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PARMAN ENERGY PROFIT SHARING & EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan NamePARMAN ENERGY PROFIT SHARING & EMPLOYEE SAVINGS PLAN
Plan identification number 001

PARMAN ENERGY PROFIT SHARING & EMPLOYEE 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

PARMAN HOLDINGS CORP. has sponsored the creation of one or more 401k plans.

Company Name:PARMAN HOLDINGS CORP.
Employer identification number (EIN):621401507
NAIC Classification:424700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PARMAN ENERGY PROFIT SHARING & EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012017-10-01
0012016-10-01STEPHEN L MOORE
0012016-01-01STEPHEN L MOORE
0012015-01-01STEPHEN L MOORE
0012014-01-01ANDREW CRICHTON2015-10-13
0012013-01-01ANDREW CRICHTON2014-09-30
0012012-01-01ANDREW CRICHTON2013-06-11
0012011-01-01ANDREW CRICHTON2012-03-06
0012010-01-01ANDREW CRICHTON2011-03-10

Plan Statistics for PARMAN ENERGY PROFIT SHARING & EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for PARMAN ENERGY PROFIT SHARING & EMPLOYEE SAVINGS PLAN

Measure Date Value
2021: PARMAN ENERGY PROFIT SHARING & EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01201
Total number of active participants reported on line 7a of the Form 55002021-10-01194
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-0120
Total of all active and inactive participants2021-10-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01214
Number of participants with account balances2021-10-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-013
2020: PARMAN ENERGY PROFIT SHARING & EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01231
Total number of active participants reported on line 7a of the Form 55002020-10-01165
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-0133
Total of all active and inactive participants2020-10-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01198
Number of participants with account balances2020-10-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-0126
2019: PARMAN ENERGY PROFIT SHARING & EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01226
Total number of active participants reported on line 7a of the Form 55002019-10-01172
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-0156
Total of all active and inactive participants2019-10-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01228
Number of participants with account balances2019-10-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-0130
2018: PARMAN ENERGY PROFIT SHARING & EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01177
Total number of active participants reported on line 7a of the Form 55002018-10-01181
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-0139
Total of all active and inactive participants2018-10-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01220
Number of participants with account balances2018-10-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-0125
2017: PARMAN ENERGY PROFIT SHARING & EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01137
Total number of active participants reported on line 7a of the Form 55002017-10-01140
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-0125
Total of all active and inactive participants2017-10-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01165
Number of participants with account balances2017-10-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-013
2016: PARMAN ENERGY PROFIT SHARING & EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01138
Total number of active participants reported on line 7a of the Form 55002016-10-01113
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-0121
Total of all active and inactive participants2016-10-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01134
Number of participants with account balances2016-10-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-015
Total participants, beginning-of-year2016-01-01135
Total number of active participants reported on line 7a of the Form 55002016-01-01113
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01131
Number of participants with account balances2016-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: PARMAN ENERGY PROFIT SHARING & EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01126
Total number of active participants reported on line 7a of the Form 55002015-01-01107
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0121
Total of all active and inactive participants2015-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01128
Number of participants with account balances2015-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019

Financial Data on PARMAN ENERGY PROFIT SHARING & EMPLOYEE SAVINGS PLAN

Measure Date Value
2022 : PARMAN ENERGY PROFIT SHARING & EMPLOYEE SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-1,438,291
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$2,463,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$2,333,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$908,132
Value of total assets at end of year2022-09-30$9,869,459
Value of total assets at beginning of year2022-09-30$13,771,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$129,779
Total interest from all sources2022-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$28
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$28
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$1,000,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$856,434
Participant contributions at end of year2022-09-30$31,783
Participant contributions at beginning of year2022-09-30$23,646
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$51,698
Administrative expenses (other) incurred2022-09-30$77,930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-3,901,630
Value of net assets at end of year (total assets less liabilities)2022-09-30$9,869,459
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$13,771,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Investment advisory and management fees2022-09-30$51,849
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$9,837,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$13,503,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-09-30$12,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-09-30$12,369
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$101
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$231,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-2,346,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$2,333,560
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30LBMC, PC
Accountancy firm EIN2022-09-30621199757
2021 : PARMAN ENERGY PROFIT SHARING & EMPLOYEE SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$3,164,060
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$1,371,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$1,233,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$868,021
Value of total assets at end of year2021-09-30$13,771,089
Value of total assets at beginning of year2021-09-30$11,978,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$137,537
Total interest from all sources2021-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$1,000,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$817,847
Participant contributions at end of year2021-09-30$23,646
Participant contributions at beginning of year2021-09-30$37,816
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$50,174
Administrative expenses (other) incurred2021-09-30$92,495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$1,792,771
Value of net assets at end of year (total assets less liabilities)2021-09-30$13,771,089
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$11,978,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Investment advisory and management fees2021-09-30$45,042
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$13,503,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$10,991,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-09-30$12,369
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-09-30$10,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-09-30$10,494
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$231,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$938,117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$2,296,039
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30Yes
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$1,233,752
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30LBMC, PC
Accountancy firm EIN2021-09-30621199757
2020 : PARMAN ENERGY PROFIT SHARING & EMPLOYEE SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$2,817,520
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$1,450,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$1,333,419
Value of total corrective distributions2020-09-30$705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$1,737,802
Value of total assets at end of year2020-09-30$11,978,318
Value of total assets at beginning of year2020-09-30$10,611,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$116,829
Total interest from all sources2020-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$1,000,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$875,094
Participant contributions at end of year2020-09-30$37,816
Participant contributions at beginning of year2020-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$643,470
Administrative expenses (other) incurred2020-09-30$75,797
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$1,366,567
Value of net assets at end of year (total assets less liabilities)2020-09-30$11,978,318
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$10,611,751
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Investment advisory and management fees2020-09-30$41,032
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$10,991,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$10,246,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-30$10,494
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$10,440
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$10,440
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$938,117
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$354,657
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$1,079,718
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30Yes
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$219,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$1,333,419
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30LBMC, PC
Accountancy firm EIN2020-09-30621199757
2019 : PARMAN ENERGY PROFIT SHARING & EMPLOYEE SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$1,536,629
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$1,853,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$1,717,178
Value of total corrective distributions2019-09-30$22,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$1,248,336
Value of total assets at end of year2019-09-30$10,611,751
Value of total assets at beginning of year2019-09-30$10,928,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$113,504
Total interest from all sources2019-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$1,000,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$809,457
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$122,241
Administrative expenses (other) incurred2019-09-30$74,303
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$-316,933
Value of net assets at end of year (total assets less liabilities)2019-09-30$10,611,751
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$10,928,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Investment advisory and management fees2019-09-30$39,201
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$10,246,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$10,583,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$10,440
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-09-30$8,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-09-30$8,773
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$354,657
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$336,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$288,293
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$316,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$1,717,178
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-09-30No
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30LBMC, PC
Accountancy firm EIN2019-09-30621199757
2018 : PARMAN ENERGY PROFIT SHARING & EMPLOYEE SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$1,771,689
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$386,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$313,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$965,939
Value of total assets at end of year2018-09-30$10,928,684
Value of total assets at beginning of year2018-09-30$9,543,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$72,486
Total interest from all sources2018-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$1,000,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$641,279
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$87,725
Other income not declared elsewhere2018-09-30$40,947
Administrative expenses (other) incurred2018-09-30$72,486
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$1,385,657
Value of net assets at end of year (total assets less liabilities)2018-09-30$10,928,684
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$9,543,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$10,583,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$8,954,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-09-30$8,773
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$61,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$61,401
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$336,852
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$526,674
Expenses. Payments to insurance carriers foe the provision of benefits2018-09-30$26,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$764,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$236,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$286,637
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-09-30No
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30LBMC, PC
Accountancy firm EIN2018-09-30621199757
2017 : PARMAN ENERGY PROFIT SHARING & EMPLOYEE SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$1,956,605
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$284,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$208,306
Value of total corrective distributions2017-09-30$15,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$881,943
Value of total assets at end of year2017-09-30$9,543,027
Value of total assets at beginning of year2017-09-30$7,870,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$60,745
Total interest from all sources2017-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$1,000,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$572,657
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$26,493
Other income not declared elsewhere2017-09-30$1,074,662
Administrative expenses (other) incurred2017-09-30$60,745
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$1,672,375
Value of net assets at end of year (total assets less liabilities)2017-09-30$9,543,027
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$7,870,652
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$8,954,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$7,679,255
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-30$61,401
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-09-30$27,309
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-09-30$27,309
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$526,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$164,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$282,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$208,306
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30LBMC, PC
Accountancy firm EIN2017-09-30621199757
2016 : PARMAN ENERGY PROFIT SHARING & EMPLOYEE SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$1,120,070
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$139,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$124,270
Value of total corrective distributions2016-09-30$1,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$594,954
Value of total assets at end of year2016-09-30$7,870,652
Value of total assets at beginning of year2016-09-30$6,889,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$13,761
Total interest from all sources2016-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$1,000,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$395,259
Participant contributions at end of year2016-09-30$0
Participant contributions at beginning of year2016-09-30$3,548
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$52,027
Administrative expenses (other) incurred2016-09-30$13,761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$980,701
Value of net assets at end of year (total assets less liabilities)2016-09-30$7,870,652
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$6,889,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$7,679,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$6,884,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-30$27,309
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$164,088
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$525,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30Yes
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$147,668
Employer contributions (assets) at end of year2016-09-30$0
Employer contributions (assets) at beginning of year2016-09-30$2,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$124,270
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-09-30No
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30LBMC, PC
Accountancy firm EIN2016-09-30621199757
2015 : PARMAN ENERGY PROFIT SHARING & EMPLOYEE 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$641,583
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$58,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$50,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$744,933
Value of total assets at end of year2015-12-31$6,889,951
Value of total assets at beginning of year2015-12-31$6,306,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,016
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$324
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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$533,610
Participant contributions at end of year2015-12-31$3,548
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$18,446
Administrative expenses (other) incurred2015-12-31$8,016
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$583,562
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,889,951
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,306,389
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$6,884,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,306,389
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-103,674
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$192,877
Employer contributions (assets) at end of year2015-12-31$2,001
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$50,005
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31LBMC, PC
Accountancy firm EIN2015-12-31621199757

Form 5500 Responses for PARMAN ENERGY PROFIT SHARING & EMPLOYEE SAVINGS PLAN

2021: PARMAN ENERGY PROFIT SHARING & EMPLOYEE SAVINGS PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: PARMAN ENERGY PROFIT SHARING & EMPLOYEE SAVINGS PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: PARMAN ENERGY PROFIT SHARING & EMPLOYEE SAVINGS PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: PARMAN ENERGY PROFIT SHARING & EMPLOYEE SAVINGS PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: PARMAN ENERGY PROFIT SHARING & EMPLOYEE SAVINGS PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: PARMAN ENERGY PROFIT SHARING & EMPLOYEE SAVINGS PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
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)Yes
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: PARMAN ENERGY PROFIT SHARING & EMPLOYEE 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

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512513
Policy instance 1
Insurance contract or identification number512513
Number of Individuals Covered196
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512513
Policy instance 1
Insurance contract or identification number512513
Number of Individuals Covered193
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512513
Policy instance 1
Insurance contract or identification number512513
Number of Individuals Covered228
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512513
Policy instance 1
Insurance contract or identification number512513
Number of Individuals Covered217
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512513
Policy instance 1
Insurance contract or identification number512513
Number of Individuals Covered134
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512513
Policy instance 1
Insurance contract or identification number512513
Number of Individuals Covered119
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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