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JRC MECHANICAL, LLC 401(K) PLAN 401k Plan overview

Plan NameJRC MECHANICAL, LLC 401(K) PLAN
Plan identification number 001

JRC MECHANICAL, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

JRC MECHANICAL, LLC has sponsored the creation of one or more 401k plans.

Company Name:JRC MECHANICAL, LLC
Employer identification number (EIN):475288363
NAIC Classification:238900

Additional information about JRC MECHANICAL, LLC

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2015-10-06
Company Identification Number: S582030
Legal Registered Office Address: 1701 SOUTH PARK COURT STE 101

CHESAPEAKE
United States of America (USA)
23320

More information about JRC MECHANICAL, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JRC MECHANICAL, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01BRETT KELLER2023-08-14
0012021-01-01BRETT KELLER2022-05-03
0012020-01-01BRETT KELLER2021-07-29
0012019-01-01BRETT KELLER2020-05-01
0012018-01-01BRETT KELLER2020-12-16
0012017-01-01BRETT KELLER2019-11-07
0012016-01-01BRETT KELLER2017-10-11
0012016-01-01
0012015-01-01

Plan Statistics for JRC MECHANICAL, LLC 401(K) PLAN

401k plan membership statisitcs for JRC MECHANICAL, LLC 401(K) PLAN

Measure Date Value
2022: JRC MECHANICAL, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01330
Total number of active participants reported on line 7a of the Form 55002022-01-01237
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0178
Total of all active and inactive participants2022-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01315
Number of participants with account balances2022-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: JRC MECHANICAL, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01288
Total number of active participants reported on line 7a of the Form 55002021-01-01215
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01115
Total of all active and inactive participants2021-01-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01330
Number of participants with account balances2021-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0123
2020: JRC MECHANICAL, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01278
Total number of active participants reported on line 7a of the Form 55002020-01-01193
Number of retired or separated participants receiving benefits2020-01-0112
Number of other retired or separated participants entitled to future benefits2020-01-0183
Total of all active and inactive participants2020-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01288
Number of participants with account balances2020-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0114
2019: JRC MECHANICAL, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01246
Total number of active participants reported on line 7a of the Form 55002019-01-01199
Number of retired or separated participants receiving benefits2019-01-0121
Number of other retired or separated participants entitled to future benefits2019-01-0158
Total of all active and inactive participants2019-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01278
Number of participants with account balances2019-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0123
2018: JRC MECHANICAL, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01239
Total number of active participants reported on line 7a of the Form 55002018-01-01154
Number of retired or separated participants receiving benefits2018-01-0116
Number of other retired or separated participants entitled to future benefits2018-01-0152
Total of all active and inactive participants2018-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01222
Number of participants with account balances2018-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JRC MECHANICAL, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01172
Total number of active participants reported on line 7a of the Form 55002017-01-01202
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0136
Total of all active and inactive participants2017-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01238
Number of participants with account balances2017-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on JRC MECHANICAL, LLC 401(K) PLAN

Measure Date Value
2022 : JRC MECHANICAL, LLC 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-530,729
Total unrealized appreciation/depreciation of assets2022-12-31$-530,729
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$335
Total income from all sources (including contributions)2022-12-31$29,474
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$215,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$194,327
Value of total corrective distributions2022-12-31$9,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$457,314
Value of total assets at end of year2022-12-31$2,252,924
Value of total assets at beginning of year2022-12-31$2,439,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$11,870
Total interest from all sources2022-12-31$499
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$102,390
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$102,390
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$200,000
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$336,075
Participant contributions at end of year2022-12-31$8,545
Participant contributions at beginning of year2022-12-31$8,975
Participant contributions at end of year2022-12-31$286
Participant contributions at beginning of year2022-12-31$22
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$76,649
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$335
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-186,489
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,252,924
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,439,413
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$2,022,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,040,759
Interest on participant loans2022-12-31$461
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$26,334
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$26,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$26,296
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$38
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$147,043
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$301,801
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$44,590
Employer contributions (assets) at end of year2022-12-31$48,339
Employer contributions (assets) at beginning of year2022-12-31$61,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$194,327
Contract administrator fees2022-12-31$11,870
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 name2022-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2022-12-31560574444
2021 : JRC MECHANICAL, LLC 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$200,369
Total unrealized appreciation/depreciation of assets2021-12-31$200,369
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$335
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$244
Total income from all sources (including contributions)2021-12-31$720,109
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$102,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$89,941
Value of total corrective distributions2021-12-31$3,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$408,878
Value of total assets at end of year2021-12-31$2,439,748
Value of total assets at beginning of year2021-12-31$1,821,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$9,084
Total interest from all sources2021-12-31$461
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$110,401
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$110,401
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$200,000
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$351,685
Participant contributions at end of year2021-12-31$8,975
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$22
Participant contributions at beginning of year2021-12-31$6,985
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$308
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$335
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$244
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$617,912
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,439,413
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,821,501
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$2,040,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,358,771
Interest on participant loans2021-12-31$461
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$26,296
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$26,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$26,293
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$301,801
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$367,439
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$57,193
Employer contributions (assets) at end of year2021-12-31$61,895
Employer contributions (assets) at beginning of year2021-12-31$61,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$89,941
Contract administrator fees2021-12-31$9,084
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 name2021-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2021-12-31560574444
2020 : JRC MECHANICAL, LLC 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$222,682
Total unrealized appreciation/depreciation of assets2020-12-31$222,682
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$244
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$66
Total income from all sources (including contributions)2020-12-31$662,463
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$72,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$67,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$396,241
Value of total assets at end of year2020-12-31$1,821,745
Value of total assets at beginning of year2020-12-31$1,231,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,418
Total interest from all sources2020-12-31$329
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$43,211
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$43,211
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
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$338,094
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$157
Participant contributions at end of year2020-12-31$6,985
Participant contributions at beginning of year2020-12-31$388
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,306
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$308
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$244
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$66
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$589,791
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,821,501
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,231,710
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$1,358,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$825,554
Interest earned on other investments2020-12-31$329
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$26,293
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$26,273
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$26,273
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$367,439
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$324,978
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$56,841
Employer contributions (assets) at end of year2020-12-31$61,949
Employer contributions (assets) at beginning of year2020-12-31$54,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$67,254
Contract administrator fees2020-12-31$5,418
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 name2020-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2020-12-31541390145
2019 : JRC MECHANICAL, LLC 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$168,247
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$168,247
Total unrealized appreciation/depreciation of assets2019-12-31$168,247
Total unrealized appreciation/depreciation of assets2019-12-31$168,247
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$66
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$66
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$68
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$68
Total income from all sources (including contributions)2019-12-31$552,721
Total income from all sources (including contributions)2019-12-31$552,721
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$86,619
Total of all expenses incurred2019-12-31$86,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$82,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$82,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$351,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$351,429
Value of total assets at end of year2019-12-31$1,231,776
Value of total assets at end of year2019-12-31$1,231,776
Value of total assets at beginning of year2019-12-31$765,676
Value of total assets at beginning of year2019-12-31$765,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,784
Total interest from all sources2019-12-31$1,264
Total interest from all sources2019-12-31$1,264
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$31,781
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$31,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$31,781
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$31,781
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$200,000
Value of fidelity bond cover2019-12-31$200,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$284,505
Contributions received from participants2019-12-31$284,505
Participant contributions at end of year2019-12-31$157
Participant contributions at end of year2019-12-31$157
Participant contributions at beginning of year2019-12-31$3,585
Participant contributions at beginning of year2019-12-31$3,585
Participant contributions at end of year2019-12-31$388
Participant contributions at end of year2019-12-31$388
Participant contributions at beginning of year2019-12-31$362
Participant contributions at beginning of year2019-12-31$362
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$12,498
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$12,498
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$25,090
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$25,090
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$66
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$66
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$68
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$68
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$466,102
Value of net income/loss2019-12-31$466,102
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,231,710
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,231,710
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$765,608
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$765,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$825,554
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$825,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$453,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$453,178
Interest earned on other investments2019-12-31$1,264
Interest earned on other investments2019-12-31$1,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$26,273
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$26,273
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$324,978
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$324,978
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$283,461
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$283,461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$54,426
Contributions received in cash from employer2019-12-31$54,426
Employer contributions (assets) at end of year2019-12-31$54,426
Employer contributions (assets) at end of year2019-12-31$54,426
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$82,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$82,835
Contract administrator fees2019-12-31$3,784
Contract administrator fees2019-12-31$3,784
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CHERRY BEKAERT LLP
Accountancy firm name2019-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2019-12-31541390145
Accountancy firm EIN2019-12-31541390145
2018 : JRC MECHANICAL, LLC 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-64,657
Total unrealized appreciation/depreciation of assets2018-12-31$-64,657
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$68
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$271,497
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$46,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$44,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$317,113
Value of total assets at end of year2018-12-31$765,676
Value of total assets at beginning of year2018-12-31$540,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,784
Total interest from all sources2018-12-31$1,671
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$17,370
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$17,370
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$200,000
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$249,222
Participant contributions at end of year2018-12-31$3,585
Participant contributions at beginning of year2018-12-31$6,741
Participant contributions at end of year2018-12-31$362
Participant contributions at beginning of year2018-12-31$280
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$67,891
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$25,090
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$23,693
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$68
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$225,452
Value of net assets at end of year (total assets less liabilities)2018-12-31$765,608
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$540,156
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$453,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$194,737
Interest earned on other investments2018-12-31$1,671
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$283,461
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$314,705
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$44,261
Contract administrator fees2018-12-31$1,784
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 name2018-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2018-12-31541390145
2017 : JRC MECHANICAL, LLC 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$56,906
Total unrealized appreciation/depreciation of assets2017-12-31$56,906
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$299,430
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$38,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$38,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$230,817
Value of total assets at end of year2017-12-31$540,156
Value of total assets at beginning of year2017-12-31$279,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$140
Total interest from all sources2017-12-31$4,929
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$6,778
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$6,778
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$200,000
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$151,514
Participant contributions at end of year2017-12-31$6,741
Participant contributions at beginning of year2017-12-31$9,670
Participant contributions at end of year2017-12-31$280
Participant contributions at beginning of year2017-12-31$440
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$79,303
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$23,693
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$260,604
Value of net assets at end of year (total assets less liabilities)2017-12-31$540,156
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$279,552
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$194,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$24,114
Interest earned on other investments2017-12-31$4,929
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,200
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$314,705
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$244,128
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$38,686
Contract administrator fees2017-12-31$140
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 name2017-12-31MOSS & ASSOCIATES, PC
Accountancy firm EIN2017-12-31541390145

Form 5500 Responses for JRC MECHANICAL, LLC 401(K) PLAN

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

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberCTSMOOVAOOK1
Policy instance 1
Insurance contract or identification numberCTSMOOVAOOK1
Number of Individuals Covered14
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?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
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberCTSMOOVAOOK1
Policy instance 1
Insurance contract or identification numberCTSMOOVAOOK1
Number of Individuals Covered15
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?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
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberCTSMOOVAOOK1
Policy instance 1
Insurance contract or identification numberCTSMOOVAOOK1
Number of Individuals Covered17
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?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
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberCTSMOOVAOOK1
Policy instance 1
Insurance contract or identification numberCTSMOOVAOOK1
Number of Individuals Covered19
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?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
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberCTSMOOVAOOK1
Policy instance 1
Insurance contract or identification numberCTSMOOVAOOK1
Number of Individuals Covered20
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?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
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberCTSMOOVAOOK1
Policy instance 1
Insurance contract or identification numberCTSMOOVAOOK1
Number of Individuals Covered26
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?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

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