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MAHINDRA NATC 401(K) PLAN 401k Plan overview

Plan NameMAHINDRA NATC 401(K) PLAN
Plan identification number 001

MAHINDRA NATC 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MAHINDRA NORTH AMERICAN TECHNICAL CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:MAHINDRA NORTH AMERICAN TECHNICAL CENTER, INC.
Employer identification number (EIN):464310721
NAIC Classification:336100

Additional information about MAHINDRA NORTH AMERICAN TECHNICAL CENTER, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2018-01-12
Company Identification Number: 0802905378
Legal Registered Office Address: 275 REX BLVD

AUBURN HILLS
United States of America (USA)
48326

More information about MAHINDRA NORTH AMERICAN TECHNICAL CENTER, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MAHINDRA NATC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012023-01-01VANESSA URREGO
0012023-01-01JENNIFER HAWKINS
0012022-01-01BREA MAY2023-10-11 BREA MAY2023-10-11
0012021-01-01VIREN POPLI2023-01-04 VIREN POPLI2023-01-04
0012020-01-01VIREN POPLI2021-09-27 VIREN POPLI2021-09-27
0012019-01-01RICHARD HAAS2020-09-23 RICHARD HAAS2020-09-23
0012018-01-01FREDERICK LAWS2019-10-13 FREDERICK LAWS2019-10-13
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01

Financial Data on MAHINDRA NATC 401(K) PLAN

Measure Date Value
2025 : MAHINDRA NATC 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-084019267
Net assets as of the end of the plan year2025-08-088078060
Total assets as of the beginning of the plan year2025-08-0810282192
Value of plan covered by a fidelity bond2025-08-08500000
Participant contributions to plan in this plan year2025-08-08569606
Value of participant loans at end of plan year2025-08-080
Other contributions to plan in this plan year2025-08-081041
Other income to plan in this plan year2025-08-081234130
Plan net income in this plan year2025-08-08-2204132
Net assets as of the end of the plan year2025-08-088078060
Net assets as of the beginning of the plan year2025-08-0810282192
Employer contributions to plan in this plan year2025-08-0810358
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-0844932
2023 : MAHINDRA NATC 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets from this plan2023-12-31$1,714,407
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$3,579
Total income from all sources (including contributions)2023-12-31$2,544,138
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,186,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,134,708
Expenses. Certain deemed distributions of participant loans2023-12-31$13,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$728,855
Value of total assets at end of year2023-12-31$10,282,192
Value of total assets at beginning of year2023-12-31$11,642,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$38,011
Total interest from all sources2023-12-31$26,083
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$249,341
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$249,341
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$712,285
Participant contributions at end of year2023-12-31$10,280
Participant contributions at beginning of year2023-12-31$158,672
Participant contributions at end of year2023-12-31$14,975
Assets. Other investments not covered elsewhere at end of year2023-12-31$743,545
Other income not declared elsewhere2023-12-31$31,178
Liabilities. Value of operating payables at beginning of year2023-12-31$3,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$357,692
Value of net assets at end of year (total assets less liabilities)2023-12-31$10,282,192
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$11,638,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$27,388
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$9,512,889
Value of interest in pooled separate accounts at beginning of year2023-12-31$10,358,907
Interest on participant loans2023-12-31$4,542
Interest earned on other investments2023-12-31$21,541
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$1,111,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,508,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$16,570
Employer contributions (assets) at end of year2023-12-31$503
Employer contributions (assets) at beginning of year2023-12-31$13,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,134,708
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31KNAV CPA LLP
Accountancy firm EIN2023-12-31923540684
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total transfer of assets from this plan2023-01-01$1,714,407
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$3,579
Total income from all sources (including contributions)2023-01-01$2,544,138
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$2,186,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$2,134,708
Expenses. Certain deemed distributions of participant loans2023-01-01$13,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$728,855
Value of total assets at end of year2023-01-01$10,282,192
Value of total assets at beginning of year2023-01-01$11,642,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$38,011
Total interest from all sources2023-01-01$26,083
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$249,341
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$249,341
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$712,285
Participant contributions at end of year2023-01-01$10,280
Participant contributions at beginning of year2023-01-01$158,672
Participant contributions at end of year2023-01-01$14,975
Assets. Other investments not covered elsewhere at end of year2023-01-01$743,545
Other income not declared elsewhere2023-01-01$31,178
Liabilities. Value of operating payables at beginning of year2023-01-01$3,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$357,692
Value of net assets at end of year (total assets less liabilities)2023-01-01$10,282,192
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$11,638,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$27,388
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$9,512,889
Value of interest in pooled separate accounts at beginning of year2023-01-01$10,358,907
Interest on participant loans2023-01-01$4,542
Interest earned on other investments2023-01-01$21,541
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$1,111,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$1,508,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$16,570
Employer contributions (assets) at end of year2023-01-01$503
Employer contributions (assets) at beginning of year2023-01-01$13,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$2,134,708
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01KNAV CPA LLP
Accountancy firm EIN2023-01-01923540684
2022 : MAHINDRA NATC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,579
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,520,871
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,145,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,126,806
Value of total corrective distributions2022-12-31$3,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,024,851
Value of total assets at end of year2022-12-31$11,642,486
Value of total assets at beginning of year2022-12-31$15,305,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$15,443
Total interest from all sources2022-12-31$11,414
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$3,125
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$952,590
Participant contributions at end of year2022-12-31$158,672
Participant contributions at beginning of year2022-12-31$188,877
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$12,318
Liabilities. Value of operating payables at end of year2022-12-31$3,579
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,666,699
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,638,907
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$15,305,606
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 pooled separate accounts at end of year2022-12-31$10,358,907
Value of interest in pooled separate accounts at beginning of year2022-12-31$13,690,376
Interest on participant loans2022-12-31$11,414
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,111,349
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,423,329
Net investment gain/loss from pooled separate accounts2022-12-31$-2,557,136
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$72,261
Employer contributions (assets) at end of year2022-12-31$13,558
Employer contributions (assets) at beginning of year2022-12-31$3,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,126,806
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 name2022-12-31KNAV LLP
Accountancy firm EIN2022-12-31923540684
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$3,579
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-1,520,871
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$2,145,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$2,126,806
Value of total corrective distributions2022-01-01$3,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$1,024,851
Value of total assets at end of year2022-01-01$11,642,486
Value of total assets at beginning of year2022-01-01$15,305,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$15,443
Total interest from all sources2022-01-01$11,414
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Administrative expenses professional fees incurred2022-01-01$3,125
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$952,590
Participant contributions at end of year2022-01-01$158,672
Participant contributions at beginning of year2022-01-01$188,877
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$0
Administrative expenses (other) incurred2022-01-01$12,318
Liabilities. Value of operating payables at end of year2022-01-01$3,579
Liabilities. Value of operating payables at beginning of year2022-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-3,666,699
Value of net assets at end of year (total assets less liabilities)2022-01-01$11,638,907
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$15,305,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in pooled separate accounts at end of year2022-01-01$10,358,907
Value of interest in pooled separate accounts at beginning of year2022-01-01$13,690,376
Interest on participant loans2022-01-01$11,414
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$1,111,349
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$1,423,329
Net investment gain/loss from pooled separate accounts2022-01-01$-2,557,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$72,261
Employer contributions (assets) at end of year2022-01-01$13,558
Employer contributions (assets) at beginning of year2022-01-01$3,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$2,126,806
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01KNAV LLP
Accountancy firm EIN2022-01-01923540684
2021 : MAHINDRA NATC 401(K) PLAN 2021 401k financial data
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$3,590,449
Total of all expenses incurred2021-12-31$3,971,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,923,428
Value of total corrective distributions2021-12-31$318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,507,446
Value of total assets at end of year2021-12-31$15,305,606
Value of total assets at beginning of year2021-12-31$15,687,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$48,161
Total interest from all sources2021-12-31$11,195
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$7,500
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$1,259,138
Participant contributions at end of year2021-12-31$188,877
Participant contributions at beginning of year2021-12-31$184,823
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$121,765
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Liabilities. Value of operating payables at end of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-381,458
Value of net assets at end of year (total assets less liabilities)2021-12-31$15,305,606
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,687,064
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
Investment advisory and management fees2021-12-31$40,661
Value of interest in pooled separate accounts at end of year2021-12-31$13,690,376
Value of interest in pooled separate accounts at beginning of year2021-12-31$14,111,787
Interest on participant loans2021-12-31$11,195
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,423,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,380,904
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$2,071,808
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$126,543
Employer contributions (assets) at end of year2021-12-31$3,024
Employer contributions (assets) at beginning of year2021-12-31$9,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,923,428
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31KNAV P.A.
Accountancy firm EIN2021-12-31202751082
2020 : MAHINDRA NATC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,674,029
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,397,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,380,577
Expenses. Certain deemed distributions of participant loans2020-12-31$96
Value of total corrective distributions2020-12-31$2,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,481,116
Value of total assets at end of year2020-12-31$15,687,064
Value of total assets at beginning of year2020-12-31$11,410,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$14,986
Total interest from all sources2020-12-31$14,971
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$3,250
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$2,542,368
Participant contributions at end of year2020-12-31$184,823
Participant contributions at beginning of year2020-12-31$227,736
Participant contributions at beginning of year2020-12-31$1,864
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$640,152
Administrative expenses (other) incurred2020-12-31$11,736
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$4,276,242
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,687,064
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,410,822
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 pooled separate accounts at end of year2020-12-31$14,111,787
Value of interest in pooled separate accounts at beginning of year2020-12-31$10,421,271
Interest on participant loans2020-12-31$14,915
Interest earned on other investments2020-12-31$56
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,380,904
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$740,119
Net investment gain/loss from pooled separate accounts2020-12-31$2,177,942
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$298,596
Employer contributions (assets) at end of year2020-12-31$9,550
Employer contributions (assets) at beginning of year2020-12-31$19,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,380,577
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 name2020-12-31KNAV P.A.
Accountancy firm EIN2020-12-31202751082
2019 : MAHINDRA NATC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$181
Total transfer of assets from this plan2019-12-31$181
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total 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$4,966,599
Total income from all sources (including contributions)2019-12-31$4,966,599
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$153,467
Total of all expenses incurred2019-12-31$153,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$141,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$141,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,134,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,134,802
Value of total assets at end of year2019-12-31$11,410,822
Value of total assets at end of year2019-12-31$11,410,822
Value of total assets at beginning of year2019-12-31$6,597,871
Value of total assets at beginning of year2019-12-31$6,597,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,692
Total interest from all sources2019-12-31$10,868
Total interest from all sources2019-12-31$10,868
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$2,125
Administrative expenses professional fees incurred2019-12-31$2,125
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,488,009
Contributions received from participants2019-12-31$2,488,009
Participant contributions at end of year2019-12-31$227,736
Participant contributions at end of year2019-12-31$227,736
Participant contributions at beginning of year2019-12-31$126,879
Participant contributions at beginning of year2019-12-31$126,879
Participant contributions at end of year2019-12-31$1,864
Participant contributions at end of year2019-12-31$1,864
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$304,346
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$304,346
Other income not declared elsewhere2019-12-31$45,951
Other income not declared elsewhere2019-12-31$45,951
Administrative expenses (other) incurred2019-12-31$9,567
Administrative expenses (other) incurred2019-12-31$9,567
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
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$4,813,132
Value of net income/loss2019-12-31$4,813,132
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,410,822
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,410,822
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,597,871
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,597,871
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$10,421,271
Value of interest in pooled separate accounts at end of year2019-12-31$10,421,271
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,984,406
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,984,406
Interest on participant loans2019-12-31$10,868
Interest on participant loans2019-12-31$10,868
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$740,119
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$740,119
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$476,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$476,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,774,978
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,774,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$342,447
Contributions received in cash from employer2019-12-31$342,447
Employer contributions (assets) at end of year2019-12-31$19,832
Employer contributions (assets) at end of year2019-12-31$19,832
Employer contributions (assets) at beginning of year2019-12-31$10,304
Employer contributions (assets) at beginning of year2019-12-31$10,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$141,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$141,775
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KNAV P.A.
Accountancy firm name2019-12-31KNAV P.A.
Accountancy firm EIN2019-12-31202751082
Accountancy firm EIN2019-12-31202751082
2018 : MAHINDRA NATC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,181,721
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$204,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$197,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,615,046
Value of total assets at end of year2018-12-31$6,597,871
Value of total assets at beginning of year2018-12-31$4,621,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,784
Total interest from all sources2018-12-31$7,163
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$500
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,964,834
Participant contributions at end of year2018-12-31$126,879
Participant contributions at beginning of year2018-12-31$88,043
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$300,991
Other income not declared elsewhere2018-12-31$-19,616
Administrative expenses (other) incurred2018-12-31$7,284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,976,750
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,597,871
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,621,121
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 pooled separate accounts at end of year2018-12-31$5,984,406
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,058,694
Interest on participant loans2018-12-31$7,163
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$476,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$464,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-420,872
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$349,221
Employer contributions (assets) at end of year2018-12-31$10,304
Employer contributions (assets) at beginning of year2018-12-31$9,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$197,187
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 name2018-12-31KNAV P.A.
Accountancy firm EIN2018-12-31202751082
2017 : MAHINDRA NATC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,412,850
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$35,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$27,594
Value of total corrective distributions2017-12-31$3,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,911,300
Value of total assets at end of year2017-12-31$4,621,121
Value of total assets at beginning of year2017-12-31$2,244,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,121
Total interest from all sources2017-12-31$3,381
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$500
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,287,373
Participant contributions at end of year2017-12-31$88,043
Participant contributions at beginning of year2017-12-31$60,195
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$419,860
Other income not declared elsewhere2017-12-31$7,923
Administrative expenses (other) incurred2017-12-31$4,621
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$2,377,115
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,621,121
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,244,006
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 pooled separate accounts at end of year2017-12-31$4,058,694
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,905,636
Interest on participant loans2017-12-31$3,381
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$464,580
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$278,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$490,246
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$204,067
Employer contributions (assets) at end of year2017-12-31$9,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$27,594
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 name2017-12-31KNAV P.A.
Accountancy firm EIN2017-12-31202751082

Form 5500 Responses for MAHINDRA NATC 401(K) PLAN

2023: MAHINDRA NATC 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedYes
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MAHINDRA NATC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MAHINDRA NATC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MAHINDRA NATC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MAHINDRA NATC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MAHINDRA NATC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MAHINDRA NATC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812096
Policy instance 1
Insurance contract or identification number812096
Number of Individuals Covered0
Insurance policy start date2023-01-01
Insurance policy end date2023-01-17
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812096
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812096
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812096
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812096
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812096
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812096
Policy instance 1

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