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KEY LOGISTICS SOLUTIONS, LLC RETIREMENT PLAN 401k Plan overview

Plan NameKEY LOGISTICS SOLUTIONS, LLC RETIREMENT PLAN
Plan identification number 001

KEY LOGISTICS SOLUTIONS, LLC RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

KEY LOGISTICS SOLUTIONS, LLC has sponsored the creation of one or more 401k plans.

Company Name:KEY LOGISTICS SOLUTIONS, LLC
Employer identification number (EIN):470868049
NAIC Classification:493100

Additional information about KEY LOGISTICS SOLUTIONS, LLC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 1484270

More information about KEY LOGISTICS SOLUTIONS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KEY LOGISTICS SOLUTIONS, LLC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01GREG SIMMONS2023-10-06 GREG SIMMONS2023-10-06
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012017-01-01
0012016-01-01JOHNNY SIMMONS2017-04-03 JOHNNY SIMMONS2017-04-03
0012015-01-01ROBERT BLANTON2016-04-13 ROBERT BLANTON2016-04-13
0012014-01-01JOHNNY SIMMONS2015-05-28 JOHNNY SIMMONS2015-05-28
0012013-01-01GREG SIMMONS2014-07-16 GREG SIMMONS2014-07-16
0012012-01-01GREG SIMMONS2013-04-15 GREG SIMMONS2013-04-15
0012011-01-01ROBERT BLANTON2012-07-20 ROBERT BLANTON2012-07-20
0012010-01-01ROBERT BLANTON2011-07-21 ROBERT BLANTON2011-07-21
0012008-01-01ROBERT BLANTON
0012007-01-01ROBERT BLANTON

Plan Statistics for KEY LOGISTICS SOLUTIONS, LLC RETIREMENT PLAN

401k plan membership statisitcs for KEY LOGISTICS SOLUTIONS, LLC RETIREMENT PLAN

Measure Date Value
2021: KEY LOGISTICS SOLUTIONS, LLC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01157
Total number of active participants reported on line 7a of the Form 55002021-01-01111
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0124
Total of all active and inactive participants2021-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01135
Number of participants with account balances2021-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: KEY LOGISTICS SOLUTIONS, LLC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01234
Total number of active participants reported on line 7a of the Form 55002020-01-01132
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0124
Total of all active and inactive participants2020-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01156
Number of participants with account balances2020-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: KEY LOGISTICS SOLUTIONS, LLC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01296
Total number of active participants reported on line 7a of the Form 55002019-01-01215
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0121
Total of all active and inactive participants2019-01-01236
Total participants2019-01-01236
Number of participants with account balances2019-01-0165
2017: KEY LOGISTICS SOLUTIONS, LLC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01180
Total number of active participants reported on line 7a of the Form 55002017-01-01207
Number of other retired or separated participants entitled to future benefits2017-01-018
Total of all active and inactive participants2017-01-01215
Total participants2017-01-01215
Number of participants with account balances2017-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2008: KEY LOGISTICS SOLUTIONS, LLC RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-0122
Total number of active participants reported on line 7a of the Form 55002008-01-0114
Number of other retired or separated participants entitled to future benefits2008-01-017
Total of all active and inactive participants2008-01-0121
Total participants2008-01-0121
Number of participants with account balances2008-01-0120
2007: KEY LOGISTICS SOLUTIONS, LLC RETIREMENT PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-0115
Total number of active participants reported on line 7a of the Form 55002007-01-018
Number of other retired or separated participants entitled to future benefits2007-01-013
Total of all active and inactive participants2007-01-0111
Total participants2007-01-0111
Number of participants with account balances2007-01-0111

Financial Data on KEY LOGISTICS SOLUTIONS, LLC RETIREMENT PLAN

Measure Date Value
2021 : KEY LOGISTICS SOLUTIONS, LLC RETIREMENT 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$240,498
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$655,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$655,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$79,028
Value of total assets at end of year2021-12-31$1,056,798
Value of total assets at beginning of year2021-12-31$1,472,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$777
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$100,000
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$47,805
Participant contributions at end of year2021-12-31$3,373
Participant contributions at beginning of year2021-12-31$18,183
Other income not declared elsewhere2021-12-31$-29
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$-415,390
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,056,798
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,472,188
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 pooled separate accounts at end of year2021-12-31$1,022,008
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,398,688
Interest on participant loans2021-12-31$694
Interest earned on other investments2021-12-31$83
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$31,417
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$55,317
Net investment gain/loss from pooled separate accounts2021-12-31$160,722
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$31,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$655,888
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
2020 : KEY LOGISTICS SOLUTIONS, LLC RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$400,444
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$151,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$151,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$239,542
Value of total assets at end of year2020-12-31$1,472,188
Value of total assets at beginning of year2020-12-31$1,223,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$71
Total interest from all sources2020-12-31$1,463
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$100,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$89,458
Participant contributions at end of year2020-12-31$18,183
Participant contributions at beginning of year2020-12-31$25,722
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$84,298
Other income not declared elsewhere2020-12-31$576
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$248,953
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,472,188
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,223,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$1,398,688
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,137,752
Interest on participant loans2020-12-31$1,291
Interest earned on other investments2020-12-31$172
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$55,317
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$59,761
Net investment gain/loss from pooled separate accounts2020-12-31$158,863
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$65,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$151,420
Contract administrator fees2020-12-31$71
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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
2019 : KEY LOGISTICS SOLUTIONS, LLC RETIREMENT 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$502,197
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$217,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$217,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$299,395
Value of total assets at end of year2019-12-31$1,223,235
Value of total assets at beginning of year2019-12-31$938,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$280
Total interest from all sources2019-12-31$3,195
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$100,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$133,381
Participant contributions at end of year2019-12-31$25,722
Participant contributions at beginning of year2019-12-31$46,454
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$72,091
Other income not declared elsewhere2019-12-31$488
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$284,913
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,223,235
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$938,322
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 pooled separate accounts at end of year2019-12-31$1,137,752
Value of interest in pooled separate accounts at beginning of year2019-12-31$842,679
Interest on participant loans2019-12-31$2,776
Interest earned on other investments2019-12-31$419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$59,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$49,189
Net investment gain/loss from pooled separate accounts2019-12-31$199,119
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$93,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$217,004
Contract administrator fees2019-12-31$280
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
2017 : KEY LOGISTICS SOLUTIONS, LLC RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$311,832
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$122,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$120,572
Expenses. Certain deemed distributions of participant loans2017-12-31$462
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$177,209
Value of total assets at end of year2017-12-31$1,049,486
Value of total assets at beginning of year2017-12-31$859,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,047
Total interest from all sources2017-12-31$2,164
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$100,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$100,953
Participant contributions at end of year2017-12-31$61,081
Participant contributions at beginning of year2017-12-31$27,435
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$7,857
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$-174
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$189,751
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,049,486
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$859,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$977,842
Value of interest in pooled separate accounts at beginning of year2017-12-31$811,815
Interest on participant loans2017-12-31$2,157
Interest earned on other investments2017-12-31$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$10,563
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,961
Net investment gain/loss from pooled separate accounts2017-12-31$132,633
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$76,256
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$6,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$120,572
Contract administrator fees2017-12-31$1,047
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

Form 5500 Responses for KEY LOGISTICS SOLUTIONS, LLC RETIREMENT PLAN

2021: KEY LOGISTICS SOLUTIONS, LLC RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KEY LOGISTICS SOLUTIONS, LLC RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KEY LOGISTICS SOLUTIONS, LLC RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2017: KEY LOGISTICS SOLUTIONS, LLC RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2008: KEY LOGISTICS SOLUTIONS, LLC RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes
2007: KEY LOGISTICS SOLUTIONS, LLC RETIREMENT PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number800772
Policy instance 1
Insurance contract or identification number800772
Number of Individuals Covered135
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,776
Total amount of fees paid to insurance companyUSD $4,362
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number800772
Policy instance 1
Insurance contract or identification number800772
Number of Individuals Covered156
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $3,694
Total amount of fees paid to insurance companyUSD $3,594
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
Commission paid to Insurance BrokerUSD $3,694
Amount paid for insurance broker fees3594
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEES
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number800772
Policy instance 1
Insurance contract or identification number800772
Number of Individuals Covered26
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $3,997
Total amount of fees paid to insurance companyUSD $2,679
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
Commission paid to Insurance BrokerUSD $3,997
Amount paid for insurance broker fees2679
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number800772
Policy instance 1
Insurance contract or identification number800772
Number of Individuals Covered215
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,417
Total amount of fees paid to insurance companyUSD $2,453
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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