401k Plan data: BIG 'I' MEP 401(K) PLAN plan

BIG 'I' MEP 401(K) PLAN 401k Plan overview

Plan Name	BIG 'I' MEP 401(K) PLAN
Plan identification number	001

BIG 'I' MEP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BIG 'I' RETIREMENT SERVICES LLC has sponsored the creation of one or more 401k plans.

Company Name: BIG 'I' RETIREMENT SERVICES LLC

Employer identification number (EIN): 463043065

NAIC Classification: 524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BIG 'I' MEP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 CHRISTINE MUNOZ
001 2016-01-01 CHRISTINE MUNOZ
001 2015-01-01 DAVE EVANS
001 2014-01-01 DAVE EVANS 2015-10-14

Plan Statistics for BIG 'I' MEP 401(K) PLAN

401k plan membership statisitcs for BIG 'I' MEP 401(K) PLAN

Measure Date Value
2022: BIG 'I' MEP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 993
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 737
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 212
Total of all active and inactive participants 2022-01-01 951
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 951
Number of participants with account balances 2022-01-01 867
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 17
2021: BIG 'I' MEP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,044
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 821
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 197
Total of all active and inactive participants 2021-01-01 1,018
Total participants 2021-01-01 1,018
Number of participants with account balances 2021-01-01 900
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 17
2020: BIG 'I' MEP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,088
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 814
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 258
Total of all active and inactive participants 2020-01-01 1,072
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 1,073
Number of participants with account balances 2020-01-01 951
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 6
2019: BIG 'I' MEP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,112
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 887
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 211
Total of all active and inactive participants 2019-01-01 1,098
Total participants 2019-01-01 1,098
Number of participants with account balances 2019-01-01 974
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 8
2018: BIG 'I' MEP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,006
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 916
Number of other retired or separated participants entitled to future benefits 2018-01-01 196
Total of all active and inactive participants 2018-01-01 1,112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1,112
Number of participants with account balances 2018-01-01 967
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 23
2017: BIG 'I' MEP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 981
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 835
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 171
Total of all active and inactive participants 2017-01-01 1,006
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1,006
Number of participants with account balances 2017-01-01 872
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BIG 'I' MEP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 786
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 717
Number of other retired or separated participants entitled to future benefits 2016-01-01 155
Total of all active and inactive participants 2016-01-01 872
Total participants 2016-01-01 872
Number of participants with account balances 2016-01-01 705
2015: BIG 'I' MEP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 581
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 628
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 125
Total of all active and inactive participants 2015-01-01 755
Total participants 2015-01-01 755
Number of participants with account balances 2015-01-01 641
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 4

Measure	Date	Value
2022: BIG 'I' MEP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	993
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	737
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	212
Total of all active and inactive participants	2022-01-01	951
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	951
Number of participants with account balances	2022-01-01	867
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	17
2021: BIG 'I' MEP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,044
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	821
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	197
Total of all active and inactive participants	2021-01-01	1,018
Total participants	2021-01-01	1,018
Number of participants with account balances	2021-01-01	900
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	17
2020: BIG 'I' MEP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,088
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	814
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	258
Total of all active and inactive participants	2020-01-01	1,072
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	1,073
Number of participants with account balances	2020-01-01	951
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	6
2019: BIG 'I' MEP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,112
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	887
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	211
Total of all active and inactive participants	2019-01-01	1,098
Total participants	2019-01-01	1,098
Number of participants with account balances	2019-01-01	974
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	8
2018: BIG 'I' MEP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,006
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	916
Number of other retired or separated participants entitled to future benefits	2018-01-01	196
Total of all active and inactive participants	2018-01-01	1,112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1,112
Number of participants with account balances	2018-01-01	967
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	23
2017: BIG 'I' MEP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	981
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	835
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	171
Total of all active and inactive participants	2017-01-01	1,006
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1,006
Number of participants with account balances	2017-01-01	872
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BIG 'I' MEP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	786
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	717
Number of other retired or separated participants entitled to future benefits	2016-01-01	155
Total of all active and inactive participants	2016-01-01	872
Total participants	2016-01-01	872
Number of participants with account balances	2016-01-01	705
2015: BIG 'I' MEP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	581
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	628
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	125
Total of all active and inactive participants	2015-01-01	755
Total participants	2015-01-01	755
Number of participants with account balances	2015-01-01	641
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	4

Financial Data on BIG 'I' MEP 401(K) PLAN

Measure	Date	Value
2022 : BIG 'I' MEP 401(K) PLAN 2022 401k financial data
Total transfer of assets from this plan	2022-12-31	$1,030,259
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$127,865
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$154,344
Total income from all sources (including contributions)	2022-12-31	$-14,414,366
Total of all expenses incurred	2022-12-31	$12,252,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$11,697,181
Value of total corrective distributions	2022-12-31	$489
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$8,019,767
Value of total assets at end of year	2022-12-31	$122,355,901
Value of total assets at beginning of year	2022-12-31	$150,079,222
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$554,547
Total interest from all sources	2022-12-31	$29,890
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,106,783
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$2,106,783
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$4,432,471
Participant contributions at end of year	2022-12-31	$1,000,143
Participant contributions at beginning of year	2022-12-31	$723,869
Participant contributions at end of year	2022-12-31	$111,280
Participant contributions at beginning of year	2022-12-31	$86,253
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$213,457
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$13,228
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$2,538
Other income not declared elsewhere	2022-12-31	$137
Administrative expenses (other) incurred	2022-12-31	$42,183
Liabilities. Value of operating payables at end of year	2022-12-31	$127,865
Liabilities. Value of operating payables at beginning of year	2022-12-31	$154,344
Total non interest bearing cash at end of year	2022-12-31	$67,604
Total non interest bearing cash at beginning of year	2022-12-31	$23,933
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-26,666,583
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$122,228,036
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$149,924,878
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$452,965
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$97,196,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$124,693,143
Interest on participant loans	2022-12-31	$29,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$45,916
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$20,099
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$20,099
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$22,915,216
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$23,617,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-24,570,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$3,373,839
Employer contributions (assets) at end of year	2022-12-31	$1,005,715
Employer contributions (assets) at beginning of year	2022-12-31	$912,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$11,697,181
Contract administrator fees	2022-12-31	$59,399
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	COHNREZNICK, LLCP
Accountancy firm EIN	2022-12-31	221478099
2021 : BIG 'I' MEP 401(K) PLAN 2021 401k financial data
Total transfer of assets from this plan	2021-12-31	$494,556
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$154,344
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$141,640
Total income from all sources (including contributions)	2021-12-31	$27,582,918
Total of all expenses incurred	2021-12-31	$15,161,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$14,483,708
Expenses. Certain deemed distributions of participant loans	2021-12-31	$34,720
Value of total corrective distributions	2021-12-31	$1,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$8,458,830
Value of total assets at end of year	2021-12-31	$150,079,222
Value of total assets at beginning of year	2021-12-31	$138,139,569
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$641,505
Total interest from all sources	2021-12-31	$24,716
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,440,370
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$2,440,370
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$4,374,212
Participant contributions at end of year	2021-12-31	$723,869
Participant contributions at beginning of year	2021-12-31	$564,967
Participant contributions at end of year	2021-12-31	$86,253
Participant contributions at beginning of year	2021-12-31	$104,186
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$821,346
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$2,538
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$3,032
Liabilities. Value of operating payables at end of year	2021-12-31	$154,344
Liabilities. Value of operating payables at beginning of year	2021-12-31	$141,640
Total non interest bearing cash at end of year	2021-12-31	$23,933
Total non interest bearing cash at beginning of year	2021-12-31	$31,455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$12,421,505
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$149,924,878
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$137,997,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$579,154
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$124,693,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$112,141,963
Interest on participant loans	2021-12-31	$24,716
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$20,099
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$23,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$23,818
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$23,617,152
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$24,338,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$16,659,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$3,263,272
Employer contributions (assets) at end of year	2021-12-31	$912,235
Employer contributions (assets) at beginning of year	2021-12-31	$931,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$14,483,708
Contract administrator fees	2021-12-31	$62,351
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	COHNREZNICK, LLP
Accountancy firm EIN	2021-12-31	221478099
2020 : BIG 'I' MEP 401(K) PLAN 2020 401k financial data
Total transfer of assets from this plan	2020-12-31	$2,666,386
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$141,640
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$135,044
Total income from all sources (including contributions)	2020-12-31	$25,434,867
Total of all expenses incurred	2020-12-31	$15,197,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$14,599,293
Expenses. Certain deemed distributions of participant loans	2020-12-31	$47,552
Value of total corrective distributions	2020-12-31	$9,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$7,676,840
Value of total assets at end of year	2020-12-31	$138,139,569
Value of total assets at beginning of year	2020-12-31	$130,562,273
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$541,161
Total interest from all sources	2020-12-31	$26,987
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$2,555,608
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$2,555,608
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$4,211,513
Participant contributions at end of year	2020-12-31	$564,967
Participant contributions at beginning of year	2020-12-31	$744,729
Participant contributions at end of year	2020-12-31	$104,186
Participant contributions at beginning of year	2020-12-31	$94,606
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$286,545
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$3,032
Other income not declared elsewhere	2020-12-31	$12,740
Administrative expenses (other) incurred	2020-12-31	$39,862
Liabilities. Value of operating payables at end of year	2020-12-31	$141,640
Liabilities. Value of operating payables at beginning of year	2020-12-31	$135,044
Total non interest bearing cash at end of year	2020-12-31	$31,455
Total non interest bearing cash at beginning of year	2020-12-31	$26,598
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$10,237,086
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$137,997,929
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$130,427,229
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$442,421
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$112,141,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$106,809,059
Interest on participant loans	2020-12-31	$26,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$23,818
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$98,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$98,865
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$24,338,494
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$21,869,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$15,162,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$3,178,782
Employer contributions (assets) at end of year	2020-12-31	$931,654
Employer contributions (assets) at beginning of year	2020-12-31	$918,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$14,599,293
Contract administrator fees	2020-12-31	$58,878
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	Yes
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	COHNREZNICK LLP
Accountancy firm EIN	2020-12-31	221478099
2019 : BIG 'I' MEP 401(K) PLAN 2019 401k financial data
Total transfer of assets to this plan	2019-12-31	$6,536,589
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$135,044
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$113,870
Total income from all sources (including contributions)	2019-12-31	$30,376,517
Total of all expenses incurred	2019-12-31	$14,460,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$13,829,618
Expenses. Certain deemed distributions of participant loans	2019-12-31	$65,213
Value of total corrective distributions	2019-12-31	$20,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$8,187,989
Value of total assets at end of year	2019-12-31	$130,562,273
Value of total assets at beginning of year	2019-12-31	$108,088,220
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$545,368
Total interest from all sources	2019-12-31	$36,183
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$2,342,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$2,342,892
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$4,368,067
Participant contributions at end of year	2019-12-31	$744,729
Participant contributions at beginning of year	2019-12-31	$847,055
Participant contributions at end of year	2019-12-31	$94,606
Participant contributions at beginning of year	2019-12-31	$179,616
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$516,466
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$38,457
Liabilities. Value of operating payables at end of year	2019-12-31	$135,044
Liabilities. Value of operating payables at beginning of year	2019-12-31	$113,870
Total non interest bearing cash at end of year	2019-12-31	$26,598
Total non interest bearing cash at beginning of year	2019-12-31	$43,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$15,916,290
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$130,427,229
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$107,974,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$516,857
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$106,809,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$82,281,228
Interest on participant loans	2019-12-31	$36,183
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$98,865
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$69,834
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$69,834
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$21,869,954
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$23,786,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$19,809,453
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$3,303,456
Employer contributions (assets) at end of year	2019-12-31	$918,462
Employer contributions (assets) at beginning of year	2019-12-31	$841,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$13,829,618
Contract administrator fees	2019-12-31	$28,511
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	COHNREZNICK LLP
Accountancy firm EIN	2019-12-31	221478099
2018 : BIG 'I' MEP 401(K) PLAN 2018 401k financial data
Total transfer of assets to this plan	2018-12-31	$10,677,925
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$113,870
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$109,551
Total income from all sources (including contributions)	2018-12-31	$2,708,133
Total of all expenses incurred	2018-12-31	$9,388,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$8,886,528
Value of total corrective distributions	2018-12-31	$5,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$7,323,842
Value of total assets at end of year	2018-12-31	$108,088,220
Value of total assets at beginning of year	2018-12-31	$104,086,275
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$495,955
Total interest from all sources	2018-12-31	$37,729
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$2,622,956
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$2,622,956
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$3,977,198
Participant contributions at end of year	2018-12-31	$847,055
Participant contributions at beginning of year	2018-12-31	$963,424
Participant contributions at end of year	2018-12-31	$179,616
Participant contributions at beginning of year	2018-12-31	$157,372
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$408,165
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$38,457
Liabilities. Value of operating payables at end of year	2018-12-31	$113,870
Liabilities. Value of operating payables at beginning of year	2018-12-31	$109,551
Total non interest bearing cash at end of year	2018-12-31	$43,506
Total non interest bearing cash at beginning of year	2018-12-31	$31,372
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-6,680,299
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$107,974,350
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$103,976,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$465,776
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$82,281,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$79,926,754
Interest on participant loans	2018-12-31	$37,729
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$69,834
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$80,692
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$80,692
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$23,786,762
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$22,325,523
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-7,276,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$2,938,479
Employer contributions (assets) at end of year	2018-12-31	$841,762
Employer contributions (assets) at beginning of year	2018-12-31	$601,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$8,886,528
Contract administrator fees	2018-12-31	$30,179
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	COHNREZNICK LLP
Accountancy firm EIN	2018-12-31	221478099
2017 : BIG 'I' MEP 401(K) PLAN 2017 401k financial data
Total transfer of assets to this plan	2017-12-31	$16,822,647
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$109,551
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$80,460
Total income from all sources (including contributions)	2017-12-31	$18,360,665
Total of all expenses incurred	2017-12-31	$4,479,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$4,065,392
Value of total corrective distributions	2017-12-31	$16,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$6,435,600
Value of total assets at end of year	2017-12-31	$104,086,275
Value of total assets at beginning of year	2017-12-31	$73,353,419
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$397,409
Total interest from all sources	2017-12-31	$35,014
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,873,686
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,873,686
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$3,207,318
Participant contributions at end of year	2017-12-31	$963,424
Participant contributions at beginning of year	2017-12-31	$867,622
Participant contributions at end of year	2017-12-31	$157,372
Participant contributions at beginning of year	2017-12-31	$90,386
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$949,177
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$1,220
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$-3
Liabilities. Value of operating payables at end of year	2017-12-31	$109,551
Liabilities. Value of operating payables at beginning of year	2017-12-31	$80,463
Total non interest bearing cash at end of year	2017-12-31	$31,372
Total non interest bearing cash at beginning of year	2017-12-31	$65,496
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$13,881,118
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$103,976,724
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$73,272,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$378,551
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$79,926,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$51,170,612
Interest on participant loans	2017-12-31	$35,014
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$80,692
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$35,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$35,134
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$22,325,523
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$20,754,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$10,016,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$2,279,105
Employer contributions (assets) at end of year	2017-12-31	$601,138
Employer contributions (assets) at beginning of year	2017-12-31	$368,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$4,065,392
Contract administrator fees	2017-12-31	$18,858
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	COHNREZNICK LLP
Accountancy firm EIN	2017-12-31	221478099
2016 : BIG 'I' MEP 401(K) PLAN 2016 401k financial data
Total transfer of assets to this plan	2016-12-31	$4,353,192
Total transfer of assets from this plan	2016-12-31	$2,582,842
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$80,460
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$348,720
Total income from all sources (including contributions)	2016-12-31	$10,174,708
Total of all expenses incurred	2016-12-31	$3,120,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,769,962
Value of total corrective distributions	2016-12-31	$28,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$5,010,519
Value of total assets at end of year	2016-12-31	$73,353,419
Value of total assets at beginning of year	2016-12-31	$64,796,644
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$321,535
Total interest from all sources	2016-12-31	$30,549
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,106,944
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$1,106,944
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$2,740,908
Participant contributions at end of year	2016-12-31	$867,622
Participant contributions at beginning of year	2016-12-31	$813,656
Participant contributions at end of year	2016-12-31	$90,386
Participant contributions at beginning of year	2016-12-31	$111,409
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$376,243
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$1,220
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$13,713
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$-3
Liabilities. Value of operating payables at end of year	2016-12-31	$80,463
Liabilities. Value of operating payables at beginning of year	2016-12-31	$70,711
Total non interest bearing cash at end of year	2016-12-31	$65,496
Total non interest bearing cash at beginning of year	2016-12-31	$104,301
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$7,054,685
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$73,272,959
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$64,447,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$293,817
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$51,170,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$45,342,037
Income. Interest from loans (other than to participants)	2016-12-31	$30,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$35,134
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$31,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$31,401
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$20,754,699
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$18,092,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$4,026,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,893,368
Employer contributions (assets) at end of year	2016-12-31	$368,250
Employer contributions (assets) at beginning of year	2016-12-31	$287,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,769,962
Contract administrator fees	2016-12-31	$27,718
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$278,009
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	COHNREZNICK LLP
Accountancy firm EIN	2016-12-31	221478099
2015 : BIG 'I' MEP 401(K) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$348,720
Total income from all sources (including contributions)	2015-12-31	$29,818,006
Total of all expenses incurred	2015-12-31	$4,047,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$3,682,108
Value of total corrective distributions	2015-12-31	$41,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$29,948,788
Value of total assets at end of year	2015-12-31	$64,796,644
Value of total assets at beginning of year	2015-12-31	$38,677,619
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$324,047
Total interest from all sources	2015-12-31	$25,034
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,348,553
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$1,348,553
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$2,281,908
Participant contributions at end of year	2015-12-31	$813,656
Participant contributions at beginning of year	2015-12-31	$429,181
Participant contributions at end of year	2015-12-31	$111,409
Participant contributions at beginning of year	2015-12-31	$72,542
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$26,173,231
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$13,713
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$8,077
Administrative expenses (other) incurred	2015-12-31	$693
Liabilities. Value of operating payables at end of year	2015-12-31	$70,711
Total non interest bearing cash at end of year	2015-12-31	$104,301
Total non interest bearing cash at beginning of year	2015-12-31	$29,874
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$25,770,305
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$64,447,924
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$38,677,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$294,333
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$45,342,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$25,999,527
Interest on participant loans	2015-12-31	$25,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$31,401
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$8,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$8,787
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$18,092,515
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$11,986,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,504,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,493,649
Employer contributions (assets) at end of year	2015-12-31	$287,612
Employer contributions (assets) at beginning of year	2015-12-31	$143,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$3,682,108
Contract administrator fees	2015-12-31	$29,021
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$278,009
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	COHNREZNICK LLP
Accountancy firm EIN	2015-12-31	221478099

Form 5500 Responses for BIG 'I' MEP 401(K) PLAN

2022: BIG 'I' MEP 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BIG 'I' MEP 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BIG 'I' MEP 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BIG 'I' MEP 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BIG 'I' MEP 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BIG 'I' MEP 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BIG 'I' MEP 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BIG 'I' MEP 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

Policy instance

Number of Individuals Covered	214
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Insurance broker organization code?	4

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

Policy instance

Number of Individuals Covered	264
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Insurance broker organization code?	4

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

Policy instance

Number of Individuals Covered	294
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Insurance broker organization code?	4

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

Policy instance

Number of Individuals Covered	355
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Insurance broker organization code?	4

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

Policy instance

Number of Individuals Covered	362
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Insurance broker organization code?	4

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

Policy instance

Number of Individuals Covered	322
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Insurance broker organization code?	4
Insurance broker name	BIG I ADVISORY RESOURCES, LLC

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

Policy instance

Number of Individuals Covered	641
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Insurance broker organization code?	4
Insurance broker name	BIG I ADVISORY RESOURCES, LLC

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Company Name:	BIG 'I' RETIREMENT SERVICES LLC
Employer identification number (EIN):	463043065
NAIC Classification:	524290