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PHIFER RETIREMENT AND 401(K) SAVINGS PLAN 401k Plan overview

Plan NamePHIFER RETIREMENT AND 401(K) SAVINGS PLAN
Plan identification number 004

PHIFER RETIREMENT AND 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PHIFER INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name:PHIFER INCORPORATED
Employer identification number (EIN):630441784
NAIC Classification:332610

Additional information about PHIFER INCORPORATED

Jurisdiction of Incorporation: Alabama Secretary of State
Incorporation Date: 1987-11-23
Company Identification Number: 120-714
Legal Registered Office Address: 4400 KAULOOSA AVE TUSCALOOSA,


United States of America (USA)
35401

More information about PHIFER INCORPORATED

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHIFER RETIREMENT AND 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01LARRY SUTTLES
0042016-01-01LARRY SUTTLES
0042015-01-01LARRY SUTTLES
0042014-01-01LARRY SUTTLES
0042013-01-01LARRY SUTTLES
0042012-01-01LARRY SUTTLES
0042011-01-01LARRY SUTTLES LARRY SUTTLES2012-09-28
0042009-01-01LARRY SUTTLES

Plan Statistics for PHIFER RETIREMENT AND 401(K) SAVINGS PLAN

401k plan membership statisitcs for PHIFER RETIREMENT AND 401(K) SAVINGS PLAN

Measure Date Value
2022: PHIFER RETIREMENT AND 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,452
Total number of active participants reported on line 7a of the Form 55002022-01-011,222
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01127
Total of all active and inactive participants2022-01-011,349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0110
Total participants2022-01-011,359
Number of participants with account balances2022-01-011,359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PHIFER RETIREMENT AND 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,435
Total number of active participants reported on line 7a of the Form 55002021-01-011,204
Number of retired or separated participants receiving benefits2021-01-0161
Number of other retired or separated participants entitled to future benefits2021-01-01118
Total of all active and inactive participants2021-01-011,383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0169
Total participants2021-01-011,452
Number of participants with account balances2021-01-011,375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PHIFER RETIREMENT AND 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,421
Total number of active participants reported on line 7a of the Form 55002020-01-011,172
Number of retired or separated participants receiving benefits2020-01-0161
Number of other retired or separated participants entitled to future benefits2020-01-01121
Total of all active and inactive participants2020-01-011,354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0165
Total participants2020-01-011,419
Number of participants with account balances2020-01-011,346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PHIFER RETIREMENT AND 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,506
Total number of active participants reported on line 7a of the Form 55002019-01-011,176
Number of retired or separated participants receiving benefits2019-01-0155
Number of other retired or separated participants entitled to future benefits2019-01-0196
Total of all active and inactive participants2019-01-011,327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-019
Total participants2019-01-011,336
Number of participants with account balances2019-01-011,335
2018: PHIFER RETIREMENT AND 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,466
Total number of active participants reported on line 7a of the Form 55002018-01-011,308
Number of retired or separated participants receiving benefits2018-01-0130
Number of other retired or separated participants entitled to future benefits2018-01-0179
Total of all active and inactive participants2018-01-011,417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-011,424
Number of participants with account balances2018-01-011,420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PHIFER RETIREMENT AND 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,288
Total number of active participants reported on line 7a of the Form 55002017-01-011,277
Number of retired or separated participants receiving benefits2017-01-0126
Number of other retired or separated participants entitled to future benefits2017-01-0188
Total of all active and inactive participants2017-01-011,391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0116
Total participants2017-01-011,407
Number of participants with account balances2017-01-011,397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PHIFER RETIREMENT AND 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,289
Total number of active participants reported on line 7a of the Form 55002016-01-011,171
Number of retired or separated participants receiving benefits2016-01-0120
Number of other retired or separated participants entitled to future benefits2016-01-0179
Total of all active and inactive participants2016-01-011,270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0118
Total participants2016-01-011,288
Number of participants with account balances2016-01-011,273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PHIFER RETIREMENT AND 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,324
Total number of active participants reported on line 7a of the Form 55002015-01-011,180
Number of retired or separated participants receiving benefits2015-01-0116
Number of other retired or separated participants entitled to future benefits2015-01-0179
Total of all active and inactive participants2015-01-011,275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0114
Total participants2015-01-011,289
Number of participants with account balances2015-01-011,281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PHIFER RETIREMENT AND 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,296
Total number of active participants reported on line 7a of the Form 55002014-01-011,192
Number of retired or separated participants receiving benefits2014-01-0110
Number of other retired or separated participants entitled to future benefits2014-01-0163
Total of all active and inactive participants2014-01-011,265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0112
Total participants2014-01-011,277
Number of participants with account balances2014-01-011,253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PHIFER RETIREMENT AND 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,278
Total number of active participants reported on line 7a of the Form 55002013-01-011,212
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0158
Total of all active and inactive participants2013-01-011,270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-019
Total participants2013-01-011,279
Number of participants with account balances2013-01-011,262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PHIFER RETIREMENT AND 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,298
Total number of active participants reported on line 7a of the Form 55002012-01-011,201
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0152
Total of all active and inactive participants2012-01-011,253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-011,259
Number of participants with account balances2012-01-011,246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PHIFER RETIREMENT AND 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,283
Total number of active participants reported on line 7a of the Form 55002011-01-011,215
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0156
Total of all active and inactive participants2011-01-011,271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-016
Total participants2011-01-011,277
Number of participants with account balances2011-01-011,269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PHIFER RETIREMENT AND 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,341
Total number of active participants reported on line 7a of the Form 55002009-01-011,214
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0151
Total of all active and inactive participants2009-01-011,265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-018
Total participants2009-01-011,273
Number of participants with account balances2009-01-011,265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PHIFER RETIREMENT AND 401(K) SAVINGS PLAN

Measure Date Value
2022 : PHIFER RETIREMENT AND 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-14,574,247
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$16,604,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$16,563,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$11,296,320
Value of total assets at end of year2022-12-31$158,205,244
Value of total assets at beginning of year2022-12-31$189,383,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$40,365
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,256,749
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,256,749
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$6,070,346
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$81,778
Other income not declared elsewhere2022-12-31$619,044
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-31,178,415
Value of net assets at end of year (total assets less liabilities)2022-12-31$158,205,244
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$189,383,659
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
Investment advisory and management fees2022-12-31$4,208
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$122,974,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$155,780,029
Interest on participant loans2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$30,086,338
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$28,309,897
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-28,746,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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$5,144,196
Employer contributions (assets) at end of year2022-12-31$5,144,196
Employer contributions (assets) at beginning of year2022-12-31$5,293,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$16,563,803
Contract administrator fees2022-12-31$36,157
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$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WAY, RAY, SHELTON & CO
Accountancy firm EIN2022-12-31630962807
2021 : PHIFER RETIREMENT AND 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$31,036,802
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$17,332,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$17,300,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$11,130,456
Value of total assets at end of year2021-12-31$189,383,659
Value of total assets at beginning of year2021-12-31$175,679,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$32,139
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,024,489
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,024,489
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,830,639
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,084
Other income not declared elsewhere2021-12-31$611,815
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$13,704,360
Value of net assets at end of year (total assets less liabilities)2021-12-31$189,383,659
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$175,679,299
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
Investment advisory and management fees2021-12-31$3,789
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$155,780,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$141,860,077
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$28,309,897
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$29,345,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$17,270,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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$5,293,733
Employer contributions (assets) at end of year2021-12-31$5,293,733
Employer contributions (assets) at beginning of year2021-12-31$4,473,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$17,300,303
Contract administrator fees2021-12-31$28,350
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WAY, RAY, SHELTON & CO
Accountancy firm EIN2021-12-31630962807
2020 : PHIFER RETIREMENT AND 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$28,906,818
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$26,396,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$26,373,175
Value of total corrective distributions2020-12-31$427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,634,195
Value of total assets at end of year2020-12-31$175,679,299
Value of total assets at beginning of year2020-12-31$173,169,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$23,208
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,661,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,661,555
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,140,101
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$20,217
Other income not declared elsewhere2020-12-31$642,224
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$2,510,008
Value of net assets at end of year (total assets less liabilities)2020-12-31$175,679,299
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$173,169,291
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
Investment advisory and management fees2020-12-31$2,903
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$141,860,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$141,119,039
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$29,345,345
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$27,384,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$16,968,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,473,877
Employer contributions (assets) at end of year2020-12-31$4,473,877
Employer contributions (assets) at beginning of year2020-12-31$4,665,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$26,373,175
Contract administrator fees2020-12-31$20,305
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WAY, RAY, SHELTON & CO
Accountancy firm EIN2020-12-31630962807
2019 : PHIFER RETIREMENT AND 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$35,345,372
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$14,250,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$14,210,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,060,469
Value of total assets at end of year2019-12-31$173,169,291
Value of total assets at beginning of year2019-12-31$152,074,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$39,889
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,534,103
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,534,103
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$5,256,782
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$137,710
Other income not declared elsewhere2019-12-31$658,713
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$21,094,528
Value of net assets at end of year (total assets less liabilities)2019-12-31$173,169,291
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$152,074,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$141,119,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$119,428,528
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$27,384,275
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$27,906,176
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$22,092,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,665,977
Employer contributions (assets) at end of year2019-12-31$4,665,977
Employer contributions (assets) at beginning of year2019-12-31$4,740,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,210,955
Contract administrator fees2019-12-31$39,889
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WAY, RAY, SHELTON & CO
Accountancy firm EIN2019-12-31630962807
2018 : PHIFER RETIREMENT AND 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$4,635,828
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$10,184,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$10,151,335
Value of total corrective distributions2018-12-31$68
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$10,410,375
Value of total assets at end of year2018-12-31$152,074,763
Value of total assets at beginning of year2018-12-31$157,623,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$33,054
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,319,133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,319,133
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,333,684
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$336,632
Other income not declared elsewhere2018-12-31$651,439
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,548,629
Value of net assets at end of year (total assets less liabilities)2018-12-31$152,074,763
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$157,623,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$119,428,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$124,413,019
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$27,906,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$28,733,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,745,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,740,059
Employer contributions (assets) at end of year2018-12-31$4,740,059
Employer contributions (assets) at beginning of year2018-12-31$4,477,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$10,151,335
Contract administrator fees2018-12-31$33,054
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
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WAY, RAY, SHELTON & CO
Accountancy firm EIN2018-12-31630962807
2017 : PHIFER RETIREMENT AND 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$26,497,390
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$11,552,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$11,521,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,309,016
Value of total assets at end of year2017-12-31$157,623,392
Value of total assets at beginning of year2017-12-31$142,678,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$31,100
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,063,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,063,781
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,719,489
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$50,939
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$112,443
Other income not declared elsewhere2017-12-31$678,104
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$14,944,913
Value of net assets at end of year (total assets less liabilities)2017-12-31$157,623,392
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$142,678,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$124,413,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$106,484,794
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$28,733,289
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$31,764,926
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$14,446,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,477,084
Employer contributions (assets) at end of year2017-12-31$4,477,084
Employer contributions (assets) at beginning of year2017-12-31$4,377,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$11,521,377
Contract administrator fees2017-12-31$31,100
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WAY, RAY, SHELTON & CO
Accountancy firm EIN2017-12-31630962807
2016 : PHIFER RETIREMENT AND 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$15,659,333
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$15,331,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$15,276,828
Value of total corrective distributions2016-12-31$108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,809,460
Value of total assets at end of year2016-12-31$142,678,479
Value of total assets at beginning of year2016-12-31$142,350,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$54,725
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,575,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,575,168
Administrative expenses professional fees incurred2016-12-31$11,000
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,179,729
Participant contributions at end of year2016-12-31$50,939
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$251,910
Other income not declared elsewhere2016-12-31$971,682
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$327,672
Value of net assets at end of year (total assets less liabilities)2016-12-31$142,678,479
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$142,350,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$106,484,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$82,144,801
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$31,764,926
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$56,014,657
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,303,023
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$4,377,821
Employer contributions (assets) at end of year2016-12-31$4,377,820
Employer contributions (assets) at beginning of year2016-12-31$4,191,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$15,276,828
Contract administrator fees2016-12-31$43,725
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WAY, RAY, SHELTON & CO
Accountancy firm EIN2016-12-31630962807
2015 : PHIFER RETIREMENT AND 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$9,201,130
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$9,359,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,335,072
Value of total corrective distributions2015-12-31$108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,079,122
Value of total assets at end of year2015-12-31$142,350,807
Value of total assets at beginning of year2015-12-31$142,509,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$24,402
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$599,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$599,070
Administrative expenses professional fees incurred2015-12-31$11,000
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,857,981
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$38,901
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$29,801
Other income not declared elsewhere2015-12-31$1,337,198
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-158,452
Value of net assets at end of year (total assets less liabilities)2015-12-31$142,350,807
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$142,509,259
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
Investment advisory and management fees2015-12-31$49
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$82,144,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$83,274,075
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$56,014,657
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$55,210,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-814,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,191,340
Employer contributions (assets) at end of year2015-12-31$4,191,349
Employer contributions (assets) at beginning of year2015-12-31$3,985,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,335,072
Contract administrator fees2015-12-31$13,353
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 name2015-12-31WAY, RAY, SHELTON & CO
Accountancy firm EIN2015-12-31630962807
2014 : PHIFER RETIREMENT AND 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$14,529,169
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$7,291,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,262,636
Value of total corrective distributions2014-12-31$411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,592,346
Value of total assets at end of year2014-12-31$142,509,259
Value of total assets at beginning of year2014-12-31$135,271,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$28,085
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$658,005
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$658,005
Administrative expenses professional fees incurred2014-12-31$11,000
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,549,612
Participant contributions at end of year2014-12-31$38,901
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$39,466
Other income not declared elsewhere2014-12-31$1,338,728
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$7,238,037
Value of net assets at end of year (total assets less liabilities)2014-12-31$142,509,259
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$135,271,222
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
Investment advisory and management fees2014-12-31$2,640
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$83,274,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$77,933,625
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$55,210,502
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$53,432,718
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,940,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,003,268
Employer contributions (assets) at end of year2014-12-31$3,985,781
Employer contributions (assets) at beginning of year2014-12-31$3,904,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,262,636
Contract administrator fees2014-12-31$14,445
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 name2014-12-31WAY, RAY, SHELTON & CO
Accountancy firm EIN2014-12-31630962807
2013 : PHIFER RETIREMENT AND 401(K) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$21,964,263
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$8,461,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,431,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,235,233
Value of total assets at end of year2013-12-31$135,271,222
Value of total assets at beginning of year2013-12-31$121,768,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$30,446
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$476,860
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$476,860
Administrative expenses professional fees incurred2013-12-31$10,000
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,313,076
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$17,278
Other income not declared elsewhere2013-12-31$1,276,552
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$13,502,656
Value of net assets at end of year (total assets less liabilities)2013-12-31$135,271,222
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$121,768,566
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
Investment advisory and management fees2013-12-31$1,208
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$77,933,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$67,417,569
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$53,432,718
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$50,592,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$12,975,618
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,904,879
Employer contributions (assets) at end of year2013-12-31$3,904,879
Employer contributions (assets) at beginning of year2013-12-31$3,758,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,431,161
Contract administrator fees2013-12-31$19,238
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 name2013-12-31WAY, RAY, SHELTON & CO
Accountancy firm EIN2013-12-31630962807
2012 : PHIFER RETIREMENT AND 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$16,361,370
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$8,192,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,167,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,200,898
Value of total assets at end of year2012-12-31$121,768,566
Value of total assets at beginning of year2012-12-31$113,599,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$25,206
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$666,355
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$666,355
Administrative expenses professional fees incurred2012-12-31$10,676
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,064,734
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$32,196
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$384,877
Other income not declared elsewhere2012-12-31$1,130,985
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$8,168,727
Value of net assets at end of year (total assets less liabilities)2012-12-31$121,768,566
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$113,599,839
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
Investment advisory and management fees2012-12-31$296
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$67,417,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$61,305,090
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$50,592,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$48,731,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$7,363,132
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$3,751,287
Employer contributions (assets) at end of year2012-12-31$3,758,696
Employer contributions (assets) at beginning of year2012-12-31$3,531,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$8,167,437
Contract administrator fees2012-12-31$14,234
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 name2012-12-31WAY, RAY, SHELTON & CO
Accountancy firm EIN2012-12-31630962807
2011 : PHIFER RETIREMENT AND 401(K) SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$7,351,687
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,547,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,524,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,322,758
Value of total assets at end of year2011-12-31$113,599,839
Value of total assets at beginning of year2011-12-31$111,795,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$22,893
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$532,862
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$532,862
Administrative expenses professional fees incurred2011-12-31$10,000
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,766,119
Participant contributions at end of year2011-12-31$32,196
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$43,821,641
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$25,120
Other income not declared elsewhere2011-12-31$640,796
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$1,804,258
Value of net assets at end of year (total assets less liabilities)2011-12-31$113,599,839
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$111,795,581
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
Investment advisory and management fees2011-12-31$1,002
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$61,305,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$64,588,400
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$48,731,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-144,729
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$3,531,519
Employer contributions (assets) at end of year2011-12-31$3,531,519
Employer contributions (assets) at beginning of year2011-12-31$3,385,540
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,524,536
Contract administrator fees2011-12-31$11,891
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
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
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 name2011-12-31WAY, RAY, SHELTON & CO
Accountancy firm EIN2011-12-31630962807
2010 : PHIFER RETIREMENT AND 401(K) SAVINGS 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$6,177
Total income from all sources (including contributions)2010-12-31$14,532,307
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$10,145,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$10,117,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,080,282
Value of total assets at end of year2010-12-31$111,795,581
Value of total assets at beginning of year2010-12-31$107,414,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$28,121
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$465,109
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$465,109
Administrative expenses professional fees incurred2010-12-31$10,000
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$2,566,455
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$30,283
Assets. Other investments not covered elsewhere at end of year2010-12-31$43,821,641
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$17,444,666
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$128,287
Other income not declared elsewhere2010-12-31$1,165,057
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$4,386,955
Value of net assets at end of year (total assets less liabilities)2010-12-31$111,795,581
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$107,408,626
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
Investment advisory and management fees2010-12-31$289
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$64,588,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$60,836,075
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$26,264,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,643,436
Net investment gain/loss from pooled separate accounts2010-12-31$178,423
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$3,385,540
Employer contributions (assets) at end of year2010-12-31$3,385,540
Employer contributions (assets) at beginning of year2010-12-31$2,839,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$10,117,231
Contract administrator fees2010-12-31$17,832
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$6,177
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 name2010-12-31WAY, RAY, SHELTON & CO. P.C.
Accountancy firm EIN2010-12-31630962867
2009 : PHIFER RETIREMENT AND 401(K) SAVINGS 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 PHIFER RETIREMENT AND 401(K) SAVINGS PLAN

2022: PHIFER RETIREMENT AND 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
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: PHIFER RETIREMENT AND 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
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: PHIFER RETIREMENT AND 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PHIFER RETIREMENT AND 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PHIFER RETIREMENT AND 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PHIFER RETIREMENT AND 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PHIFER RETIREMENT AND 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PHIFER RETIREMENT AND 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PHIFER RETIREMENT AND 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PHIFER RETIREMENT AND 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PHIFER RETIREMENT AND 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PHIFER RETIREMENT AND 401(K) SAVINGS 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PHIFER RETIREMENT AND 401(K) SAVINGS 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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28002
Policy instance 1
Insurance contract or identification numberGA28002
Number of Individuals Covered1405
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28002
Policy instance 1
Insurance contract or identification numberGA28002
Number of Individuals Covered1375
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28002
Policy instance 1
Insurance contract or identification numberGA28002
Number of Individuals Covered1346
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28002
Policy instance 1
Insurance contract or identification numberGA28002
Number of Individuals Covered1335
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28002
Policy instance 1
Insurance contract or identification numberGA28002
Number of Individuals Covered1397
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28002
Policy instance 1
Insurance contract or identification numberGA28002
Number of Individuals Covered1281
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28003
Policy instance 2
Insurance contract or identification numberGA28003
Number of Individuals Covered1281
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28002
Policy instance 1
Insurance contract or identification numberGA28002
Number of Individuals Covered1253
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28003
Policy instance 2
Insurance contract or identification numberGA28003
Number of Individuals Covered1253
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28003
Policy instance 2
Insurance contract or identification numberGA28003
Number of Individuals Covered1262
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28002
Policy instance 1
Insurance contract or identification numberGA28002
Number of Individuals Covered1262
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28002
Policy instance 1
Insurance contract or identification numberGA28002
Number of Individuals Covered1246
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28003
Policy instance 2
Insurance contract or identification numberGA28003
Number of Individuals Covered1246
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28002
Policy instance 1
Insurance contract or identification numberGA28002
Number of Individuals Covered1269
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28003
Policy instance 2
Insurance contract or identification numberGA28003
Number of Individuals Covered1269
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28003
Policy instance 3
Insurance contract or identification numberGA28003
Number of Individuals Covered1256
Insurance policy start date2010-08-03
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered1256
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28002
Policy instance 2
Insurance contract or identification numberGA28002
Number of Individuals Covered1256
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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