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TAILORED BUSINESS 401(K) PLAN 401k Plan overview

Plan NameTAILORED BUSINESS 401(K) PLAN
Plan identification number 002

TAILORED BUSINESS 401(K) 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.

401k Sponsoring company profile

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

Company Name:GOODSON, INC.
Employer identification number (EIN):621831149
NAIC Classification:541214
NAIC Description:Payroll Services

Additional information about GOODSON, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1995-08-28
Company Identification Number: P95000067100
Legal Registered Office Address: 4260 US HWY 90 W

LAKE CITY

32055

More information about GOODSON, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAILORED BUSINESS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01BEN TAYLOR2021-10-18 BEN TAYLOR2021-10-18
0022020-01-01
0022019-01-01
0022018-01-01
0022018-01-01
0022018-01-01
0022017-01-01BEN TAYLOR
0022017-01-01BEN TAYLOR
0022016-01-01BEN TAYLOR
0022015-01-01BEN TAYLOR BEN TAYLOR2016-10-11
0022014-01-01BEN TAYLOR
0022014-01-01BEN TAYLOR BEN TAYLOR2015-11-18
0022013-01-01KIM TAYLOR2014-06-23
0022012-01-01KIM TAYLOR2013-02-20
0022011-01-01KIM TAYLOR2012-05-04
0022010-01-01KIM TAYLOR2011-05-13 DOUG SMITH2011-05-13

Plan Statistics for TAILORED BUSINESS 401(K) PLAN

401k plan membership statisitcs for TAILORED BUSINESS 401(K) PLAN

Measure Date Value
2020: TAILORED BUSINESS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01154
Total number of active participants reported on line 7a of the Form 55002020-01-01115
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0115
Total of all active and inactive participants2020-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01130
Number of participants with account balances2020-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TAILORED BUSINESS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01170
Total number of active participants reported on line 7a of the Form 55002019-01-01149
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01166
Number of participants with account balances2019-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TAILORED BUSINESS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01204
Total number of active participants reported on line 7a of the Form 55002018-01-01212
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0116
Total of all active and inactive participants2018-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01228
Number of participants with account balances2018-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TAILORED BUSINESS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01180
Total number of active participants reported on line 7a of the Form 55002017-01-01180
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0116
Total of all active and inactive participants2017-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01196
Number of participants with account balances2017-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TAILORED BUSINESS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01172
Total number of active participants reported on line 7a of the Form 55002016-01-01172
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01189
Number of participants with account balances2016-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TAILORED BUSINESS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01189
Total number of active participants reported on line 7a of the Form 55002015-01-01210
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01222
Number of participants with account balances2015-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TAILORED BUSINESS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01163
Total number of active participants reported on line 7a of the Form 55002014-01-01226
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0117
Total of all active and inactive participants2014-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01243
Number of participants with account balances2014-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on TAILORED BUSINESS 401(K) PLAN

Measure Date Value
2020 : TAILORED BUSINESS 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$560,348
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$227,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$209,757
Value of total corrective distributions2020-12-31$15,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$338,512
Value of total assets at end of year2020-12-31$1,704,088
Value of total assets at beginning of year2020-12-31$1,371,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,824
Total interest from all sources2020-12-31$5,394
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$150,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$175,817
Participant contributions at end of year2020-12-31$25,604
Participant contributions at beginning of year2020-12-31$24,378
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$162,695
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$333,027
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,704,088
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,371,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$1,411,093
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,091,877
Interest on participant loans2020-12-31$3,263
Interest earned on other investments2020-12-31$2,131
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$267,391
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$254,806
Net investment gain/loss from pooled separate accounts2020-12-31$216,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$209,757
Contract administrator fees2020-12-31$1,824
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RODEFER MOSS & CO, PLLC
Accountancy firm EIN2020-12-31621690032
2019 : TAILORED BUSINESS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$420,145
Total income from all sources (including contributions)2019-12-31$420,145
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$272,815
Total of all expenses incurred2019-12-31$272,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$271,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$271,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$183,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$183,107
Value of total assets at end of year2019-12-31$1,371,061
Value of total assets at end of year2019-12-31$1,371,061
Value of total assets at beginning of year2019-12-31$1,223,731
Value of total assets at beginning of year2019-12-31$1,223,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,622
Total interest from all sources2019-12-31$4,162
Total interest from all sources2019-12-31$4,162
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$150,000
Value of fidelity bond cover2019-12-31$150,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$183,107
Contributions received from participants2019-12-31$183,107
Participant contributions at end of year2019-12-31$24,378
Participant contributions at end of year2019-12-31$24,378
Participant contributions at beginning of year2019-12-31$36,857
Participant contributions at beginning of year2019-12-31$36,857
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
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$147,330
Value of net income/loss2019-12-31$147,330
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,371,061
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,371,061
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,223,731
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,223,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$1,091,877
Value of interest in pooled separate accounts at end of year2019-12-31$1,091,877
Value of interest in pooled separate accounts at beginning of year2019-12-31$983,838
Value of interest in pooled separate accounts at beginning of year2019-12-31$983,838
Interest on participant loans2019-12-31$1,623
Interest on participant loans2019-12-31$1,623
Interest earned on other investments2019-12-31$2,539
Interest earned on other investments2019-12-31$2,539
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$254,806
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$254,806
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$203,036
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$203,036
Net investment gain/loss from pooled separate accounts2019-12-31$232,876
Net investment gain/loss from pooled separate accounts2019-12-31$232,876
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$271,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$271,193
Contract administrator fees2019-12-31$1,622
Contract administrator fees2019-12-31$1,622
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RODEFER MOSS & CO, PLLC
Accountancy firm name2019-12-31RODEFER MOSS & CO, PLLC
Accountancy firm EIN2019-12-31621690032
Accountancy firm EIN2019-12-31621690032
2018 : TAILORED BUSINESS 401(K) 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$123,964
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$94,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$81,296
Value of total corrective distributions2018-12-31$11,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$190,045
Value of total assets at end of year2018-12-31$1,223,731
Value of total assets at beginning of year2018-12-31$1,194,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,446
Total interest from all sources2018-12-31$2,826
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$100,000
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$190,045
Participant contributions at end of year2018-12-31$36,857
Participant contributions at beginning of year2018-12-31$13,580
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$29,570
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,223,731
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,194,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$983,838
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,113,390
Interest on participant loans2018-12-31$1,716
Interest earned on other investments2018-12-31$1,110
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$203,036
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$67,191
Net investment gain/loss from pooled separate accounts2018-12-31$-68,907
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$81,296
Contract administrator fees2018-12-31$1,446
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 name2018-12-31RODEFER MOSS & CO, PLLC
Accountancy firm EIN2018-12-31621690032
2017 : TAILORED BUSINESS 401(K) 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$379,197
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$35,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$27,154
Value of total corrective distributions2017-12-31$6,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$226,205
Value of total assets at end of year2017-12-31$1,194,161
Value of total assets at beginning of year2017-12-31$850,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,313
Total interest from all sources2017-12-31$482
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$100,000
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$226,205
Participant contributions at end of year2017-12-31$13,580
Participant contributions at beginning of year2017-12-31$283
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$11,652
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$6,992
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$343,738
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,194,161
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$850,423
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$1,113,390
Value of interest in pooled separate accounts at beginning of year2017-12-31$822,475
Interest on participant loans2017-12-31$173
Interest earned on other investments2017-12-31$309
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$67,191
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$27,665
Net investment gain/loss from pooled separate accounts2017-12-31$152,510
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$27,154
Contract administrator fees2017-12-31$1,313
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 name2017-12-31MCMURRAY & ASSOCIATES, CPAS
Accountancy firm EIN2017-12-31621765435
2016 : TAILORED BUSINESS 401(K) 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$6,992
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$16,929
Total income from all sources (including contributions)2016-12-31$207,182
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$56,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$48,489
Value of total corrective distributions2016-12-31$6,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$148,481
Value of total assets at end of year2016-12-31$850,423
Value of total assets at beginning of year2016-12-31$709,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,298
Total interest from all sources2016-12-31$220
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$100,000
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$148,481
Participant contributions at end of year2016-12-31$283
Participant contributions at beginning of year2016-12-31$989
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$6,992
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$16,929
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$150,403
Value of net assets at end of year (total assets less liabilities)2016-12-31$843,431
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$693,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$822,475
Value of interest in pooled separate accounts at beginning of year2016-12-31$698,483
Interest on participant loans2016-12-31$38
Interest earned on other investments2016-12-31$182
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$27,665
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$10,485
Net investment gain/loss from pooled separate accounts2016-12-31$58,481
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$48,489
Contract administrator fees2016-12-31$1,298
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 name2016-12-31MCMURRAY, FOX & ASSOCIATES, PLLC
Accountancy firm EIN2016-12-31621765435
2015 : TAILORED BUSINESS 401(K) 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$16,929
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$159,148
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$34,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$29,457
Value of total corrective distributions2015-12-31$3,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$176,287
Value of total assets at end of year2015-12-31$709,957
Value of total assets at beginning of year2015-12-31$568,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,644
Total interest from all sources2015-12-31$79
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$100,000
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$162,331
Participant contributions at end of year2015-12-31$989
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$13,956
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$16,929
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$125,028
Value of net assets at end of year (total assets less liabilities)2015-12-31$693,028
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$568,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$698,483
Value of interest in pooled separate accounts at beginning of year2015-12-31$563,392
Interest on participant loans2015-12-31$16
Interest earned on other investments2015-12-31$63
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$10,485
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,608
Net investment gain/loss from pooled separate accounts2015-12-31$-17,218
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$29,457
Contract administrator fees2015-12-31$1,644
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 name2015-12-31MCMURRAY & ASSOCIATES, CPAS
Accountancy firm EIN2015-12-31621765435
2014 : TAILORED BUSINESS 401(K) 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$170,844
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$32,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$32,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$143,827
Value of total assets at end of year2014-12-31$568,000
Value of total assets at beginning of year2014-12-31$429,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$350
Total interest from all sources2014-12-31$10
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$100,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$143,827
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$138,459
Value of net assets at end of year (total assets less liabilities)2014-12-31$568,000
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$429,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$563,392
Value of interest in pooled separate accounts at beginning of year2014-12-31$429,541
Interest earned on other investments2014-12-31$10
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,608
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$27,007
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$32,035
Contract administrator fees2014-12-31$350
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 name2014-12-31MCMURRAY & ASSICUATED CPAS
Accountancy firm EIN2014-12-31621765435

Form 5500 Responses for TAILORED BUSINESS 401(K) PLAN

2020: TAILORED BUSINESS 401(K) 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 filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TAILORED BUSINESS 401(K) 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: TAILORED BUSINESS 401(K) 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: TAILORED BUSINESS 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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: TAILORED BUSINESS 401(K) 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: TAILORED BUSINESS 401(K) 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: TAILORED BUSINESS 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068445
Policy instance 1
Insurance contract or identification number068445
Number of Individuals Covered130
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068445
Policy instance 1
Insurance contract or identification number068445
Number of Individuals Covered166
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $3,541
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $3,541
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068445
Policy instance 1
Insurance contract or identification number068445
Number of Individuals Covered228
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $6,113
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $6,113
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068445
Policy instance 1
Insurance contract or identification number068445
Number of Individuals Covered196
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $5,152
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,152
Insurance broker organization code?3
Insurance broker nameWADDELL AND REED INC
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068445
Policy instance 1
Insurance contract or identification number068445
Number of Individuals Covered222
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,190
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 $3,190
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameWADDELL AND REED INC
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068445
Policy instance 1
Insurance contract or identification number068445
Number of Individuals Covered243
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,600
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $5,600
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameWADDELL AND REED INC

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