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J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 401k Plan overview

Plan NameJ.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST
Plan identification number 001

J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

J.B. COXWELL CONTRACTING, INC. has sponsored the creation of one or more 401k plans.

Company Name:J.B. COXWELL CONTRACTING, INC.
Employer identification number (EIN):593666875
NAIC Classification:237990
NAIC Description:Other Heavy and Civil Engineering Construction

Additional information about J.B. COXWELL CONTRACTING, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1983-10-18
Company Identification Number: G65542
Legal Registered Office Address: ONE INDEPENDENT DRIVE, SUITE 2301

JACKSONVILLE

32202

More information about J.B. COXWELL CONTRACTING, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01V. WAYNE WILLIFORD V. WAYNE WILLIFORD2018-08-27
0012016-01-01V. WAYNE WILLIFORD V. WAYNE WILLIFORD2017-10-14
0012015-01-01V. WAYNE WILLIFORD V. WAYNE WILLIFORD2016-07-26
0012014-01-01V. WAYNE WILLIFORD V. WAYNE WILLIFORD2015-07-13
0012013-01-01V. WAYNE WILLIFORD V. WAYNE WILLIFORD2014-07-17
0012012-01-01V. WAYNE WILLIFORD V. WAYNE WILLIFORD2013-10-07
0012011-01-01V. WAYNE WILLIFORD V. WAYNE WILLIFORD2012-10-12
0012010-01-01V. WAYNE WILLIFORD V. WAYNE WILLIFORD2011-10-12
0012009-01-01WAYNE WILLIFORD WAYNE WILLIFORD2011-04-07
0012008-01-01WAYNE WILLIFORD WAYNE WILLIFORD2011-04-07
0012006-01-01WAYNE WILLIFORD WAYNE WILLIFORD2011-04-07
0012005-01-01WAYNE WILLIFORD WAYNE WILLIFORD2011-04-07
0012004-01-01WAYNE WILLIFORD WAYNE WILLIFORD2011-04-07
0012003-01-01WAYNE WILLIFORD WAYNE WILLIFORD2011-04-07
0012001-02-01WAYNE WILLIFORD WAYNE WILLIFORD2011-04-07

Plan Statistics for J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST

401k plan membership statisitcs for J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST

Measure Date Value
2022: J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01366
Total number of active participants reported on line 7a of the Form 55002022-01-01256
Number of retired or separated participants receiving benefits2022-01-0117
Number of other retired or separated participants entitled to future benefits2022-01-0179
Total of all active and inactive participants2022-01-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01352
Number of participants with account balances2022-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01340
Total number of active participants reported on line 7a of the Form 55002021-01-01255
Number of retired or separated participants receiving benefits2021-01-0115
Number of other retired or separated participants entitled to future benefits2021-01-0173
Total of all active and inactive participants2021-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01343
Number of participants with account balances2021-01-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01326
Total number of active participants reported on line 7a of the Form 55002020-01-01260
Number of retired or separated participants receiving benefits2020-01-0114
Number of other retired or separated participants entitled to future benefits2020-01-0139
Total of all active and inactive participants2020-01-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01314
Number of participants with account balances2020-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01302
Total number of active participants reported on line 7a of the Form 55002019-01-01248
Number of retired or separated participants receiving benefits2019-01-0112
Number of other retired or separated participants entitled to future benefits2019-01-0144
Total of all active and inactive participants2019-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01307
Number of participants with account balances2019-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01280
Total number of active participants reported on line 7a of the Form 55002018-01-01216
Number of retired or separated participants receiving benefits2018-01-0116
Number of other retired or separated participants entitled to future benefits2018-01-0145
Total of all active and inactive participants2018-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01277
Number of participants with account balances2018-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01263
Total number of active participants reported on line 7a of the Form 55002017-01-01209
Number of retired or separated participants receiving benefits2017-01-0112
Number of other retired or separated participants entitled to future benefits2017-01-0140
Total of all active and inactive participants2017-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01261
Number of participants with account balances2017-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01235
Total number of active participants reported on line 7a of the Form 55002016-01-01180
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0153
Total of all active and inactive participants2016-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01233
Number of participants with account balances2016-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01232
Total number of active participants reported on line 7a of the Form 55002015-01-01165
Number of retired or separated participants receiving benefits2015-01-0150
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01215
Number of participants with account balances2015-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01198
Total number of active participants reported on line 7a of the Form 55002014-01-01137
Number of retired or separated participants receiving benefits2014-01-0112
Number of other retired or separated participants entitled to future benefits2014-01-0142
Total of all active and inactive participants2014-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01191
Number of participants with account balances2014-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01198
Total number of active participants reported on line 7a of the Form 55002013-01-01125
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0156
Total of all active and inactive participants2013-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01181
Number of participants with account balances2013-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01213
Total number of active participants reported on line 7a of the Form 55002012-01-01134
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0159
Total of all active and inactive participants2012-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01193
Number of participants with account balances2012-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01311
Total number of active participants reported on line 7a of the Form 55002011-01-01198
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0152
Total of all active and inactive participants2011-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01250
Number of participants with account balances2011-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01355
Total number of active participants reported on line 7a of the Form 55002010-01-01186
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0143
Total of all active and inactive participants2010-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01229
Number of participants with account balances2010-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01416
Total number of active participants reported on line 7a of the Form 55002009-01-01221
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0163
Total of all active and inactive participants2009-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01284
Number of participants with account balances2009-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2008 401k membership
Total participants, beginning-of-year2008-01-01376
Total number of active participants reported on line 7a of the Form 55002008-01-01301
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-0157
Total of all active and inactive participants2008-01-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-01358
Number of participants with account balances2008-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010
2006: J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2006 401k membership
Total participants, beginning-of-year2006-01-01156
Total number of active participants reported on line 7a of the Form 55002006-01-01234
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-0142
Total of all active and inactive participants2006-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-010
Total participants2006-01-01276
Number of participants with account balances2006-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-010
2005: J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2005 401k membership
Total participants, beginning-of-year2005-01-01141
Total number of active participants reported on line 7a of the Form 55002005-01-01114
Number of retired or separated participants receiving benefits2005-01-010
Number of other retired or separated participants entitled to future benefits2005-01-0123
Total of all active and inactive participants2005-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2005-01-010
Total participants2005-01-01137
Number of participants with account balances2005-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2005-01-011
2004: J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2004 401k membership
Total participants, beginning-of-year2004-01-01133
Total number of active participants reported on line 7a of the Form 55002004-01-01110
Number of retired or separated participants receiving benefits2004-01-010
Number of other retired or separated participants entitled to future benefits2004-01-0123
Total of all active and inactive participants2004-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2004-01-010
Total participants2004-01-01133
Number of participants with account balances2004-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2004-01-010
2003: J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2003 401k membership
Total participants, beginning-of-year2003-01-01133
Total number of active participants reported on line 7a of the Form 55002003-01-01105
Number of retired or separated participants receiving benefits2003-01-010
Number of other retired or separated participants entitled to future benefits2003-01-0123
Total of all active and inactive participants2003-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2003-01-010
Total participants2003-01-01128
Number of participants with account balances2003-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2003-01-011
2001: J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2001 401k membership
Total participants, beginning-of-year2001-02-01111
Total number of active participants reported on line 7a of the Form 55002001-02-01124
Number of retired or separated participants receiving benefits2001-02-010
Number of other retired or separated participants entitled to future benefits2001-02-018
Total of all active and inactive participants2001-02-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2001-02-010
Total participants2001-02-01132
Number of participants with account balances2001-02-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2001-02-010

Financial Data on J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST

Measure Date Value
2022 : J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,780
Total income from all sources (including contributions)2022-12-31$-1,081,284
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,612,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,546,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,514,468
Value of total assets at end of year2022-12-31$10,884,228
Value of total assets at beginning of year2022-12-31$13,581,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$66,051
Total interest from all sources2022-12-31$835
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$843,954
Participant contributions at end of year2022-12-31$901
Participant contributions at beginning of year2022-12-31$60
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$154
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$2,780
Other income not declared elsewhere2022-12-31$3,268
Total non interest bearing cash at end of year2022-12-31$517
Total non interest bearing cash at beginning of year2022-12-31$29
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,694,080
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,884,228
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,578,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$10,162
Value of interest in pooled separate accounts at end of year2022-12-31$10,751,512
Value of interest in pooled separate accounts at beginning of year2022-12-31$13,470,818
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$835
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$131,144
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$101,596
Net investment gain/loss from pooled separate accounts2022-12-31$-2,599,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$670,514
Employer contributions (assets) at beginning of year2022-12-31$8,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,546,745
Contract administrator fees2022-12-31$55,889
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BERMAN HOPKINS WRIGHT & LAHAM LLP
Accountancy firm EIN2022-12-31591152714
2021 : J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,780
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,780
Total income from all sources (including contributions)2021-12-31$3,213,816
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$707,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$694,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,504,094
Value of total assets at end of year2021-12-31$13,581,088
Value of total assets at beginning of year2021-12-31$11,074,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$12,819
Total interest from all sources2021-12-31$597
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$848,177
Participant contributions at end of year2021-12-31$60
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$2,780
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$2,780
Other income not declared elsewhere2021-12-31$1,007
Total non interest bearing cash at end of year2021-12-31$29
Total non interest bearing cash at beginning of year2021-12-31$29
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,506,587
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,578,308
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,071,721
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$13,470,818
Value of interest in pooled separate accounts at beginning of year2021-12-31$10,980,021
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$597
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$101,596
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$81,108
Net investment gain/loss from pooled separate accounts2021-12-31$1,708,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$655,917
Employer contributions (assets) at end of year2021-12-31$8,585
Employer contributions (assets) at beginning of year2021-12-31$13,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$694,410
Contract administrator fees2021-12-31$12,819
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BERMAN HOPKINS WRIGHT & LAHAM LLP
Accountancy firm EIN2021-12-31591152714
2020 : J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,780
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,326,126
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$802,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$799,533
Value of total corrective distributions2020-12-31$2,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,019,344
Value of total assets at end of year2020-12-31$11,074,501
Value of total assets at beginning of year2020-12-31$8,548,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$400
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$593,484
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$2,780
Other income not declared elsewhere2020-12-31$28
Total non interest bearing cash at end of year2020-12-31$29
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,523,243
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,071,721
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,548,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$10,980,021
Value of interest in pooled separate accounts at beginning of year2020-12-31$8,487,716
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$81,108
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$54,663
Net investment gain/loss from pooled separate accounts2020-12-31$2,306,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$425,860
Employer contributions (assets) at end of year2020-12-31$13,343
Employer contributions (assets) at beginning of year2020-12-31$6,099
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$799,533
Contract administrator fees2020-12-31$400
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BERMAN HOPKINS WRIGHT & LAHAM, LLP
Accountancy firm EIN2020-12-31591152714
2019 : J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$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$35,091
Total income from all sources (including contributions)2019-12-31$2,627,767
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$316,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$315,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$998,457
Value of total assets at end of year2019-12-31$8,548,478
Value of total assets at beginning of year2019-12-31$6,271,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$525
Total interest from all sources2019-12-31$1,195
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$597,081
Participant contributions at beginning of year2019-12-31$15
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$4,439
Other income not declared elsewhere2019-12-31$4,438
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
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$2,311,735
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,548,478
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,236,743
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 pooled separate accounts at end of year2019-12-31$8,487,716
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,238,118
Interest earned on other investments2019-12-31$750
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$445
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$54,663
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$27,339
Net investment gain/loss from pooled separate accounts2019-12-31$1,623,677
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$401,376
Employer contributions (assets) at end of year2019-12-31$6,099
Employer contributions (assets) at beginning of year2019-12-31$6,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$315,507
Contract administrator fees2019-12-31$525
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$30,652
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 name2019-12-31BERMAN HOPKINS WRIGHT & LAHAM, LLP
Accountancy firm EIN2019-12-31591152714
2018 : J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$35,091
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$48,234
Total income from all sources (including contributions)2018-12-31$325,030
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$192,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$161,389
Value of total corrective distributions2018-12-31$30,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$777,859
Value of total assets at end of year2018-12-31$6,271,834
Value of total assets at beginning of year2018-12-31$6,152,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$225
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$498,774
Participant contributions at end of year2018-12-31$15
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,338
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$4,439
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$48,234
Other income not declared elsewhere2018-12-31$647
Administrative expenses (other) incurred2018-12-31$225
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$2,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$132,764
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,236,743
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,103,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$6,238,118
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,130,030
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$27,339
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$18,190
Net investment gain/loss from pooled separate accounts2018-12-31$-453,476
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$279,085
Employer contributions (assets) at end of year2018-12-31$6,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$161,389
Liabilities. Value of benefit claims payable at end of year2018-12-31$30,652
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BERMAN HOPKINS WRIGHT & LAHAM, LLP
Accountancy firm EIN2018-12-31591152714
2017 : J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$48,234
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$15,976
Total income from all sources (including contributions)2017-12-31$1,640,761
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$260,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$229,408
Value of total corrective distributions2017-12-31$30,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$729,686
Value of total assets at end of year2017-12-31$6,152,213
Value of total assets at beginning of year2017-12-31$4,739,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$175
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$436,683
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$28,042
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$16,023
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,338
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$48,234
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$15,976
Other income not declared elsewhere2017-12-31$1,877
Administrative expenses (other) incurred2017-12-31$175
Total non interest bearing cash at end of year2017-12-31$2,655
Total non interest bearing cash at beginning of year2017-12-31$1,309
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,380,313
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,103,979
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,723,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$6,130,030
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,726,306
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$18,190
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$11,830
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,345
Net investment gain/loss from pooled separate accounts2017-12-31$907,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$264,961
Employer contributions (assets) at beginning of year2017-12-31$197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$213,385
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BERMAN HOPKINS WRIGHT & LAHAM, LLP
Accountancy firm EIN2017-12-31591152714
2016 : J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,145
Total unrealized appreciation/depreciation of assets2016-12-31$1,145
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$15,976
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$20,756
Total income from all sources (including contributions)2016-12-31$734,069
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$344,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$328,821
Value of total corrective distributions2016-12-31$15,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$492,728
Value of total assets at end of year2016-12-31$4,739,642
Value of total assets at beginning of year2016-12-31$4,355,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$304
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$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$316,299
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$15,976
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$20,756
Other income not declared elsewhere2016-12-31$1,378
Total non interest bearing cash at end of year2016-12-31$1,309
Total non interest bearing cash at beginning of year2016-12-31$164
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$389,272
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,723,666
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,334,394
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 pooled separate accounts at end of year2016-12-31$4,726,306
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,345,995
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$304
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$11,830
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$8,991
Net investment gain/loss from pooled separate accounts2016-12-31$238,514
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$176,429
Employer contributions (assets) at end of year2016-12-31$197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$328,821
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 name2016-12-31PATRICK & ROBINSON, LLC
Accountancy firm EIN2016-12-31030464684
2015 : J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2015 401k financial data
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$20,756
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,411
Total income from all sources (including contributions)2015-12-31$344,021
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$295,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$274,957
Value of total corrective distributions2015-12-31$19,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$334,055
Value of total assets at end of year2015-12-31$4,355,150
Value of total assets at beginning of year2015-12-31$4,288,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,145
Total interest from all sources2015-12-31$286
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$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$236,649
Participant contributions at beginning of year2015-12-31$7,487
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$8,878
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$20,756
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$2,411
Other income not declared elsewhere2015-12-31$4,325
Administrative expenses (other) incurred2015-12-31$1,145
Total non interest bearing cash at end of year2015-12-31$164
Total non interest bearing cash at beginning of year2015-12-31$164
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$48,308
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,334,394
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,286,086
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 pooled separate accounts at end of year2015-12-31$4,345,995
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,269,238
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$286
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$8,991
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$8,867
Net investment gain/loss from pooled separate accounts2015-12-31$5,355
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$88,528
Employer contributions (assets) at beginning of year2015-12-31$2,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$274,957
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 name2015-12-31PATRICK & ROBINSON, LLC
Accountancy firm EIN2015-12-31030464684
2014 : J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2014 401k financial data
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$2,411
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,464
Total income from all sources (including contributions)2014-12-31$492,001
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$192,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$189,589
Value of total corrective distributions2014-12-31$2,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$286,796
Value of total assets at end of year2014-12-31$4,288,497
Value of total assets at beginning of year2014-12-31$3,988,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$335
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$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$207,116
Participant contributions at end of year2014-12-31$7,487
Participant contributions at beginning of year2014-12-31$11
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$2,411
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$2,432
Other income not declared elsewhere2014-12-31$4,337
Liabilities. Value of operating payables at beginning of year2014-12-31$32
Total non interest bearing cash at end of year2014-12-31$164
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$300,001
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,286,086
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,986,085
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 pooled separate accounts at end of year2014-12-31$4,269,238
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,977,003
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$335
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$8,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$11,535
Net investment gain/loss from pooled separate accounts2014-12-31$200,533
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$79,680
Employer contributions (assets) at end of year2014-12-31$2,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$189,589
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 name2014-12-31PATRICK & ROBINSON, LLC
Accountancy firm EIN2014-12-31030464684
2013 : J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,464
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,282
Total income from all sources (including contributions)2013-12-31$1,001,838
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$467,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$461,281
Value of total corrective distributions2013-12-31$2,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$260,038
Value of total assets at end of year2013-12-31$3,988,549
Value of total assets at beginning of year2013-12-31$3,456,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,361
Total interest from all sources2013-12-31$373
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$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$188,270
Participant contributions at end of year2013-12-31$11
Participant contributions at beginning of year2013-12-31$1,385
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$2,432
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$5,282
Liabilities. Value of operating payables at end of year2013-12-31$32
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$534,764
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,986,085
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,451,321
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 pooled separate accounts at end of year2013-12-31$3,977,003
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,420,906
Interest earned on other investments2013-12-31$13
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$360
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$11,535
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$34,295
Net investment gain/loss from pooled separate accounts2013-12-31$741,427
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$71,768
Employer contributions (assets) at beginning of year2013-12-31$17
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$461,281
Contract administrator fees2013-12-31$3,361
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 name2013-12-31PATRICK & ROBINSON, LLC
Accountancy firm EIN2013-12-31030464684
2012 : J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,282
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,684
Total income from all sources (including contributions)2012-12-31$628,188
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$295,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$284,591
Value of total corrective distributions2012-12-31$5,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$271,428
Value of total assets at end of year2012-12-31$3,456,603
Value of total assets at beginning of year2012-12-31$3,120,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,153
Total interest from all sources2012-12-31$354
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
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$192,931
Participant contributions at end of year2012-12-31$1,385
Participant contributions at beginning of year2012-12-31$40
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$5,282
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$2,684
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$333,162
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,451,321
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,118,159
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 pooled separate accounts at end of year2012-12-31$3,420,906
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,086,138
Interest earned on other investments2012-12-31$354
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$34,295
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$34,639
Net investment gain/loss from pooled separate accounts2012-12-31$356,406
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$78,497
Employer contributions (assets) at end of year2012-12-31$17
Employer contributions (assets) at beginning of year2012-12-31$26
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$284,591
Contract administrator fees2012-12-31$5,153
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 name2012-12-31PATRICK & ROBINSON, LLC
Accountancy firm EIN2012-12-31030464684
2011 : J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,684
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,091
Total income from all sources (including contributions)2011-12-31$201,319
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$381,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$374,176
Value of total corrective distributions2011-12-31$2,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$324,489
Value of total assets at end of year2011-12-31$3,120,843
Value of total assets at beginning of year2011-12-31$3,301,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,087
Total interest from all sources2011-12-31$364
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$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$220,882
Participant contributions at end of year2011-12-31$40
Participant contributions at beginning of year2011-12-31$25,004
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$17,721
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$2,684
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$3,091
Other income not declared elsewhere2011-12-31$5,451
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-180,628
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,118,159
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,298,787
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 pooled separate accounts at end of year2011-12-31$3,086,138
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,250,529
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$364
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$34,639
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$21,397
Net investment gain/loss from pooled separate accounts2011-12-31$-128,985
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$85,886
Employer contributions (assets) at end of year2011-12-31$26
Employer contributions (assets) at beginning of year2011-12-31$4,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$374,176
Contract administrator fees2011-12-31$5,087
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 name2011-12-31PATRICK & ROBINSON, LLC
Accountancy firm EIN2011-12-31030464684
2010 : J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2010 401k financial data
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$3,091
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$25,119
Total income from all sources (including contributions)2010-12-31$740,116
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$472,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$467,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$375,501
Value of total assets at end of year2010-12-31$3,301,878
Value of total assets at beginning of year2010-12-31$3,056,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,541
Total interest from all sources2010-12-31$453
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$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$272,528
Participant contributions at end of year2010-12-31$25,004
Participant contributions at beginning of year2010-12-31$24,902
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$3,091
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$25,119
Total non interest bearing cash at beginning of year2010-12-31$157
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$267,795
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,298,787
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,030,992
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 pooled separate accounts at end of year2010-12-31$3,250,529
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,993,715
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$453
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$21,397
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$32,545
Net investment gain/loss from pooled separate accounts2010-12-31$364,162
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$102,973
Employer contributions (assets) at end of year2010-12-31$4,948
Employer contributions (assets) at beginning of year2010-12-31$4,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$467,780
Contract administrator fees2010-12-31$4,541
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 name2010-12-31PATRICK & ROBINSON, LLC
Accountancy firm EIN2010-12-31030464684
2009 : J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2009 401k financial data
Total unrealized appreciation/depreciation of assets2009-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$25,119
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$0
Total income from all sources (including contributions)2009-12-31$1,213,767
Total loss/gain on sale of assets2009-12-31$0
Total of all expenses incurred2009-12-31$589,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-12-31$589,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-12-31$625,071
Value of total assets at end of year2009-12-31$3,056,111
Value of total assets at beginning of year2009-12-31$2,406,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-12-31$0
Total interest from all sources2009-12-31$831
Total dividends received (eg from common stock, registered investment company shares)2009-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-12-31No
Was this plan covered by a fidelity bond2009-12-31No
If this is an individual account plan, was there a blackout period2009-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Were there any nonexempt tranactions with any party-in-interest2009-12-31No
Contributions received from participants2009-12-31$362,102
Participant contributions at end of year2009-12-31$24,902
Participant contributions at beginning of year2009-12-31$24,902
Income. Received or receivable in cash from other sources (including rollovers)2009-12-31$50,246
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2009-12-31$25,119
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2009-12-31$0
Total non interest bearing cash at end of year2009-12-31$157
Total non interest bearing cash at beginning of year2009-12-31$1,288
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Value of net income/loss2009-12-31$624,165
Value of net assets at end of year (total assets less liabilities)2009-12-31$3,030,992
Value of net assets at beginning of year (total assets less liabilities)2009-12-31$2,406,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2009-12-31No
Were any leases to which the plan was party in default or uncollectible2009-12-31No
Value of interest in pooled separate accounts at end of year2009-12-31$2,993,715
Value of interest in pooled separate accounts at beginning of year2009-12-31$2,341,556
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2009-12-31$831
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2009-12-31$32,545
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2009-12-31$34,289
Expenses. Payments to insurance carriers foe the provision of benefits2009-12-31$4,200
Net investment gain/loss from pooled separate accounts2009-12-31$587,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-12-31No
Was there a failure to transmit to the plan any participant contributions2009-12-31Yes
Has the plan failed to provide any benefit when due under the plan2009-12-31No
Contributions received in cash from employer2009-12-31$212,723
Employer contributions (assets) at end of year2009-12-31$4,792
Employer contributions (assets) at beginning of year2009-12-31$4,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-12-31$585,402
Did the plan have assets held for investment2009-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-12-31Yes
Opinion of an independent qualified public accountant for this plan2009-12-31Disclaimer
Accountancy firm name2009-12-31PATRICK & ROBINSON, LLC
Accountancy firm EIN2009-12-31030464684
2008 : J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2008 401k financial data
Total unrealized appreciation/depreciation of assets2008-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$17,761
Total income from all sources (including contributions)2008-12-31$-62,083
Total loss/gain on sale of assets2008-12-31$0
Total of all expenses incurred2008-12-31$202,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-12-31$198,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-12-31$836,791
Value of total assets at end of year2008-12-31$2,406,827
Value of total assets at beginning of year2008-12-31$2,689,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2008-12-31$4,044
Total interest from all sources2008-12-31$498
Total dividends received (eg from common stock, registered investment company shares)2008-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2008-12-31No
Was this plan covered by a fidelity bond2008-12-31No
If this is an individual account plan, was there a blackout period2008-12-31No
Were there any nonexempt tranactions with any party-in-interest2008-12-31No
Contributions received from participants2008-12-31$492,780
Participant contributions at end of year2008-12-31$24,902
Participant contributions at beginning of year2008-12-31$16,344
Income. Received or receivable in cash from other sources (including rollovers)2008-12-31$5,217
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2008-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2008-12-31$17,761
Total non interest bearing cash at end of year2008-12-31$1,288
Total non interest bearing cash at beginning of year2008-12-31$1,245
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Value of net income/loss2008-12-31$-264,892
Value of net assets at end of year (total assets less liabilities)2008-12-31$2,406,827
Value of net assets at beginning of year (total assets less liabilities)2008-12-31$2,671,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2008-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2008-12-31No
Were any leases to which the plan was party in default or uncollectible2008-12-31No
Value of interest in pooled separate accounts at end of year2008-12-31$2,341,556
Value of interest in pooled separate accounts at beginning of year2008-12-31$2,428,738
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2008-12-31$498
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2008-12-31$34,289
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2008-12-31$18
Net investment gain/loss from pooled separate accounts2008-12-31$-899,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-12-31No
Was there a failure to transmit to the plan any participant contributions2008-12-31Yes
Has the plan failed to provide any benefit when due under the plan2008-12-31No
Contributions received in cash from employer2008-12-31$338,794
Employer contributions (assets) at end of year2008-12-31$4,792
Employer contributions (assets) at beginning of year2008-12-31$243,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2008-12-31$198,765
Contract administrator fees2008-12-31$4,044
Did the plan have assets held for investment2008-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2008-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2008-12-31Yes
Opinion of an independent qualified public accountant for this plan2008-12-31Disclaimer
Accountancy firm name2008-12-31PATRICK & ROBINSON, LLC
Accountancy firm EIN2008-12-31030464684
2007 : J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2007 401k financial data
Total unrealized appreciation/depreciation of assets2007-12-31$0
Total transfer of assets to this plan2007-12-31$0
Total transfer of assets from this plan2007-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2007-12-31$17,761
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2007-12-31$44,482
Total income from all sources (including contributions)2007-12-31$867,969
Total loss/gain on sale of assets2007-12-31$0
Total of all expenses incurred2007-12-31$110,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2007-12-31$108,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2007-12-31$693,510
Value of total assets at end of year2007-12-31$2,689,480
Value of total assets at beginning of year2007-12-31$1,959,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2007-12-31$2,206
Total interest from all sources2007-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2007-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2007-12-31No
Was this plan covered by a fidelity bond2007-12-31No
If this is an individual account plan, was there a blackout period2007-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2007-12-31No
Contributions received from participants2007-12-31$376,072
Participant contributions at end of year2007-12-31$16,344
Participant contributions at beginning of year2007-12-31$20,214
Income. Received or receivable in cash from other sources (including rollovers)2007-12-31$78,775
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2007-12-31$17,761
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2007-12-31$44,482
Total non interest bearing cash at end of year2007-12-31$1,245
Total non interest bearing cash at beginning of year2007-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2007-12-31No
Value of net income/loss2007-12-31$756,971
Value of net assets at end of year (total assets less liabilities)2007-12-31$2,671,719
Value of net assets at beginning of year (total assets less liabilities)2007-12-31$1,914,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2007-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2007-12-31No
Were any leases to which the plan was party in default or uncollectible2007-12-31No
Value of interest in pooled separate accounts at end of year2007-12-31$2,428,738
Value of interest in pooled separate accounts at beginning of year2007-12-31$1,762,690
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2007-12-31$18
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2007-12-31$0
Net investment gain/loss from pooled separate accounts2007-12-31$174,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2007-12-31No
Was there a failure to transmit to the plan any participant contributions2007-12-31Yes
Has the plan failed to provide any benefit when due under the plan2007-12-31No
Contributions received in cash from employer2007-12-31$238,663
Employer contributions (assets) at end of year2007-12-31$243,135
Employer contributions (assets) at beginning of year2007-12-31$176,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2007-12-31$108,792
Contract administrator fees2007-12-31$2,206
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32007-12-31Yes
Did the plan have assets held for investment2007-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2007-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2007-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2007-12-31Yes
Opinion of an independent qualified public accountant for this plan2007-12-31Disclaimer
Accountancy firm name2007-12-31PATRICK & ROBINSON, LLC
Accountancy firm EIN2007-12-31030464684
2006 : J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2006 401k financial data
Total unrealized appreciation/depreciation of assets2006-12-31$0
Total transfer of assets to this plan2006-12-31$0
Total transfer of assets from this plan2006-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2006-12-31$44,482
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2006-12-31$22,445
Total income from all sources (including contributions)2006-12-31$585,397
Total loss/gain on sale of assets2006-12-31$0
Total of all expenses incurred2006-12-31$108,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2006-12-31$108,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2006-12-31$462,109
Value of total assets at end of year2006-12-31$1,959,230
Value of total assets at beginning of year2006-12-31$1,460,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2006-12-31$340
Total interest from all sources2006-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2006-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2006-12-31No
Was this plan covered by a fidelity bond2006-12-31Yes
Value of fidelity bond cover2006-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2006-12-31No
Contributions received from participants2006-12-31$285,783
Participant contributions at end of year2006-12-31$20,214
Participant contributions at beginning of year2006-12-31$13,224
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2006-12-31$44,482
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2006-12-31$22,445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2006-12-31No
Value of net income/loss2006-12-31$476,589
Value of net assets at end of year (total assets less liabilities)2006-12-31$1,914,748
Value of net assets at beginning of year (total assets less liabilities)2006-12-31$1,438,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2006-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2006-12-31No
Were any leases to which the plan was party in default or uncollectible2006-12-31No
Value of interest in pooled separate accounts at end of year2006-12-31$1,762,690
Value of interest in pooled separate accounts at beginning of year2006-12-31$1,308,500
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2006-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2006-12-31$0
Net investment gain/loss from pooled separate accounts2006-12-31$123,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2006-12-31No
Was there a failure to transmit to the plan any participant contributions2006-12-31No
Has the plan failed to provide any benefit when due under the plan2006-12-31No
Contributions received in cash from employer2006-12-31$176,326
Employer contributions (assets) at end of year2006-12-31$176,326
Employer contributions (assets) at beginning of year2006-12-31$138,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2006-12-31$108,468
Contract administrator fees2006-12-31$340
Did the plan have assets held for investment2006-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2006-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2006-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2006-12-31Yes
Opinion of an independent qualified public accountant for this plan2006-12-31Disclaimer
Accountancy firm name2006-12-31PATRICK & ROBINSON, LLC
Accountancy firm EIN2006-12-31030464684
2005 : J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2005 401k financial data
Total unrealized appreciation/depreciation of assets2005-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2005-12-31$22,445
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2005-12-31$2,411
Total income from all sources (including contributions)2005-12-31$438,381
Total loss/gain on sale of assets2005-12-31$0
Total of all expenses incurred2005-12-31$82,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2005-12-31$82,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2005-12-31$359,341
Value of total assets at end of year2005-12-31$1,460,604
Value of total assets at beginning of year2005-12-31$1,084,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2005-12-31$311
Total interest from all sources2005-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2005-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2005-12-31No
Was this plan covered by a fidelity bond2005-12-31Yes
Value of fidelity bond cover2005-12-31$1,000,000
If this is an individual account plan, was there a blackout period2005-12-31No
Were there any nonexempt tranactions with any party-in-interest2005-12-31No
Contributions received from participants2005-12-31$220,461
Participant contributions at end of year2005-12-31$13,224
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2005-12-31$22,445
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2005-12-31$2,411
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2005-12-31No
Value of net income/loss2005-12-31$356,005
Value of net assets at end of year (total assets less liabilities)2005-12-31$1,438,159
Value of net assets at beginning of year (total assets less liabilities)2005-12-31$1,082,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2005-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2005-12-31No
Were any leases to which the plan was party in default or uncollectible2005-12-31No
Value of interest in pooled separate accounts at end of year2005-12-31$1,308,500
Value of interest in pooled separate accounts at beginning of year2005-12-31$1,021,423
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2005-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2005-12-31$0
Net investment gain/loss from pooled separate accounts2005-12-31$79,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2005-12-31No
Was there a failure to transmit to the plan any participant contributions2005-12-31No
Has the plan failed to provide any benefit when due under the plan2005-12-31No
Contributions received in cash from employer2005-12-31$138,880
Employer contributions (assets) at end of year2005-12-31$138,880
Employer contributions (assets) at beginning of year2005-12-31$63,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2005-12-31$82,065
Contract administrator fees2005-12-31$311
Did the plan have assets held for investment2005-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2005-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2005-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2005-12-31Yes
Opinion of an independent qualified public accountant for this plan2005-12-31Disclaimer
Accountancy firm name2005-12-31PATRICK & ROBINSON, LLC
Accountancy firm EIN2005-12-31030464684
2004 : J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2004 401k financial data
Total unrealized appreciation/depreciation of assets2004-12-31$0
Total transfer of assets to this plan2004-12-31$0
Total transfer of assets from this plan2004-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2004-12-31$2,411
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2004-12-31$6,186
Total income from all sources (including contributions)2004-12-31$298,546
Total loss/gain on sale of assets2004-12-31$0
Total of all expenses incurred2004-12-31$82,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2004-12-31$81,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2004-12-31$231,838
Value of total assets at end of year2004-12-31$1,084,565
Value of total assets at beginning of year2004-12-31$871,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2004-12-31$820
Total interest from all sources2004-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2004-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2004-12-31No
Was this plan covered by a fidelity bond2004-12-31Yes
Value of fidelity bond cover2004-12-31$1,000,000
If this is an individual account plan, was there a blackout period2004-12-31No
Were there any nonexempt tranactions with any party-in-interest2004-12-31No
Contributions received from participants2004-12-31$168,696
Participant contributions at end of year2004-12-31$0
Participant contributions at beginning of year2004-12-31$2,977
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2004-12-31$2,411
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2004-12-31$6,186
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2004-12-31No
Value of net income/loss2004-12-31$216,392
Value of net assets at end of year (total assets less liabilities)2004-12-31$1,082,154
Value of net assets at beginning of year (total assets less liabilities)2004-12-31$865,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2004-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2004-12-31No
Were any leases to which the plan was party in default or uncollectible2004-12-31No
Value of interest in pooled separate accounts at end of year2004-12-31$1,021,423
Value of interest in pooled separate accounts at beginning of year2004-12-31$814,802
Net investment gain/loss from pooled separate accounts2004-12-31$66,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2004-12-31No
Was there a failure to transmit to the plan any participant contributions2004-12-31No
Has the plan failed to provide any benefit when due under the plan2004-12-31No
Contributions received in cash from employer2004-12-31$63,142
Employer contributions (assets) at end of year2004-12-31$63,142
Employer contributions (assets) at beginning of year2004-12-31$54,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2004-12-31$81,334
Contract administrator fees2004-12-31$820
Did the plan have assets held for investment2004-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2004-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2004-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2004-12-31Yes
Opinion of an independent qualified public accountant for this plan2004-12-31Disclaimer
Accountancy firm name2004-12-31PATRICK & ROBINSON, LLC
Accountancy firm EIN2004-12-31030464684
2003 : J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2003 401k financial data
Total unrealized appreciation/depreciation of assets2003-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2003-12-31$6,186
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2003-12-31$12,332
Total income from all sources (including contributions)2003-12-31$352,580
Total loss/gain on sale of assets2003-12-31$0
Total of all expenses incurred2003-12-31$12,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2003-12-31$12,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2003-12-31$230,362
Value of total assets at end of year2003-12-31$871,948
Value of total assets at beginning of year2003-12-31$538,376
Total of administrative expenses incurred including professional, contract, advisory and management fees2003-12-31$720
Total interest from all sources2003-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2003-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2003-12-31No
Was this plan covered by a fidelity bond2003-12-31Yes
Value of fidelity bond cover2003-12-31$1,000,000
If this is an individual account plan, was there a blackout period2003-12-31No
Were there any nonexempt tranactions with any party-in-interest2003-12-31No
Contributions received from participants2003-12-31$151,022
Participant contributions at end of year2003-12-31$2,977
Participant contributions at beginning of year2003-12-31$3,048
Income. Received or receivable in cash from other sources (including rollovers)2003-12-31$25,171
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2003-12-31$6,186
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2003-12-31$12,332
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2003-12-31No
Value of net income/loss2003-12-31$339,718
Value of net assets at end of year (total assets less liabilities)2003-12-31$865,762
Value of net assets at beginning of year (total assets less liabilities)2003-12-31$526,044
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2003-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2003-12-31No
Were any leases to which the plan was party in default or uncollectible2003-12-31No
Value of interest in pooled separate accounts at end of year2003-12-31$814,802
Value of interest in pooled separate accounts at beginning of year2003-12-31$476,321
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2003-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2003-12-31$0
Net investment gain/loss from pooled separate accounts2003-12-31$122,218
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2003-12-31No
Was there a failure to transmit to the plan any participant contributions2003-12-31No
Has the plan failed to provide any benefit when due under the plan2003-12-31No
Contributions received in cash from employer2003-12-31$54,169
Employer contributions (assets) at end of year2003-12-31$54,169
Employer contributions (assets) at beginning of year2003-12-31$59,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2003-12-31$12,142
Contract administrator fees2003-12-31$720
Did the plan have assets held for investment2003-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2003-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2003-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2003-12-31Yes
Opinion of an independent qualified public accountant for this plan2003-12-31Disclaimer
Accountancy firm name2003-12-31PATRICK & ROBINSON, LLC
Accountancy firm EIN2003-12-31030464684
2002 : J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2002 401k financial data
Total unrealized appreciation/depreciation of assets2002-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2002-12-31$12,332
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2002-12-31$4,866
Total income from all sources (including contributions)2002-12-31$155,873
Total loss/gain on sale of assets2002-12-31$0
Total of all expenses incurred2002-12-31$10,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2002-12-31$9,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)2002-12-31$222,130
Value of total assets at end of year2002-12-31$538,376
Value of total assets at beginning of year2002-12-31$385,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2002-12-31$660
Total interest from all sources2002-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2002-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2002-12-31No
Was this plan covered by a fidelity bond2002-12-31No
If this is an individual account plan, was there a blackout period2002-12-31No
Were there any nonexempt tranactions with any party-in-interest2002-12-31No
Contributions received from participants2002-12-31$163,123
Participant contributions at end of year2002-12-31$3,048
Participant contributions at beginning of year2002-12-31$16,603
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2002-12-31$12,332
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2002-12-31$4,866
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2002-12-31No
Value of net income/loss2002-12-31$145,246
Value of net assets at end of year (total assets less liabilities)2002-12-31$526,044
Value of net assets at beginning of year (total assets less liabilities)2002-12-31$380,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2002-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2002-12-31No
Were any leases to which the plan was party in default or uncollectible2002-12-31No
Value of interest in pooled separate accounts at end of year2002-12-31$476,321
Value of interest in pooled separate accounts at beginning of year2002-12-31$312,028
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2002-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2002-12-31$0
Net investment gain/loss from pooled separate accounts2002-12-31$-66,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2002-12-31No
Was there a failure to transmit to the plan any participant contributions2002-12-31No
Has the plan failed to provide any benefit when due under the plan2002-12-31No
Contributions received in cash from employer2002-12-31$59,007
Employer contributions (assets) at end of year2002-12-31$59,007
Employer contributions (assets) at beginning of year2002-12-31$57,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2002-12-31$9,967
Contract administrator fees2002-12-31$660
Did the plan have assets held for investment2002-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2002-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2002-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2002-12-31Yes
Opinion of an independent qualified public accountant for this plan2002-12-31Disclaimer
Accountancy firm name2002-12-31PATRICK & ROBINSON, LLC
Accountancy firm EIN2002-12-31030464684
2001 : J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2001 401k financial data
Total unrealized appreciation/depreciation of assets2001-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2001-12-31$4,866
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2001-12-31$0
Total income from all sources (including contributions)2001-12-31$388,214
Total loss/gain on sale of assets2001-12-31$0
Total of all expenses incurred2001-12-31$7,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2001-12-31$7,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2001-12-31$411,628
Value of total assets at end of year2001-12-31$385,664
Value of total assets at beginning of year2001-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2001-12-31$400
Total interest from all sources2001-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2001-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2001-12-31No
Was this plan covered by a fidelity bond2001-12-31No
If this is an individual account plan, was there a blackout period2001-12-31No
Were there any nonexempt tranactions with any party-in-interest2001-12-31No
Contributions received from participants2001-12-31$154,585
Participant contributions at end of year2001-12-31$16,603
Income. Received or receivable in cash from other sources (including rollovers)2001-12-31$200,010
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2001-12-31$4,866
Total non interest bearing cash at end of year2001-12-31$0
Total non interest bearing cash at beginning of year2001-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2001-12-31No
Value of net income/loss2001-12-31$380,798
Value of net assets at end of year (total assets less liabilities)2001-12-31$380,798
Value of net assets at beginning of year (total assets less liabilities)2001-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2001-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2001-12-31No
Were any leases to which the plan was party in default or uncollectible2001-12-31No
Value of interest in pooled separate accounts at end of year2001-12-31$312,028
Value of interest in pooled separate accounts at beginning of year2001-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2001-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2001-12-31$0
Net investment gain/loss from pooled separate accounts2001-12-31$-23,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2001-12-31No
Was there a failure to transmit to the plan any participant contributions2001-12-31No
Has the plan failed to provide any benefit when due under the plan2001-12-31No
Contributions received in cash from employer2001-12-31$57,033
Employer contributions (assets) at end of year2001-12-31$57,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2001-12-31$7,016
Contract administrator fees2001-12-31$400
Did the plan have assets held for investment2001-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2001-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2001-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2001-12-31Yes
Opinion of an independent qualified public accountant for this plan2001-12-31Disclaimer
Accountancy firm name2001-12-31PATRICK & ROBINSON,LLC
Accountancy firm EIN2001-12-31030464684

Form 5500 Responses for J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST

2022: J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2010 form 5500 responses
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
2009: J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes
2006: J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – InsuranceYes
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement – InsuranceYes
2006-01-01Plan benefit arrangement - TrustYes
2005: J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – InsuranceYes
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement – InsuranceYes
2005-01-01Plan benefit arrangement - TrustYes
2004: J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedNo
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2004-01-01Plan funding arrangement – InsuranceYes
2004-01-01Plan funding arrangement – TrustYes
2004-01-01Plan benefit arrangement – InsuranceYes
2004-01-01Plan benefit arrangement - TrustYes
2003: J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01Submission has been amendedNo
2003-01-01This submission is the final filingNo
2003-01-01This return/report is a short plan year return/report (less than 12 months)No
2003-01-01Plan is a collectively bargained planNo
2003-01-01Plan funding arrangement – InsuranceYes
2003-01-01Plan funding arrangement – TrustYes
2003-01-01Plan benefit arrangement – InsuranceYes
2003-01-01Plan benefit arrangement - TrustYes
2001: J.B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST 2001 form 5500 responses
2001-02-01Type of plan entitySingle employer plan
2001-02-01First time form 5500 has been submittedYes
2001-02-01Submission has been amendedNo
2001-02-01This submission is the final filingNo
2001-02-01This return/report is a short plan year return/report (less than 12 months)No
2001-02-01Plan is a collectively bargained planNo
2001-02-01Plan funding arrangement – InsuranceYes
2001-02-01Plan funding arrangement – TrustYes
2001-02-01Plan benefit arrangement – InsuranceYes
2001-02-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number67497
Policy instance 1
Insurance contract or identification number67497
Number of Individuals Covered331
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $29,235
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
Commission paid to Insurance BrokerUSD $29,235
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number67497
Policy instance 1
Insurance contract or identification number67497
Number of Individuals Covered323
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $47,429
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
Commission paid to Insurance BrokerUSD $16,214
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number67497
Policy instance 1
Insurance contract or identification number67497
Number of Individuals Covered208
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $35,601
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
Commission paid to Insurance BrokerUSD $35,601
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number67497
Policy instance 1
Insurance contract or identification number67497
Number of Individuals Covered212
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $29,427
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
Commission paid to Insurance BrokerUSD $29,427
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number67497
Policy instance 1
Insurance contract or identification number67497
Number of Individuals Covered197
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $21,301
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
Commission paid to Insurance BrokerUSD $21,301
Insurance broker organization code?3
Insurance broker nameMILLER MILLER BRADWISH & MILLER
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number67497
Policy instance 1
Insurance contract or identification number67497
Number of Individuals Covered159
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $17,260
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 $17,260
Insurance broker organization code?3
Insurance broker nameMILLER MILLER BRADWISH & MILLER
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number67497
Policy instance 1
Insurance contract or identification number67497
Number of Individuals Covered149
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $16,579
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 $16,579
Insurance broker organization code?3
Insurance broker nameMILLER MILLER BRADWISH & MILLER
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number67497
Policy instance 1
Insurance contract or identification number67497
Number of Individuals Covered150
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $14,970
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 $14,970
Insurance broker organization code?3
Insurance broker nameMILLER MILLER BRADWISH & MILLER
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number67497
Policy instance 1
Insurance contract or identification number67497
Number of Individuals Covered161
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $13,337
Total amount of fees paid to insurance companyUSD $15
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 $13,337
Insurance broker organization code?3
Amount paid for insurance broker fees15
Additional information about fees paid to insurance brokerTPA IRA ROLLOVER FEE
Insurance broker nameKEMP QUALIFIED PLAN ADMINISTRATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number67497
Policy instance 1
Insurance contract or identification number67497
Number of Individuals Covered180
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $13,282
Total amount of fees paid to insurance companyUSD $15
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number67497
Policy instance 1
Insurance contract or identification number67497
Number of Individuals Covered166
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $11,693
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 $11,693
Insurance broker organization code?3
Insurance broker nameMILLER MILLER BRADWISH & MILLER
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number67497
Policy instance 1
Insurance contract or identification number67497
Number of Individuals Covered210
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
Total amount of commissions paid to insurance brokerUSD $10,643
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 $10,643
Insurance broker organization code?3
Insurance broker nameMILLER MILLER BRADWISH & MILLER
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number67497
Policy instance 1
Insurance contract or identification number67497
Number of Individuals Covered238
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $13,954
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
Commission paid to Insurance BrokerUSD $13,954
Insurance broker organization code?3
Insurance broker nameMILLER, MILLER, BRADWISH & MILLER
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number67497
Policy instance 1
Insurance contract or identification number67497
Number of Individuals Covered228
Insurance policy start date2007-06-22
Insurance policy end date2007-12-31
Total amount of commissions paid to insurance brokerUSD $26,192
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
Commission paid to Insurance BrokerUSD $26,192
Insurance broker organization code?3
Insurance broker nameMILLER MILLER BRADWISH & MILLER
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract numberGA20619
Policy instance 2
Insurance contract or identification numberGA20619
Number of Individuals Covered0
Insurance policy start date2007-01-01
Insurance policy end date2007-06-21
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract numberGA20619
Policy instance 1
Insurance contract or identification numberGA20619
Number of Individuals Covered152
Insurance policy start date2006-01-01
Insurance policy end date2006-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,321
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees11321
Additional information about fees paid to insurance brokerBROKER COMPENSATION
Insurance broker organization code?7
Insurance broker nameROBERT N. COGGIN
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract numberGA20649
Policy instance 1
Insurance contract or identification numberGA20649
Number of Individuals Covered107
Insurance policy start date2005-01-01
Insurance policy end date2005-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,255
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees8255
Additional information about fees paid to insurance brokerBROKER COMPENSATION
Insurance broker organization code?7
Insurance broker nameROBERT N. COGGIN
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract numberGA20649
Policy instance 1
Insurance contract or identification numberGA20649
Number of Individuals Covered88
Insurance policy start date2004-01-01
Insurance policy end date2004-12-31
Total amount of commissions paid to insurance brokerUSD $3,123
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $3,123
Insurance broker organization code?3
Insurance broker nameBOB COGGIN
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract numberGA20649
Policy instance 1
Insurance contract or identification numberGA20649
Number of Individuals Covered83
Insurance policy start date2003-01-01
Insurance policy end date2003-12-31
Total amount of commissions paid to insurance brokerUSD $2,917
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $2,917
Insurance broker organization code?3
Insurance broker nameBOB COGGIN
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract numberGA20649
Policy instance 1
Insurance contract or identification numberGA20649
Number of Individuals Covered84
Insurance policy start date2002-01-01
Insurance policy end date2002-12-31
Total amount of commissions paid to insurance brokerUSD $1,891
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $1,891
Insurance broker organization code?3
Insurance broker nameBOB COGGIN
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract numberGA20649
Policy instance 1
Insurance contract or identification numberGA20649
Number of Individuals Covered81
Insurance policy start date2001-02-01
Insurance policy end date2001-12-31
Total amount of commissions paid to insurance brokerUSD $931
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $931
Insurance broker organization code?3
Insurance broker nameBOB COGGIN

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