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FERGUSON COPELAND LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameFERGUSON COPELAND LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

FERGUSON COPELAND LLC 401(K) 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

FERGUSON COPELAND LLC has sponsored the creation of one or more 401k plans.

Company Name:FERGUSON COPELAND LLC
Employer identification number (EIN):561966232
NAIC Classification:337000

Additional information about FERGUSON COPELAND LLC

Jurisdiction of Incorporation: North Carolina Secretary of State
Incorporation Date:
Company Identification Number: 0393233

More information about FERGUSON COPELAND LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FERGUSON COPELAND LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01GENE BULLIS GENE BULLIS2018-11-15
0012017-01-01GENE BULLIS
0012017-01-01JAMES W PEELER GENE BULLIS2018-10-15
0012016-01-01GENE BULLIS
0012015-01-01GENE BULLIS
0012014-01-01HILDA H HENSON
0012013-01-01HILDA H. HENSON
0012012-01-01HILDA HENSON HILDA HENSON2013-10-16
0012011-01-01HILDA HENSON
0012009-01-01DONALD BIGGERSTAFF

Plan Statistics for FERGUSON COPELAND LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for FERGUSON COPELAND LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2018: FERGUSON COPELAND LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01193
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FERGUSON COPELAND LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01175
Total number of active participants reported on line 7a of the Form 55002017-01-01152
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0118
Total of all active and inactive participants2017-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01170
Number of participants with account balances2017-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FERGUSON COPELAND LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01203
Total number of active participants reported on line 7a of the Form 55002016-01-01185
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01200
Number of participants with account balances2016-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FERGUSON COPELAND LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01164
Total number of active participants reported on line 7a of the Form 55002015-01-01185
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0113
Total of all active and inactive participants2015-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01198
Number of participants with account balances2015-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FERGUSON COPELAND LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01175
Total number of active participants reported on line 7a of the Form 55002014-01-01181
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01190
Number of participants with account balances2014-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FERGUSON COPELAND LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01168
Total number of active participants reported on line 7a of the Form 55002013-01-01159
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01168
Number of participants with account balances2013-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: FERGUSON COPELAND LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01169
Total number of active participants reported on line 7a of the Form 55002012-01-01156
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01168
Number of participants with account balances2012-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FERGUSON COPELAND LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01163
Total number of active participants reported on line 7a of the Form 55002011-01-01139
Number of other retired or separated participants entitled to future benefits2011-01-0130
Total of all active and inactive participants2011-01-01169
Total participants2011-01-01169
Number of participants with account balances2011-01-0162
2009: FERGUSON COPELAND LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01206
Total number of active participants reported on line 7a of the Form 55002009-01-01136
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0136
Total of all active and inactive participants2009-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01172
Number of participants with account balances2009-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on FERGUSON COPELAND LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2018 : FERGUSON COPELAND LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-01-31$0
Total transfer of assets to this plan2018-01-31$0
Total transfer of assets from this plan2018-01-31$1,258,504
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-31$0
Total income from all sources (including contributions)2018-01-31$52,707
Total loss/gain on sale of assets2018-01-31$0
Total of all expenses incurred2018-01-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-01-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-01-31$1
Value of total assets at end of year2018-01-31$0
Value of total assets at beginning of year2018-01-31$1,205,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-01-31$0
Total interest from all sources2018-01-31$22
Total dividends received (eg from common stock, registered investment company shares)2018-01-31$160
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-01-31$160
Was this plan covered by a fidelity bond2018-01-31Yes
Value of fidelity bond cover2018-01-31$121,000
If this is an individual account plan, was there a blackout period2018-01-31No
Were there any nonexempt tranactions with any party-in-interest2018-01-31No
Contributions received from participants2018-01-31$1
Participant contributions at beginning of year2018-01-31$239
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31No
Value of net income/loss2018-01-31$52,707
Value of net assets at end of year (total assets less liabilities)2018-01-31$0
Value of net assets at beginning of year (total assets less liabilities)2018-01-31$1,205,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-01-31No
Were any leases to which the plan was party in default or uncollectible2018-01-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-01-31$1,125,467
Value of interest in common/collective trusts at beginning of year2018-01-31$37,201
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-01-31$42,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-01-31$42,890
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-01-31$22
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-01-31$51,372
Net investment gain or loss from common/collective trusts2018-01-31$1,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-01-31No
Was there a failure to transmit to the plan any participant contributions2018-01-31No
Has the plan failed to provide any benefit when due under the plan2018-01-31No
Did the plan have assets held for investment2018-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-01-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-01-31Yes
Opinion of an independent qualified public accountant for this plan2018-01-31Disclaimer
Accountancy firm name2018-01-31SMITH MILLER & BUFF CPA PA
Accountancy firm EIN2018-01-31561394468
2017 : FERGUSON COPELAND LLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$297,472
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$138,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$126,144
Value of total corrective distributions2017-12-31$11,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$111,074
Value of total assets at end of year2017-12-31$1,205,797
Value of total assets at beginning of year2017-12-31$1,046,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$141
Total interest from all sources2017-12-31$82
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$70,211
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$70,211
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$105,000
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$84,074
Participant contributions at end of year2017-12-31$239
Participant contributions at beginning of year2017-12-31$229
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$27,000
Administrative expenses (other) incurred2017-12-31$141
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$159,199
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,205,797
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,046,598
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,125,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$976,558
Value of interest in common/collective trusts at end of year2017-12-31$37,201
Value of interest in common/collective trusts at beginning of year2017-12-31$29,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$42,890
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$40,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$40,317
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$82
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$111,395
Net investment gain or loss from common/collective trusts2017-12-31$4,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$126,144
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SMITH, MILLER & BUFF, CPA PA
Accountancy firm EIN2017-12-31561394468
2016 : FERGUSON COPELAND LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$152,748
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$23,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$23,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$58,777
Value of total assets at end of year2016-12-31$1,046,598
Value of total assets at beginning of year2016-12-31$917,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$86
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$37,441
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$37,441
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$92,000
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$58,777
Participant contributions at end of year2016-12-31$229
Participant contributions at beginning of year2016-12-31$207
Administrative expenses (other) incurred2016-12-31$86
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$129,062
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,046,598
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$917,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$976,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$855,701
Value of interest in common/collective trusts at end of year2016-12-31$29,494
Value of interest in common/collective trusts at beginning of year2016-12-31$23,561
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$40,317
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$38,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$38,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$51,860
Net investment gain or loss from common/collective trusts2016-12-31$4,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$23,600
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LOWDERMILK CHURCH &CO. LLP
Accountancy firm EIN2016-12-31561607661
2015 : FERGUSON COPELAND LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$55,752
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$64,744
Value of total assets at end of year2015-12-31$917,536
Value of total assets at beginning of year2015-12-31$861,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$54,747
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$54,747
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$87,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$64,744
Participant contributions at end of year2015-12-31$207
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$55,752
Value of net assets at end of year (total assets less liabilities)2015-12-31$917,536
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$861,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$855,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$783,332
Value of interest in common/collective trusts at end of year2015-12-31$23,561
Value of interest in common/collective trusts at beginning of year2015-12-31$42,980
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$38,067
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$35,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$35,472
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-63,591
Net investment gain or loss from common/collective trusts2015-12-31$-148
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
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 name2015-12-31LOWDERMILK CHURCH &CO. LLP
Accountancy firm EIN2015-12-31561607661
2014 : FERGUSON COPELAND LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$132,052
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$160,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$160,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$51,830
Value of total assets at end of year2014-12-31$861,784
Value of total assets at beginning of year2014-12-31$890,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$450
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$31,886
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$31,886
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$96,000
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$51,830
Participant contributions at beginning of year2014-12-31$4,549
Administrative expenses (other) incurred2014-12-31$450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-28,899
Value of net assets at end of year (total assets less liabilities)2014-12-31$861,784
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$890,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$783,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$811,873
Value of interest in common/collective trusts at end of year2014-12-31$42,980
Value of interest in common/collective trusts at beginning of year2014-12-31$40,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$35,472
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$33,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$33,846
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$46,123
Net investment gain or loss from common/collective trusts2014-12-31$2,213
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$160,501
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 name2014-12-31LOWDERMILK CHURCH &CO. LLP
Accountancy firm EIN2014-12-31561607661
2013 : FERGUSON COPELAND LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$227,268
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$60,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$60,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$62,758
Value of total assets at end of year2013-12-31$890,683
Value of total assets at beginning of year2013-12-31$724,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$200
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$18,699
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$18,699
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$73,000
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$62,758
Participant contributions at end of year2013-12-31$4,549
Participant contributions at beginning of year2013-12-31$4,741
Administrative expenses (other) incurred2013-12-31$200
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$166,409
Value of net assets at end of year (total assets less liabilities)2013-12-31$890,683
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$724,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$811,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$636,969
Value of interest in common/collective trusts at end of year2013-12-31$40,415
Value of interest in common/collective trusts at beginning of year2013-12-31$4,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$33,846
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$78,531
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$78,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$141,740
Net investment gain or loss from common/collective trusts2013-12-31$4,071
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$60,659
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 name2013-12-31LOWDERMILK CHURCH &CO. LLP
Accountancy firm EIN2013-12-31561607661
2012 : FERGUSON COPELAND LLC 401(K) 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$0
Total income from all sources (including contributions)2012-12-31$151,895
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$146,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$146,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$58,803
Value of total assets at end of year2012-12-31$724,274
Value of total assets at beginning of year2012-12-31$718,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$100
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$9,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$9,105
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$72,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
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$58,803
Participant contributions at end of year2012-12-31$4,741
Participant contributions at beginning of year2012-12-31$5,888
Administrative expenses (other) incurred2012-12-31$100
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$5,527
Value of net assets at end of year (total assets less liabilities)2012-12-31$724,274
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$718,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$636,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$686,369
Value of interest in common/collective trusts at end of year2012-12-31$4,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$78,531
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$26,490
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$83,867
Net investment gain or loss from common/collective trusts2012-12-31$120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$146,268
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31LOWDERMILK CHURCH &CO. LLP
Accountancy firm EIN2012-12-31561607661
2011 : FERGUSON COPELAND LLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$25,253
Total of all expenses incurred2011-12-31$37,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$37,383
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$52,329
Value of total assets at end of year2011-12-31$718,747
Value of total assets at beginning of year2011-12-31$730,877
Total interest from all sources2011-12-31$711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$52,329
Participant contributions at end of year2011-12-31$5,888
Participant contributions at beginning of year2011-12-31$5,985
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-12,130
Value of net assets at end of year (total assets less liabilities)2011-12-31$718,747
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$730,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$686,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$703,107
Interest on participant loans2011-12-31$0
Interest earned on other investments2011-12-31$711
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$26,490
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$21,785
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-27,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$37,383
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LOWDERMILK CHURCH CO. LLP
Accountancy firm EIN2011-12-31561607661
2010 : FERGUSON COPELAND LLC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$129,903
Total of all expenses incurred2010-12-31$71,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$71,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$57,372
Value of total assets at end of year2010-12-31$730,877
Value of total assets at beginning of year2010-12-31$672,858
Total interest from all sources2010-12-31$1,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$57,372
Participant contributions at end of year2010-12-31$5,985
Participant contributions at beginning of year2010-12-31$6,735
Other income not declared elsewhere2010-12-31$-2
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$58,019
Value of net assets at end of year (total assets less liabilities)2010-12-31$730,877
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$672,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$703,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$649,043
Interest on participant loans2010-12-31$546
Interest earned on other investments2010-12-31$593
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$21,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$17,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$71,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$71,884
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LOWDERMILK CHURCH CO.
Accountancy firm EIN2010-12-31561607661
2009 : FERGUSON COPELAND LLC 401(K) 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 FERGUSON COPELAND LLC 401(K) PROFIT SHARING PLAN

2018: FERGUSON COPELAND LLC 401(K) 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 filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FERGUSON COPELAND LLC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FERGUSON COPELAND LLC 401(K) 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FERGUSON COPELAND LLC 401(K) 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FERGUSON COPELAND LLC 401(K) 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FERGUSON COPELAND LLC 401(K) 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FERGUSON COPELAND LLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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: FERGUSON COPELAND LLC 401(K) 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 benefit arrangement – InsuranceYes
2009: FERGUSON COPELAND LLC 401(K) 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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number925782
Policy instance 1
Insurance contract or identification number925782
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-04-02
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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?Yes
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number925782
Policy instance 1
Insurance contract or identification number925782
Number of Individuals Covered62
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,206
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number925782
Policy instance 1
Insurance contract or identification number925782
Number of Individuals Covered63
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,017
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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