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ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING PLAN 401k Plan overview

Plan NameROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING PLAN
Plan identification number 001

ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

ROBINSON BRADSHAW AND HINSON, PA has sponsored the creation of one or more 401k plans.

Company Name:ROBINSON BRADSHAW AND HINSON, PA
Employer identification number (EIN):560944079
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01RICHARD GIBSON JR.
0012016-01-01RICHARD GIBSON JR.
0012015-01-01RICHARD GIBSON JR.
0012014-01-01RICHARD GIBSON JR.
0012013-01-01RICHARD GIBSON JR.
0012012-01-01RICHARD GIBSON JR.
0012011-01-01RICHARD GIBSON JR.
0012009-01-01RICHARD W. GIBSON JR.

Plan Statistics for ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING PLAN

401k plan membership statisitcs for ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING PLAN

Measure Date Value
2022: ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01299
Total number of active participants reported on line 7a of the Form 55002022-01-01238
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0157
Total of all active and inactive participants2022-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01298
Number of participants with account balances2022-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01279
Total number of active participants reported on line 7a of the Form 55002021-01-01240
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0158
Total of all active and inactive participants2021-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01299
Number of participants with account balances2021-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01280
Total number of active participants reported on line 7a of the Form 55002020-01-01222
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0155
Total of all active and inactive participants2020-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01279
Number of participants with account balances2020-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01281
Total number of active participants reported on line 7a of the Form 55002019-01-01217
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0162
Total of all active and inactive participants2019-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01280
Number of participants with account balances2019-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01276
Total number of active participants reported on line 7a of the Form 55002018-01-01211
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0155
Total of all active and inactive participants2018-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01268
Number of participants with account balances2018-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01286
Total number of active participants reported on line 7a of the Form 55002017-01-01213
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0153
Total of all active and inactive participants2017-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01267
Number of participants with account balances2017-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01275
Total number of active participants reported on line 7a of the Form 55002016-01-01212
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0157
Total of all active and inactive participants2016-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01269
Number of participants with account balances2016-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01279
Total number of active participants reported on line 7a of the Form 55002015-01-01213
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0148
Total of all active and inactive participants2015-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01263
Number of participants with account balances2015-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01257
Total number of active participants reported on line 7a of the Form 55002014-01-01218
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0142
Total of all active and inactive participants2014-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01261
Number of participants with account balances2014-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01256
Total number of active participants reported on line 7a of the Form 55002013-01-01221
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0135
Total of all active and inactive participants2013-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01257
Number of participants with account balances2013-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01253
Total number of active participants reported on line 7a of the Form 55002012-01-01219
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0135
Total of all active and inactive participants2012-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01256
Number of participants with account balances2012-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01258
Total number of active participants reported on line 7a of the Form 55002011-01-01216
Number of other retired or separated participants entitled to future benefits2011-01-0136
Total of all active and inactive participants2011-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01253
Number of participants with account balances2011-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01243
Total number of active participants reported on line 7a of the Form 55002009-01-01218
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0140
Total of all active and inactive participants2009-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01259
Number of participants with account balances2009-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING PLAN

Measure Date Value
2022 : ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING 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$0
Total income from all sources (including contributions)2022-12-31$-18,131,506
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$19,897,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$19,720,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,210,620
Value of total assets at end of year2022-12-31$152,186,842
Value of total assets at beginning of year2022-12-31$190,215,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$176,559
Total interest from all sources2022-12-31$135,868
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,892,856
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,892,856
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$3,089,801
Participant contributions at end of year2022-12-31$746,499
Participant contributions at beginning of year2022-12-31$851,524
Assets. Other investments not covered elsewhere at end of year2022-12-31$27,031,718
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$26,829,858
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$471,275
Other income not declared elsewhere2022-12-31$-3,926,021
Administrative expenses (other) incurred2022-12-31$44,382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-38,028,719
Value of net assets at end of year (total assets less liabilities)2022-12-31$152,186,842
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$190,215,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$132,177
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$94,448,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$137,516,958
Interest on participant loans2022-12-31$36,748
Value of interest in common/collective trusts at end of year2022-12-31$19,417,681
Value of interest in common/collective trusts at beginning of year2022-12-31$20,722,635
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$5,892,971
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$99,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-22,815,602
Net investment gain or loss from common/collective trusts2022-12-31$-3,629,227
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,649,544
Employer contributions (assets) at end of year2022-12-31$4,649,544
Employer contributions (assets) at beginning of year2022-12-31$4,294,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$19,720,654
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BDO USA, P.C.
Accountancy firm EIN2022-12-31135381590
2021 : ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING 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$32,958,787
Total loss/gain on sale of assets2021-12-31$1,853,515
Total of all expenses incurred2021-12-31$11,587,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$11,410,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,204,605
Value of total assets at end of year2021-12-31$190,215,561
Value of total assets at beginning of year2021-12-31$168,844,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$176,890
Total interest from all sources2021-12-31$37,163
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,749,839
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$5,749,839
Administrative expenses professional fees incurred2021-12-31$40,574
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$2,906,058
Participant contributions at end of year2021-12-31$851,524
Participant contributions at beginning of year2021-12-31$741,836
Assets. Other investments not covered elsewhere at end of year2021-12-31$26,829,858
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$20,457,444
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,488
Other income not declared elsewhere2021-12-31$3,199,383
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$21,371,374
Value of net assets at end of year (total assets less liabilities)2021-12-31$190,215,561
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$168,844,187
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$136,316
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$137,516,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$125,944,730
Interest on participant loans2021-12-31$37,163
Value of interest in common/collective trusts at end of year2021-12-31$20,722,635
Value of interest in common/collective trusts at beginning of year2021-12-31$17,703,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$12,236,049
Net investment gain or loss from common/collective trusts2021-12-31$2,678,233
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$4,297,059
Employer contributions (assets) at end of year2021-12-31$4,294,586
Employer contributions (assets) at beginning of year2021-12-31$3,996,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$11,410,523
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
Aggregate proceeds on sale of assets2021-12-31$47,885,739
Aggregate carrying amount (costs) on sale of assets2021-12-31$46,032,224
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING 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$239,696
Total income from all sources (including contributions)2020-12-31$23,334,080
Total loss/gain on sale of assets2020-12-31$376,546
Total of all expenses incurred2020-12-31$11,749,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,517,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,789,025
Value of total assets at end of year2020-12-31$168,844,187
Value of total assets at beginning of year2020-12-31$157,499,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$232,041
Total interest from all sources2020-12-31$88,045
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,636,073
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$5,530,142
Administrative expenses professional fees incurred2020-12-31$151,143
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$402,984
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 period2020-12-31Yes
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$2,643,635
Participant contributions at end of year2020-12-31$741,836
Participant contributions at beginning of year2020-12-31$791,266
Assets. Other investments not covered elsewhere at end of year2020-12-31$20,457,444
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$175,486
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$148,391
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$239,696
Other income not declared elsewhere2020-12-31$1,809,572
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$255,635
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$11,584,476
Value of net assets at end of year (total assets less liabilities)2020-12-31$168,844,187
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$157,259,711
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
Investment advisory and management fees2020-12-31$80,898
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$125,944,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$112,860,056
Interest on participant loans2020-12-31$40,985
Interest earned on other investments2020-12-31$975
Income. Interest from corporate debt instruments2020-12-31$45,462
Value of interest in common/collective trusts at end of year2020-12-31$17,703,178
Value of interest in common/collective trusts at beginning of year2020-12-31$33,075,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$554,208
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$554,208
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$623
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-2,153,037
Net investment gain or loss from common/collective trusts2020-12-31$10,787,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,996,999
Employer contributions (assets) at end of year2020-12-31$3,996,999
Employer contributions (assets) at beginning of year2020-12-31$3,715,675
Income. Dividends from preferred stock2020-12-31$15,106
Income. Dividends from common stock2020-12-31$90,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,517,563
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$128,195
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$5,540,227
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$49,647,543
Aggregate carrying amount (costs) on sale of assets2020-12-31$49,270,997
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,200,967
Total unrealized appreciation/depreciation of assets2019-12-31$1,200,967
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$239,696
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$328,459
Total income from all sources (including contributions)2019-12-31$34,901,581
Total loss/gain on sale of assets2019-12-31$198,200
Total of all expenses incurred2019-12-31$7,825,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,546,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,457,951
Value of total assets at end of year2019-12-31$157,499,407
Value of total assets at beginning of year2019-12-31$130,512,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$278,847
Total interest from all sources2019-12-31$55,952
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,817,144
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,669,779
Administrative expenses professional fees incurred2019-12-31$169,140
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$402,984
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$323,364
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$2,344,856
Participant contributions at end of year2019-12-31$791,266
Participant contributions at beginning of year2019-12-31$931,525
Assets. Other investments not covered elsewhere at end of year2019-12-31$175,486
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$161,211
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$397,420
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$239,696
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$328,459
Other income not declared elsewhere2019-12-31$11,342
Total non interest bearing cash at end of year2019-12-31$255,635
Total non interest bearing cash at beginning of year2019-12-31$373,158
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$27,076,028
Value of net assets at end of year (total assets less liabilities)2019-12-31$157,259,711
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$130,183,683
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
Investment advisory and management fees2019-12-31$109,707
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$112,860,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$94,757,527
Interest on participant loans2019-12-31$46,427
Income. Interest from corporate debt instruments2019-12-31$6,911
Value of interest in common/collective trusts at end of year2019-12-31$33,075,675
Value of interest in common/collective trusts at beginning of year2019-12-31$24,752,201
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$554,208
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,081,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,081,971
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,614
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$7,966
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$16,736,338
Net investment gain or loss from common/collective trusts2019-12-31$7,423,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,715,675
Employer contributions (assets) at end of year2019-12-31$3,715,675
Employer contributions (assets) at beginning of year2019-12-31$3,658,804
Income. Dividends from preferred stock2019-12-31$23,749
Income. Dividends from common stock2019-12-31$123,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,538,740
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$128,195
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$186,199
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$5,540,227
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$4,286,182
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
Aggregate proceeds on sale of assets2019-12-31$5,071,797
Aggregate carrying amount (costs) on sale of assets2019-12-31$4,873,597
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
2018 : ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-282,008
Total unrealized appreciation/depreciation of assets2018-12-31$-282,008
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$328,459
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$186,825
Total income from all sources (including contributions)2018-12-31$105,789
Total loss/gain on sale of assets2018-12-31$105,393
Total of all expenses incurred2018-12-31$5,842,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,585,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,943,843
Value of total assets at end of year2018-12-31$130,512,142
Value of total assets at beginning of year2018-12-31$136,106,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$256,818
Total interest from all sources2018-12-31$57,237
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,435,566
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,302,736
Administrative expenses professional fees incurred2018-12-31$164,153
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$323,364
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$76,998
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$2,246,125
Participant contributions at end of year2018-12-31$931,525
Participant contributions at beginning of year2018-12-31$999,550
Assets. Other investments not covered elsewhere at end of year2018-12-31$161,211
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$147,593
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$38,914
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$328,459
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$186,825
Other income not declared elsewhere2018-12-31$18,819
Total non interest bearing cash at end of year2018-12-31$373,158
Total non interest bearing cash at beginning of year2018-12-31$193,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,736,260
Value of net assets at end of year (total assets less liabilities)2018-12-31$130,183,683
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$135,919,943
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
Investment advisory and management fees2018-12-31$92,665
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$94,757,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$97,033,324
Interest on participant loans2018-12-31$46,120
Income. Interest from corporate debt instruments2018-12-31$9,084
Value of interest in common/collective trusts at end of year2018-12-31$24,752,201
Value of interest in common/collective trusts at beginning of year2018-12-31$27,116,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,081,971
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,189,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,189,334
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,033
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$7,968
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,233,935
Net investment gain or loss from common/collective trusts2018-12-31$-939,126
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$3,658,804
Employer contributions (assets) at end of year2018-12-31$3,658,804
Employer contributions (assets) at beginning of year2018-12-31$3,496,224
Income. Dividends from preferred stock2018-12-31$18,834
Income. Dividends from common stock2018-12-31$113,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,577,263
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$186,199
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$195,547
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$4,286,182
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$5,658,724
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
Aggregate proceeds on sale of assets2018-12-31$11,752,415
Aggregate carrying amount (costs) on sale of assets2018-12-31$11,647,022
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 name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$852,130
Total unrealized appreciation/depreciation of assets2017-12-31$852,130
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$186,825
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$23,310,167
Total loss/gain on sale of assets2017-12-31$-31,874
Total of all expenses incurred2017-12-31$7,494,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,221,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,625,074
Value of total assets at end of year2017-12-31$136,106,768
Value of total assets at beginning of year2017-12-31$120,104,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$273,369
Total interest from all sources2017-12-31$59,954
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,946,734
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,851,036
Administrative expenses professional fees incurred2017-12-31$193,988
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$76,998
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$72,678
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$2,061,358
Participant contributions at end of year2017-12-31$999,550
Participant contributions at beginning of year2017-12-31$1,170,248
Assets. Other investments not covered elsewhere at end of year2017-12-31$147,593
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$134,437
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$67,492
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$120,989
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$186,825
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$82,431
Total non interest bearing cash at end of year2017-12-31$193,223
Total non interest bearing cash at beginning of year2017-12-31$217,195
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$15,815,557
Value of net assets at end of year (total assets less liabilities)2017-12-31$135,919,943
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$120,104,386
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
Investment advisory and management fees2017-12-31$79,381
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$97,033,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$84,193,558
Interest on participant loans2017-12-31$50,087
Income. Interest from corporate debt instruments2017-12-31$8,775
Value of interest in common/collective trusts at end of year2017-12-31$27,116,251
Value of interest in common/collective trusts at beginning of year2017-12-31$25,235,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,189,334
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,294,719
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,294,719
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,092
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$7,966
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,831,147
Net investment gain or loss from common/collective trusts2017-12-31$4,944,571
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$3,496,224
Employer contributions (assets) at end of year2017-12-31$3,496,224
Employer contributions (assets) at beginning of year2017-12-31$3,332,215
Income. Dividends from preferred stock2017-12-31$4,449
Income. Dividends from common stock2017-12-31$91,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,213,275
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$195,547
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$195,658
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$5,658,724
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$4,137,640
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
Aggregate proceeds on sale of assets2017-12-31$7,019,083
Aggregate carrying amount (costs) on sale of assets2017-12-31$7,050,957
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$357,924
Total unrealized appreciation/depreciation of assets2016-12-31$357,924
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$224,651
Total income from all sources (including contributions)2016-12-31$16,499,806
Total loss/gain on sale of assets2016-12-31$141,455
Total of all expenses incurred2016-12-31$5,332,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,052,134
Expenses. Certain deemed distributions of participant loans2016-12-31$103,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,388,566
Value of total assets at end of year2016-12-31$120,104,386
Value of total assets at beginning of year2016-12-31$109,161,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$177,072
Total interest from all sources2016-12-31$63,296
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,638,974
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,542,707
Administrative expenses professional fees incurred2016-12-31$109,967
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$72,678
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$49,145
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$1,935,035
Participant contributions at end of year2016-12-31$1,170,248
Participant contributions at beginning of year2016-12-31$1,216,380
Assets. Other investments not covered elsewhere at end of year2016-12-31$134,437
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$121,130
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$121,316
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$120,989
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$224,651
Other income not declared elsewhere2016-12-31$90,787
Total non interest bearing cash at end of year2016-12-31$217,195
Total non interest bearing cash at beginning of year2016-12-31$292,952
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$11,167,090
Value of net assets at end of year (total assets less liabilities)2016-12-31$120,104,386
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$108,937,296
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
Investment advisory and management fees2016-12-31$67,105
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$84,193,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$74,015,021
Interest on participant loans2016-12-31$55,511
Income. Interest from corporate debt instruments2016-12-31$7,638
Value of interest in common/collective trusts at end of year2016-12-31$25,235,049
Value of interest in common/collective trusts at beginning of year2016-12-31$24,542,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,294,719
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,329,247
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,329,247
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$147
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$7,966
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,177,017
Net investment gain or loss from common/collective trusts2016-12-31$2,641,787
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$3,332,215
Employer contributions (assets) at end of year2016-12-31$3,332,215
Employer contributions (assets) at beginning of year2016-12-31$3,203,499
Income. Dividends from preferred stock2016-12-31$3,943
Income. Dividends from common stock2016-12-31$92,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,044,168
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$195,658
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$128,941
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$4,137,640
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$4,262,793
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
Aggregate proceeds on sale of assets2016-12-31$8,238,486
Aggregate carrying amount (costs) on sale of assets2016-12-31$8,097,031
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-227,579
Total unrealized appreciation/depreciation of assets2015-12-31$-227,579
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$224,651
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$186,956
Total income from all sources (including contributions)2015-12-31$3,846,883
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,852,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,673,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,092,969
Value of total assets at end of year2015-12-31$109,161,947
Value of total assets at beginning of year2015-12-31$110,129,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$178,138
Total interest from all sources2015-12-31$56,297
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,675,530
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,675,530
Administrative expenses professional fees incurred2015-12-31$110,693
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$49,145
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$68,100
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,820,043
Participant contributions at end of year2015-12-31$1,216,380
Participant contributions at beginning of year2015-12-31$1,312,460
Assets. Other investments not covered elsewhere at end of year2015-12-31$121,130
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$108,243
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$69,427
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$224,651
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$186,956
Other income not declared elsewhere2015-12-31$32,388
Total non interest bearing cash at end of year2015-12-31$292,952
Total non interest bearing cash at beginning of year2015-12-31$195,604
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,005,244
Value of net assets at end of year (total assets less liabilities)2015-12-31$108,937,296
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$109,942,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$67,445
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$74,015,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$76,595,056
Interest on participant loans2015-12-31$56,159
Value of interest in common/collective trusts at end of year2015-12-31$24,542,839
Value of interest in common/collective trusts at beginning of year2015-12-31$23,152,975
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,329,247
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,217,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,217,559
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$138
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$7,966
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,166,491
Net investment gain or loss from common/collective trusts2015-12-31$383,769
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$3,203,499
Employer contributions (assets) at end of year2015-12-31$3,203,499
Employer contributions (assets) at beginning of year2015-12-31$3,107,027
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,666,023
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$128,941
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$4,262,793
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$4,372,472
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$366,804
Total unrealized appreciation/depreciation of assets2014-12-31$366,804
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$186,956
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$24,421
Total income from all sources (including contributions)2014-12-31$13,064,640
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$9,929,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,616,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,850,564
Value of total assets at end of year2014-12-31$110,129,496
Value of total assets at beginning of year2014-12-31$106,831,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$313,156
Total interest from all sources2014-12-31$63,379
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,969,284
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,969,284
Administrative expenses professional fees incurred2014-12-31$233,608
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$68,100
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$73,150
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,832,890
Participant contributions at end of year2014-12-31$1,312,460
Participant contributions at beginning of year2014-12-31$1,341,370
Assets. Other investments not covered elsewhere at end of year2014-12-31$108,243
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$343,599
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$140,147
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$186,956
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$24,421
Other income not declared elsewhere2014-12-31$45,535
Total non interest bearing cash at end of year2014-12-31$195,604
Total non interest bearing cash at beginning of year2014-12-31$9,452
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$3,135,305
Value of net assets at end of year (total assets less liabilities)2014-12-31$109,942,540
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$106,807,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$79,548
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$76,595,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$97,154,417
Interest on participant loans2014-12-31$60,739
Income. Interest from corporate debt instruments2014-12-31$2,506
Value of interest in common/collective trusts at end of year2014-12-31$23,152,975
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,217,559
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,358,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,358,358
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$134
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$8,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$5,239,280
Net investment gain or loss from common/collective trusts2014-12-31$529,794
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,877,527
Employer contributions (assets) at end of year2014-12-31$3,107,027
Employer contributions (assets) at beginning of year2014-12-31$3,370,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,608,118
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$35,875
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$4,372,472
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$3,144,826
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$746,318
Total unrealized appreciation/depreciation of assets2013-12-31$746,318
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$24,421
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$23,023,358
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,956,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,683,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,474,725
Value of total assets at end of year2013-12-31$106,831,656
Value of total assets at beginning of year2013-12-31$87,740,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$273,000
Total interest from all sources2013-12-31$62,300
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,875,115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,875,115
Administrative expenses professional fees incurred2013-12-31$209,825
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$73,150
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$49,734
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,811,531
Participant contributions at end of year2013-12-31$1,341,370
Participant contributions at beginning of year2013-12-31$1,347,574
Assets. Other investments not covered elsewhere at end of year2013-12-31$343,599
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$345,656
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$292,585
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$24,421
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$18,642
Total non interest bearing cash at end of year2013-12-31$9,452
Total non interest bearing cash at beginning of year2013-12-31$147,573
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$19,066,791
Value of net assets at end of year (total assets less liabilities)2013-12-31$106,807,235
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$87,740,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$63,175
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$97,154,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$79,192,707
Interest on participant loans2013-12-31$62,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,358,358
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$875,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$875,614
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$11,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$14,846,258
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$3,370,609
Employer contributions (assets) at end of year2013-12-31$3,370,609
Employer contributions (assets) at beginning of year2013-12-31$3,075,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,672,020
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$35,875
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$36,138
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$3,144,826
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$2,669,802
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590
2012 : ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING 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$14,231
Total income from all sources (including contributions)2012-12-31$14,591,059
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,760,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,524,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,913,547
Value of total assets at end of year2012-12-31$87,740,444
Value of total assets at beginning of year2012-12-31$74,924,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$236,595
Total interest from all sources2012-12-31$52,779
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,599,333
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$180,988
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$49,734
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$45,473
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,721,405
Participant contributions at end of year2012-12-31$1,347,574
Participant contributions at beginning of year2012-12-31$972,615
Assets. Other investments not covered elsewhere at end of year2012-12-31$345,656
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$356,884
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$116,496
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$14,231
Other income not declared elsewhere2012-12-31$-10,412
Total non interest bearing cash at end of year2012-12-31$147,573
Total non interest bearing cash at beginning of year2012-12-31$13,805
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$12,830,222
Value of net assets at end of year (total assets less liabilities)2012-12-31$87,740,444
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$74,910,222
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
Investment advisory and management fees2012-12-31$55,607
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$79,192,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$67,127,993
Interest on participant loans2012-12-31$52,779
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$875,614
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$11,555
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$8,035,812
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
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$979,602
Contributions received in cash from employer2012-12-31$3,075,646
Employer contributions (assets) at end of year2012-12-31$3,075,646
Employer contributions (assets) at beginning of year2012-12-31$2,988,007
Income. Dividends from preferred stock2012-12-31$1,599,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,512,687
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$52,313
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$36,138
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$73,900
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$2,669,802
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$2,313,861
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BDO USA, LLP
Accountancy firm EIN2012-12-31135381590
2011 : ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING 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$14,231
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$282,755
Total income from all sources (including contributions)2011-12-31$4,694,049
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,695,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,470,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,680,857
Value of total assets at end of year2011-12-31$74,924,453
Value of total assets at beginning of year2011-12-31$72,194,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$225,253
Total interest from all sources2011-12-31$51,493
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,315,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$181,811
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$45,473
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$68,880
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$1,692,001
Participant contributions at end of year2011-12-31$972,615
Participant contributions at beginning of year2011-12-31$1,031,281
Assets. Other investments not covered elsewhere at end of year2011-12-31$356,884
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$519,273
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$850
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$14,231
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$282,755
Other income not declared elsewhere2011-12-31$7,401
Total non interest bearing cash at end of year2011-12-31$13,805
Total non interest bearing cash at beginning of year2011-12-31$267,638
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$2,998,232
Value of net assets at end of year (total assets less liabilities)2011-12-31$74,910,222
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$71,911,990
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
Investment advisory and management fees2011-12-31$43,442
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$67,127,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$63,721,965
Interest on participant loans2011-12-31$51,493
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$12,158
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,361,413
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
Assets. Invements in employer securities at end of year2011-12-31$979,602
Assets. Invements in employer securities at beginning of year2011-12-31$1,104,053
Contributions received in cash from employer2011-12-31$2,988,006
Employer contributions (assets) at end of year2011-12-31$2,988,007
Employer contributions (assets) at beginning of year2011-12-31$2,839,391
Income. Dividends from preferred stock2011-12-31$1,315,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,458,406
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$52,313
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$104,042
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$73,900
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$14,981
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$2,313,861
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$2,523,241
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 appraiser2011-12-31Yes
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 name2011-12-31BDO USA, LLP
Accountancy firm EIN2011-12-31135381590
2010 : ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$158,314
Total unrealized appreciation/depreciation of assets2010-12-31$158,314
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$282,755
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,840
Total income from all sources (including contributions)2010-12-31$11,134,983
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,038,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,848,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,415,534
Value of total assets at end of year2010-12-31$72,194,745
Value of total assets at beginning of year2010-12-31$65,818,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$190,838
Total interest from all sources2010-12-31$57,540
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,193,064
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$152,309
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$68,880
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,536,379
Participant contributions at end of year2010-12-31$1,031,281
Participant contributions at beginning of year2010-12-31$717,824
Participant contributions at beginning of year2010-12-31$146,477
Assets. Other investments not covered elsewhere at end of year2010-12-31$519,273
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$10,180,489
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$39,764
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$282,755
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$2,840
Total non interest bearing cash at end of year2010-12-31$267,638
Total non interest bearing cash at beginning of year2010-12-31$14,750
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$6,096,085
Value of net assets at end of year (total assets less liabilities)2010-12-31$71,911,990
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$65,815,905
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
Investment advisory and management fees2010-12-31$38,529
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$63,721,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$50,653,326
Interest on participant loans2010-12-31$57,540
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$16,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,310,531
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
Assets. Invements in employer securities at end of year2010-12-31$1,104,053
Assets. Invements in employer securities at beginning of year2010-12-31$1,240,339
Contributions received in cash from employer2010-12-31$2,839,391
Employer contributions (assets) at end of year2010-12-31$2,839,391
Employer contributions (assets) at beginning of year2010-12-31$2,865,540
Income. Dividends from preferred stock2010-12-31$1,193,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,831,617
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$104,042
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$14,981
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$2,523,241
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 appraiser2010-12-31Yes
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 name2010-12-31BDO USA, LLP
Accountancy firm EIN2010-12-31135381590
2009 : ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING 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 ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING PLAN

2022: ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING 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: ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING 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: ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING 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: ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING 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: ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING 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: ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING 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: ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING 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: ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING 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: ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING 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: ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING 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

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number56683
Policy instance 1
Insurance contract or identification number56683
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $70
Total amount of fees paid to insurance companyUSD $185
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $54
Amount paid for insurance broker fees183
Additional information about fees paid to insurance brokerPERSISTENCY FEES AND OTHER COMPENSATION
Insurance broker organization code?3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number56683
Policy instance 1
Insurance contract or identification number56683
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $70
Total amount of fees paid to insurance companyUSD $185
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $54
Amount paid for insurance broker fees183
Additional information about fees paid to insurance brokerPERSISTENCY FEES AND OTHER COMPENSATION
Insurance broker organization code?3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number56683
Policy instance 1
Insurance contract or identification number56683
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $70
Total amount of fees paid to insurance companyUSD $183
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $54
Amount paid for insurance broker fees182
Additional information about fees paid to insurance brokerPERSISTENCY FEES AND OTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameRICHARD WORRELL LLC
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number56683
Policy instance 1
Insurance contract or identification number56683
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $70
Total amount of fees paid to insurance companyUSD $183
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $54
Amount paid for insurance broker fees182
Additional information about fees paid to insurance brokerPERSISTENCY FEES AND OTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameRICHARD WORRELL LLC
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number56683
Policy instance 1
Insurance contract or identification number56683
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $70
Total amount of fees paid to insurance companyUSD $183
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $54
Amount paid for insurance broker fees181
Additional information about fees paid to insurance brokerPERSISTENCY FEES AND OTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameRICHARD WORRELL LLC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number21869000
Policy instance 1
Insurance contract or identification number21869000
Number of Individuals Covered2
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $65
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $65
Insurance broker organization code?3
Insurance broker nameNEW ENGLAND FINANCIAL
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberP06162
Policy instance 3
Insurance contract or identification numberP06162
Number of Individuals Covered1
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number56683
Policy instance 4
Insurance contract or identification number56683
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $70
Total amount of fees paid to insurance companyUSD $183
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $54
Amount paid for insurance broker fees181
Additional information about fees paid to insurance brokerPERSISTENCY FEES AND OTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameRICHARD WORRELL LLC
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number21869000
Policy instance 2
Insurance contract or identification number21869000
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number21869000
Policy instance 1
Insurance contract or identification number21869000
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $65
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $65
Insurance broker organization code?3
Insurance broker nameNEW ENGLAND FINANCIAL
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number21869000
Policy instance 2
Insurance contract or identification number21869000
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $63
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $63
Insurance broker organization code?3
Insurance broker nameNEW ENGLAND FINANCIAL
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberP06162
Policy instance 3
Insurance contract or identification numberP06162
Number of Individuals Covered1
Insurance policy start date2011-03-01
Insurance policy end date2012-02-29
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number56683
Policy instance 4
Insurance contract or identification number56683
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $70
Total amount of fees paid to insurance companyUSD $183
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $54
Amount paid for insurance broker fees181
Additional information about fees paid to insurance brokerPERSISTENCY FEES AND OTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameRICHARD WORRELL LLC
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number6524660
Policy instance 1
Insurance contract or identification number6524660
Number of Individuals Covered1
Insurance policy start date2010-06-22
Insurance policy end date2011-06-21
Total amount of commissions paid to insurance brokerUSD $29
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number56683
Policy instance 4
Insurance contract or identification number56683
Number of Individuals Covered1
Insurance policy start date2010-05-10
Insurance policy end date2011-05-09
Total amount of commissions paid to insurance brokerUSD $263
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberP06162
Policy instance 3
Insurance contract or identification numberP06162
Number of Individuals Covered1
Insurance policy start date2010-05-29
Insurance policy end date2011-05-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number6824843
Policy instance 2
Insurance contract or identification number6824843
Number of Individuals Covered1
Insurance policy start date2010-03-23
Insurance policy end date2011-03-22
Total amount of commissions paid to insurance brokerUSD $28
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number6524660
Policy instance 1
Insurance contract or identification number6524660
Number of Individuals Covered1
Insurance policy start date2009-06-22
Insurance policy end date2010-06-21
Total amount of commissions paid to insurance brokerUSD $29
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $29
Insurance broker organization code?3
Insurance broker nameEDWIN B. PEACOCK, JR.
SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )
Policy contract number01003445
Policy instance 7
Insurance contract or identification number01003445
Number of Individuals Covered1
Insurance policy start date2009-03-01
Insurance policy end date2010-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
UNITED INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 65765 )
Policy contract number0009439100
Policy instance 6
Insurance contract or identification number0009439100
Number of Individuals Covered1
Insurance policy start date2009-07-16
Insurance policy end date2010-07-15
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number56683
Policy instance 5
Insurance contract or identification number56683
Number of Individuals Covered1
Insurance policy start date2009-05-10
Insurance policy end date2010-05-09
Total amount of commissions paid to insurance brokerUSD $263
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $263
Insurance broker organization code?3
Insurance broker nameMARSHALL S. WOOD
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberP06162
Policy instance 4
Insurance contract or identification numberP06162
Number of Individuals Covered1
Insurance policy start date2009-05-29
Insurance policy end date2010-05-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number6578878
Policy instance 2
Insurance contract or identification number6578878
Number of Individuals Covered1
Insurance policy start date2009-02-28
Insurance policy end date2010-02-27
Total amount of commissions paid to insurance brokerUSD $39
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $39
Insurance broker organization code?3
Insurance broker nameEDWIN B. PEACOCK, JR.
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number6824843
Policy instance 3
Insurance contract or identification number6824843
Number of Individuals Covered1
Insurance policy start date2009-03-23
Insurance policy end date2010-03-22
Total amount of commissions paid to insurance brokerUSD $28
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $28
Insurance broker organization code?3
Insurance broker nameEDWIN B. PEACOCK, JR.

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