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DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameDATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN
Plan identification number 001

DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) 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.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC has sponsored the creation of one or more 401k plans.

Company Name:DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC
Employer identification number (EIN):510584320
NAIC Classification:561440
NAIC Description:Collection Agencies

Additional information about DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4168679

More information about DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MELISSA A. COSSAIRT
0012016-01-01MELISSA A. COSSAIRT
0012015-01-01MELISSA A. COSSAIRT
0012014-01-01MELISSA A. COSSAIRT
0012013-01-01JANICE SCHROEDER
0012012-01-01JANICE SCHROEDER
0012011-01-01JANICE SCHROEDER
0012010-01-01JANICE SCHROEDER JANICE SCHROEDER2011-10-17
0012009-01-01JANICE SCHROEDER JANICE SCHROEDER2010-10-14
0012009-01-01JANICE SCHROEDER JANICE SCHROEDER2010-12-30

Plan Statistics for DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN

401k plan membership statisitcs for DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN

Measure Date Value
2022: DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01341
Total number of active participants reported on line 7a of the Form 55002022-01-01327
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0157
Total of all active and inactive participants2022-01-01384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01385
Number of participants with account balances2022-01-01349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01323
Total number of active participants reported on line 7a of the Form 55002021-01-01286
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0151
Total of all active and inactive participants2021-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01338
Number of participants with account balances2021-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01295
Total number of active participants reported on line 7a of the Form 55002020-01-01288
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0139
Total of all active and inactive participants2020-01-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01330
Number of participants with account balances2020-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01282
Total number of active participants reported on line 7a of the Form 55002019-01-01259
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0135
Total of all active and inactive participants2019-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01294
Number of participants with account balances2019-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01256
Total number of active participants reported on line 7a of the Form 55002018-01-01249
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0133
Total of all active and inactive participants2018-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01282
Number of participants with account balances2018-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01236
Total number of active participants reported on line 7a of the Form 55002017-01-01220
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0129
Total of all active and inactive participants2017-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01251
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
2016: DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01222
Total number of active participants reported on line 7a of the Form 55002016-01-01187
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0141
Total of all active and inactive participants2016-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01228
Number of participants with account balances2016-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01193
Total number of active participants reported on line 7a of the Form 55002015-01-01171
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0142
Total of all active and inactive participants2015-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01213
Number of participants with account balances2015-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01198
Total number of active participants reported on line 7a of the Form 55002014-01-01151
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0129
Total of all active and inactive participants2014-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01180
Number of participants with account balances2014-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01201
Total number of active participants reported on line 7a of the Form 55002013-01-01162
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0134
Total of all active and inactive participants2013-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01196
Number of participants with account balances2013-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01174
Total number of active participants reported on line 7a of the Form 55002012-01-01151
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0134
Total of all active and inactive participants2012-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01185
Number of participants with account balances2012-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01144
Total number of active participants reported on line 7a of the Form 55002011-01-01140
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0121
Total of all active and inactive participants2011-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01161
Number of participants with account balances2011-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01154
Total number of active participants reported on line 7a of the Form 55002010-01-01133
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0111
Total of all active and inactive participants2010-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01144
Number of participants with account balances2010-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0119
2009: DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01140
Total number of active participants reported on line 7a of the Form 55002009-01-01137
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0126
Total of all active and inactive participants2009-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01163
Number of participants with account balances2009-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0117

Financial Data on DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN

Measure Date Value
2022 : DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-855,050
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$670,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$602,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,834,706
Value of total assets at end of year2022-12-31$14,489,505
Value of total assets at beginning of year2022-12-31$16,015,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$68,072
Total interest from all sources2022-12-31$18,206
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$274,013
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$274,013
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,367,036
Participant contributions at end of year2022-12-31$124,402
Participant contributions at beginning of year2022-12-31$102,519
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$32,494
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$733
Other income not declared elsewhere2022-12-31$1,605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,525,836
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,489,505
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,015,341
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
Investment advisory and management fees2022-12-31$27,509
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,838,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,665,178
Interest on participant loans2022-12-31$5,886
Interest earned on other investments2022-12-31$12,320
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$526,609
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$247,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,983,580
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$435,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$601,981
Contract administrator fees2022-12-31$40,563
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 name2022-12-31BDO USA
Accountancy firm EIN2022-12-31135381590
2021 : DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) 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$3,762,129
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$919,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$811,628
Expenses. Certain deemed distributions of participant loans2021-12-31$19,356
Value of total corrective distributions2021-12-31$26,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,754,650
Value of total assets at end of year2021-12-31$16,015,341
Value of total assets at beginning of year2021-12-31$13,172,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$61,709
Total interest from all sources2021-12-31$17,399
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$251,620
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$251,620
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,151,297
Participant contributions at end of year2021-12-31$102,519
Participant contributions at beginning of year2021-12-31$118,662
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$250,588
Other income not declared elsewhere2021-12-31$163
Administrative expenses (other) incurred2021-12-31$12,513
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$2,842,877
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,015,341
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,172,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$16,028
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,665,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,129,038
Interest on participant loans2021-12-31$5,086
Interest earned on other investments2021-12-31$12,313
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$247,644
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$924,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,738,297
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$352,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$811,628
Contract administrator fees2021-12-31$33,168
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$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
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,119,912
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$907,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$823,444
Expenses. Certain deemed distributions of participant loans2020-12-31$-3,912
Value of total corrective distributions2020-12-31$35,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,436,083
Value of total assets at end of year2020-12-31$13,172,464
Value of total assets at beginning of year2020-12-31$10,959,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$52,259
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$7,477
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$188,303
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$188,303
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$1,090,308
Participant contributions at end of year2020-12-31$118,662
Participant contributions at beginning of year2020-12-31$142,729
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,192
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
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 beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$752
Administrative expenses (other) incurred2020-12-31$52,259
Liabilities. Value of operating payables 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$2,212,551
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,172,464
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,959,913
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,129,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,656,327
Interest on participant loans2020-12-31$7,477
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$924,764
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$160,857
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,487,297
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$342,583
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$823,444
Contract administrator fees2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) 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$3,294,993
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$516,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$431,744
Expenses. Certain deemed distributions of participant loans2019-12-31$9,730
Value of total corrective distributions2019-12-31$27,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,337,558
Value of total assets at end of year2019-12-31$10,959,913
Value of total assets at beginning of year2019-12-31$8,181,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$48,282
Total interest from all sources2019-12-31$8,697
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$229,084
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$229,084
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$886,517
Participant contributions at end of year2019-12-31$142,729
Participant contributions at beginning of year2019-12-31$169,993
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$135,127
Other income not declared elsewhere2019-12-31$283
Administrative expenses (other) incurred2019-12-31$48,282
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$2,778,083
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,959,913
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,181,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,656,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$110,165
Interest on participant loans2019-12-31$8,697
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$160,857
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,901,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,719,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$315,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$431,744
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
2018 : DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$739,797
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,188,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,123,509
Expenses. Certain deemed distributions of participant loans2018-12-31$2,309
Value of total corrective distributions2018-12-31$18,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,279,535
Value of total assets at end of year2018-12-31$8,181,830
Value of total assets at beginning of year2018-12-31$8,630,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$43,456
Total interest from all sources2018-12-31$8,515
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$237,064
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$237,064
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
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$946,529
Participant contributions at end of year2018-12-31$169,993
Participant contributions at beginning of year2018-12-31$205,573
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$8,886
Other income not declared elsewhere2018-12-31$525
Administrative expenses (other) incurred2018-12-31$43,456
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-448,446
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,181,830
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,630,276
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$110,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,058,945
Interest on participant loans2018-12-31$8,515
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,901,672
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$365,758
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-785,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$324,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,123,509
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31RUBIN BROWN LLP
Accountancy firm EIN2018-12-31430765316
2017 : DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) 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$2,110,944
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$252,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$238,537
Expenses. Certain deemed distributions of participant loans2017-12-31$4,345
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$979,470
Value of total assets at end of year2017-12-31$8,630,276
Value of total assets at beginning of year2017-12-31$6,771,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,200
Total interest from all sources2017-12-31$8,497
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$311,004
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$311,004
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$641,850
Participant contributions at end of year2017-12-31$205,573
Participant contributions at beginning of year2017-12-31$193,822
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$106,788
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$1,858,862
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,630,276
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,771,414
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$8,058,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,123,499
Interest on participant loans2017-12-31$8,497
Interest earned on other investments2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$365,758
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$454,093
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$811,973
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$230,832
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$238,537
Contract administrator fees2017-12-31$9,200
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 name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,280,579
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$435,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$406,967
Expenses. Certain deemed distributions of participant loans2016-12-31$9,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$774,062
Value of total assets at end of year2016-12-31$6,771,414
Value of total assets at beginning of year2016-12-31$5,926,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$18,968
Total interest from all sources2016-12-31$12,716
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$209,283
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$209,283
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$554,111
Participant contributions at end of year2016-12-31$193,822
Participant contributions at beginning of year2016-12-31$176,557
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$22,647
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$844,894
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,771,414
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,926,520
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,123,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,337,282
Interest on participant loans2016-12-31$7,660
Interest earned on other investments2016-12-31$5,056
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$454,093
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$412,681
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$284,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$197,304
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$406,967
Contract administrator fees2016-12-31$18,968
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$666,432
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$239,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$218,316
Expenses. Certain deemed distributions of participant loans2015-12-31$3,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$756,099
Value of total assets at end of year2015-12-31$5,926,520
Value of total assets at beginning of year2015-12-31$5,499,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$18,060
Total interest from all sources2015-12-31$26,104
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$315,119
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$315,119
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$509,991
Participant contributions at end of year2015-12-31$176,557
Participant contributions at beginning of year2015-12-31$157,819
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$15,526
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$64,865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$426,756
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,926,520
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,499,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$18,060
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,337,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,118,862
Interest on participant loans2015-12-31$6,603
Interest earned on other investments2015-12-31$19,501
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$412,681
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$202,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-430,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$181,243
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$4,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$218,316
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,055,211
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$506,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$469,690
Expenses. Certain deemed distributions of participant loans2014-12-31$19,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$795,377
Value of total assets at end of year2014-12-31$5,499,764
Value of total assets at beginning of year2014-12-31$4,950,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$16,869
Total interest from all sources2014-12-31$25,638
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$305,875
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$305,875
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$466,134
Participant contributions at end of year2014-12-31$157,819
Participant contributions at beginning of year2014-12-31$156,738
Participant contributions at end of year2014-12-31$15,526
Participant contributions at beginning of year2014-12-31$4,481
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$164,771
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$548,781
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,499,764
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,950,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$16,869
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,118,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,537,146
Interest on participant loans2014-12-31$6,261
Interest earned on other investments2014-12-31$19,377
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$202,689
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$236,491
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-71,679
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$164,472
Employer contributions (assets) at end of year2014-12-31$4,868
Employer contributions (assets) at beginning of year2014-12-31$16,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$469,690
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,293,604
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$320,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$300,580
Expenses. Certain deemed distributions of participant loans2013-12-31$17,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$652,907
Value of total assets at end of year2013-12-31$4,950,983
Value of total assets at beginning of year2013-12-31$3,977,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,212
Total interest from all sources2013-12-31$8,117
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$185,149
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$185,149
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$441,616
Participant contributions at end of year2013-12-31$156,738
Participant contributions at beginning of year2013-12-31$121,689
Participant contributions at end of year2013-12-31$4,481
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$73,251
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$973,245
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,950,983
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,977,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$2,212
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,537,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,649,626
Interest on participant loans2013-12-31$5,307
Interest earned on other investments2013-12-31$2,810
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$236,491
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$206,423
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$447,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$138,040
Employer contributions (assets) at end of year2013-12-31$16,127
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$300,580
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590
2012 : DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,137,068
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$354,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$329,349
Expenses. Certain deemed distributions of participant loans2012-12-31$25,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$726,691
Value of total assets at end of year2012-12-31$3,977,738
Value of total assets at beginning of year2012-12-31$3,195,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$8,040
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$120,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$120,555
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$444,117
Participant contributions at end of year2012-12-31$121,689
Participant contributions at beginning of year2012-12-31$120,528
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$12,031
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$40,718
Other income not declared elsewhere2012-12-31$1,949
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$782,673
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,977,738
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,195,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,649,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,829,620
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$5,099
Interest earned on other investments2012-12-31$2,941
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$206,423
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$231,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$279,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$241,856
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$1,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$329,349
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BDO USA, LLP
Accountancy firm EIN2012-12-31135381590
2011 : DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$504,823
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$430,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$419,621
Expenses. Certain deemed distributions of participant loans2011-12-31$9,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$609,751
Value of total assets at end of year2011-12-31$3,195,065
Value of total assets at beginning of year2011-12-31$3,120,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,782
Total interest from all sources2011-12-31$7,448
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$97,046
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$97,046
Administrative expenses professional fees incurred2011-12-31$1,782
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$435,406
Participant contributions at end of year2011-12-31$120,528
Participant contributions at beginning of year2011-12-31$117,540
Participant contributions at end of year2011-12-31$12,031
Participant contributions at beginning of year2011-12-31$10,495
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$6,467
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$74,221
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,195,065
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,120,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,829,620
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,959,941
Interest on participant loans2011-12-31$4,655
Interest earned on other investments2011-12-31$2,793
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$231,213
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$31,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-244,079
Net investment gain/loss from pooled separate accounts2011-12-31$34,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$167,878
Employer contributions (assets) at end of year2011-12-31$1,673
Employer contributions (assets) at beginning of year2011-12-31$1,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$419,621
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOQUIST THORVILSON KAUFMANN & PIEPE
Accountancy firm EIN2011-12-31411841185
2010 : DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$949,278
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$217,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$214,172
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$594,766
Value of total assets at end of year2010-12-31$3,120,844
Value of total assets at beginning of year2010-12-31$2,389,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,754
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$5,019
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$421,881
Participant contributions at end of year2010-12-31$117,540
Participant contributions at beginning of year2010-12-31$49,707
Participant contributions at end of year2010-12-31$10,495
Participant contributions at beginning of year2010-12-31$11,414
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$10,977
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$1,963
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$473
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$731,800
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,120,844
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,389,044
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$2,959,941
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,293,565
Interest on participant loans2010-12-31$4,148
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$871
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$31,171
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$32,478
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$349,020
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$161,908
Employer contributions (assets) at end of year2010-12-31$1,697
Employer contributions (assets) at beginning of year2010-12-31$1,880
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$212,209
Contract administrator fees2010-12-31$2,754
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOQUIST THORVILSON KAUFMAN KENNEDY
Accountancy firm EIN2010-12-31411841185
2009 : DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN

2022: DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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: DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) 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
2018: DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT 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: DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) 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
2016: DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number812494
Policy instance 1
Insurance contract or identification number812494
Number of Individuals Covered385
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332375-01
Policy instance 1
Insurance contract or identification number332375-01
Number of Individuals Covered338
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332375-01
Policy instance 1
Insurance contract or identification number332375-01
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberWF000DMG
Policy instance 2
Insurance contract or identification numberWF000DMG
Number of Individuals Covered248
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
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 Administration1
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332375-01
Policy instance 1
Insurance contract or identification number332375-01
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332375-01
Policy instance 1
Insurance contract or identification number332375-01
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number
Policy instance 2
Number of Individuals Covered282
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332375-01
Policy instance 1
Insurance contract or identification number332375-01
Number of Individuals Covered49
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?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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332375-01
Policy instance 1
Insurance contract or identification number332375-01
Number of Individuals Covered47
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332375-01
Policy instance 1
Insurance contract or identification number332375-01
Number of Individuals Covered32
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332375-01
Policy instance 1
Insurance contract or identification number332375-01
Number of Individuals Covered30
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $165
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 $165
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerFINANCIAL ADVISOR
Insurance broker organization code?3
Insurance broker nameJAMES MCQUILLAN
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332375-01
Policy instance 1
Insurance contract or identification number332375-01
Number of Individuals Covered30
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $468
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 $468
Insurance broker organization code?3
Insurance broker nameJAMES MCQUILLAN
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332375-01
Policy instance 1
Insurance contract or identification number332375-01
Number of Individuals Covered29
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $477
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 number518743
Policy instance 1
Insurance contract or identification number518743
Number of Individuals Covered144
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,904
Total amount of fees paid to insurance companyUSD $1,329
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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