC GENERATION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$70,073
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,827,089
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,099,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,036,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,612,726
Value of total assets at end of year2022-12-31$17,102,665
Value of total assets at beginning of year2022-12-31$19,958,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$62,908
Total interest from all sources2022-12-31$6,249
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$53,166
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$53,166
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,110,189
Participant contributions at end of year2022-12-31$161,301
Participant contributions at beginning of year2022-12-31$133,132
Participant contributions at end of year2022-12-31$35,255
Participant contributions at beginning of year2022-12-31$31,527
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$34,824
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,926,125
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,102,665
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,958,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,288,054
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,834,005
Value of interest in pooled separate accounts at end of year2022-12-31$3,424,981
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,498,911
Interest on participant loans2022-12-31$6,249
Value of interest in common/collective trusts at end of year2022-12-31$10,177,875
Value of interest in common/collective trusts at beginning of year2022-12-31$12,447,359
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-907,506
Net investment gain/loss from pooled separate accounts2022-12-31$-585,554
Net investment gain or loss from common/collective trusts2022-12-31$-2,006,170
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$467,713
Employer contributions (assets) at end of year2022-12-31$15,199
Employer contributions (assets) at beginning of year2022-12-31$13,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,036,128
Contract administrator fees2022-12-31$62,908
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2022-12-31222027092
2021 : PAC-12 ENTERPRISES, LLC GENERATION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$374,287
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$4,830,338
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,126,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,948,658
Expenses. Certain deemed distributions of participant loans2021-12-31$73,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,724,736
Value of total assets at end of year2021-12-31$19,958,717
Value of total assets at beginning of year2021-12-31$17,880,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$104,051
Total interest from all sources2021-12-31$7,747
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$45,457
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$45,457
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,214,619
Participant contributions at end of year2021-12-31$133,132
Participant contributions at beginning of year2021-12-31$158,554
Participant contributions at end of year2021-12-31$31,527
Participant contributions at beginning of year2021-12-31$34,033
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$12,719
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,703,717
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,958,717
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,880,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,834,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,232,364
Value of interest in pooled separate accounts at end of year2021-12-31$3,498,911
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,496,204
Interest on participant loans2021-12-31$7,747
Value of interest in common/collective trusts at end of year2021-12-31$12,447,359
Value of interest in common/collective trusts at beginning of year2021-12-31$11,943,999
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$550,870
Net investment gain/loss from pooled separate accounts2021-12-31$740,436
Net investment gain or loss from common/collective trusts2021-12-31$1,761,092
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$497,398
Employer contributions (assets) at end of year2021-12-31$13,783
Employer contributions (assets) at beginning of year2021-12-31$15,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,948,658
Contract administrator fees2021-12-31$104,051
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 name2021-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2021-12-31222027092
2020 : PAC-12 ENTERPRISES, LLC GENERATION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$512,924
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,866,944
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,058,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,973,703
Expenses. Certain deemed distributions of participant loans2020-12-31$899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,769,651
Value of total assets at end of year2020-12-31$17,880,713
Value of total assets at beginning of year2020-12-31$15,559,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$83,674
Total interest from all sources2020-12-31$4,514
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$39,447
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$39,447
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,214,926
Participant contributions at end of year2020-12-31$158,554
Participant contributions at beginning of year2020-12-31$139,332
Participant contributions at end of year2020-12-31$34,033
Participant contributions at beginning of year2020-12-31$32,041
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$10,378
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$1,808,668
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,880,713
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,559,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,232,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,014,366
Value of interest in pooled separate accounts at end of year2020-12-31$2,496,204
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,344,591
Interest on participant loans2020-12-31$4,514
Value of interest in common/collective trusts at end of year2020-12-31$11,943,999
Value of interest in common/collective trusts at beginning of year2020-12-31$10,013,462
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$344,660
Net investment gain/loss from pooled separate accounts2020-12-31$291,541
Net investment gain or loss from common/collective trusts2020-12-31$1,417,131
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$544,347
Employer contributions (assets) at end of year2020-12-31$15,559
Employer contributions (assets) at beginning of year2020-12-31$15,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,973,703
Contract administrator fees2020-12-31$83,674
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LINDQUIST LLP
Accountancy firm EIN2020-12-31522385296
2019 : PAC-12 ENTERPRISES, LLC GENERATION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$617,283
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$4,832,311
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,199,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,125,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,969,438
Value of total assets at end of year2019-12-31$15,559,121
Value of total assets at beginning of year2019-12-31$11,309,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$74,535
Total interest from all sources2019-12-31$6,880
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$45,911
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$45,911
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,319,103
Participant contributions at end of year2019-12-31$139,332
Participant contributions at beginning of year2019-12-31$128,723
Participant contributions at end of year2019-12-31$32,041
Participant contributions at beginning of year2019-12-31$34,414
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$64,687
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$3,632,409
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,559,121
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,309,429
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$3,014,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,681,301
Value of interest in pooled separate accounts at end of year2019-12-31$2,344,591
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$6,880
Value of interest in common/collective trusts at end of year2019-12-31$10,013,462
Value of interest in common/collective trusts at beginning of year2019-12-31$7,448,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$759,338
Net investment gain/loss from pooled separate accounts2019-12-31$291,166
Net investment gain or loss from common/collective trusts2019-12-31$1,759,578
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$585,648
Employer contributions (assets) at end of year2019-12-31$15,329
Employer contributions (assets) at beginning of year2019-12-31$16,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,125,367
Contract administrator fees2019-12-31$74,535
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 name2019-12-31LINDQUIST LLP
Accountancy firm EIN2019-12-31522385296
2018 : PAC-12 ENTERPRISES, LLC GENERATION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$260,147
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$1,025,427
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,535,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,469,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,954,448
Value of total assets at end of year2018-12-31$11,309,429
Value of total assets at beginning of year2018-12-31$11,559,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$65,284
Total interest from all sources2018-12-31$8,123
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$66,361
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$66,361
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,331,086
Participant contributions at end of year2018-12-31$128,723
Participant contributions at beginning of year2018-12-31$181,584
Participant contributions at end of year2018-12-31$34,414
Participant contributions at beginning of year2018-12-31$32,453
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$7,021
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-509,783
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,309,429
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,559,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,681,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,597,339
Interest on participant loans2018-12-31$8,123
Value of interest in common/collective trusts at end of year2018-12-31$7,448,816
Value of interest in common/collective trusts at beginning of year2018-12-31$7,730,134
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-343,990
Net investment gain or loss from common/collective trusts2018-12-31$-659,515
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$616,341
Employer contributions (assets) at end of year2018-12-31$16,175
Employer contributions (assets) at beginning of year2018-12-31$17,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,469,926
Contract administrator fees2018-12-31$65,284
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 name2018-12-31LINDQUIST LLP
Accountancy firm EIN2018-12-31522385296
2017 : PAC-12 ENTERPRISES, LLC GENERATION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$134,167
Total transfer of assets from this plan2017-12-31$36,231
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$3,747,585
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$572,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$516,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,148,366
Value of total assets at end of year2017-12-31$11,559,065
Value of total assets at beginning of year2017-12-31$8,285,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$56,048
Total interest from all sources2017-12-31$7,639
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$51,641
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$51,641
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,274,137
Participant contributions at end of year2017-12-31$181,584
Participant contributions at beginning of year2017-12-31$150,475
Participant contributions at end of year2017-12-31$32,453
Participant contributions at beginning of year2017-12-31$35,435
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$232,366
Administrative expenses (other) incurred2017-12-31$32
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$3,175,284
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,559,065
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,285,845
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,597,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,382,751
Interest on participant loans2017-12-31$7,639
Value of interest in common/collective trusts at end of year2017-12-31$7,730,134
Value of interest in common/collective trusts at beginning of year2017-12-31$5,699,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$440,854
Net investment gain or loss from common/collective trusts2017-12-31$1,099,085
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$641,863
Employer contributions (assets) at end of year2017-12-31$17,555
Employer contributions (assets) at beginning of year2017-12-31$17,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$516,253
Contract administrator fees2017-12-31$56,016
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LINDQUIST LLP
Accountancy firm EIN2017-12-31522385296
2016 : PAC-12 ENTERPRISES, LLC GENERATION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$153,994
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$2,746,295
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$600,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$594,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,129,846
Value of total assets at end of year2016-12-31$8,285,845
Value of total assets at beginning of year2016-12-31$5,985,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,927
Total interest from all sources2016-12-31$6,416
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$27,382
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$27,382
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,267,953
Participant contributions at end of year2016-12-31$150,475
Participant contributions at beginning of year2016-12-31$84,266
Participant contributions at end of year2016-12-31$35,435
Participant contributions at beginning of year2016-12-31$38,588
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$196,482
Administrative expenses (other) incurred2016-12-31$66
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$2,146,094
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,285,845
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,985,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,382,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,387,373
Interest on participant loans2016-12-31$6,416
Value of interest in common/collective trusts at end of year2016-12-31$5,699,246
Value of interest in common/collective trusts at beginning of year2016-12-31$4,455,710
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$191,457
Net investment gain or loss from common/collective trusts2016-12-31$391,194
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$665,411
Employer contributions (assets) at end of year2016-12-31$17,938
Employer contributions (assets) at beginning of year2016-12-31$19,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$594,274
Contract administrator fees2016-12-31$5,861
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LINDQUIST LLP
Accountancy firm EIN2016-12-31522385296
2015 : PAC-12 ENTERPRISES, LLC GENERATION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$4,741,101
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$1,550,634
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$305,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$304,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,635,156
Value of total assets at end of year2015-12-31$5,985,757
Value of total assets at beginning of year2015-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,547
Total interest from all sources2015-12-31$3,550
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$13,772
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$13,772
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$1,064,562
Participant contributions at end of year2015-12-31$84,266
Participant contributions at end of year2015-12-31$38,588
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$23,585
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$1,244,656
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,985,757
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,387,373
Interest on participant loans2015-12-31$3,550
Value of interest in common/collective trusts at end of year2015-12-31$4,455,710
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-25,133
Net investment gain or loss from common/collective trusts2015-12-31$-76,711
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$547,009
Employer contributions (assets) at end of year2015-12-31$19,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$304,431
Contract administrator fees2015-12-31$1,547
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 name2015-12-31LINDQUIST LLP
Accountancy firm EIN2015-12-31522385296

Form 5500 Responses for PAC-12 ENTERPRISES, LLC GENERATION PLAN

2022: PAC-12 ENTERPRISES, LLC GENERATION 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 - TrustYes
2021: PAC-12 ENTERPRISES, LLC GENERATION 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 - TrustYes
2020: PAC-12 ENTERPRISES, LLC GENERATION 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 - TrustYes
2019: PAC-12 ENTERPRISES, LLC GENERATION 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 - TrustYes
2018: PAC-12 ENTERPRISES, LLC GENERATION 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PAC-12 ENTERPRISES, LLC GENERATION 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PAC-12 ENTERPRISES, LLC GENERATION 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PAC-12 ENTERPRISES, LLC GENERATION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number621655
Policy instance 1
Insurance contract or identification number621655
Number of Individuals Covered195
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,645
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1645
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number621655
Policy instance 1
Insurance contract or identification number621655
Number of Individuals Covered209
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 $1,470
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1470
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number621655
Policy instance 1
Insurance contract or identification number621655
Number of Individuals Covered231
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 $1,034
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1034
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number621655
Policy instance 1
Insurance contract or identification number621655
Number of Individuals Covered223
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 $771
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees771
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3