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401k Plan overview

Plan NameION FINANCIAL, MHC 401K PLAN
Plan identification number 002

ION FINANCIAL, MHC 401K PLAN Benefits

401k Plan Type
Plan Features/Benefits

    401k Sponsoring company profile

    ION FINANCIAL, MHC has sponsored the creation of one or more 401k plans.

    Company Name:ION FINANCIAL, MHC
    Employer identification number (EIN):571223365
    NAIC Classification:522120
    NAIC Description:Savings Institutions

    Form 5500 Filing Information

    Submission information for form 5500 for 401k plan ION FINANCIAL, MHC 401K PLAN

    Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
    0022020-01-01
    0022019-01-01
    0022016-01-01KATHLEEN MCPADDEN
    0022015-01-01KATHLEEN A MCPADDEN
    0022014-01-01KATHLEEN MCPADDEN
    0022013-01-01KATHLEEN MCPADDEN
    0022012-01-01KATHLEEN MCPADDEN KATHLEEN MCPADDEN2013-09-30
    0022011-01-01KATHLEEN A MCPADDEN
    0022010-01-01CHARLES BOULIER CHARLES BOULIER2011-10-18

    Plan Statistics for ION FINANCIAL, MHC 401K PLAN

    401k plan membership statisitcs for ION FINANCIAL, MHC 401K PLAN

    Measure Date Value
    2020
    Total participants, beginning-of-year2020-01-01435
    Total number of active participants reported on line 7a of the Form 55002020-01-01343
    Number of retired or separated participants receiving benefits2020-01-010
    Number of other retired or separated participants entitled to future benefits2020-01-01119
    Total of all active and inactive participants2020-01-01462
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
    Total participants2020-01-01464
    Number of participants with account balances2020-01-01428
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
    2019
    Total participants, beginning-of-year2019-01-01411
    Total number of active participants reported on line 7a of the Form 55002019-01-01320
    Number of retired or separated participants receiving benefits2019-01-010
    Number of other retired or separated participants entitled to future benefits2019-01-01113
    Total of all active and inactive participants2019-01-01433
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
    Total participants2019-01-01435
    Number of participants with account balances2019-01-01409
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
    2016
    Total participants, beginning-of-year2016-01-01366
    Total number of active participants reported on line 7a of the Form 55002016-01-01302
    Number of retired or separated participants receiving benefits2016-01-010
    Number of other retired or separated participants entitled to future benefits2016-01-0189
    Total of all active and inactive participants2016-01-01391
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
    Total participants2016-01-01392
    Number of participants with account balances2016-01-01340
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
    2015
    Total participants, beginning-of-year2015-01-01375
    Total number of active participants reported on line 7a of the Form 55002015-01-01307
    Number of retired or separated participants receiving benefits2015-01-010
    Number of other retired or separated participants entitled to future benefits2015-01-0158
    Total of all active and inactive participants2015-01-01365
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
    Total participants2015-01-01366
    Number of participants with account balances2015-01-01319
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
    2014
    Total participants, beginning-of-year2014-01-01343
    Total number of active participants reported on line 7a of the Form 55002014-01-01327
    Number of retired or separated participants receiving benefits2014-01-010
    Number of other retired or separated participants entitled to future benefits2014-01-0148
    Total of all active and inactive participants2014-01-01375
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
    Total participants2014-01-01375
    Number of participants with account balances2014-01-01301
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
    2013
    Total participants, beginning-of-year2013-01-01312
    Total number of active participants reported on line 7a of the Form 55002013-01-01292
    Number of retired or separated participants receiving benefits2013-01-011
    Number of other retired or separated participants entitled to future benefits2013-01-0143
    Total of all active and inactive participants2013-01-01336
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
    Total participants2013-01-01336
    Number of participants with account balances2013-01-01285
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
    2012
    Total participants, beginning-of-year2012-01-01264
    Total number of active participants reported on line 7a of the Form 55002012-01-01267
    Number of retired or separated participants receiving benefits2012-01-010
    Number of other retired or separated participants entitled to future benefits2012-01-0145
    Total of all active and inactive participants2012-01-01312
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
    Total participants2012-01-01312
    Number of participants with account balances2012-01-01281
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
    2011
    Total participants, beginning-of-year2011-01-01270
    Total number of active participants reported on line 7a of the Form 55002011-01-01224
    Number of retired or separated participants receiving benefits2011-01-010
    Number of other retired or separated participants entitled to future benefits2011-01-0140
    Total of all active and inactive participants2011-01-01264
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
    Total participants2011-01-01264
    Number of participants with account balances2011-01-01250
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
    2010
    Total participants, beginning-of-year2010-01-01301
    Total number of active participants reported on line 7a of the Form 55002010-01-01239
    Number of retired or separated participants receiving benefits2010-01-010
    Number of other retired or separated participants entitled to future benefits2010-01-0131
    Total of all active and inactive participants2010-01-01270
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
    Total participants2010-01-01270
    Number of participants with account balances2010-01-01247
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

    Financial Data on ION FINANCIAL, MHC 401K PLAN

    Measure Date Value
    2019
    Total unrealized appreciation/depreciation of assets2019-12-31$0
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
    Total income from all sources (including contributions)2019-12-31$9,381,257
    Total loss/gain on sale of assets2019-12-31$0
    Total of all expenses incurred2019-12-31$2,320,760
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,257,769
    Expenses. Certain deemed distributions of participant loans2019-12-31$14,177
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,317,018
    Value of total assets at end of year2019-12-31$31,375,365
    Value of total assets at beginning of year2019-12-31$24,314,868
    Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$48,814
    Total interest from all sources2019-12-31$121,398
    Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,292,923
    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$1,292,923
    Was this plan covered by a fidelity bond2019-12-31Yes
    Value of fidelity bond cover2019-12-31$7,000,000
    If this is an individual account plan, was there a blackout period2019-12-31No
    Were there any nonexempt tranactions with any party-in-interest2019-12-31No
    Contributions received from participants2019-12-31$1,670,337
    Participant contributions at end of year2019-12-31$560,323
    Participant contributions at beginning of year2019-12-31$547,665
    Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,342,329
    Other income not declared elsewhere2019-12-31$17
    Administrative expenses (other) incurred2019-12-31$48,814
    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$7,060,497
    Value of net assets at end of year (total assets less liabilities)2019-12-31$31,375,365
    Value of net assets at beginning of year (total assets less liabilities)2019-12-31$24,314,868
    Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
    Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
    Were any leases to which the plan was party in default or uncollectible2019-12-31No
    Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$25,595,115
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,728,749
    Interest on participant loans2019-12-31$29,551
    Interest earned on other investments2019-12-31$91,847
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,219,927
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,038,454
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,649,901
    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$1,304,352
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,257,769
    Did the plan have assets held for investment2019-12-31Yes
    Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
    Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
    Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
    Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
    Accountancy firm name2019-12-31WHITTLESEY PC
    Accountancy firm EIN2019-12-31060903326
    2016
    Total unrealized appreciation/depreciation of assets2016-12-31$0
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
    Total income from all sources (including contributions)2016-12-31$3,729,798
    Total loss/gain on sale of assets2016-12-31$0
    Total of all expenses incurred2016-12-31$1,031,590
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,030,590
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,440,204
    Value of total assets at end of year2016-12-31$19,488,348
    Value of total assets at beginning of year2016-12-31$16,790,140
    Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,000
    Total interest from all sources2016-12-31$119,925
    Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
    Was this plan covered by a fidelity bond2016-12-31Yes
    Value of fidelity bond cover2016-12-31$7,000,000
    If this is an individual account plan, was there a blackout period2016-12-31No
    Were there any nonexempt tranactions with any party-in-interest2016-12-31No
    Contributions received from participants2016-12-31$955,890
    Participant contributions at end of year2016-12-31$536,198
    Participant contributions at beginning of year2016-12-31$548,603
    Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$393,797
    Other income not declared elsewhere2016-12-31$98
    Administrative expenses (other) incurred2016-12-31$1,000
    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$2,698,208
    Value of net assets at end of year (total assets less liabilities)2016-12-31$19,488,348
    Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,790,140
    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$14,965,318
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,498,301
    Interest on participant loans2016-12-31$17,576
    Interest earned on other investments2016-12-31$102,349
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,986,832
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,743,236
    Net investment gain/loss from pooled separate accounts2016-12-31$1,169,571
    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$1,090,517
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,030,590
    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 name2016-12-31WHITTLESEY & HADLEY, PC
    Accountancy firm EIN2016-12-31060903326
    2015
    Total unrealized appreciation/depreciation of assets2015-12-31$0
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
    Total income from all sources (including contributions)2015-12-31$1,894,381
    Total loss/gain on sale of assets2015-12-31$0
    Total of all expenses incurred2015-12-31$1,771,855
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,770,705
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,804,309
    Value of total assets at end of year2015-12-31$16,790,140
    Value of total assets at beginning of year2015-12-31$16,667,614
    Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,150
    Total interest from all sources2015-12-31$95,823
    Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
    Was this plan covered by a fidelity bond2015-12-31Yes
    Value of fidelity bond cover2015-12-31$5,000,000
    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$966,587
    Participant contributions at end of year2015-12-31$548,603
    Participant contributions at beginning of year2015-12-31$400,616
    Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$178,059
    Other income not declared elsewhere2015-12-31$10,333
    Administrative expenses (other) incurred2015-12-31$1,150
    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$122,526
    Value of net assets at end of year (total assets less liabilities)2015-12-31$16,790,140
    Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,667,614
    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$13,498,301
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,635,572
    Interest on participant loans2015-12-31$14,173
    Interest earned on other investments2015-12-31$81,650
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,743,236
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,631,426
    Net investment gain/loss from pooled separate accounts2015-12-31$-16,084
    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$659,663
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,770,705
    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 name2015-12-31WHITTLESEY & HADLEY, PC
    Accountancy firm EIN2015-12-31060903326
    2014
    Total unrealized appreciation/depreciation of assets2014-12-31$0
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
    Total income from all sources (including contributions)2014-12-31$2,931,584
    Total loss/gain on sale of assets2014-12-31$0
    Total of all expenses incurred2014-12-31$1,768,569
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,752,435
    Expenses. Certain deemed distributions of participant loans2014-12-31$9,771
    Value of total corrective distributions2014-12-31$5,013
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,887,496
    Value of total assets at end of year2014-12-31$16,667,614
    Value of total assets at beginning of year2014-12-31$15,504,599
    Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,350
    Total interest from all sources2014-12-31$89,987
    Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
    Was this plan covered by a fidelity bond2014-12-31Yes
    Value of fidelity bond cover2014-12-31$7,000,000
    If this is an individual account plan, was there a blackout period2014-12-31No
    Were there any nonexempt tranactions with any party-in-interest2014-12-31No
    Contributions received from participants2014-12-31$918,458
    Participant contributions at end of year2014-12-31$400,616
    Participant contributions at beginning of year2014-12-31$410,333
    Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$967
    Other income not declared elsewhere2014-12-31$517
    Administrative expenses (other) incurred2014-12-31$1,350
    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$1,163,015
    Value of net assets at end of year (total assets less liabilities)2014-12-31$16,667,614
    Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,504,599
    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$13,635,572
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,552,134
    Interest on participant loans2014-12-31$12,449
    Interest earned on other investments2014-12-31$77,538
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,631,426
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,542,132
    Net investment gain/loss from pooled separate accounts2014-12-31$953,584
    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$968,071
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,752,435
    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 name2014-12-31WHITTLESEY & HADLEY, PC
    Accountancy firm EIN2014-12-31060903326
    2013
    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$4,025,645
    Total loss/gain on sale of assets2013-12-31$0
    Total of all expenses incurred2013-12-31$1,177,596
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,176,646
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,508,889
    Value of total assets at end of year2013-12-31$15,504,599
    Value of total assets at beginning of year2013-12-31$12,656,550
    Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$950
    Total interest from all sources2013-12-31$80,873
    Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
    Was this plan covered by a fidelity bond2013-12-31Yes
    Value of fidelity bond cover2013-12-31$5,000,000
    If this is an individual account plan, was there a blackout period2013-12-31No
    Were there any nonexempt tranactions with any party-in-interest2013-12-31No
    Contributions received from participants2013-12-31$890,884
    Participant contributions at end of year2013-12-31$410,333
    Participant contributions at beginning of year2013-12-31$323,364
    Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$14,844
    Other income not declared elsewhere2013-12-31$1,985
    Administrative expenses (other) incurred2013-12-31$950
    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$2,848,049
    Value of net assets at end of year (total assets less liabilities)2013-12-31$15,504,599
    Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,656,550
    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$12,552,134
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,694,237
    Interest on participant loans2013-12-31$10,283
    Interest earned on other investments2013-12-31$70,590
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,542,132
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,638,949
    Net investment gain/loss from pooled separate accounts2013-12-31$2,433,898
    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$603,161
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,176,646
    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 name2013-12-31WHITTLESEY & HADLEY, PC
    Accountancy firm EIN2013-12-31060903326
    2012
    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$2,832,685
    Total loss/gain on sale of assets2012-12-31$0
    Total of all expenses incurred2012-12-31$234,268
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$232,018
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,466,941
    Value of total assets at end of year2012-12-31$12,656,550
    Value of total assets at beginning of year2012-12-31$10,058,133
    Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,250
    Total interest from all sources2012-12-31$76,482
    Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
    Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$0
    Was this plan covered by a fidelity bond2012-12-31Yes
    Value of fidelity bond cover2012-12-31$7,000,000
    If this is an individual account plan, was there a blackout period2012-12-31No
    Were there any nonexempt tranactions with any party-in-interest2012-12-31No
    Contributions received from participants2012-12-31$856,768
    Participant contributions at end of year2012-12-31$323,364
    Participant contributions at beginning of year2012-12-31$289,812
    Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$70,319
    Other income not declared elsewhere2012-12-31$15
    Administrative expenses (other) incurred2012-12-31$2,250
    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$2,598,417
    Value of net assets at end of year (total assets less liabilities)2012-12-31$12,656,550
    Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,058,133
    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$9,694,237
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,613,991
    Interest on participant loans2012-12-31$9,670
    Interest earned on other investments2012-12-31$66,812
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,638,949
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,154,330
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,289,247
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
    Was there a failure to transmit to the plan any participant contributions2012-12-31No
    Has the plan failed to provide any benefit when due under the plan2012-12-31No
    Contributions received in cash from employer2012-12-31$539,854
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$232,018
    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 name2012-12-31WHITTLESEY & HADLEY, PC
    Accountancy firm EIN2012-12-31060903326
    2011
    Total unrealized appreciation/depreciation of assets2011-12-31$0
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
    Total income from all sources (including contributions)2011-12-31$1,167,739
    Total loss/gain on sale of assets2011-12-31$0
    Total of all expenses incurred2011-12-31$597,244
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$595,194
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,382,547
    Value of total assets at end of year2011-12-31$10,058,133
    Value of total assets at beginning of year2011-12-31$9,487,637
    Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,050
    Total interest from all sources2011-12-31$74,366
    Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
    Was this plan covered by a fidelity bond2011-12-31Yes
    Value of fidelity bond cover2011-12-31$5,000,000,000
    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$792,680
    Participant contributions at end of year2011-12-31$289,812
    Participant contributions at beginning of year2011-12-31$282,759
    Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$101,051
    Other income not declared elsewhere2011-12-31$52
    Administrative expenses (other) incurred2011-12-31$2,050
    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$570,495
    Value of net assets at end of year (total assets less liabilities)2011-12-31$10,058,133
    Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,487,637
    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$7,613,991
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,053,911
    Interest on participant loans2011-12-31$9,934
    Interest earned on other investments2011-12-31$64,432
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,154,330
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,150,967
    Net investment gain/loss from pooled separate accounts2011-12-31$-289,226
    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
    Contributions received in cash from employer2011-12-31$488,816
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$595,194
    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 name2011-12-31PRICEWATERHOUSE COOPERS LLP
    Accountancy firm EIN2011-12-31134005324
    2010
    Total unrealized appreciation/depreciation of assets2010-12-31$0
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
    Total income from all sources (including contributions)2010-12-31$2,094,719
    Total loss/gain on sale of assets2010-12-31$0
    Total of all expenses incurred2010-12-31$289,139
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$287,439
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,132,475
    Value of total assets at end of year2010-12-31$9,487,637
    Value of total assets at beginning of year2010-12-31$7,682,057
    Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,700
    Total interest from all sources2010-12-31$73,569
    Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
    Was this plan covered by a fidelity bond2010-12-31Yes
    Value of fidelity bond cover2010-12-31$5,000,000
    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$708,217
    Participant contributions at end of year2010-12-31$282,759
    Participant contributions at beginning of year2010-12-31$254,453
    Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$6,163
    Other income not declared elsewhere2010-12-31$113
    Administrative expenses (other) incurred2010-12-31$1,700
    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$1,805,580
    Value of net assets at end of year (total assets less liabilities)2010-12-31$9,487,637
    Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,682,057
    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$7,053,911
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,496,787
    Interest on participant loans2010-12-31$10,235
    Interest earned on other investments2010-12-31$63,334
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,150,967
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,930,817
    Net investment gain/loss from pooled separate accounts2010-12-31$888,562
    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$418,095
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$287,439
    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 name2010-12-31PRICEWATERHOUSE COOPERS LLP
    Accountancy firm EIN2010-12-31134005324

    Form 5500 Responses

    2020
    2020-01-01Type of plan entitySingle employer plan
    2020-01-01Submission has been amendedNo
    2020-01-01This submission is the final filingNo
    2020-01-01This return/report is a short plan year return/report (less than 12 months)No
    2020-01-01Plan is a collectively bargained planNo
    2020-01-01Plan funding arrangement – InsuranceYes
    2020-01-01Plan funding arrangement – TrustYes
    2020-01-01Plan benefit arrangement – InsuranceYes
    2020-01-01Plan benefit arrangement - TrustYes
    2019
    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
    2016
    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
    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
    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
    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
    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
    2011-01-01Type of plan entitySingle employer plan
    2011-01-01Submission has been amendedNo
    2011-01-01This submission is the final filingNo
    2011-01-01This return/report is a short plan year return/report (less than 12 months)No
    2011-01-01Plan is a collectively bargained planNo
    2011-01-01Plan funding arrangement – InsuranceYes
    2011-01-01Plan funding arrangement – TrustYes
    2011-01-01Plan benefit arrangement – InsuranceYes
    2011-01-01Plan benefit arrangement - TrustYes
    2010
    2010-01-01Type of plan entitySingle employer plan
    2010-01-01Submission has been amendedNo
    2010-01-01This submission is the final filingNo
    2010-01-01This return/report is a short plan year return/report (less than 12 months)No
    2010-01-01Plan is a collectively bargained planNo
    2010-01-01Plan funding arrangement – InsuranceYes
    2010-01-01Plan funding arrangement – TrustYes
    2010-01-01Plan benefit arrangement – InsuranceYes
    2010-01-01Plan benefit arrangement - TrustYes

    Insurance Providers Used on plan

    VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
    Policy contract numberYH1254
    Policy instance 1
    Insurance contract or identification numberYH1254
    Number of Individuals Covered435
    Insurance policy start date2019-01-01
    Insurance policy end date2019-12-31
    Total amount of commissions paid to insurance brokerUSD $0
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with allocated funds for individual policies?0
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
    Policy contract numberZH9322
    Policy instance 1
    Insurance contract or identification numberZH9322
    Number of Individuals Covered366
    Insurance policy start date2015-01-01
    Insurance policy end date2015-12-31
    Total amount of commissions paid to insurance brokerUSD $33,214
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $33,214
    Insurance broker organization code?3
    Insurance broker nameMML INSURANCE AGENCY, LLC
    VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
    Policy contract numberZH9355
    Policy instance 1
    Insurance contract or identification numberZH9355
    Number of Individuals Covered375
    Insurance policy start date2014-01-01
    Insurance policy end date2014-12-31
    Total amount of commissions paid to insurance brokerUSD $32,364
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $32,364
    Insurance broker organization code?3
    Insurance broker nameMML INSURANCE AGENCY INC
    VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
    Policy contract numberZH9322
    Policy instance 1
    Insurance contract or identification numberZH9322
    Number of Individuals Covered336
    Insurance policy start date2013-01-01
    Insurance policy end date2013-12-31
    Total amount of commissions paid to insurance brokerUSD $27,143
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $27,143
    Insurance broker organization code?3
    Insurance broker nameMML INSURANCE AGENCY INC
    VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
    Policy contract numberZH9322
    Policy instance 1
    Insurance contract or identification numberZH9322
    Number of Individuals Covered312
    Insurance policy start date2012-01-01
    Insurance policy end date2012-12-31
    Total amount of commissions paid to insurance brokerUSD $22,526
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $22,526
    Amount paid for insurance broker fees0
    Insurance broker organization code?3
    Insurance broker nameMML INSURANCE AGENCY INC
    VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
    Policy contract numberZH9322
    Policy instance 1
    Insurance contract or identification numberZH9322
    Number of Individuals Covered264
    Insurance policy start date2011-01-01
    Insurance policy end date2011-12-31
    Total amount of commissions paid to insurance brokerUSD $19,760
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
    Policy contract numberZH9322
    Policy instance 1
    Insurance contract or identification numberZH9322
    Number of Individuals Covered270
    Insurance policy start date2010-01-01
    Insurance policy end date2010-12-31
    Total amount of commissions paid to insurance brokerUSD $16,368
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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