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CO-OP 401(K) PLAN 401k Plan overview

Plan NameCO-OP 401(K) PLAN
Plan identification number 002

CO-OP 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

CENTRAL VALLEY AG has sponsored the creation of one or more 401k plans.

Company Name:CENTRAL VALLEY AG
Employer identification number (EIN):470834827
NAIC Classification:115110

Additional information about CENTRAL VALLEY AG

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1931687

More information about CENTRAL VALLEY AG

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CO-OP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DIANA HEATH
0022016-01-01DIANA HEATH
0022015-01-01DIANA HEATH
0022014-01-01JASON KITTEN
0022013-01-01JASON KITTEN
0022012-01-01MARK THIESZEN
0022011-01-01MARK THIESZEN
0022009-01-01MARK THIESZEN

Plan Statistics for CO-OP 401(K) PLAN

401k plan membership statisitcs for CO-OP 401(K) PLAN

Measure Date Value
2022: CO-OP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,385
Total number of active participants reported on line 7a of the Form 55002022-01-01921
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01449
Total of all active and inactive participants2022-01-011,371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-019
Total participants2022-01-011,380
Number of participants with account balances2022-01-011,301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01106
2021: CO-OP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,387
Total number of active participants reported on line 7a of the Form 55002021-01-01959
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01418
Total of all active and inactive participants2021-01-011,378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-011,385
Number of participants with account balances2021-01-011,258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01107
2020: CO-OP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,307
Total number of active participants reported on line 7a of the Form 55002020-01-01980
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01399
Total of all active and inactive participants2020-01-011,379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-011,386
Number of participants with account balances2020-01-011,249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01107
2019: CO-OP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,723
Total number of active participants reported on line 7a of the Form 55002019-01-01959
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01340
Total of all active and inactive participants2019-01-011,299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-011,304
Number of participants with account balances2019-01-011,157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01120
2018: CO-OP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,389
Total number of active participants reported on line 7a of the Form 55002018-01-011,391
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011,391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01329
Total participants2018-01-011,720
Number of participants with account balances2018-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011,177
2017: CO-OP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,170
Total number of active participants reported on line 7a of the Form 55002017-01-011,114
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01263
Total of all active and inactive participants2017-01-011,377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,379
Number of participants with account balances2017-01-011,128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01187
2016: CO-OP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,158
Total number of active participants reported on line 7a of the Form 55002016-01-01935
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01225
Total of all active and inactive participants2016-01-011,160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-011,162
Number of participants with account balances2016-01-011,002
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0199
2015: CO-OP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,090
Total number of active participants reported on line 7a of the Form 55002015-01-01988
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01168
Total of all active and inactive participants2015-01-011,156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,158
Number of participants with account balances2015-01-01996
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0179
2014: CO-OP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01321
Total number of active participants reported on line 7a of the Form 55002014-01-01853
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-01130
Total of all active and inactive participants2014-01-01984
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01986
Number of participants with account balances2014-01-01838
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0138
2013: CO-OP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01326
Total number of active participants reported on line 7a of the Form 55002013-01-01255
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0157
Total of all active and inactive participants2013-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01313
Number of participants with account balances2013-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0129
2012: CO-OP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01340
Total number of active participants reported on line 7a of the Form 55002012-01-01264
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0159
Total of all active and inactive participants2012-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01324
Number of participants with account balances2012-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0129
2011: CO-OP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01314
Total number of active participants reported on line 7a of the Form 55002011-01-01259
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0175
Total of all active and inactive participants2011-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01334
Number of participants with account balances2011-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0126
2009: CO-OP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01294
Total number of active participants reported on line 7a of the Form 55002009-01-01229
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0141
Total of all active and inactive participants2009-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01270
Number of participants with account balances2009-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0113

Financial Data on CO-OP 401(K) PLAN

Measure Date Value
2022 : CO-OP 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$71,565
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$6,201
Total income from all sources (including contributions)2022-12-31$-5,625,248
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,371,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,287,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,157,563
Value of total assets at end of year2022-12-31$52,001,944
Value of total assets at beginning of year2022-12-31$61,933,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$83,976
Total interest from all sources2022-12-31$22,135
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,748,597
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,748,597
Administrative expenses professional fees incurred2022-12-31$72,725
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,368,719
Participant contributions at end of year2022-12-31$340,763
Participant contributions at beginning of year2022-12-31$426,070
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$295,589
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$5,426
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$6,201
Other income not declared elsewhere2022-12-31$-605,996
Administrative expenses (other) incurred2022-12-31$11,251
Total non interest bearing cash at end of year2022-12-31$92,042
Total non interest bearing cash at beginning of year2022-12-31$1,465
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,996,933
Value of net assets at end of year (total assets less liabilities)2022-12-31$51,930,379
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$61,927,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$45,751,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$53,757,512
Interest on participant loans2022-12-31$22,135
Value of interest in common/collective trusts at end of year2022-12-31$124,065
Value of interest in common/collective trusts at beginning of year2022-12-31$333,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,075
Asset value of US Government securities at end of year2022-12-31$1,782,185
Asset value of US Government securities at beginning of year2022-12-31$3,219,528
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,949,901
Net investment gain or loss from common/collective trusts2022-12-31$2,354
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$493,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,287,709
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$1,372,211
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$1,417,038
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$2,537,987
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$2,778,860
Liabilities. Value of benefit claims payable at end of year2022-12-31$66,139
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 name2022-12-31FORVIS LLP
Accountancy firm EIN2022-12-31440160260
2021 : CO-OP 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$6,201
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,857
Total income from all sources (including contributions)2021-12-31$10,097,460
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,379,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,293,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,302,647
Value of total assets at end of year2021-12-31$61,933,513
Value of total assets at beginning of year2021-12-31$56,215,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$85,839
Total interest from all sources2021-12-31$29,466
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,669,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,669,223
Administrative expenses professional fees incurred2021-12-31$73,129
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$3,222,680
Participant contributions at end of year2021-12-31$426,070
Participant contributions at beginning of year2021-12-31$597,257
Participant contributions at beginning of year2021-12-31$91,425
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$413,252
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$6,201
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$5,857
Other income not declared elsewhere2021-12-31$-209,315
Administrative expenses (other) incurred2021-12-31$12,710
Total non interest bearing cash at end of year2021-12-31$1,465
Total non interest bearing cash at beginning of year2021-12-31$335
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$5,717,856
Value of net assets at end of year (total assets less liabilities)2021-12-31$61,927,312
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$56,209,456
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$53,757,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$47,930,628
Interest on participant loans2021-12-31$29,466
Value of interest in common/collective trusts at end of year2021-12-31$333,040
Value of interest in common/collective trusts at beginning of year2021-12-31$632,474
Asset value of US Government securities at end of year2021-12-31$3,219,528
Asset value of US Government securities at beginning of year2021-12-31$3,180,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,305,233
Net investment gain or loss from common/collective trusts2021-12-31$206
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$666,715
Employer contributions (assets) at beginning of year2021-12-31$29,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,293,765
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$1,417,038
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$1,405,980
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$2,778,860
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$2,347,662
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS LLP
Accountancy firm EIN2021-12-31440160260
2020 : CO-OP 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$225,465
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,857
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,992
Total income from all sources (including contributions)2020-12-31$12,309,363
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,601,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,532,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,396,578
Value of total assets at end of year2020-12-31$56,215,313
Value of total assets at beginning of year2020-12-31$48,281,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$68,985
Total interest from all sources2020-12-31$30,455
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,565,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,565,021
Administrative expenses professional fees incurred2020-12-31$58,460
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$3,116,513
Participant contributions at end of year2020-12-31$597,257
Participant contributions at beginning of year2020-12-31$498,929
Participant contributions at end of year2020-12-31$91,425
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$307,279
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$5,857
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$4,992
Other income not declared elsewhere2020-12-31$620,780
Administrative expenses (other) incurred2020-12-31$10,525
Total non interest bearing cash at end of year2020-12-31$335
Total non interest bearing cash at beginning of year2020-12-31$412
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$7,707,855
Value of net assets at end of year (total assets less liabilities)2020-12-31$56,209,456
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$48,276,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$47,930,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$42,057,622
Interest on participant loans2020-12-31$30,455
Value of interest in common/collective trusts at end of year2020-12-31$632,474
Value of interest in common/collective trusts at beginning of year2020-12-31$269,683
Asset value of US Government securities at end of year2020-12-31$3,180,497
Asset value of US Government securities at beginning of year2020-12-31$2,076,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,695,005
Net investment gain or loss from common/collective trusts2020-12-31$1,524
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$972,786
Employer contributions (assets) at end of year2020-12-31$29,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,532,523
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$1,405,980
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$1,208,248
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$2,347,662
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$2,170,221
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 name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : CO-OP 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,992
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,712
Total income from all sources (including contributions)2019-12-31$11,930,823
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,116,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,050,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,302,835
Value of total assets at end of year2019-12-31$48,281,128
Value of total assets at beginning of year2019-12-31$39,466,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$65,150
Total interest from all sources2019-12-31$28,907
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,370,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,370,019
Administrative expenses professional fees incurred2019-12-31$65,150
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,962,327
Participant contributions at end of year2019-12-31$498,929
Participant contributions at beginning of year2019-12-31$496,568
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$437,477
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$4,992
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$4,712
Other income not declared elsewhere2019-12-31$253,912
Total non interest bearing cash at end of year2019-12-31$412
Total non interest bearing cash at beginning of year2019-12-31$8,978
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$8,814,686
Value of net assets at end of year (total assets less liabilities)2019-12-31$48,276,136
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$39,461,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$42,057,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$33,577,606
Interest on participant loans2019-12-31$28,907
Value of interest in common/collective trusts at end of year2019-12-31$269,683
Value of interest in common/collective trusts at beginning of year2019-12-31$839,515
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$11,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$11,672
Asset value of US Government securities at end of year2019-12-31$2,076,013
Asset value of US Government securities at beginning of year2019-12-31$1,746,130
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,971,165
Net investment gain or loss from common/collective trusts2019-12-31$3,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$903,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,050,987
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$1,208,248
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$1,023,302
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$2,170,221
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$1,762,391
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : CO-OP 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$4,712
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,071
Total income from all sources (including contributions)2018-12-31$2,435,974
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,121,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,050,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,246,371
Value of total assets at end of year2018-12-31$39,466,162
Value of total assets at beginning of year2018-12-31$40,150,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$70,645
Total interest from all sources2018-12-31$24,761
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,368,117
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,368,117
Administrative expenses professional fees incurred2018-12-31$61,110
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,064,827
Participant contributions at end of year2018-12-31$496,568
Participant contributions at beginning of year2018-12-31$411,269
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$217,910
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$4,712
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$4,071
Other income not declared elsewhere2018-12-31$126,044
Administrative expenses (other) incurred2018-12-31$9,535
Total non interest bearing cash at end of year2018-12-31$8,978
Total non interest bearing cash at beginning of year2018-12-31$1,773
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-685,059
Value of net assets at end of year (total assets less liabilities)2018-12-31$39,461,450
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$40,146,509
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$33,577,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$34,882,353
Interest on participant loans2018-12-31$24,761
Value of interest in common/collective trusts at end of year2018-12-31$839,515
Value of interest in common/collective trusts at beginning of year2018-12-31$773,606
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$11,672
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$59,767
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$59,767
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$972,916
Asset value of US Government securities at end of year2018-12-31$1,746,130
Asset value of US Government securities at beginning of year2018-12-31$1,209,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,358,630
Net investment gain or loss from common/collective trusts2018-12-31$29,311
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$963,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,050,388
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$1,023,302
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$691,643
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$1,762,391
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$1,147,751
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 name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : CO-OP 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$7,269,174
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,071
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,159
Total income from all sources (including contributions)2017-12-31$8,546,244
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,469,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,401,245
Expenses. Certain deemed distributions of participant loans2017-12-31$1,215
Value of total corrective distributions2017-12-31$601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,023,255
Value of total assets at end of year2017-12-31$40,150,580
Value of total assets at beginning of year2017-12-31$26,803,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$66,590
Total interest from all sources2017-12-31$18,576
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$947,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$947,763
Administrative expenses professional fees incurred2017-12-31$58,313
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,501,838
Participant contributions at end of year2017-12-31$411,269
Participant contributions at beginning of year2017-12-31$300,210
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$727,208
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$4,071
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$3,159
Other income not declared elsewhere2017-12-31$54,800
Administrative expenses (other) incurred2017-12-31$8,277
Total non interest bearing cash at end of year2017-12-31$1,773
Total non interest bearing cash at beginning of year2017-12-31$1,961
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,076,593
Value of net assets at end of year (total assets less liabilities)2017-12-31$40,146,509
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$26,800,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$34,882,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$22,796,361
Interest on participant loans2017-12-31$18,576
Value of interest in common/collective trusts at end of year2017-12-31$773,606
Value of interest in common/collective trusts at beginning of year2017-12-31$753,363
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$59,767
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,323
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$972,916
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$718,406
Asset value of US Government securities at end of year2017-12-31$1,209,502
Asset value of US Government securities at beginning of year2017-12-31$892,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,476,686
Net investment gain or loss from common/collective trusts2017-12-31$25,164
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$794,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,401,245
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$691,643
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$512,127
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$1,147,751
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$827,724
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 name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : CO-OP 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,159
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,095
Total income from all sources (including contributions)2016-12-31$4,668,106
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,835,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,773,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,980,185
Value of total assets at end of year2016-12-31$26,803,901
Value of total assets at beginning of year2016-12-31$23,971,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$61,602
Total interest from all sources2016-12-31$13,297
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$661,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$661,109
Administrative expenses professional fees incurred2016-12-31$54,766
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31Yes
Amount of non-exempt transactions with any party-in-interest2016-12-31$59
Contributions received from participants2016-12-31$2,230,238
Participant contributions at end of year2016-12-31$300,210
Participant contributions at beginning of year2016-12-31$324,203
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$56,514
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$3,159
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$3,095
Other income not declared elsewhere2016-12-31$41,497
Administrative expenses (other) incurred2016-12-31$6,836
Total non interest bearing cash at end of year2016-12-31$1,961
Total non interest bearing cash at beginning of year2016-12-31$15,162
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,832,593
Value of net assets at end of year (total assets less liabilities)2016-12-31$26,800,742
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$23,968,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$22,796,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$20,101,613
Interest on participant loans2016-12-31$13,297
Value of interest in common/collective trusts at end of year2016-12-31$753,363
Value of interest in common/collective trusts at beginning of year2016-12-31$829,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,323
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$454
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$454
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$718,406
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$606,071
Asset value of US Government securities at end of year2016-12-31$892,426
Asset value of US Government securities at beginning of year2016-12-31$910,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$951,010
Net investment gain or loss from common/collective trusts2016-12-31$21,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$693,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,773,911
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$512,127
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$374,554
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$827,724
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$808,880
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : CO-OP 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$2,505,043
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,095
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,172,379
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,078,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,021,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,314,244
Value of total assets at end of year2015-12-31$23,971,244
Value of total assets at beginning of year2015-12-31$19,369,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$56,896
Total interest from all sources2015-12-31$17,339
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$741,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$741,870
Administrative expenses professional fees incurred2015-12-31$50,661
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,379,187
Participant contributions at end of year2015-12-31$324,203
Participant contributions at beginning of year2015-12-31$345,672
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$2,462,349
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$188,144
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$3,095
Other income not declared elsewhere2015-12-31$24,058
Administrative expenses (other) incurred2015-12-31$6,235
Total non interest bearing cash at end of year2015-12-31$15,162
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,093,925
Value of net assets at end of year (total assets less liabilities)2015-12-31$23,968,149
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,369,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$20,101,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,830,306
Interest on participant loans2015-12-31$17,339
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$829,618
Value of interest in common/collective trusts at beginning of year2015-12-31$730,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$454
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$606,071
Asset value of US Government securities at end of year2015-12-31$910,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-929,747
Net investment gain or loss from common/collective trusts2015-12-31$4,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$746,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,021,558
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$374,554
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$808,880
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : CO-OP 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$11,588,206
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,428,940
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$650,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$614,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,597,645
Value of total assets at end of year2014-12-31$19,369,181
Value of total assets at beginning of year2014-12-31$6,002,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$35,515
Total interest from all sources2014-12-31$6,500
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$440,783
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$440,783
Administrative expenses professional fees incurred2014-12-31$35,515
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,107,943
Participant contributions at end of year2014-12-31$345,672
Participant contributions at beginning of year2014-12-31$43,131
Assets. Other investments not covered elsewhere at end of year2014-12-31$2,462,349
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$330,532
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$147,168
Other income not declared elsewhere2014-12-31$96,133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,778,682
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,369,181
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,002,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$15,830,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,402,348
Income. Interest from loans (other than to participants)2014-12-31$6,500
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$730,854
Value of interest in common/collective trusts at beginning of year2014-12-31$226,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$269,030
Net investment gain or loss from common/collective trusts2014-12-31$18,849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$342,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$614,743
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BMG CPA, LLP
Accountancy firm EIN2014-12-31470650756
2013 : CO-OP 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,510,979
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$511,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$479,559
Expenses. Certain deemed distributions of participant loans2013-12-31$1,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$696,886
Value of total assets at end of year2013-12-31$6,002,293
Value of total assets at beginning of year2013-12-31$5,002,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$30,358
Total interest from all sources2013-12-31$2,372
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$129,921
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$129,921
Administrative expenses professional fees incurred2013-12-31$30,358
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$528,334
Participant contributions at end of year2013-12-31$43,131
Participant contributions at beginning of year2013-12-31$30,334
Assets. Other investments not covered elsewhere at end of year2013-12-31$330,532
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$9,163
Other income not declared elsewhere2013-12-31$11,239
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$999,856
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,002,293
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,002,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,402,348
Interest on participant loans2013-12-31$2,372
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$4,972,103
Value of interest in common/collective trusts at end of year2013-12-31$226,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$666,967
Net investment gain or loss from common/collective trusts2013-12-31$3,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$159,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$479,559
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BMG CPA, LLP
Accountancy firm EIN2013-12-31470650756
2012 : CO-OP 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,225,553
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$286,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$265,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$665,237
Value of total assets at end of year2012-12-31$5,002,437
Value of total assets at beginning of year2012-12-31$4,063,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$21,721
Total interest from all sources2012-12-31$2,721
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$21,721
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$524,630
Participant contributions at end of year2012-12-31$30,334
Participant contributions at beginning of year2012-12-31$38,148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$938,665
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,002,437
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,063,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Interest on participant loans2012-12-31$2,721
Value of interest in master investment trust accounts at end of year2012-12-31$4,972,103
Value of interest in master investment trust accounts at beginning of year2012-12-31$4,025,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$140,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$265,167
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BMG CPA, LLP
Accountancy firm EIN2012-12-31470650756
2011 : CO-OP 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$591,396
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$499,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$476,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$593,719
Value of total assets at end of year2011-12-31$4,063,772
Value of total assets at beginning of year2011-12-31$3,971,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$22,927
Total interest from all sources2011-12-31$2,946
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$22,927
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$449,219
Participant contributions at end of year2011-12-31$38,148
Participant contributions at beginning of year2011-12-31$52,780
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,644
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$92,303
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,063,772
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,971,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Interest on participant loans2011-12-31$2,946
Value of interest in master investment trust accounts at end of year2011-12-31$4,025,624
Value of interest in master investment trust accounts at beginning of year2011-12-31$3,918,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$139,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$476,166
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BMG CPA, LLP
Accountancy firm EIN2011-12-31470650756
2010 : CO-OP 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,145,080
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$356,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$336,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$707,212
Value of total assets at end of year2010-12-31$3,971,469
Value of total assets at beginning of year2010-12-31$3,183,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$20,379
Total interest from all sources2010-12-31$3,816
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$20,379
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$439,150
Participant contributions at end of year2010-12-31$52,780
Participant contributions at beginning of year2010-12-31$63,379
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$137,069
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$788,370
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,971,469
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,183,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Interest on participant loans2010-12-31$3,816
Value of interest in master investment trust accounts at end of year2010-12-31$3,918,689
Value of interest in master investment trust accounts at beginning of year2010-12-31$3,119,720
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$130,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$336,331
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BMG CPA, LLP
Accountancy firm EIN2010-12-31470650756
2009 : CO-OP 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CO-OP 401(K) PLAN

2022: CO-OP 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 - TrustYes
2021: CO-OP 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CO-OP 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 - TrustYes
2019: CO-OP 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 - TrustYes
2018: CO-OP 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 - TrustYes
2017: CO-OP 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 - TrustYes
2016: CO-OP 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CO-OP 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CO-OP 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CO-OP 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CO-OP 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CO-OP 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CO-OP 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01360TR
Policy instance 4
Insurance contract or identification numberMDA01360TR
Number of Individuals Covered1380
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-027795
Policy instance 3
Insurance contract or identification numberG-027795
Number of Individuals Covered1380
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062491
Policy instance 2
Insurance contract or identification number062491
Number of Individuals Covered1380
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract number1666920
Policy instance 1
Insurance contract or identification number1666920
Number of Individuals Covered1380
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01360TR
Policy instance 4
Insurance contract or identification numberMDA01360TR
Number of Individuals Covered1385
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062491
Policy instance 2
Insurance contract or identification number062491
Number of Individuals Covered1385
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract number1666920
Policy instance 1
Insurance contract or identification number1666920
Number of Individuals Covered1385
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-027795
Policy instance 3
Insurance contract or identification numberG-027795
Number of Individuals Covered1385
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01360TR
Policy instance 4
Insurance contract or identification numberMDA01360TR
Number of Individuals Covered1386
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062491
Policy instance 2
Insurance contract or identification number062491
Number of Individuals Covered1386
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract number1666920
Policy instance 1
Insurance contract or identification number1666920
Number of Individuals Covered1386
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-027795
Policy instance 3
Insurance contract or identification numberG-027795
Number of Individuals Covered1386
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-027795
Policy instance 4
Insurance contract or identification numberG-027795
Number of Individuals Covered1304
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number035938
Policy instance 3
Insurance contract or identification number035938
Number of Individuals Covered1304
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062491
Policy instance 2
Insurance contract or identification number062491
Number of Individuals Covered1304
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract number1666920
Policy instance 1
Insurance contract or identification number1666920
Number of Individuals Covered1304
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01360TR
Policy instance 5
Insurance contract or identification numberMDA01360TR
Number of Individuals Covered1304
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number035938
Policy instance 4
Insurance contract or identification number035938
Number of Individuals Covered1720
Insurance policy start date2018-07-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-027795
Policy instance 5
Insurance contract or identification numberG-027795
Number of Individuals Covered1720
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062491
Policy instance 3
Insurance contract or identification number062491
Number of Individuals Covered1720
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32937
Policy instance 2
Insurance contract or identification number32937
Number of Individuals Covered1720
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract number1666920
Policy instance 1
Insurance contract or identification number1666920
Number of Individuals Covered1720
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-027795
Policy instance 4
Insurance contract or identification numberG-027795
Number of Individuals Covered1379
Insurance policy start date2017-06-21
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062491
Policy instance 3
Insurance contract or identification number062491
Number of Individuals Covered1379
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32937
Policy instance 2
Insurance contract or identification number32937
Number of Individuals Covered1379
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract number1666920
Policy instance 1
Insurance contract or identification number1666920
Number of Individuals Covered1379
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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