FREESTYLE POOLS & SPA, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO FREESTYLE POOLS & SPA, INC.
401k plan membership statisitcs for AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO FREESTYLE POOLS & SPA, INC.
Measure | Date | Value |
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2017: AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO FREESTYLE POOLS & SPA, INC. 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 0 |
Number of participants with account balances | 2017-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO FREESTYLE POOLS & SPA, INC. 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
Total of all active and inactive participants | 2016-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 23 |
Number of participants with account balances | 2016-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO FREESTYLE POOLS & SPA, INC. 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 22 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2 |
Total of all active and inactive participants | 2015-01-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 24 |
Number of participants with account balances | 2015-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO FREESTYLE POOLS & SPA, INC. 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 23 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2 |
Total of all active and inactive participants | 2014-01-01 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 25 |
Number of participants with account balances | 2014-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO FREESTYLE POOLS & SPA, INC. 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 25 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 29 |
Number of participants with account balances | 2013-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO FREESTYLE POOLS & SPA, INC. 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 6 |
Total of all active and inactive participants | 2012-01-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 27 |
Number of participants with account balances | 2012-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO FREESTYLE POOLS & SPA, INC. 2011 401k membership |
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Total participants, beginning-of-year | 2011-02-17 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-02-17 | 23 |
Number of retired or separated participants receiving benefits | 2011-02-17 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-02-17 | 2 |
Total of all active and inactive participants | 2011-02-17 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-02-17 | 0 |
Total participants | 2011-02-17 | 25 |
Number of participants with account balances | 2011-02-17 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-02-17 | 0 |
Total participants, beginning-of-year | 2011-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 0 |
Number of participants with account balances | 2011-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO FREESTYLE POOLS & SPA, INC. 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 23 |
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 | 4 |
Total of all active and inactive participants | 2010-01-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 27 |
Number of participants with account balances | 2010-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO FREESTYLE POOLS & SPA, INC. 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 35 |
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 | 4 |
Total of all active and inactive participants | 2009-01-01 | 39 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 39 |
Number of participants with account balances | 2009-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2017 : AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO FREESTYLE POOLS & SPA, INC. 2017 401k financial data |
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Transfers to/from the plan | 2017-05-31 | $-1,761,121 |
Total income from all sources | 2017-05-31 | $166,865 |
Expenses. Total of all expenses incurred | 2017-05-31 | $7,228 |
Total plan assets at end of year | 2017-05-31 | $0 |
Total plan assets at beginning of year | 2017-05-31 | $1,601,484 |
Value of fidelity bond covering the plan | 2017-05-31 | $145,000 |
Total contributions received or receivable from participants | 2017-05-31 | $42,833 |
Expenses. Other expenses not covered elsewhere | 2017-05-31 | $7,228 |
Other income received | 2017-05-31 | $111,820 |
Net income (gross income less expenses) | 2017-05-31 | $159,637 |
Net plan assets at end of year (total assets less liabilities) | 2017-05-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-05-31 | $1,601,484 |
Total contributions received or receivable from employer(s) | 2017-05-31 | $12,212 |
2016 : AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO FREESTYLE POOLS & SPA, INC. 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $181,384 |
Expenses. Total of all expenses incurred | 2016-12-31 | $21,877 |
Benefits paid (including direct rollovers) | 2016-12-31 | $21,877 |
Total plan assets at end of year | 2016-12-31 | $1,601,484 |
Total plan assets at beginning of year | 2016-12-31 | $1,441,977 |
Value of fidelity bond covering the plan | 2016-12-31 | $145,000 |
Total contributions received or receivable from participants | 2016-12-31 | $72,730 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $2,000 |
Other income received | 2016-12-31 | $76,981 |
Net income (gross income less expenses) | 2016-12-31 | $159,507 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,601,484 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,441,977 |
Assets. Value of participant loans | 2016-12-31 | $3,441 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $29,673 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO FREESTYLE POOLS & SPA, INC. 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $98,472 |
Expenses. Total of all expenses incurred | 2015-12-31 | $5,538 |
Benefits paid (including direct rollovers) | 2015-12-31 | $5,538 |
Total plan assets at end of year | 2015-12-31 | $1,441,977 |
Total plan assets at beginning of year | 2015-12-31 | $1,349,043 |
Value of fidelity bond covering the plan | 2015-12-31 | $145,000 |
Total contributions received or receivable from participants | 2015-12-31 | $77,595 |
Other income received | 2015-12-31 | $-13,148 |
Net income (gross income less expenses) | 2015-12-31 | $92,934 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,441,977 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,349,043 |
Assets. Value of participant loans | 2015-12-31 | $5,114 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $34,025 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO FREESTYLE POOLS & SPA, INC. 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $164,078 |
Expenses. Total of all expenses incurred | 2014-12-31 | $44,788 |
Benefits paid (including direct rollovers) | 2014-12-31 | $44,788 |
Total plan assets at end of year | 2014-12-31 | $1,349,043 |
Total plan assets at beginning of year | 2014-12-31 | $1,229,753 |
Value of fidelity bond covering the plan | 2014-12-31 | $122,976 |
Total contributions received or receivable from participants | 2014-12-31 | $59,742 |
Other income received | 2014-12-31 | $80,179 |
Net income (gross income less expenses) | 2014-12-31 | $119,290 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,349,043 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,229,753 |
Assets. Value of participant loans | 2014-12-31 | $264 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $24,157 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO FREESTYLE POOLS & SPA, INC. 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $253,973 |
Expenses. Total of all expenses incurred | 2013-12-31 | $75,691 |
Benefits paid (including direct rollovers) | 2013-12-31 | $75,691 |
Total plan assets at end of year | 2013-12-31 | $1,229,753 |
Total plan assets at beginning of year | 2013-12-31 | $1,051,471 |
Total contributions received or receivable from participants | 2013-12-31 | $55,176 |
Other income received | 2013-12-31 | $176,604 |
Net income (gross income less expenses) | 2013-12-31 | $178,282 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,229,753 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,051,471 |
Assets. Value of participant loans | 2013-12-31 | $1,239 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $22,193 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO FREESTYLE POOLS & SPA, INC. 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $194,861 |
Expenses. Total of all expenses incurred | 2012-12-31 | $1,272 |
Benefits paid (including direct rollovers) | 2012-12-31 | $1,272 |
Total plan assets at end of year | 2012-12-31 | $1,051,471 |
Total plan assets at beginning of year | 2012-12-31 | $857,882 |
Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
Total contributions received or receivable from participants | 2012-12-31 | $65,117 |
Other income received | 2012-12-31 | $103,051 |
Net income (gross income less expenses) | 2012-12-31 | $193,589 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,051,471 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $857,882 |
Assets. Value of participant loans | 2012-12-31 | $4,209 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $26,693 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO FREESTYLE POOLS & SPA, INC. 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $-1,043,817 |
Total income from all sources | 2011-12-31 | $58,241 |
Expenses. Total of all expenses incurred | 2011-12-31 | $379 |
Benefits paid (including direct rollovers) | 2011-12-31 | $329 |
Total plan assets at end of year | 2011-12-31 | $0 |
Total plan assets at beginning of year | 2011-12-31 | $985,955 |
Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
Total contributions received or receivable from participants | 2011-12-31 | $6,927 |
Other income received | 2011-12-31 | $33,048 |
Net income (gross income less expenses) | 2011-12-31 | $57,862 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $985,955 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $18,266 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $50 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO FREESTYLE POOLS & SPA, INC. 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $181,873 |
Expenses. Total of all expenses incurred | 2010-12-31 | $75,982 |
Benefits paid (including direct rollovers) | 2010-12-31 | $75,482 |
Total plan assets at end of year | 2010-12-31 | $985,955 |
Total plan assets at beginning of year | 2010-12-31 | $880,064 |
Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
Total contributions received or receivable from participants | 2010-12-31 | $47,259 |
Other income received | 2010-12-31 | $115,193 |
Net income (gross income less expenses) | 2010-12-31 | $105,891 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $985,955 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $880,064 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $19,421 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $500 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO FREESTYLE POOLS & SPA, INC. 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2017: AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO FREESTYLE POOLS & SPA, INC. 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Mulitple employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | Yes |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO FREESTYLE POOLS & SPA, INC. 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Mulitple 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 – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO FREESTYLE POOLS & SPA, INC. 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Mulitple 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 – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO FREESTYLE POOLS & SPA, INC. 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Mulitple 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 – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO FREESTYLE POOLS & SPA, INC. 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Mulitple employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO FREESTYLE POOLS & SPA, INC. 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Mulitple employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO FREESTYLE POOLS & SPA, INC. 2011 form 5500 responses |
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2011-02-17 | Type of plan entity | Mulitple employer plan |
2011-02-17 | First time form 5500 has been submitted | Yes |
2011-02-17 | Submission has been amended | No |
2011-02-17 | This submission is the final filing | No |
2011-02-17 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2011-02-17 | Plan is a collectively bargained plan | No |
2011-02-17 | Plan funding arrangement – Insurance | Yes |
2011-02-17 | Plan funding arrangement – Trust | Yes |
2011-02-17 | Plan benefit arrangement - Trust | Yes |
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | Yes |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO FREESTYLE POOLS & SPA, INC. 2010 form 5500 responses |
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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 – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO FREESTYLE POOLS & SPA, INC. 2009 form 5500 responses |
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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 – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
Policy contract number | 932269-002 |
Policy instance | 1 |
Insurance contract or identification number | 932269-002 | Number of Individuals Covered | 0 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $2,118 | 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 $2,118 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | COMMISSIONS | Insurance broker organization code? | 3 | Insurance broker name | AMERICAN PENSION SERVICES, INC |
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TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
Policy contract number | 932269-002 |
Policy instance | 1 |
Insurance contract or identification number | 932269-002 | Number of Individuals Covered | 20 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $5,093 | Total amount of fees paid to insurance company | USD $3,782 | 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? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | 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 $5,093 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 3782 | Additional information about fees paid to insurance broker | TPA FEES | Insurance broker name | AMERICAN PENSION SERVICES, INC |
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TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
Policy contract number | 932269-000 |
Policy instance | 1 |
Insurance contract or identification number | 932269-000 | Number of Individuals Covered | 19 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $4,604 | Total amount of fees paid to insurance company | USD $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 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? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | 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 $4,604 | Insurance broker organization code? | 3 | Insurance broker name | PLANNING CORPORATION OF AMERICA |
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TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
Policy contract number | 932269-000 |
Policy instance | 1 |
Insurance contract or identification number | 932269-000 | Number of Individuals Covered | 27 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $3,829 | Total amount of fees paid to insurance company | USD $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 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? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | 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 $3,829 | Insurance broker organization code? | 3 | Insurance broker name | PLANNING CORPORATION OF AMERICA |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-025077 |
Policy instance | 1 |
Insurance contract or identification number | GA-025077 | Number of Individuals Covered | 21 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $5,173 | Total amount of fees paid to insurance company | USD $431 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Commission paid to Insurance Broker | USD $5,173 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 431 | Additional information about fees paid to insurance broker | SALES/ADMINISTRATION | Insurance broker name | AMERICAN PENSION SERVICES, LLC. |
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