ROUNTREE TRANSPORT & RIGGING, INC. has sponsored the creation of one or more 401k plans.
Additional information about ROUNTREE TRANSPORT & RIGGING, INC.
Submission information for form 5500 for 401k plan ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST
401k plan membership statisitcs for ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST
Measure | Date | Value |
---|
2022: ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2022 401k membership |
---|
Total participants, beginning-of-year | 2022-01-01 | 64 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 50 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 9 |
Total of all active and inactive participants | 2022-01-01 | 62 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 62 |
Number of participants with account balances | 2022-01-01 | 56 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 4 |
2021: ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-01-01 | 61 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 50 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 7 |
Total of all active and inactive participants | 2021-01-01 | 60 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 60 |
Number of participants with account balances | 2021-01-01 | 54 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-01-01 | 55 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 45 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 11 |
Total of all active and inactive participants | 2020-01-01 | 58 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 58 |
Number of participants with account balances | 2020-01-01 | 50 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 3 |
2019: ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-01-01 | 48 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 45 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 11 |
Total of all active and inactive participants | 2019-01-01 | 56 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 56 |
Number of participants with account balances | 2019-01-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 38 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 9 |
Total of all active and inactive participants | 2018-01-01 | 48 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 48 |
Number of participants with account balances | 2018-01-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 2 |
2017: ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 37 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 11 |
Total of all active and inactive participants | 2017-01-01 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 49 |
Number of participants with account balances | 2017-01-01 | 43 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 43 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 8 |
Total of all active and inactive participants | 2016-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 45 |
Number of participants with account balances | 2016-01-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
2015: ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 6 |
Total of all active and inactive participants | 2015-01-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 43 |
Number of participants with account balances | 2015-01-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 34 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 5 |
Total of all active and inactive participants | 2014-01-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 40 |
Number of participants with account balances | 2014-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 2 |
2013: ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 42 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 27 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 7 |
Total of all active and inactive participants | 2013-01-01 | 34 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 34 |
Number of participants with account balances | 2013-01-01 | 32 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 33 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 10 |
Total of all active and inactive participants | 2012-01-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 43 |
Number of participants with account balances | 2012-01-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 48 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 6 |
Total of all active and inactive participants | 2011-01-01 | 42 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 42 |
Number of participants with account balances | 2011-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 11 |
Total of all active and inactive participants | 2010-01-01 | 47 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 47 |
Number of participants with account balances | 2010-01-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
2009: ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 43 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 40 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 5 |
Total of all active and inactive participants | 2009-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 45 |
Number of participants with account balances | 2009-01-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
Measure | Date | Value |
---|
2022 : ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2022 401k financial data |
---|
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-133,829 |
Expenses. Total of all expenses incurred | 2022-12-31 | $436,715 |
Benefits paid (including direct rollovers) | 2022-12-31 | $408,416 |
Total plan assets at end of year | 2022-12-31 | $4,102,263 |
Total plan assets at beginning of year | 2022-12-31 | $4,672,807 |
Value of fidelity bond covering the plan | 2022-12-31 | $250,000 |
Total contributions received or receivable from participants | 2022-12-31 | $336,932 |
Other income received | 2022-12-31 | $-576,200 |
Net income (gross income less expenses) | 2022-12-31 | $-570,544 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $4,102,263 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,672,807 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $105,439 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $28,299 |
2021 : ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2021 401k financial data |
---|
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $746,494 |
Expenses. Total of all expenses incurred | 2021-12-31 | $407,349 |
Benefits paid (including direct rollovers) | 2021-12-31 | $407,324 |
Total plan assets at end of year | 2021-12-31 | $4,672,807 |
Total plan assets at beginning of year | 2021-12-31 | $4,333,662 |
Value of fidelity bond covering the plan | 2021-12-31 | $250,000 |
Total contributions received or receivable from participants | 2021-12-31 | $297,837 |
Other income received | 2021-12-31 | $346,302 |
Net income (gross income less expenses) | 2021-12-31 | $339,145 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,672,807 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,333,662 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $102,355 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $25 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2020 401k financial data |
---|
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $914,216 |
Expenses. Total of all expenses incurred | 2020-12-31 | $241,445 |
Benefits paid (including direct rollovers) | 2020-12-31 | $241,445 |
Total plan assets at end of year | 2020-12-31 | $4,333,662 |
Total plan assets at beginning of year | 2020-12-31 | $3,660,891 |
Value of fidelity bond covering the plan | 2020-12-31 | $250,000 |
Total contributions received or receivable from participants | 2020-12-31 | $269,942 |
Other income received | 2020-12-31 | $553,132 |
Net income (gross income less expenses) | 2020-12-31 | $672,771 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,333,662 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,660,891 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $91,142 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2019 401k financial data |
---|
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $893,861 |
Expenses. Total of all expenses incurred | 2019-12-31 | $81,193 |
Benefits paid (including direct rollovers) | 2019-12-31 | $81,193 |
Total plan assets at end of year | 2019-12-31 | $3,660,891 |
Total plan assets at beginning of year | 2019-12-31 | $2,848,223 |
Value of fidelity bond covering the plan | 2019-12-31 | $250,000 |
Total contributions received or receivable from participants | 2019-12-31 | $281,983 |
Other income received | 2019-12-31 | $519,122 |
Net income (gross income less expenses) | 2019-12-31 | $812,668 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,660,891 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,848,223 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $92,756 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2018 401k financial data |
---|
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $216,813 |
Expenses. Total of all expenses incurred | 2018-12-31 | $15,262 |
Benefits paid (including direct rollovers) | 2018-12-31 | $15,262 |
Total plan assets at end of year | 2018-12-31 | $2,848,223 |
Total plan assets at beginning of year | 2018-12-31 | $2,646,672 |
Value of fidelity bond covering the plan | 2018-12-31 | $250,000 |
Total contributions received or receivable from participants | 2018-12-31 | $223,823 |
Other income received | 2018-12-31 | $-86,133 |
Net income (gross income less expenses) | 2018-12-31 | $201,551 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,848,223 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,646,672 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $79,123 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2017 401k financial data |
---|
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $534,700 |
Expenses. Total of all expenses incurred | 2017-12-31 | $218,863 |
Benefits paid (including direct rollovers) | 2017-12-31 | $218,863 |
Total plan assets at end of year | 2017-12-31 | $2,646,672 |
Total plan assets at beginning of year | 2017-12-31 | $2,330,835 |
Value of fidelity bond covering the plan | 2017-12-31 | $250,000 |
Total contributions received or receivable from participants | 2017-12-31 | $181,236 |
Other income received | 2017-12-31 | $284,741 |
Net income (gross income less expenses) | 2017-12-31 | $315,837 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,646,672 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,330,835 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $68,723 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2016 401k financial data |
---|
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $381,608 |
Expenses. Total of all expenses incurred | 2016-12-31 | $35,500 |
Benefits paid (including direct rollovers) | 2016-12-31 | $30,162 |
Total plan assets at end of year | 2016-12-31 | $2,330,835 |
Total plan assets at beginning of year | 2016-12-31 | $1,984,727 |
Value of fidelity bond covering the plan | 2016-12-31 | $250,000 |
Total contributions received or receivable from participants | 2016-12-31 | $168,464 |
Other income received | 2016-12-31 | $149,165 |
Net income (gross income less expenses) | 2016-12-31 | $346,108 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,330,835 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,984,727 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $63,979 |
Value of corrective distributions | 2016-12-31 | $5,338 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2015 401k financial data |
---|
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $222,951 |
Expenses. Total of all expenses incurred | 2015-12-31 | $583,984 |
Benefits paid (including direct rollovers) | 2015-12-31 | $580,426 |
Total plan assets at end of year | 2015-12-31 | $1,984,727 |
Total plan assets at beginning of year | 2015-12-31 | $2,345,760 |
Value of fidelity bond covering the plan | 2015-12-31 | $250,000 |
Total contributions received or receivable from participants | 2015-12-31 | $150,107 |
Other income received | 2015-12-31 | $16,467 |
Net income (gross income less expenses) | 2015-12-31 | $-361,033 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,984,727 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,345,760 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $56,377 |
Value of corrective distributions | 2015-12-31 | $3,558 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2014 401k financial data |
---|
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $315,422 |
Expenses. Total of all expenses incurred | 2014-12-31 | $68,365 |
Benefits paid (including direct rollovers) | 2014-12-31 | $68,365 |
Total plan assets at end of year | 2014-12-31 | $2,345,760 |
Total plan assets at beginning of year | 2014-12-31 | $2,098,703 |
Value of fidelity bond covering the plan | 2014-12-31 | $250,000 |
Total contributions received or receivable from participants | 2014-12-31 | $124,200 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $3,427 |
Other income received | 2014-12-31 | $142,676 |
Net income (gross income less expenses) | 2014-12-31 | $247,057 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,345,760 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,098,703 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $45,119 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2013 401k financial data |
---|
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $510,047 |
Expenses. Total of all expenses incurred | 2013-12-31 | $263,919 |
Benefits paid (including direct rollovers) | 2013-12-31 | $263,919 |
Total plan assets at end of year | 2013-12-31 | $2,098,703 |
Total plan assets at beginning of year | 2013-12-31 | $1,852,575 |
Value of fidelity bond covering the plan | 2013-12-31 | $200,000 |
Total contributions received or receivable from participants | 2013-12-31 | $123,385 |
Other income received | 2013-12-31 | $342,124 |
Net income (gross income less expenses) | 2013-12-31 | $246,128 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,098,703 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,852,575 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $44,538 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2012 401k financial data |
---|
Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $343,255 |
Expenses. Total of all expenses incurred | 2012-12-31 | $90,859 |
Benefits paid (including direct rollovers) | 2012-12-31 | $90,859 |
Total plan assets at end of year | 2012-12-31 | $1,852,575 |
Total plan assets at beginning of year | 2012-12-31 | $1,600,179 |
Value of fidelity bond covering the plan | 2012-12-31 | $150,000 |
Total contributions received or receivable from participants | 2012-12-31 | $122,213 |
Other income received | 2012-12-31 | $178,512 |
Net income (gross income less expenses) | 2012-12-31 | $252,396 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,852,575 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,600,179 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $42,530 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2011 401k financial data |
---|
Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $149,497 |
Expenses. Total of all expenses incurred | 2011-12-31 | $27,821 |
Benefits paid (including direct rollovers) | 2011-12-31 | $27,821 |
Total plan assets at end of year | 2011-12-31 | $1,600,179 |
Total plan assets at beginning of year | 2011-12-31 | $1,478,503 |
Value of fidelity bond covering the plan | 2011-12-31 | $150,000 |
Total contributions received or receivable from participants | 2011-12-31 | $118,236 |
Other income received | 2011-12-31 | $-12,862 |
Net income (gross income less expenses) | 2011-12-31 | $121,676 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,600,179 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,478,503 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $44,123 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2010 401k financial data |
---|
Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $301,889 |
Expenses. Total of all expenses incurred | 2010-12-31 | $134,521 |
Benefits paid (including direct rollovers) | 2010-12-31 | $131,511 |
Total plan assets at end of year | 2010-12-31 | $1,478,503 |
Total plan assets at beginning of year | 2010-12-31 | $1,311,135 |
Value of fidelity bond covering the plan | 2010-12-31 | $150,000 |
Total contributions received or receivable from participants | 2010-12-31 | $113,077 |
Other income received | 2010-12-31 | $143,820 |
Net income (gross income less expenses) | 2010-12-31 | $167,368 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,478,503 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,311,135 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $44,992 |
Value of corrective distributions | 2010-12-31 | $3,010 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 152264 |
Policy instance | 1 |
Insurance contract or identification number | 152264 | Number of Individuals Covered | 68 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $21,138 | Total amount of fees paid to insurance company | USD $15,892 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $21,138 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 15892 |
|
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
Policy contract number | G97179 |
Policy instance | 2 |
Insurance contract or identification number | G97179 | Number of Individuals Covered | 0 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-02 | Total amount of commissions paid to insurance broker | USD $2,604 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,604 | Insurance broker organization code? | 3 |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 152264 |
Policy instance | 1 |
Insurance contract or identification number | 152264 | Number of Individuals Covered | 70 | Insurance policy start date | 2021-12-02 | Insurance policy end date | 2021-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
Policy contract number | G97179 |
Policy instance | 1 |
Insurance contract or identification number | G97179 | Number of Individuals Covered | 50 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $2,530 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,530 | Insurance broker organization code? | 3 |
|
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
Policy contract number | G97179 |
Policy instance | 1 |
Insurance contract or identification number | G97179 | Number of Individuals Covered | 46 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $2,660 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,144 | Insurance broker organization code? | 3 |
|
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
Policy contract number | G97179 |
Policy instance | 1 |
Insurance contract or identification number | G97179 | Number of Individuals Covered | 43 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $2,022 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,022 | Insurance broker organization code? | 3 | Insurance broker name | SIGNATOR INSURANCE AGENCY, INC. |
|
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
Policy contract number | G97179 |
Policy instance | 1 |
Insurance contract or identification number | G97179 | Number of Individuals Covered | 35 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $1,896 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,896 | Insurance broker organization code? | 3 | Insurance broker name | INTERSECURITIES INSURANCE AGENCY |
|
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
Policy contract number | G97179 |
Policy instance | 1 |
Insurance contract or identification number | G97179 | Number of Individuals Covered | 28 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $1,610 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,610 | Insurance broker organization code? | 3 | Insurance broker name | INTERSECURITIES INSURANCE AGENCY |
|
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
Policy contract number | G97179 |
Policy instance | 1 |
Insurance contract or identification number | G97179 | Number of Individuals Covered | 32 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $1,671 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,671 | Insurance broker organization code? | 3 | Insurance broker name | INTERSECURITIES INSURANCE AGENCY |
|
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
Policy contract number | G97179 |
Policy instance | 1 |
Insurance contract or identification number | G97179 | Number of Individuals Covered | 35 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $1,525 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,525 | Insurance broker organization code? | 3 | Insurance broker name | INTERSECURITIES INSURANCE AGENCY |
|
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
Policy contract number | G97179 |
Policy instance | 1 |
Insurance contract or identification number | G97179 | Number of Individuals Covered | 36 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $1,550 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
Policy contract number | G97179 |
Policy instance | 1 |
Insurance contract or identification number | G97179 | Number of Individuals Covered | 40 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $1,604 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,225 | Insurance broker organization code? | 3 | Insurance broker name | INTERSECURITIES INSURANCE AGENCY |
|