PEOPLES BANK & TRUST has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2022: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 67 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 50 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 9 |
| Total of all active and inactive participants | 2022-01-01 | 65 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 65 |
| Number of participants with account balances | 2022-01-01 | 56 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 2 |
| 2021: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 67 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 50 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 9 |
| Total of all active and inactive participants | 2021-01-01 | 65 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 65 |
| Number of participants with account balances | 2021-01-01 | 56 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 2 |
| 2020: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 64 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 52 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 9 |
| Total of all active and inactive participants | 2020-01-01 | 66 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 66 |
| Number of participants with account balances | 2020-01-01 | 65 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
| 2019: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 63 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 52 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 7 |
| Total of all active and inactive participants | 2019-01-01 | 64 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 64 |
| Number of participants with account balances | 2019-01-01 | 63 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
| 2018: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 62 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 52 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 6 |
| Total of all active and inactive participants | 2018-01-01 | 63 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 63 |
| Number of participants with account balances | 2018-01-01 | 62 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
| 2017: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 60 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 50 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 7 |
| Total of all active and inactive participants | 2017-01-01 | 59 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 59 |
| Number of participants with account balances | 2017-01-01 | 50 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
| 2016: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 59 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 52 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 6 |
| Total of all active and inactive participants | 2016-01-01 | 60 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 60 |
| Number of participants with account balances | 2016-01-01 | 52 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
| 2015: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 57 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 52 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 6 |
| Total of all active and inactive participants | 2015-01-01 | 59 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 59 |
| Number of participants with account balances | 2015-01-01 | 52 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 56 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 51 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 4 |
| Total of all active and inactive participants | 2014-01-01 | 57 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 57 |
| Number of participants with account balances | 2014-01-01 | 52 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2010: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 114 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 88 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 2 |
| Total of all active and inactive participants | 2010-01-01 | 90 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 90 |
| Number of participants with account balances | 2010-01-01 | 89 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
| 2009: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 125 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 98 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 16 |
| Total of all active and inactive participants | 2009-01-01 | 114 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 114 |
| Number of participants with account balances | 2009-01-01 | 110 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2022 : PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-91,469 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $498,623 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $498,623 |
| Total plan assets at end of year | 2022-12-31 | $7,633,555 |
| Total plan assets at beginning of year | 2022-12-31 | $8,223,647 |
| Value of fidelity bond covering the plan | 2022-12-31 | $822,365 |
| Total contributions received or receivable from participants | 2022-12-31 | $47,720 |
| Other income received | 2022-12-31 | $-490,110 |
| Net income (gross income less expenses) | 2022-12-31 | $-590,092 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $7,633,555 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $8,223,647 |
| Assets. Value of participant loans | 2022-12-31 | $107,922 |
| Assets. Value of employer securities | 2022-12-31 | $2,496,924 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $350,921 |
| 2021 : PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $1,068,588 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $263,226 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $263,226 |
| Total plan assets at end of year | 2021-12-31 | $8,223,647 |
| Total plan assets at beginning of year | 2021-12-31 | $7,418,285 |
| Value of fidelity bond covering the plan | 2021-12-31 | $320,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $39,673 |
| Other income received | 2021-12-31 | $583,961 |
| Net income (gross income less expenses) | 2021-12-31 | $805,362 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $8,223,647 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,418,285 |
| Assets. Value of participant loans | 2021-12-31 | $187,657 |
| Assets. Value of employer securities | 2021-12-31 | $2,115,450 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $444,954 |
| 2020 : PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $1,076,777 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $323,582 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $323,582 |
| Total plan assets at end of year | 2020-12-31 | $7,418,285 |
| Total plan assets at beginning of year | 2020-12-31 | $6,665,090 |
| Value of fidelity bond covering the plan | 2020-12-31 | $735,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $61,917 |
| Other income received | 2020-12-31 | $676,369 |
| Net income (gross income less expenses) | 2020-12-31 | $753,195 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $7,418,285 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $6,665,090 |
| Assets. Value of participant loans | 2020-12-31 | $265,857 |
| Assets. Value of employer securities | 2020-12-31 | $2,097,195 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $338,491 |
| 2019 : PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $1,269,111 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $289,471 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $289,471 |
| Total plan assets at end of year | 2019-12-31 | $6,665,090 |
| Total plan assets at beginning of year | 2019-12-31 | $5,685,450 |
| Value of fidelity bond covering the plan | 2019-12-31 | $320,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $85,515 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $986,453 |
| Net income (gross income less expenses) | 2019-12-31 | $979,640 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $6,665,090 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,685,450 |
| Assets. Value of participant loans | 2019-12-31 | $241,942 |
| Assets. Value of employer securities | 2019-12-31 | $2,027,289 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $197,143 |
| 2018 : PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $334,244 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $35,075 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $35,075 |
| Total plan assets at end of year | 2018-12-31 | $5,685,450 |
| Total plan assets at beginning of year | 2018-12-31 | $5,386,281 |
| Value of fidelity bond covering the plan | 2018-12-31 | $320,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $125,342 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $29,012 |
| Other income received | 2018-12-31 | $-60,055 |
| Net income (gross income less expenses) | 2018-12-31 | $299,169 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $5,685,450 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,386,281 |
| Assets. Value of participant loans | 2018-12-31 | $271,053 |
| Assets. Value of employer securities | 2018-12-31 | $1,712,709 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $239,945 |
| 2017 : PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $838,248 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $221,280 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $217,596 |
| Total plan assets at end of year | 2017-12-31 | $5,386,281 |
| Total plan assets at beginning of year | 2017-12-31 | $4,769,313 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $55,032 |
| Other income received | 2017-12-31 | $783,216 |
| Net income (gross income less expenses) | 2017-12-31 | $616,968 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $5,386,281 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,769,313 |
| Assets. Value of participant loans | 2017-12-31 | $278,297 |
| Assets. Value of employer securities | 2017-12-31 | $1,607,850 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $3,684 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $407,294 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $32,251 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $19,727 |
| Total plan assets at end of year | 2016-12-31 | $4,769,313 |
| Total plan assets at beginning of year | 2016-12-31 | $4,394,270 |
| Value of fidelity bond covering the plan | 2016-12-31 | $476,931 |
| Total contributions received or receivable from participants | 2016-12-31 | $35,062 |
| Other income received | 2016-12-31 | $372,232 |
| Net income (gross income less expenses) | 2016-12-31 | $375,043 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $4,769,313 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,394,270 |
| Assets. Value of participant loans | 2016-12-31 | $333,816 |
| Assets. Value of employer securities | 2016-12-31 | $1,293,268 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $3,135 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $9,389 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $298,412 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $47,484 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $33,504 |
| Total plan assets at end of year | 2015-12-31 | $4,394,270 |
| Total plan assets at beginning of year | 2015-12-31 | $4,143,342 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $31,502 |
| Other income received | 2015-12-31 | $266,910 |
| Net income (gross income less expenses) | 2015-12-31 | $250,928 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $4,394,270 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,143,342 |
| Assets. Value of participant loans | 2015-12-31 | $349,411 |
| Assets. Value of employer securities | 2015-12-31 | $1,129,013 |
| Value of corrective distributions | 2015-12-31 | $3,245 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $10,735 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $513,399 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $36,875 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $24,102 |
| Total plan assets at end of year | 2014-12-31 | $4,143,342 |
| Total plan assets at beginning of year | 2014-12-31 | $3,666,818 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $33,995 |
| Other income received | 2014-12-31 | $479,404 |
| Net income (gross income less expenses) | 2014-12-31 | $476,524 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,143,342 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,666,818 |
| Assets. Value of participant loans | 2014-12-31 | $376,446 |
| Assets. Value of employer securities | 2014-12-31 | $884,339 |
| Value of corrective distributions | 2014-12-31 | $2,672 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $10,101 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2010 : PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $-279,626 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $-279,626 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $15,350 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $4,980 |
| Total income from all sources (including contributions) | 2010-12-31 | $108,898 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $578,106 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $560,817 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $76,680 |
| Value of total assets at end of year | 2010-12-31 | $4,141,073 |
| Value of total assets at beginning of year | 2010-12-31 | $4,599,911 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $17,289 |
| Total interest from all sources | 2010-12-31 | $19,577 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $40,421 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $40,421 |
| Administrative expenses professional fees incurred | 2010-12-31 | $11,278 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $76,680 |
| Participant contributions at end of year | 2010-12-31 | $405,824 |
| Participant contributions at beginning of year | 2010-12-31 | $325,488 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $15,350 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $4,980 |
| Total non interest bearing cash at end of year | 2010-12-31 | $18,463 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $8,850 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $-469,208 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $4,125,723 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,594,931 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Investment advisory and management fees | 2010-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $2,520,966 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,639,199 |
| Interest on participant loans | 2010-12-31 | $19,382 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $846,288 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $997,215 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $997,215 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $195 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $251,846 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Assets. Invements in employer securities at end of year | 2010-12-31 | $349,532 |
| Assets. Invements in employer securities at beginning of year | 2010-12-31 | $629,159 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $560,817 |
| Contract administrator fees | 2010-12-31 | $6,011 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | ROBINS, ESKEW, SMITH & JORDAN, PC |
| Accountancy firm EIN | 2010-12-31 | 582647076 |
| 2022: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | B66-70000 |
| Policy instance | 1 |
| Insurance contract or identification number | B66-70000 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $1,499 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $1,499 | | Insurance broker organization code? | 3 |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | B66-70000 |
| Policy instance | 1 |
| Insurance contract or identification number | B66-70000 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $1,160 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $1,160 | | Insurance broker organization code? | 3 |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | B66-70000 |
| Policy instance | 1 |
| Insurance contract or identification number | B66-70000 | | Number of Individuals Covered | 52 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 | | Insurance broker organization code? | 3 |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | B66-70000 |
| Policy instance | 1 |
| Insurance contract or identification number | B66-70000 | | Number of Individuals Covered | 52 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 | | Insurance broker organization code? | 3 |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | B66-70000 |
| Policy instance | 1 |
| Insurance contract or identification number | B66-70000 | | Number of Individuals Covered | 52 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $0 | | Insurance broker organization code? | 3 |
|
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
| Policy contract number | 601312 |
| Policy instance | 1 |
| Insurance contract or identification number | 601312 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-02-23 | | Total amount of commissions paid to insurance broker | USD $1,596 | | Total amount of fees paid to insurance company | USD $268 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $1,596 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 268 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker name | RETIREMENT STRATEGIES, INC. |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | B66-70000 |
| Policy instance | 2 |
| Insurance contract or identification number | B66-70000 | | Number of Individuals Covered | 50 | | Insurance policy start date | 2017-02-24 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $0 | | Insurance broker organization code? | 3 | | Insurance broker name | MORGAN STANLEY SMITH BARNEY |
|
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
| Policy contract number | 601312 |
| Policy instance | 1 |
| Insurance contract or identification number | 601312 | | Number of Individuals Covered | 52 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $8,873 | | Total amount of fees paid to insurance company | USD $1,462 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $8,873 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1462 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker name | RETIREMENT STRATEGIES, INC. |
|
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
| Policy contract number | 601312 |
| Policy instance | 1 |
| Insurance contract or identification number | 601312 | | Number of Individuals Covered | 52 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $3,704 | | Total amount of fees paid to insurance company | USD $1,459 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $3,631 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1459 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker name | MERRILL LYNCH LIFE AGENCY, INC. |
|
