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TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN 401k Plan overview

Plan NameTRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN
Plan identification number 501

TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

TRACTOR & EQUIPMENT COMPANY has sponsored the creation of one or more 401k plans.

Company Name:TRACTOR & EQUIPMENT COMPANY
Employer identification number (EIN):630211767
NAIC Classification:333100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01JAMES STEELE, JR.2023-10-13
5012021-01-01JAMES STEELE, JR.2022-12-05
5012020-01-01JAMES STEELE, JR.2021-10-13
5012019-01-01JAMES STEELE, JR.2020-10-13
5012018-01-01JAMES STEELE, JR.2019-10-08
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01
5012013-01-01
5012012-01-01LLOYD ADAMS
5012011-01-01LLOYD ADAMS
5012009-01-01LLOYD ADAMS

Plan Statistics for TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN

401k plan membership statisitcs for TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN

Measure Date Value
2022: TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01477
Total number of active participants reported on line 7a of the Form 55002022-01-01475
Total of all active and inactive participants2022-01-01475
2021: TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01448
Total number of active participants reported on line 7a of the Form 55002021-01-01477
Total of all active and inactive participants2021-01-01477
2020: TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01437
Total number of active participants reported on line 7a of the Form 55002020-01-01446
Number of retired or separated participants receiving benefits2020-01-012
Total of all active and inactive participants2020-01-01448
2019: TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01535
Total number of active participants reported on line 7a of the Form 55002019-01-01437
Number of retired or separated participants receiving benefits2019-01-0188
Total of all active and inactive participants2019-01-01525
2018: TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01535
Total number of active participants reported on line 7a of the Form 55002018-01-01500
Number of retired or separated participants receiving benefits2018-01-0183
Total of all active and inactive participants2018-01-01583
2017: TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01535
Total number of active participants reported on line 7a of the Form 55002017-01-01472
Number of retired or separated participants receiving benefits2017-01-0187
Total of all active and inactive participants2017-01-01559
2016: TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01536
Total number of active participants reported on line 7a of the Form 55002016-01-01456
Number of retired or separated participants receiving benefits2016-01-01103
Total of all active and inactive participants2016-01-01559
2015: TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01504
Total number of active participants reported on line 7a of the Form 55002015-01-01439
Number of retired or separated participants receiving benefits2015-01-0197
Total of all active and inactive participants2015-01-01536
Total participants2015-01-01536
2014: TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01496
Total number of active participants reported on line 7a of the Form 55002014-01-01417
Number of retired or separated participants receiving benefits2014-01-0187
Total of all active and inactive participants2014-01-01504
2013: TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01471
Total number of active participants reported on line 7a of the Form 55002013-01-01465
Number of retired or separated participants receiving benefits2013-01-0131
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01496
2012: TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01463
Total number of active participants reported on line 7a of the Form 55002012-01-01428
Number of retired or separated participants receiving benefits2012-01-0142
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-01471
2011: TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01431
Total number of active participants reported on line 7a of the Form 55002011-01-01431
Number of retired or separated participants receiving benefits2011-01-0131
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-01463
2009: TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01668
Total number of active participants reported on line 7a of the Form 55002009-01-01412
Number of retired or separated participants receiving benefits2009-01-0189
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-01502

Financial Data on TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN

Measure Date Value
2022 : TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,213,261
Total unrealized appreciation/depreciation of assets2022-12-31$-1,213,261
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$598,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$625,000
Total income from all sources (including contributions)2022-12-31$5,650,482
Total loss/gain on sale of assets2022-12-31$102,222
Total of all expenses incurred2022-12-31$6,792,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,792,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,641,578
Value of total assets at end of year2022-12-31$5,492,825
Value of total assets at beginning of year2022-12-31$6,661,957
Total interest from all sources2022-12-31$458
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$119,485
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,877,931
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,287
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$828
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,142,132
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,894,825
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,036,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Income. Interest from corporate debt instruments2022-12-31$458
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$23,037
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$26,526
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$26,526
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$484,704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,763,647
Income. Dividends from common stock2022-12-31$119,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,307,910
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$5,468,501
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$6,634,603
Liabilities. Value of benefit claims payable at end of year2022-12-31$598,000
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$625,000
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$102,222
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$283,566
Total unrealized appreciation/depreciation of assets2021-12-31$283,566
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$625,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$479,000
Total income from all sources (including contributions)2021-12-31$7,789,805
Total loss/gain on sale of assets2021-12-31$216,201
Total of all expenses incurred2021-12-31$7,477,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,477,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,093,262
Value of total assets at end of year2021-12-31$6,661,957
Value of total assets at beginning of year2021-12-31$6,203,255
Total interest from all sources2021-12-31$-64
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$196,840
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,751,048
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$828
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$892
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$312,702
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,036,957
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,724,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Income. Interest from corporate debt instruments2021-12-31$-64
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$26,526
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$33,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$33,225
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$486,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,342,214
Income. Dividends from common stock2021-12-31$196,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,990,223
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$6,634,603
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$6,169,138
Liabilities. Value of benefit claims payable at end of year2021-12-31$625,000
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$479,000
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$216,201
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$276,432
Total unrealized appreciation/depreciation of assets2020-12-31$276,432
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$479,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$554,000
Total income from all sources (including contributions)2020-12-31$6,017,615
Total loss/gain on sale of assets2020-12-31$248,085
Total of all expenses incurred2020-12-31$5,535,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,535,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,375,100
Value of total assets at end of year2020-12-31$6,203,255
Value of total assets at beginning of year2020-12-31$5,796,067
Total interest from all sources2020-12-31$-508
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$118,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,707,636
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$892
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,400
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$482,188
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,724,255
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,242,067
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Income. Interest from corporate debt instruments2020-12-31$-508
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$33,225
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$57,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$57,693
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$445,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,667,464
Income. Dividends from common stock2020-12-31$118,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,089,895
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$6,169,138
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$5,736,974
Liabilities. Value of benefit claims payable at end of year2020-12-31$479,000
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$554,000
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
Aggregate proceeds on sale of assets2020-12-31$248,085
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2020-12-31560747981
2019 : TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$761,530
Total unrealized appreciation/depreciation of assets2019-12-31$761,530
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$554,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$611,000
Total income from all sources (including contributions)2019-12-31$8,070,402
Total loss/gain on sale of assets2019-12-31$34,507
Total of all expenses incurred2019-12-31$7,237,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,237,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,136,543
Value of total assets at end of year2019-12-31$5,796,067
Value of total assets at beginning of year2019-12-31$5,020,451
Total interest from all sources2019-12-31$-155
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$137,977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,611,548
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,400
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,555
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$832,616
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,242,067
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,409,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Income. Interest from corporate debt instruments2019-12-31$-155
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$57,693
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$33,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$33,317
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$404,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,524,995
Income. Dividends from common stock2019-12-31$137,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,833,619
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$5,736,974
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$4,985,579
Liabilities. Value of benefit claims payable at end of year2019-12-31$554,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$611,000
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$34,507
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN
Accountancy firm EIN2019-12-31560747981
2018 : TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-586,824
Total unrealized appreciation/depreciation of assets2018-12-31$-586,824
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$611,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$450,000
Total income from all sources (including contributions)2018-12-31$6,426,615
Total loss/gain on sale of assets2018-12-31$107,483
Total of all expenses incurred2018-12-31$7,261,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,261,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,777,083
Value of total assets at end of year2018-12-31$5,020,451
Value of total assets at beginning of year2018-12-31$5,694,340
Total interest from all sources2018-12-31$-697
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$129,570
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,230,280
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-834,889
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,409,451
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,244,340
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Income. Interest from corporate debt instruments2018-12-31$-697
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$33,317
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$91,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$91,648
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$374,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,546,803
Income. Dividends from common stock2018-12-31$129,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,887,291
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$4,985,579
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$5,602,692
Liabilities. Value of benefit claims payable at end of year2018-12-31$611,000
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$450,000
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
Aggregate proceeds on sale of assets2018-12-31$107,483
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 name2018-12-31DIXON HUGHES GOODMAN
Accountancy firm EIN2018-12-31560747981
2017 : TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$559,283
Total unrealized appreciation/depreciation of assets2017-12-31$559,283
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$450,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$602,000
Total income from all sources (including contributions)2017-12-31$6,224,336
Total loss/gain on sale of assets2017-12-31$53,094
Total of all expenses incurred2017-12-31$5,708,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,708,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,496,040
Value of total assets at end of year2017-12-31$5,694,340
Value of total assets at beginning of year2017-12-31$5,330,049
Total interest from all sources2017-12-31$-2,435
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$118,354
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$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,130,685
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,789
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$516,291
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,244,340
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,728,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Income. Interest from corporate debt instruments2017-12-31$-2,435
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$91,648
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$95,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$95,589
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$350,948
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,365,355
Income. Dividends from common stock2017-12-31$118,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,357,097
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$5,602,692
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$5,231,671
Liabilities. Value of benefit claims payable at end of year2017-12-31$450,000
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$602,000
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
Aggregate proceeds on sale of assets2017-12-31$53,094
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 name2017-12-31DIXON HUGHES GOODMAN
Accountancy firm EIN2017-12-31560747981
2016 : TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$215,815
Total unrealized appreciation/depreciation of assets2016-12-31$215,815
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$602,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$446,000
Total income from all sources (including contributions)2016-12-31$5,773,965
Total loss/gain on sale of assets2016-12-31$-23,953
Total of all expenses incurred2016-12-31$5,981,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,981,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,459,000
Value of total assets at end of year2016-12-31$5,330,049
Value of total assets at beginning of year2016-12-31$5,382,010
Total interest from all sources2016-12-31$697
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$122,406
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$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,854,443
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,789
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,162
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-207,961
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,728,049
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,936,010
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
Income. Interest from corporate debt instruments2016-12-31$697
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$95,589
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$79,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$79,067
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$319,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,604,557
Income. Dividends from common stock2016-12-31$122,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,662,899
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$5,231,671
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$5,300,781
Liabilities. Value of benefit claims payable at end of year2016-12-31$602,000
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$446,000
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$-23,953
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 name2016-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2016-12-31560747981
2015 : TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-210,555
Total unrealized appreciation/depreciation of assets2015-12-31$-210,555
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$446,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$402,000
Total income from all sources (including contributions)2015-12-31$5,333,671
Total of all expenses incurred2015-12-31$6,124,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,124,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,497,007
Value of total assets at end of year2015-12-31$5,382,010
Value of total assets at beginning of year2015-12-31$6,128,851
Total interest from all sources2015-12-31$2
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$166,115
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$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,614,539
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,162
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$32,768
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-790,841
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,936,010
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,726,851
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
Income. Interest from corporate debt instruments2015-12-31$2
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$79,067
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$140,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$140,936
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$313,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-118,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,882,468
Income. Dividends from common stock2015-12-31$166,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,811,409
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$5,300,781
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$5,955,147
Liabilities. Value of benefit claims payable at end of year2015-12-31$446,000
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$402,000
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2015-12-31560747981
2014 : TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-55,236
Total unrealized appreciation/depreciation of assets2014-12-31$-55,236
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$402,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$403,000
Total income from all sources (including contributions)2014-12-31$5,076,774
Total of all expenses incurred2014-12-31$5,399,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,399,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,921,000
Value of total assets at end of year2014-12-31$6,128,851
Value of total assets at beginning of year2014-12-31$6,452,271
Total interest from all sources2014-12-31$37,477
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$169,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$2,273,616
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$32,768
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$3,563
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-322,420
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,726,851
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,049,271
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
Income. Interest from corporate debt instruments2014-12-31$37,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$140,936
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$32,596
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$32,596
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$307,332
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,647,384
Income. Dividends from common stock2014-12-31$169,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,091,862
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$842,075
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$5,955,147
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$5,574,037
Liabilities. Value of benefit claims payable at end of year2014-12-31$402,000
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$403,000
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 name2014-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2014-12-31560747981
2013 : TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,363,849
Total unrealized appreciation/depreciation of assets2013-12-31$1,363,849
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$403,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$399,000
Total income from all sources (including contributions)2013-12-31$6,884,468
Total of all expenses incurred2013-12-31$5,493,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,493,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,339,000
Value of total assets at end of year2013-12-31$6,452,271
Value of total assets at beginning of year2013-12-31$5,057,783
Total interest from all sources2013-12-31$40,501
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$123,875
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,222,544
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$3,563
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$12,313
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,390,488
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,049,271
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,658,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Income. Interest from corporate debt instruments2013-12-31$40,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$32,596
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$10,339
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$10,339
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$345,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$17,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,116,456
Income. Dividends from common stock2013-12-31$123,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,148,871
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$842,075
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$833,199
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$5,574,037
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$4,201,932
Liabilities. Value of benefit claims payable at end of year2013-12-31$403,000
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$399,000
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2013-12-31560747981
2012 : TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$446,391
Total unrealized appreciation/depreciation of assets2012-12-31$446,391
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$399,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$375,000
Total income from all sources (including contributions)2012-12-31$5,520,381
Total of all expenses incurred2012-12-31$5,321,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,321,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,933,147
Value of total assets at end of year2012-12-31$5,057,783
Value of total assets at beginning of year2012-12-31$4,834,494
Total interest from all sources2012-12-31$34,199
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$106,644
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,192,437
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$12,313
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$27,373
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$199,289
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,658,783
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,459,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Income. Interest from corporate debt instruments2012-12-31$34,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$10,339
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$12,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$12,251
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$333,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,740,710
Income. Dividends from common stock2012-12-31$106,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,987,153
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$833,199
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$1,026,991
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$4,201,932
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$3,767,879
Liabilities. Value of benefit claims payable at end of year2012-12-31$399,000
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$375,000
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2012-12-31560747981
2011 : TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-169,115
Total unrealized appreciation/depreciation of assets2011-12-31$-169,115
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$375,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$267,000
Total income from all sources (including contributions)2011-12-31$4,871,451
Total of all expenses incurred2011-12-31$5,149,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,149,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,886,391
Value of total assets at end of year2011-12-31$4,834,494
Value of total assets at beginning of year2011-12-31$5,004,477
Total interest from all sources2011-12-31$60,840
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$93,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,965,473
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$27,373
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$27,561
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-277,983
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,459,494
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,737,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Income. Interest from corporate debt instruments2011-12-31$60,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$12,251
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$12,247
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$12,247
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$363,899
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,920,918
Income. Dividends from common stock2011-12-31$93,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,785,535
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$1,026,991
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$1,053,729
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$3,767,879
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$3,910,940
Liabilities. Value of benefit claims payable at end of year2011-12-31$375,000
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$267,000
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2011-12-31560747981
2010 : TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$405,958
Total unrealized appreciation/depreciation of assets2010-12-31$405,958
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$267,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$299,000
Total income from all sources (including contributions)2010-12-31$5,195,197
Total of all expenses incurred2010-12-31$4,763,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,763,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,659,242
Value of total assets at end of year2010-12-31$5,004,477
Value of total assets at beginning of year2010-12-31$4,604,526
Total interest from all sources2010-12-31$51,311
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$78,686
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,837,670
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$27,561
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$37,959
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$431,951
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,737,477
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,305,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Income. Interest from corporate debt instruments2010-12-31$51,311
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$12,247
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$7,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$7,857
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$340,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,821,572
Income. Dividends from common stock2010-12-31$78,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,422,253
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$1,053,729
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$1,015,344
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$3,910,940
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$3,543,366
Liabilities. Value of benefit claims payable at end of year2010-12-31$267,000
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$299,000
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2010-12-31560747981

Form 5500 Responses for TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN

2022: TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: TRACTOR & EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract numberUNI-202679
Policy instance 3
Insurance contract or identification numberUNI-202679
Number of Individuals Covered475
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $15,000
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $272,725
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,000
Insurance broker organization code?3
RXBENEFITS (National Association of Insurance Commissioners NAIC id number: 52429 )
Policy contract number
Policy instance 2
Number of Individuals Covered476
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number70690
Policy instance 1
Insurance contract or identification number70690
Number of Individuals Covered663
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $110,719
Total amount of fees paid to insurance companyUSD $109
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D, VOL DEP LIFE, CRIT ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $530,727
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $73,015
Additional information about fees paid to insurance brokerSALES AND SERVICE COMP
Insurance broker organization code?3
Amount paid for insurance broker fees109
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number70690
Policy instance 1
Insurance contract or identification number70690
Number of Individuals Covered663
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $40,911
Total amount of fees paid to insurance companyUSD $54
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D, VOL DEP LIFE
Welfare Benefit Premiums Paid to CarrierUSD $272,738
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $40,911
Additional information about fees paid to insurance brokerSALES AND SERVICE COMP
Insurance broker organization code?3
Amount paid for insurance broker fees54
RXBENEFITS (National Association of Insurance Commissioners NAIC id number: 52429 )
Policy contract number
Policy instance 2
Number of Individuals Covered477
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract numberUNI-202679
Policy instance 3
Insurance contract or identification numberUNI-202679
Number of Individuals Covered477
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $268,727
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number918304
Policy instance 4
Insurance contract or identification number918304
Number of Individuals Covered445
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $50,585
Total amount of fees paid to insurance companyUSD $13,914
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $452,987
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $50,585
Amount paid for insurance broker fees13914
Additional information about fees paid to insurance brokerBONUS AND ADDITIONAL PAYMENTS
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 136639
Policy instance 2
Insurance contract or identification numberGL 136639
Number of Individuals Covered622
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $6,439
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $303,135
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,439
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 110461
Policy instance 3
Insurance contract or identification numberLTD 110461
Number of Individuals Covered177
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $10,569
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $70,457
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,569
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 116468
Policy instance 4
Insurance contract or identification numberLTD 116468
Number of Individuals Covered353
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $6,823
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $45,487
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,823
Insurance broker organization code?3
RXBENEFITS (National Association of Insurance Commissioners NAIC id number: 52429 )
Policy contract number
Policy instance 5
Number of Individuals Covered448
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $10,323
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract numberUNI-202679
Policy instance 6
Insurance contract or identification numberUNI-202679
Number of Individuals Covered495
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $16,914
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $307,519
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,914
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number918304
Policy instance 7
Insurance contract or identification number918304
Number of Individuals Covered430
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $72,760
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $569,664
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $72,760
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVAR202662
Policy instance 1
Insurance contract or identification numberVAR202662
Number of Individuals Covered531
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $3,991
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $26,608
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,991
Insurance broker organization code?3
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract numberUNI-202679
Policy instance 7
Insurance contract or identification numberUNI-202679
Number of Individuals Covered515
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $15,367
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $279,401
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number918304
Policy instance 8
Insurance contract or identification number918304
Number of Individuals Covered433
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $76,027
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $618,822
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $76,027
Insurance broker organization code?3
RXBENEFITS (National Association of Insurance Commissioners NAIC id number: 52429 )
Policy contract number
Policy instance 6
Number of Individuals Covered473
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $10,888
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 116468
Policy instance 4
Insurance contract or identification numberLTD 116468
Number of Individuals Covered357
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of commissions paid to insurance brokerUSD $8,064
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $53,757
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,064
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 110461
Policy instance 3
Insurance contract or identification numberLTD 110461
Number of Individuals Covered158
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of commissions paid to insurance brokerUSD $9,617
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $64,112
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,617
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 136639
Policy instance 2
Insurance contract or identification numberGL 136639
Number of Individuals Covered570
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of commissions paid to insurance brokerUSD $4,692
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $309,217
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,692
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVAR202662
Policy instance 1
Insurance contract or identification numberVAR202662
Number of Individuals Covered482
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of commissions paid to insurance brokerUSD $4,081
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $27,208
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,081
BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number37708 & 51523
Policy instance 5
Insurance contract or identification number37708 & 51523
Number of Individuals Covered464
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract numberUNI-202679
Policy instance 8
Insurance contract or identification numberUNI-202679
Number of Individuals Covered500
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $13,963
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $253,879
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract number5473966
Policy instance 7
Insurance contract or identification number5473966
Number of Individuals Covered244
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $30,881
Total amount of fees paid to insurance companyUSD $183
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $222,335
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,881
Insurance broker organization code?3
Amount paid for insurance broker fees183
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVAR202662
Policy instance 1
Insurance contract or identification numberVAR202662
Number of Individuals Covered486
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $3,602
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $24,016
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,602
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 136639
Policy instance 2
Insurance contract or identification numberGL 136639
Number of Individuals Covered569
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $4,447
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $272,577
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,447
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 110461
Policy instance 3
Insurance contract or identification numberLTD 110461
Number of Individuals Covered156
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $8,858
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $58,243
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,858
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 116468
Policy instance 4
Insurance contract or identification numberLTD 116468
Number of Individuals Covered350
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $6,331
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $42,210
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,331
BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number37708 & 51523
Policy instance 5
Insurance contract or identification number37708 & 51523
Number of Individuals Covered441
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RXBENEFITS (National Association of Insurance Commissioners NAIC id number: 52429 )
Policy contract number
Policy instance 6
Number of Individuals Covered445
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 136639
Policy instance 2
Insurance contract or identification numberGL 136639
Number of Individuals Covered550
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $6,966
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $252,136
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,081
Insurance broker organization code?3
Insurance broker nameCOBBS ALLEN & HALL INC
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 110461
Policy instance 3
Insurance contract or identification numberLTD 110461
Number of Individuals Covered153
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $8,226
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $54,843
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,891
Insurance broker organization code?3
Insurance broker nameCOBBS ALLEN & HALL INC
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 116468
Policy instance 4
Insurance contract or identification numberLTD 116468
Number of Individuals Covered332
Insurance policy start date2017-03-01
Insurance policy end date2017-02-28
Total amount of commissions paid to insurance brokerUSD $6,205
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $41,368
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,562
Insurance broker organization code?3
Insurance broker nameCOBBS ALLEN & HALL INC
BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number37708 & 51523
Policy instance 5
Insurance contract or identification number37708 & 51523
Number of Individuals Covered430
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number236394
Policy instance 6
Insurance contract or identification number236394
Number of Individuals Covered479
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $21,369
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $161,213
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,051
Insurance broker organization code?3
Insurance broker nameREGIONS INSURANCE INC
RXBENEFITS (National Association of Insurance Commissioners NAIC id number: 52429 )
Policy contract number
Policy instance 7
Number of Individuals Covered431
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVAR202662
Policy instance 1
Insurance contract or identification numberVAR202662
Number of Individuals Covered468
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $597
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $22,087
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $597
Insurance broker organization code?3
Insurance broker nameWILLIS OF ALABAMA, INC.

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