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MURRAY GUARD, INC. RETIREMENT 401(K) SAVINGS PLAN 401k Plan overview

Plan NameMURRAY GUARD, INC. RETIREMENT 401(K) SAVINGS PLAN
Plan identification number 001

MURRAY GUARD, INC. RETIREMENT 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MURRAY GUARD, INC. has sponsored the creation of one or more 401k plans.

Company Name:MURRAY GUARD, INC.
Employer identification number (EIN):620784757
NAIC Classification:561600

Additional information about MURRAY GUARD, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2003-07-21
Company Identification Number: F057948
Legal Registered Office Address: 4701 Cox Rd Ste 285

Glen Allen
United States of America (USA)
23060-6808

More information about MURRAY GUARD, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MURRAY GUARD, INC. RETIREMENT 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAVID M HARRIS
0012016-01-01DAVID M HARRIS
0012015-01-01DAVID M HARRIS
0012014-01-01DAVID M HARRIS
0012013-01-01DAVID M HARRIS
0012012-01-01DAVID M HARRIS
0012011-01-01DAVID M. HARRIS
0012010-01-01DAVID M. HARRIS
0012009-01-01DAVID M. HARRIS

Plan Statistics for MURRAY GUARD, INC. RETIREMENT 401(K) SAVINGS PLAN

401k plan membership statisitcs for MURRAY GUARD, INC. RETIREMENT 401(K) SAVINGS PLAN

Measure Date Value
2020: MURRAY GUARD, INC. RETIREMENT 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01282
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MURRAY GUARD, INC. RETIREMENT 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01322
Total number of active participants reported on line 7a of the Form 55002019-01-01217
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0165
Total of all active and inactive participants2019-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01282
Number of participants with account balances2019-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MURRAY GUARD, INC. RETIREMENT 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01311
Total number of active participants reported on line 7a of the Form 55002018-01-01235
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0187
Total of all active and inactive participants2018-01-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01322
Number of participants with account balances2018-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MURRAY GUARD, INC. RETIREMENT 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,158
Total number of active participants reported on line 7a of the Form 55002017-01-01243
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0168
Total of all active and inactive participants2017-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01311
Number of participants with account balances2017-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MURRAY GUARD, INC. RETIREMENT 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,249
Total number of active participants reported on line 7a of the Form 55002016-01-01969
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0140
Total of all active and inactive participants2016-01-011,009
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,009
Number of participants with account balances2016-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MURRAY GUARD, INC. RETIREMENT 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,233
Total number of active participants reported on line 7a of the Form 55002015-01-011,086
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0141
Total of all active and inactive participants2015-01-011,127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,127
Number of participants with account balances2015-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MURRAY GUARD, INC. RETIREMENT 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,302
Total number of active participants reported on line 7a of the Form 55002014-01-011,029
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0145
Total of all active and inactive participants2014-01-011,074
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,074
Number of participants with account balances2014-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MURRAY GUARD, INC. RETIREMENT 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,329
Total number of active participants reported on line 7a of the Form 55002013-01-011,118
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0136
Total of all active and inactive participants2013-01-011,154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,154
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01235
2012: MURRAY GUARD, INC. RETIREMENT 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,403
Total number of active participants reported on line 7a of the Form 55002012-01-011,171
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0135
Total of all active and inactive participants2012-01-011,206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,206
Number of participants with account balances2012-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MURRAY GUARD, INC. RETIREMENT 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,463
Total number of active participants reported on line 7a of the Form 55002011-01-011,259
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0129
Total of all active and inactive participants2011-01-011,288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,288
Number of participants with account balances2011-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: MURRAY GUARD, INC. RETIREMENT 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,471
Total number of active participants reported on line 7a of the Form 55002010-01-011,257
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0127
Total of all active and inactive participants2010-01-011,284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,284
Number of participants with account balances2010-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MURRAY GUARD, INC. RETIREMENT 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,440
Total number of active participants reported on line 7a of the Form 55002009-01-011,229
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0130
Total of all active and inactive participants2009-01-011,259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,259
Number of participants with account balances2009-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MURRAY GUARD, INC. RETIREMENT 401(K) SAVINGS PLAN

Measure Date Value
2020 : MURRAY GUARD, INC. RETIREMENT 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-01-21$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-21$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-21$0
Total income from all sources (including contributions)2020-01-21$8,152
Total loss/gain on sale of assets2020-01-21$0
Total of all expenses incurred2020-01-21$783,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-21$776,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-21$0
Value of total assets at end of year2020-01-21$0
Value of total assets at beginning of year2020-01-21$775,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-21$7,695
Total interest from all sources2020-01-21$0
Total dividends received (eg from common stock, registered investment company shares)2020-01-21$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-21Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-01-21$0
Administrative expenses professional fees incurred2020-01-21$7,695
Was this plan covered by a fidelity bond2020-01-21Yes
Value of fidelity bond cover2020-01-21$500,000
If this is an individual account plan, was there a blackout period2020-01-21No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-01-21$0
Were there any nonexempt tranactions with any party-in-interest2020-01-21No
Participant contributions at end of year2020-01-21$0
Participant contributions at beginning of year2020-01-21$2,066
Participant contributions at end of year2020-01-21$0
Participant contributions at beginning of year2020-01-21$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-21No
Value of net income/loss2020-01-21$-775,607
Value of net assets at end of year (total assets less liabilities)2020-01-21$0
Value of net assets at beginning of year (total assets less liabilities)2020-01-21$775,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-21No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-21No
Were any leases to which the plan was party in default or uncollectible2020-01-21No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-01-21$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-01-21$672,581
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-01-21$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-01-21$100,960
Net investment gain/loss from pooled separate accounts2020-01-21$8,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-21No
Was there a failure to transmit to the plan any participant contributions2020-01-21No
Has the plan failed to provide any benefit when due under the plan2020-01-21No
Employer contributions (assets) at end of year2020-01-21$0
Employer contributions (assets) at beginning of year2020-01-21$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-21$776,064
Did the plan have assets held for investment2020-01-21No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-21No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-21Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-21Yes
Opinion of an independent qualified public accountant for this plan2020-01-21Disclaimer
Accountancy firm name2020-01-21ALEXANDER THOMPSON ARNOLD PLLC
Accountancy firm EIN2020-01-21621110839
2019 : MURRAY GUARD, INC. RETIREMENT 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$751,649
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,837,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,820,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$128,142
Value of total assets at end of year2019-12-31$775,607
Value of total assets at beginning of year2019-12-31$5,861,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,483
Total interest from all sources2019-12-31$1,921
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$16,110
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$16,483
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$103,774
Participant contributions at end of year2019-12-31$2,066
Participant contributions at beginning of year2019-12-31$242,575
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$41,649
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-5,085,420
Value of net assets at end of year (total assets less liabilities)2019-12-31$775,607
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,861,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$672,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,044,390
Interest on participant loans2019-12-31$1,921
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$100,960
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,522,940
Net investment gain/loss from pooled separate accounts2019-12-31$605,476
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$24,368
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$9,473
Income. Dividends from common stock2019-12-31$16,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,820,586
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 name2019-12-31ALEXANDER THOMPSON ARNOLD PLLC
Accountancy firm EIN2019-12-31621110839
2018 : MURRAY GUARD, INC. RETIREMENT 401(K) SAVINGS PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$435,680
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$947,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$941,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$749,091
Value of total assets at end of year2018-12-31$5,861,027
Value of total assets at beginning of year2018-12-31$6,372,931
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,874
Total interest from all sources2018-12-31$11,226
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$25,650
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$509,949
Participant contributions at end of year2018-12-31$242,575
Participant contributions at beginning of year2018-12-31$255,130
Participant contributions at end of year2018-12-31$41,649
Participant contributions at beginning of year2018-12-31$15,286
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-511,904
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,861,027
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,372,931
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$4,044,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,679,105
Income. Interest from loans (other than to participants)2018-12-31$11,226
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,522,940
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,411,413
Net investment gain/loss from pooled separate accounts2018-12-31$-350,287
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$239,142
Employer contributions (assets) at end of year2018-12-31$9,473
Employer contributions (assets) at beginning of year2018-12-31$11,997
Income. Dividends from common stock2018-12-31$25,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$941,710
Contract administrator fees2018-12-31$5,874
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 name2018-12-31ALEXANDER THOMPSON ARNOLD PLLC
Accountancy firm EIN2018-12-31621110839
2017 : MURRAY GUARD, INC. RETIREMENT 401(K) SAVINGS PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,359,619
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$504,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$497,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$599,961
Value of total assets at end of year2017-12-31$6,372,931
Value of total assets at beginning of year2017-12-31$5,517,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,125
Total interest from all sources2017-12-31$8,447
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$25,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$7,125
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$459,923
Participant contributions at end of year2017-12-31$255,130
Participant contributions at beginning of year2017-12-31$169,395
Participant contributions at end of year2017-12-31$15,286
Participant contributions at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$855,188
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,372,931
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,517,743
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,679,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,970,287
Interest on participant loans2017-12-31$8,447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,411,413
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,378,061
Net investment gain/loss from pooled separate accounts2017-12-31$725,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$140,038
Employer contributions (assets) at end of year2017-12-31$11,997
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from common stock2017-12-31$25,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$497,306
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 name2017-12-31ALEXANDER THOMPSON ARNOLD PLLC
Accountancy firm EIN2017-12-31621110839
2016 : MURRAY GUARD, INC. RETIREMENT 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$910,770
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$552,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$531,740
Value of total corrective distributions2016-12-31$20,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$590,775
Value of total assets at end of year2016-12-31$5,517,743
Value of total assets at beginning of year2016-12-31$5,159,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$6,955
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$31,177
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$430,017
Participant contributions at end of year2016-12-31$169,395
Participant contributions at beginning of year2016-12-31$159,884
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$1,984
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$31,435
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$358,062
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,517,743
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,159,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,970,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,633,957
Interest on participant loans2016-12-31$6,955
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,378,061
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,363,856
Net investment gain/loss from pooled separate accounts2016-12-31$281,863
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$129,323
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from common stock2016-12-31$31,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$531,740
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 name2016-12-31ALEXANDER THOMPSON ARNOLD PLLC
Accountancy firm EIN2016-12-31621110839
2015 : MURRAY GUARD, INC. RETIREMENT 401(K) SAVINGS PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$626,207
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$424,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$394,832
Value of total corrective distributions2015-12-31$29,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$622,191
Value of total assets at end of year2015-12-31$5,159,681
Value of total assets at beginning of year2015-12-31$4,957,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$5,665
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$28,783
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$487,139
Participant contributions at end of year2015-12-31$159,884
Participant contributions at beginning of year2015-12-31$134,375
Participant contributions at end of year2015-12-31$1,984
Participant contributions at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$202,122
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,159,681
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,957,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,633,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,617,208
Interest on participant loans2015-12-31$5,665
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,363,856
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,205,976
Net investment gain/loss from pooled separate accounts2015-12-31$-30,432
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$135,052
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from common stock2015-12-31$28,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$394,832
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 name2015-12-31ALEXANDER THOMPSON ARNOLD PLLC
Accountancy firm EIN2015-12-31621110839
2014 : MURRAY GUARD, INC. RETIREMENT 401(K) SAVINGS PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$824,144
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$217,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$197,147
Expenses. Certain deemed distributions of participant loans2014-12-31$16,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$612,427
Value of total assets at end of year2014-12-31$4,957,559
Value of total assets at beginning of year2014-12-31$4,350,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,950
Total interest from all sources2014-12-31$3,012
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$24,913
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$495,756
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$469,158
Participant contributions at end of year2014-12-31$134,375
Participant contributions at beginning of year2014-12-31$0
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$1,916
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$607,038
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,957,559
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,350,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,617,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,299,125
Interest on participant loans2014-12-31$3,012
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,205,976
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,049,480
Net investment gain/loss from pooled separate accounts2014-12-31$183,792
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$143,269
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from common stock2014-12-31$24,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$197,147
Contract administrator fees2014-12-31$3,950
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 name2014-12-31ALEXANDER THOMPSON ARNOLD PLLC
Accountancy firm EIN2014-12-31621110839
2013 : MURRAY GUARD, INC. RETIREMENT 401(K) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,115,945
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$150,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$148,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$568,312
Value of total assets at end of year2013-12-31$4,350,521
Value of total assets at beginning of year2013-12-31$3,385,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,225
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$21,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$2,225
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$435,053
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$422,399
Participant contributions at end of year2013-12-31$1,916
Participant contributions at beginning of year2013-12-31$3,123
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$965,449
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,350,521
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,385,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,299,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,412,273
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,049,480
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$969,676
Net investment gain/loss from pooled separate accounts2013-12-31$526,109
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$145,913
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from common stock2013-12-31$21,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$148,271
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 name2013-12-31ALEXANDER THOMPSON ARNOLD PLLC
Accountancy firm EIN2013-12-31621110839
2012 : MURRAY GUARD, INC. RETIREMENT 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$793,387
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$174,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$173,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$526,319
Value of total assets at end of year2012-12-31$3,385,072
Value of total assets at beginning of year2012-12-31$2,766,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,500
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$21,677
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$1,500
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$338,508
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$391,395
Participant contributions at end of year2012-12-31$3,123
Participant contributions at beginning of year2012-12-31$13,800
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$618,576
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,385,072
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,766,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,412,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,885,748
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$969,676
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$862,068
Net investment gain/loss from pooled separate accounts2012-12-31$245,391
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$134,924
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$4,880
Income. Dividends from common stock2012-12-31$21,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$173,311
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 name2012-12-31HORNE LLP
Accountancy firm EIN2012-12-31201941244
2011 : MURRAY GUARD, INC. RETIREMENT 401(K) SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$422,757
Total of all expenses incurred2011-12-31$57,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$56,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$479,574
Value of total assets at end of year2011-12-31$2,766,496
Value of total assets at beginning of year2011-12-31$2,401,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,425
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$19,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$1,425
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$265,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$359,527
Participant contributions at end of year2011-12-31$13,800
Participant contributions at beginning of year2011-12-31$11,437
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$365,214
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,766,496
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,401,282
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,885,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,970,643
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$862,068
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$410,259
Net investment gain/loss from pooled separate accounts2011-12-31$-75,864
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$120,047
Employer contributions (assets) at end of year2011-12-31$4,880
Employer contributions (assets) at beginning of year2011-12-31$8,943
Income. Dividends from common stock2011-12-31$19,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$56,118
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31HORNE LLP
Accountancy firm EIN2011-12-31201941244
2010 : MURRAY GUARD, INC. RETIREMENT 401(K) SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$690,939
Total of all expenses incurred2010-12-31$110,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$110,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$431,380
Value of total assets at end of year2010-12-31$2,401,282
Value of total assets at beginning of year2010-12-31$1,820,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$400
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$260,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$331,242
Participant contributions at end of year2010-12-31$11,437
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$-3,933
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$580,488
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,401,282
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,820,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,970,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,535,887
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$410,259
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$284,907
Net investment gain/loss from pooled separate accounts2010-12-31$259,559
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$104,071
Employer contributions (assets) at end of year2010-12-31$8,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$110,051
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31HORNE LLP
Accountancy firm EIN2010-12-31201941244

Form 5500 Responses for MURRAY GUARD, INC. RETIREMENT 401(K) SAVINGS PLAN

2020: MURRAY GUARD, INC. RETIREMENT 401(K) SAVINGS PLAN 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 filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: MURRAY GUARD, INC. RETIREMENT 401(K) SAVINGS PLAN 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: MURRAY GUARD, INC. RETIREMENT 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final 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: MURRAY GUARD, INC. RETIREMENT 401(K) SAVINGS PLAN 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: MURRAY GUARD, INC. RETIREMENT 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MURRAY GUARD, INC. RETIREMENT 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MURRAY GUARD, INC. RETIREMENT 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MURRAY GUARD, INC. RETIREMENT 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MURRAY GUARD, INC. RETIREMENT 401(K) SAVINGS PLAN 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: MURRAY GUARD, INC. RETIREMENT 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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: MURRAY GUARD, INC. RETIREMENT 401(K) SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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: MURRAY GUARD, INC. RETIREMENT 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876445
Policy instance 1
Insurance contract or identification number876445
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-01-21
Total amount of commissions paid to insurance brokerUSD $194
Total amount of fees paid to insurance companyUSD $177
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
Amount paid for insurance broker fees177
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $97
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876445
Policy instance 1
Insurance contract or identification number876445
Number of Individuals Covered94
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $10,311
Total amount of fees paid to insurance companyUSD $1,945
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 $5,460
Insurance broker organization code?4
Amount paid for insurance broker fees1234
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876445
Policy instance 1
Insurance contract or identification number876445
Number of Individuals Covered259
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $18,392
Total amount of fees paid to insurance companyUSD $3,100
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 $9,196
Insurance broker organization code?4
Amount paid for insurance broker fees2337
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876445
Policy instance 1
Insurance contract or identification number876445
Number of Individuals Covered236
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $17,324
Total amount of fees paid to insurance companyUSD $2,802
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 $8,662
Insurance broker organization code?4
Amount paid for insurance broker fees2802
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker nameAVINTUS LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876445
Policy instance 1
Insurance contract or identification number876445
Number of Individuals Covered245
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $15,473
Total amount of fees paid to insurance companyUSD $1,464
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 $7,958
Insurance broker organization code?4
Amount paid for insurance broker fees1464
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker nameJASMON M CARPENTER
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876445
Policy instance 1
Insurance contract or identification number876445
Number of Individuals Covered250
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $13,979
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 $6,996
Insurance broker organization code?4
Insurance broker nameLITTLES STEPHEN R
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876445
Policy instance 1
Insurance contract or identification number876445
Number of Individuals Covered252
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $11,527
Total amount of fees paid to insurance companyUSD $411
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 $5,777
Insurance broker organization code?4
Amount paid for insurance broker fees411
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker nameJASON M CARPENTER
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876445
Policy instance 1
Insurance contract or identification number876445
Number of Individuals Covered249
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,476
Total amount of fees paid to insurance companyUSD $1,486
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 $4,758
Insurance broker organization code?4
Amount paid for insurance broker fees1486
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker nameCARPENTER JASON M
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876445
Policy instance 1
Insurance contract or identification number876445
Number of Individuals Covered239
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $8,029
Total amount of fees paid to insurance companyUSD $972
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHU564
Policy instance 1
Insurance contract or identification numberPHU564
Number of Individuals Covered223
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6,250
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876445
Policy instance 2
Insurance contract or identification number876445
Number of Individuals Covered207
Insurance policy start date2010-12-27
Insurance policy end date2010-12-31
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractGROUP PENSION FUNDING

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