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DELANEY DEVELOPMENT 401(K) PLAN 401k Plan overview

Plan NameDELANEY DEVELOPMENT 401(K) PLAN
Plan identification number 001

DELANEY DEVELOPMENT 401(K) PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:DELANEY DEVELOPMENT, INC.
Employer identification number (EIN):630412882
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DELANEY DEVELOPMENT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ROBERT FROST2023-09-28
0012021-01-01ROBERT FROST2022-05-04
0012020-01-01ROBERT FROST2021-08-16
0012019-01-01ROBERT FROST2020-08-12
0012018-01-01ROBERT FROST2019-06-19 ROBERT FROST2019-06-19
0012017-01-01RANDI STEWART2018-05-24
0012016-01-01RANDI STEWART2017-07-13 RANDI STEWART2017-07-13
0012015-01-01RANDI STEWART2016-07-11
0012014-01-01ANDY BROWN2015-08-17
0012013-01-01ANDY BROWN
0012012-01-01ANDY BROWN
0012011-01-01ANDY BROWN
0012009-01-01ANDY BROWN ANDY BROWN2010-10-13

Plan Statistics for DELANEY DEVELOPMENT 401(K) PLAN

401k plan membership statisitcs for DELANEY DEVELOPMENT 401(K) PLAN

Measure Date Value
2013: DELANEY DEVELOPMENT 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01109
Total number of active participants reported on line 7a of the Form 55002013-01-0135
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0120
Total of all active and inactive participants2013-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0158
Number of participants with account balances2013-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DELANEY DEVELOPMENT 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01109
Total number of active participants reported on line 7a of the Form 55002012-01-0197
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01109
Number of participants with account balances2012-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DELANEY DEVELOPMENT 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01115
Total number of active participants reported on line 7a of the Form 55002011-01-0195
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01107
Number of participants with account balances2011-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: DELANEY DEVELOPMENT 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01108
Total number of active participants reported on line 7a of the Form 55002009-01-01105
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01115
Number of participants with account balances2009-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on DELANEY DEVELOPMENT 401(K) PLAN

Measure Date Value
2013 : DELANEY DEVELOPMENT 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$10
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$10
Total income from all sources (including contributions)2013-12-31$948,565
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$672,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$619,759
Expenses. Certain deemed distributions of participant loans2013-12-31$44,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$415,027
Value of total assets at end of year2013-12-31$3,381,949
Value of total assets at beginning of year2013-12-31$3,106,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,443
Total interest from all sources2013-12-31$961
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$287,691
Participant contributions at end of year2013-12-31$8,755
Participant contributions at beginning of year2013-12-31$56,019
Participant contributions at end of year2013-12-31$21
Other income not declared elsewhere2013-12-31$23
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at end of year2013-12-31$10
Liabilities. Value of operating payables at beginning of year2013-12-31$10
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$275,764
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,381,939
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,106,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,219,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,890,240
Interest on participant loans2013-12-31$961
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$153,460
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$159,926
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$159,926
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$532,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$127,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$619,759
Contract administrator fees2013-12-31$8,443
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31RUSSELL, THOMPSON, BUTLER & HOUSTON
Accountancy firm EIN2013-12-31630965059
2012 : DELANEY DEVELOPMENT 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$10
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,101
Total income from all sources (including contributions)2012-12-31$815,719
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$155,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$136,592
Expenses. Certain deemed distributions of participant loans2012-12-31$10,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$507,412
Value of total assets at end of year2012-12-31$3,106,185
Value of total assets at beginning of year2012-12-31$2,447,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,950
Total interest from all sources2012-12-31$4,607
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$10
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 period2012-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$336,735
Participant contributions at end of year2012-12-31$56,019
Participant contributions at beginning of year2012-12-31$67,862
Liabilities. Value of operating payables at end of year2012-12-31$10
Liabilities. Value of operating payables at beginning of year2012-12-31$1,101
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$660,228
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,106,175
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,445,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,890,240
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,253,816
Interest on participant loans2012-12-31$2,510
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$159,926
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$125,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$125,370
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$303,700
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$170,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$136,592
Contract administrator fees2012-12-31$7,940
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31RUSSELL, THOMPSON, BUTLER & HOUSTON
Accountancy firm EIN2012-12-31630965059
2011 : DELANEY DEVELOPMENT 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,101
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$481
Total income from all sources (including contributions)2011-12-31$514,881
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$84,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$81,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$508,569
Value of total assets at end of year2011-12-31$2,447,048
Value of total assets at beginning of year2011-12-31$2,016,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,318
Total interest from all sources2011-12-31$946
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$1,101
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 period2011-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$331,543
Participant contributions at end of year2011-12-31$67,862
Participant contributions at beginning of year2011-12-31$14,169
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$5,123
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$481
Liabilities. Value of operating payables at end of year2011-12-31$1,101
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$430,340
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,445,947
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,015,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,253,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,191,202
Interest on participant loans2011-12-31$946
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$125,370
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$810,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$810,717
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$5,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$171,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$81,223
Contract administrator fees2011-12-31$2,217
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31RUSSELL, THOMPSON, BUTLER & HOUSTON
Accountancy firm EIN2011-12-31630965059
2010 : DELANEY DEVELOPMENT 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$481
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$623,861
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$45,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$44,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$502,765
Value of total assets at end of year2010-12-31$2,016,088
Value of total assets at beginning of year2010-12-31$1,437,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,000
Total interest from all sources2010-12-31$722
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$18,059
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$18,059
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$150,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$331,994
Participant contributions at end of year2010-12-31$14,169
Participant contributions at beginning of year2010-12-31$18,199
Participant contributions at beginning of year2010-12-31$14,579
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$481
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$577,913
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,015,607
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,437,694
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,191,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,398,614
Interest on participant loans2010-12-31$637
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$810,717
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$85
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$102,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$170,771
Employer contributions (assets) at beginning of year2010-12-31$6,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$44,948
Contract administrator fees2010-12-31$1,000
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 name2010-12-31RUSSELL, THOMPSON, BUTLER & HOUSTON
Accountancy firm EIN2010-12-31630965059
2009 : DELANEY DEVELOPMENT 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for DELANEY DEVELOPMENT 401(K) PLAN

2013: DELANEY DEVELOPMENT 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: DELANEY DEVELOPMENT 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: DELANEY DEVELOPMENT 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: DELANEY DEVELOPMENT 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number333140-01
Policy instance 1
Insurance contract or identification number333140-01
Number of Individuals Covered54
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $368
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $200
Insurance broker organization code?3
Insurance broker nameALBERT REYNOLDS
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number333140-01
Policy instance 1
Insurance contract or identification number333140-01
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $358
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $179
Insurance broker organization code?3
Insurance broker nameWILLIAM WING II
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number333140-01
Policy instance 1
Insurance contract or identification number333140-01
Number of Individuals Covered107
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $816
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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