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BUDD GROUP, INC. 401(K) SAVINGS PLAN 401k Plan overview

Plan NameBUDD GROUP, INC. 401(K) SAVINGS PLAN
Plan identification number 003

BUDD GROUP, INC. 401(K) SAVINGS 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE BUDD GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE BUDD GROUP, INC.
Employer identification number (EIN):560750470
NAIC Classification:561790
NAIC Description:Other Services to Buildings and Dwellings

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BUDD GROUP, INC. 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01HAL ROLLINS2023-10-13
0032021-01-01HAL ROLLINS2023-01-30
0032020-01-01HAL ROLLINS2021-10-11
0032019-01-01HAL ROLLINS2020-10-12
0032018-01-01HAL ROLLINS2019-10-13
0032017-01-01
0032016-01-01
0032015-01-01HAL ROLLINS
0032014-01-01HAL ROLLINS
0032013-01-01HAL ROLLINS
0032012-01-01HAL ROLLINS
0032011-01-01HAL ROLLINS
0032009-01-01H ROLLINS

Plan Statistics for BUDD GROUP, INC. 401(K) SAVINGS PLAN

401k plan membership statisitcs for BUDD GROUP, INC. 401(K) SAVINGS PLAN

Measure Date Value
2022: BUDD GROUP, INC. 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,039
Total number of active participants reported on line 7a of the Form 55002022-01-011,780
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0124
Total of all active and inactive participants2022-01-011,804
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,804
Number of participants with account balances2022-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: BUDD GROUP, INC. 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,208
Total number of active participants reported on line 7a of the Form 55002021-01-011,779
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0142
Total of all active and inactive participants2021-01-011,821
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,821
Number of participants with account balances2021-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BUDD GROUP, INC. 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,027
Total number of active participants reported on line 7a of the Form 55002020-01-012,016
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0125
Total of all active and inactive participants2020-01-012,041
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,041
Number of participants with account balances2020-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BUDD GROUP, INC. 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,702
Total number of active participants reported on line 7a of the Form 55002019-01-011,808
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-011,825
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,825
Number of participants with account balances2019-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BUDD GROUP, INC. 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,514
Total number of active participants reported on line 7a of the Form 55002018-01-011,483
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-018
Total of all active and inactive participants2018-01-011,491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,491
Number of participants with account balances2018-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BUDD GROUP, INC. 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,469
Total number of active participants reported on line 7a of the Form 55002017-01-011,326
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0111
Total of all active and inactive participants2017-01-011,337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,337
Number of participants with account balances2017-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: BUDD GROUP, INC. 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,547
Total number of active participants reported on line 7a of the Form 55002016-01-011,192
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0111
Total of all active and inactive participants2016-01-011,203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,203
Number of participants with account balances2016-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: BUDD GROUP, INC. 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,435
Total number of active participants reported on line 7a of the Form 55002015-01-011,328
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0116
Total of all active and inactive participants2015-01-011,344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,344
Number of participants with account balances2015-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BUDD GROUP, INC. 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,028
Total number of active participants reported on line 7a of the Form 55002014-01-013,180
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0116
Total of all active and inactive participants2014-01-013,196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013,196
Number of participants with account balances2014-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BUDD GROUP, INC. 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,416
Total number of active participants reported on line 7a of the Form 55002013-01-012,520
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0123
Total of all active and inactive participants2013-01-012,543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,543
Number of participants with account balances2013-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: BUDD GROUP, INC. 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,040
Total number of active participants reported on line 7a of the Form 55002012-01-011,943
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-011,957
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-011,960
Number of participants with account balances2012-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BUDD GROUP, INC. 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,129
Total number of active participants reported on line 7a of the Form 55002011-01-012,204
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0127
Total of all active and inactive participants2011-01-012,231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-012,234
Number of participants with account balances2011-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BUDD GROUP, INC. 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,229
Total number of active participants reported on line 7a of the Form 55002009-01-011,391
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0123
Total of all active and inactive participants2009-01-011,414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-011,417
Number of participants with account balances2009-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BUDD GROUP, INC. 401(K) SAVINGS PLAN

Measure Date Value
2022 : BUDD GROUP, INC. 401(K) SAVINGS 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$117,998
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$133,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$124,556
Expenses. Certain deemed distributions of participant loans2022-12-31$1,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$802,559
Value of total assets at end of year2022-12-31$3,676,078
Value of total assets at beginning of year2022-12-31$3,691,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$7,180
Total interest from all sources2022-12-31$14,795
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
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$200,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$493,785
Participant contributions at end of year2022-12-31$40,953
Participant contributions at beginning of year2022-12-31$88,817
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$308,774
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-15,089
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,676,078
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,691,167
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 pooled separate accounts at end of year2022-12-31$3,186,317
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,008,082
Interest on participant loans2022-12-31$2,179
Interest earned on other investments2022-12-31$12,616
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$448,808
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$594,268
Net investment gain/loss from pooled separate accounts2022-12-31$-699,356
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$124,556
Contract administrator fees2022-12-31$7,180
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 name2022-12-31BERNARD ROBINSON & COMPANY
Accountancy firm EIN2022-12-31560571159
2021 : BUDD GROUP, INC. 401(K) SAVINGS 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$862,709
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$136,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$130,486
Value of total corrective distributions2021-12-31$1,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$440,807
Value of total assets at end of year2021-12-31$3,691,167
Value of total assets at beginning of year2021-12-31$2,964,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,001
Total interest from all sources2021-12-31$21,667
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$261,920
Participant contributions at end of year2021-12-31$88,817
Participant contributions at beginning of year2021-12-31$71,384
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$178,887
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$726,300
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,691,167
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,964,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$3,008,082
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,355,312
Interest on participant loans2021-12-31$3,280
Interest earned on other investments2021-12-31$18,387
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$594,268
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$538,171
Net investment gain/loss from pooled separate accounts2021-12-31$400,235
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$130,486
Contract administrator fees2021-12-31$4,001
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 name2021-12-31BERNARD ROBINSON & COMPANY
Accountancy firm EIN2021-12-31560571159
2020 : BUDD GROUP, INC. 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$606,780
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$101,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$97,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$214,034
Value of total assets at end of year2020-12-31$2,964,867
Value of total assets at beginning of year2020-12-31$2,459,419
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,345
Total interest from all sources2020-12-31$20,413
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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$214,034
Participant contributions at end of year2020-12-31$71,384
Participant contributions at beginning of year2020-12-31$88,988
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$505,448
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,964,867
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,459,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$2,355,312
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,938,337
Interest on participant loans2020-12-31$3,205
Interest earned on other investments2020-12-31$17,208
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$538,171
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$432,094
Net investment gain/loss from pooled separate accounts2020-12-31$372,333
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$97,987
Contract administrator fees2020-12-31$3,345
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BERNARD ROBINSON& COMPANY
Accountancy firm EIN2020-12-31560571159
2019 : BUDD GROUP, INC. 401(K) SAVINGS 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$673,721
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$527,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$524,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$236,792
Value of total assets at end of year2019-12-31$2,459,419
Value of total assets at beginning of year2019-12-31$2,313,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,100
Total interest from all sources2019-12-31$25,389
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$200,000
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$204,473
Participant contributions at end of year2019-12-31$88,988
Participant contributions at beginning of year2019-12-31$107,818
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$32,319
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$145,805
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,459,419
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,313,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$1,938,337
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,522,491
Interest on participant loans2019-12-31$4,340
Interest earned on other investments2019-12-31$21,049
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$432,094
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$683,305
Net investment gain/loss from pooled separate accounts2019-12-31$411,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$524,816
Contract administrator fees2019-12-31$3,100
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 name2019-12-31BERNARD ROBINSON & COMPANY
Accountancy firm EIN2019-12-31560571159
2018 : BUDD GROUP, INC. 401(K) SAVINGS 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$140,643
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$77,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$74,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$233,315
Value of total assets at end of year2018-12-31$2,313,614
Value of total assets at beginning of year2018-12-31$2,250,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,435
Total interest from all sources2018-12-31$24,531
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$200,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$233,315
Participant contributions at end of year2018-12-31$107,818
Participant contributions at beginning of year2018-12-31$90,566
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$63,481
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,313,614
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,250,133
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 pooled separate accounts at end of year2018-12-31$1,522,491
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,513,459
Interest on participant loans2018-12-31$4,517
Interest earned on other investments2018-12-31$20,014
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$683,305
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$646,108
Net investment gain/loss from pooled separate accounts2018-12-31$-117,203
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$74,727
Contract administrator fees2018-12-31$2,435
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 name2018-12-31CANNON AND COMPANY
Accountancy firm EIN2018-12-31560727655
2017 : BUDD GROUP, INC. 401(K) SAVINGS 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$514,952
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$460,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$457,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$219,335
Value of total assets at end of year2017-12-31$2,250,133
Value of total assets at beginning of year2017-12-31$2,195,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,745
Total interest from all sources2017-12-31$21,675
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$200,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$204,659
Participant contributions at end of year2017-12-31$90,566
Participant contributions at beginning of year2017-12-31$74,174
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$14,676
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$54,567
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,250,133
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,195,566
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$1,513,459
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,524,656
Interest on participant loans2017-12-31$2,852
Interest earned on other investments2017-12-31$18,823
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$646,108
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$596,736
Net investment gain/loss from pooled separate accounts2017-12-31$273,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$457,640
Contract administrator fees2017-12-31$2,745
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 name2017-12-31CANNON AND COMPANY
Accountancy firm EIN2017-12-31560727655
2016 : BUDD GROUP, INC. 401(K) SAVINGS 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$340,419
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$71,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$69,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$196,166
Value of total assets at end of year2016-12-31$2,195,566
Value of total assets at beginning of year2016-12-31$1,926,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,474
Total interest from all sources2016-12-31$19,734
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
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$200,000
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$183,198
Participant contributions at end of year2016-12-31$74,174
Participant contributions at beginning of year2016-12-31$85,845
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$12,968
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$268,667
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,195,566
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,926,899
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 pooled separate accounts at end of year2016-12-31$1,524,656
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,304,517
Interest on participant loans2016-12-31$2,708
Interest earned on other investments2016-12-31$17,026
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$596,736
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$536,537
Net investment gain/loss from pooled separate accounts2016-12-31$124,519
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$69,278
Contract administrator fees2016-12-31$2,474
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 name2016-12-31CANNON AND COMPANY
Accountancy firm EIN2016-12-31560727655
2015 : BUDD GROUP, INC. 401(K) SAVINGS 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$255,297
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$212,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$208,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$267,142
Value of total assets at end of year2015-12-31$1,926,899
Value of total assets at beginning of year2015-12-31$1,883,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,961
Total interest from all sources2015-12-31$18,811
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$200,000
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$199,679
Participant contributions at end of year2015-12-31$85,845
Participant contributions at beginning of year2015-12-31$80,724
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$67,463
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$42,917
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,926,899
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,883,982
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 pooled separate accounts at end of year2015-12-31$1,304,517
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,260,168
Interest on participant loans2015-12-31$2,728
Interest earned on other investments2015-12-31$16,083
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$536,537
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$543,090
Net investment gain/loss from pooled separate accounts2015-12-31$-30,656
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$208,419
Contract administrator fees2015-12-31$3,961
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 name2015-12-31CANNON AND COMPANY
Accountancy firm EIN2015-12-31560727655
2014 : BUDD GROUP, INC. 401(K) SAVINGS 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$254,913
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$103,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$99,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$159,159
Value of total assets at end of year2014-12-31$1,883,982
Value of total assets at beginning of year2014-12-31$1,732,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,824
Total interest from all sources2014-12-31$18,281
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$200,000
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$159,159
Participant contributions at end of year2014-12-31$80,724
Participant contributions at beginning of year2014-12-31$61,962
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$151,520
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,883,982
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,732,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$1,260,168
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,132,117
Interest on participant loans2014-12-31$2,121
Interest earned on other investments2014-12-31$16,160
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$543,090
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$538,383
Net investment gain/loss from pooled separate accounts2014-12-31$77,473
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$99,569
Contract administrator fees2014-12-31$3,824
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 name2014-12-31CANNON AND COMPANY
Accountancy firm EIN2014-12-31560727655
2013 : BUDD GROUP, INC. 401(K) SAVINGS 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$479,734
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$421,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$417,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$173,124
Value of total assets at end of year2013-12-31$1,732,462
Value of total assets at beginning of year2013-12-31$1,673,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,735
Total interest from all sources2013-12-31$18,026
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$200,000
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$171,216
Participant contributions at end of year2013-12-31$61,962
Participant contributions at beginning of year2013-12-31$52,691
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$58,628
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,732,462
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,673,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$1,132,117
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,087,878
Interest on participant loans2013-12-31$1,971
Interest earned on other investments2013-12-31$16,055
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$538,383
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$533,265
Net investment gain/loss from pooled separate accounts2013-12-31$288,584
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$1,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$417,371
Contract administrator fees2013-12-31$3,735
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 name2013-12-31CANNON & COMPANY, LLC
Accountancy firm EIN2013-12-31560727655
2012 : BUDD GROUP, INC. 401(K) SAVINGS 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$315,543
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$108,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$104,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$160,971
Value of total assets at end of year2012-12-31$1,673,834
Value of total assets at beginning of year2012-12-31$1,466,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,129
Total interest from all sources2012-12-31$15,774
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$200,000
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$160,971
Participant contributions at end of year2012-12-31$52,691
Participant contributions at beginning of year2012-12-31$39,647
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$206,916
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,673,834
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,466,918
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 pooled separate accounts at end of year2012-12-31$1,087,878
Value of interest in pooled separate accounts at beginning of year2012-12-31$963,594
Interest on participant loans2012-12-31$1,474
Interest earned on other investments2012-12-31$14,300
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$533,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$463,677
Net investment gain/loss from pooled separate accounts2012-12-31$138,798
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$104,498
Contract administrator fees2012-12-31$4,129
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 name2012-12-31CANNON AND COMPANY, LLP
Accountancy firm EIN2012-12-31560727655
2011 : BUDD GROUP, INC. 401(K) SAVINGS 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$134,864
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$30,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$28,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$158,158
Value of total assets at end of year2011-12-31$1,466,918
Value of total assets at beginning of year2011-12-31$1,362,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,671
Total interest from all sources2011-12-31$13,848
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$200,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$158,158
Participant contributions at end of year2011-12-31$39,647
Participant contributions at beginning of year2011-12-31$52,502
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$104,377
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,466,918
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,362,541
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 pooled separate accounts at end of year2011-12-31$963,594
Value of interest in pooled separate accounts at beginning of year2011-12-31$936,070
Interest on participant loans2011-12-31$1,550
Interest earned on other investments2011-12-31$12,298
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$463,677
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$373,969
Net investment gain/loss from pooled separate accounts2011-12-31$-37,142
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$28,816
Contract administrator fees2011-12-31$1,671
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 name2011-12-31CANNON AND COMPANY LLP
Accountancy firm EIN2011-12-31560727655
2010 : BUDD GROUP, INC. 401(K) SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$277,196
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$86,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$82,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$130,330
Value of total assets at end of year2010-12-31$1,362,541
Value of total assets at beginning of year2010-12-31$1,171,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,295
Total interest from all sources2010-12-31$10,661
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
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$200,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$128,465
Participant contributions at end of year2010-12-31$52,502
Participant contributions at beginning of year2010-12-31$57,549
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$190,547
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,362,541
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,171,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$936,070
Value of interest in pooled separate accounts at beginning of year2010-12-31$859,192
Interest on participant loans2010-12-31$2,150
Interest earned on other investments2010-12-31$8,511
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$373,969
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$255,253
Net investment gain/loss from pooled separate accounts2010-12-31$136,205
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$82,354
Contract administrator fees2010-12-31$4,295
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CANNON AND COMPANY
Accountancy firm EIN2010-12-31560727655
2009 : BUDD GROUP, INC. 401(K) SAVINGS 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 BUDD GROUP, INC. 401(K) SAVINGS PLAN

2022: BUDD GROUP, INC. 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BUDD GROUP, INC. 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BUDD GROUP, INC. 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BUDD GROUP, INC. 401(K) SAVINGS 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: BUDD GROUP, INC. 401(K) SAVINGS 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: BUDD GROUP, INC. 401(K) SAVINGS 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: BUDD GROUP, INC. 401(K) SAVINGS 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: BUDD GROUP, INC. 401(K) SAVINGS 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: BUDD GROUP, INC. 401(K) SAVINGS 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: BUDD GROUP, INC. 401(K) SAVINGS 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: BUDD GROUP, INC. 401(K) SAVINGS 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: BUDD GROUP, INC. 401(K) SAVINGS 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
2009: BUDD GROUP, INC. 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – 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 number800854
Policy instance 1
Insurance contract or identification number800854
Number of Individuals Covered1804
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $8,720
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,720
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800854
Policy instance 1
Insurance contract or identification number800854
Number of Individuals Covered1821
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $8,197
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,197
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800854
Policy instance 1
Insurance contract or identification number800854
Number of Individuals Covered2041
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $6,135
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,135
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800854
Policy instance 1
Insurance contract or identification number800854
Number of Individuals Covered1825
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $6,143
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,143
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800854
Policy instance 1
Insurance contract or identification number800854
Number of Individuals Covered1491
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $5,700
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,794
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800854
Policy instance 1
Insurance contract or identification number800854
Number of Individuals Covered1337
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $5,507
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,304
Insurance broker organization code?3
Insurance broker nameDERRICK DAVIS

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