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CLUB RETIREMENT PLAN 401k Plan overview

Plan NameCLUB RETIREMENT PLAN
Plan identification number 003

CLUB RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CLUB MANAGERS ASSOCIATION OF AMERICA, INC. has sponsored the creation of one or more 401k plans.

Company Name:CLUB MANAGERS ASSOCIATION OF AMERICA, INC.
Employer identification number (EIN):530235732
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about CLUB MANAGERS ASSOCIATION OF AMERICA, INC.

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number: 796371

More information about CLUB MANAGERS ASSOCIATION OF AMERICA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLUB RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01JEFF MORGAN2023-10-13
0032021-01-01
0032020-01-01
0032019-01-01
0032019-01-01
0032018-01-01
0032017-01-01JOHN MCCRARY
0032016-01-01JOHN MCCRARY
0032015-01-01JOHN MCCRARY
0032013-01-01JOHN MCCRARY2014-12-23
0032012-01-01KATHI DRIGGS2013-05-13 KATHI DRIGGS2013-05-13
0032011-01-01KATHI DRIGGS2012-07-16 KATHI DRIGGS2012-07-16
0032010-01-01KATHI DRIGGS2011-06-28

Plan Statistics for CLUB RETIREMENT PLAN

401k plan membership statisitcs for CLUB RETIREMENT PLAN

Measure Date Value
2022: CLUB RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015,507
Total number of active participants reported on line 7a of the Form 55002022-01-014,884
Number of retired or separated participants receiving benefits2022-01-0170
Number of other retired or separated participants entitled to future benefits2022-01-01984
Total of all active and inactive participants2022-01-015,938
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-015,938
Number of participants with account balances2022-01-013,630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0171
2021: CLUB RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015,105
Total number of active participants reported on line 7a of the Form 55002021-01-014,315
Number of retired or separated participants receiving benefits2021-01-0164
Number of other retired or separated participants entitled to future benefits2021-01-01829
Total of all active and inactive participants2021-01-015,208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-015,208
Number of participants with account balances2021-01-013,080
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0191
2020: CLUB RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,730
Total number of active participants reported on line 7a of the Form 55002020-01-013,909
Number of retired or separated participants receiving benefits2020-01-0156
Number of other retired or separated participants entitled to future benefits2020-01-01691
Total of all active and inactive participants2020-01-014,656
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-014,656
Number of participants with account balances2020-01-012,858
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01109
2019: CLUB RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,084
Total number of active participants reported on line 7a of the Form 55002019-01-013,680
Number of retired or separated participants receiving benefits2019-01-0146
Number of other retired or separated participants entitled to future benefits2019-01-01597
Total of all active and inactive participants2019-01-014,323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-014,323
Number of participants with account balances2019-01-012,737
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01165
2018: CLUB RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,921
Total number of active participants reported on line 7a of the Form 55002018-01-013,173
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01579
Total of all active and inactive participants2018-01-013,752
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-013,756
Number of participants with account balances2018-01-012,428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01148
2017: CLUB RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,972
Total number of active participants reported on line 7a of the Form 55002017-01-013,090
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01781
Total of all active and inactive participants2017-01-013,871
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-017
Total participants2017-01-013,878
Number of participants with account balances2017-01-012,557
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01150
2016: CLUB RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,712
Total number of active participants reported on line 7a of the Form 55002016-01-012,882
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01560
Total of all active and inactive participants2016-01-013,442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-013,444
Number of participants with account balances2016-01-012,275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01147
2015: CLUB RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,270
Total number of active participants reported on line 7a of the Form 55002015-01-012,777
Number of retired or separated participants receiving benefits2015-01-0192
Number of other retired or separated participants entitled to future benefits2015-01-01552
Total of all active and inactive participants2015-01-013,421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013,421
Number of participants with account balances2015-01-012,337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01107

Financial Data on CLUB RETIREMENT PLAN

Measure Date Value
2022 : CLUB RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$20,480,637
Total transfer of assets from this plan2022-12-31$845,317
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$139,321
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$149,841
Total income from all sources (including contributions)2022-12-31$-10,833,281
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$14,924,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$13,558,166
Expenses. Certain deemed distributions of participant loans2022-12-31$82,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$17,667,082
Value of total assets at end of year2022-12-31$169,354,741
Value of total assets at beginning of year2022-12-31$175,487,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,283,878
Total interest from all sources2022-12-31$110,102
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$1,283,878
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$11,064,239
Participant contributions at end of year2022-12-31$2,040,339
Participant contributions at beginning of year2022-12-31$1,530,025
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,622,509
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$139,321
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$149,841
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-25,757,852
Value of net assets at end of year (total assets less liabilities)2022-12-31$169,215,420
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$175,337,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$119,641,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$126,661,057
Interest on participant loans2022-12-31$109,911
Income. Interest from loans (other than to participants)2022-12-31$191
Value of interest in common/collective trusts at end of year2022-12-31$37,741,436
Value of interest in common/collective trusts at beginning of year2022-12-31$38,169,463
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$9,931,453
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$9,127,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-27,977,843
Net gain/loss from 103.12 investment entities2022-12-31$-632,622
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$4,980,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$13,558,166
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 name2022-12-31HANCOCK ASKEW & CO., LLP
Accountancy firm EIN2022-12-31580662558
2021 : CLUB RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$8,593,270
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$149,841
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$231,798
Total income from all sources (including contributions)2021-12-31$35,063,589
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$17,544,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$16,159,948
Expenses. Certain deemed distributions of participant loans2021-12-31$250,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$15,392,210
Value of total assets at end of year2021-12-31$175,487,793
Value of total assets at beginning of year2021-12-31$149,457,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,134,360
Total interest from all sources2021-12-31$102,910
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$1,134,360
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$10,292,688
Participant contributions at end of year2021-12-31$1,530,025
Participant contributions at beginning of year2021-12-31$1,857,533
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$950,785
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$149,841
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$231,798
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$17,518,680
Value of net assets at end of year (total assets less liabilities)2021-12-31$175,337,952
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$149,226,002
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$126,661,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$105,588,537
Interest on participant loans2021-12-31$102,910
Value of interest in common/collective trusts at end of year2021-12-31$38,169,463
Value of interest in common/collective trusts at beginning of year2021-12-31$32,169,999
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$9,127,248
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$9,841,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$19,568,469
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$4,148,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$16,159,948
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 name2021-12-31HANCOCK ASKEW & CO., LLP
Accountancy firm EIN2021-12-31580662558
2020 : CLUB RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$29,591,032
Total transfer of assets from this plan2020-12-31$4,200,333
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$231,798
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$307,293
Total income from all sources (including contributions)2020-12-31$30,615,558
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$13,771,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,825,947
Expenses. Certain deemed distributions of participant loans2020-12-31$205,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$11,734,428
Value of total assets at end of year2020-12-31$149,457,800
Value of total assets at beginning of year2020-12-31$107,298,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$740,004
Total interest from all sources2020-12-31$102,910
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$740,004
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$7,712,343
Participant contributions at end of year2020-12-31$1,857,533
Participant contributions at beginning of year2020-12-31$1,465,395
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$911,591
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$231,798
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$307,293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$16,843,929
Value of net assets at end of year (total assets less liabilities)2020-12-31$149,226,002
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$106,991,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$105,588,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$86,935,595
Interest on participant loans2020-12-31$102,910
Value of interest in common/collective trusts at end of year2020-12-31$32,169,999
Value of interest in common/collective trusts at beginning of year2020-12-31$9,095,088
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$9,841,731
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$9,802,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$18,778,220
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$3,110,494
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$12,825,947
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HANCOCK ASKEW & CO., LLP
Accountancy firm EIN2020-12-31580662558
2019 : CLUB RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$16,722,598
Total transfer of assets to this plan2019-12-31$16,722,598
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$307,293
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$307,293
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$38,426
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$38,426
Total income from all sources (including contributions)2019-12-31$24,928,234
Total income from all sources (including contributions)2019-12-31$24,928,234
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$10,307,990
Total of all expenses incurred2019-12-31$10,307,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,673,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,673,815
Expenses. Certain deemed distributions of participant loans2019-12-31$54,511
Expenses. Certain deemed distributions of participant loans2019-12-31$54,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,331,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,331,074
Value of total assets at end of year2019-12-31$104,911,647
Value of total assets at end of year2019-12-31$104,911,647
Value of total assets at beginning of year2019-12-31$73,299,938
Value of total assets at beginning of year2019-12-31$73,299,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$579,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$579,664
Total interest from all sources2019-12-31$59,950
Total interest from all sources2019-12-31$59,950
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$5,970,383
Contributions received from participants2019-12-31$5,970,383
Participant contributions at end of year2019-12-31$1,385,194
Participant contributions at end of year2019-12-31$1,385,194
Participant contributions at beginning of year2019-12-31$877,898
Participant contributions at beginning of year2019-12-31$877,898
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$869,677
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$869,677
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$307,293
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$307,293
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$38,426
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$38,426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$14,620,244
Value of net income/loss2019-12-31$14,620,244
Value of net assets at end of year (total assets less liabilities)2019-12-31$104,604,354
Value of net assets at end of year (total assets less liabilities)2019-12-31$104,604,354
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$73,261,512
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$73,261,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$86,935,595
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$86,935,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$59,078,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$59,078,381
Interest on participant loans2019-12-31$59,950
Interest on participant loans2019-12-31$59,950
Value of interest in common/collective trusts at end of year2019-12-31$9,095,088
Value of interest in common/collective trusts at end of year2019-12-31$9,095,088
Value of interest in common/collective trusts at beginning of year2019-12-31$6,747,722
Value of interest in common/collective trusts at beginning of year2019-12-31$6,747,722
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$7,495,770
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$7,495,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,595,937
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,595,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$15,537,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$15,537,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,491,014
Contributions received in cash from employer2019-12-31$2,491,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,673,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,673,815
Contract administrator fees2019-12-31$579,664
Contract administrator fees2019-12-31$579,664
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ALFRED J. LUTFY, CPA
Accountancy firm name2019-12-31ALFRED J. LUTFY, CPA
Accountancy firm EIN2019-12-31463859555
Accountancy firm EIN2019-12-31463859555
2018 : CLUB RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$932,507
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$38,426
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$71,719
Total income from all sources (including contributions)2018-12-31$3,406,749
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$9,788,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,225,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,046,737
Value of total assets at end of year2018-12-31$73,299,938
Value of total assets at beginning of year2018-12-31$78,782,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$562,706
Total interest from all sources2018-12-31$52,151
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,395,316
Participant contributions at end of year2018-12-31$877,898
Participant contributions at beginning of year2018-12-31$923,176
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$219,954
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$38,426
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$71,719
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,381,619
Value of net assets at end of year (total assets less liabilities)2018-12-31$73,261,512
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$78,710,624
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$59,078,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$65,192,663
Interest on participant loans2018-12-31$52,151
Value of interest in common/collective trusts at end of year2018-12-31$6,747,722
Value of interest in common/collective trusts at beginning of year2018-12-31$6,013,020
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,595,937
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,653,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,692,139
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$2,431,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,225,662
Contract administrator fees2018-12-31$562,706
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 name2018-12-31ALFRED J. LUTFY, CPA
Accountancy firm EIN2018-12-31463859555
2017 : CLUB RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$720,967
Total transfer of assets from this plan2017-12-31$2,556,319
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$71,719
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$16,183
Total income from all sources (including contributions)2017-12-31$19,398,381
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$9,691,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,197,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,916,254
Value of total assets at end of year2017-12-31$78,782,343
Value of total assets at beginning of year2017-12-31$70,854,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$493,632
Total interest from all sources2017-12-31$50,013
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$493,632
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$4,949,534
Participant contributions at end of year2017-12-31$923,176
Participant contributions at beginning of year2017-12-31$943,200
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$819,770
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$71,719
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$16,183
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$9,707,253
Value of net assets at end of year (total assets less liabilities)2017-12-31$78,710,624
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$70,838,723
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$65,192,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$61,509,210
Interest on participant loans2017-12-31$50,013
Value of interest in common/collective trusts at end of year2017-12-31$6,013,020
Value of interest in common/collective trusts at beginning of year2017-12-31$1,810,080
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,653,484
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,592,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$11,432,114
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,146,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,197,496
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 name2017-12-31ALFRED J. LUTFY, CPA
Accountancy firm EIN2017-12-31463859555
2016 : CLUB RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$580,875
Total transfer of assets from this plan2016-12-31$2,815,170
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$16,183
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$26,668
Total income from all sources (including contributions)2016-12-31$11,650,369
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$7,371,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,924,442
Expenses. Certain deemed distributions of participant loans2016-12-31$9,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,358,514
Value of total assets at end of year2016-12-31$70,854,906
Value of total assets at beginning of year2016-12-31$68,820,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$437,840
Total interest from all sources2016-12-31$53,983
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$437,840
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$5,102,280
Participant contributions at end of year2016-12-31$943,200
Participant contributions at beginning of year2016-12-31$1,149,491
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$125,464
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$16,183
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$26,668
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$4,278,997
Value of net assets at end of year (total assets less liabilities)2016-12-31$70,838,723
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$68,794,021
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$61,509,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$60,673,735
Interest on participant loans2016-12-31$53,983
Value of interest in common/collective trusts at end of year2016-12-31$1,810,080
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,592,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,997,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,237,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,130,770
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,924,442
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 name2016-12-31ALFRED J. LUTFY, CPA
Accountancy firm EIN2016-12-31463859555
2015 : CLUB RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$9,553,564
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$26,668
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,858
Total income from all sources (including contributions)2015-12-31$7,236,193
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,287,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,852,077
Expenses. Certain deemed distributions of participant loans2015-12-31$54,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,546,436
Value of total assets at end of year2015-12-31$68,820,689
Value of total assets at beginning of year2015-12-31$58,297,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$380,676
Total interest from all sources2015-12-31$46,127
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$4,897,195
Participant contributions at end of year2015-12-31$1,149,491
Participant contributions at beginning of year2015-12-31$796,797
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$772,562
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$26,668
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$5,858
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$948,864
Value of net assets at end of year (total assets less liabilities)2015-12-31$68,794,021
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$58,291,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$60,673,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$51,716,448
Interest on participant loans2015-12-31$46,127
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,997,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,784,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-356,370
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$1,876,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,852,077
Contract administrator fees2015-12-31$380,676
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 name2015-12-31ALFRED J. LUTFY, CPA
Accountancy firm EIN2015-12-31463859555

Form 5500 Responses for CLUB RETIREMENT PLAN

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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract numberMEP
Policy instance 1
Insurance contract or identification numberMEP
Number of Individuals Covered858
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract numberMEP
Policy instance 1
Insurance contract or identification numberMEP
Number of Individuals Covered648
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract numberMEP
Policy instance 1
Insurance contract or identification numberMEP
Number of Individuals Covered603
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $822
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
Commission paid to Insurance BrokerUSD $411
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract numberMEP
Policy instance 1
Insurance contract or identification numberMEP
Number of Individuals Covered496
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $822
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
Commission paid to Insurance BrokerUSD $411
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract numberMEP
Policy instance 1
Insurance contract or identification numberMEP
Number of Individuals Covered464
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,138
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
Commission paid to Insurance BrokerUSD $549
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract numberMEP
Policy instance 1
Insurance contract or identification numberMEP
Number of Individuals Covered501
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,051
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
Commission paid to Insurance BrokerUSD $404
Insurance broker organization code?3
Insurance broker nameERIC MORRIS
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract numberMEP
Policy instance 1
Insurance contract or identification numberMEP
Number of Individuals Covered585
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

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