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FULCRO INSURANCE, INC. 1165(E) RETIREMENT PLAN 401k Plan overview

Plan NameFULCRO INSURANCE, INC. 1165(E) RETIREMENT PLAN
Plan identification number 001

FULCRO INSURANCE, INC. 1165(E) RETIREMENT 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.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.

401k Sponsoring company profile

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

Company Name:FULCRO INSURANCE, INC.
Employer identification number (EIN):660386857
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FULCRO INSURANCE, INC. 1165(E) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01ANNETTE SANTIAGO ANNETTE SANTIAGO2019-06-04
0012017-01-01ANNETTE SANTIAGO ANNETTE SANTIAGO2018-09-09
0012016-01-01ANNETTE SANTIAGO ANNETTE SANTIAGO2017-05-07
0012015-01-01ANNETTE SANTIAGO ANNETTE SANTIAGO2016-08-31
0012014-01-01MIGUEL TIRADO CARDONA MIGUEL TIRADO CARDONA2015-10-05
0012013-01-01CARMINA J. SUAREZ MIGUEL A. TIRADO CARDONA2014-06-11
0012012-01-01CARMINA J. SUAREZ MIGUEL A. TIRADO CARDONA2013-07-08
0012011-01-01CARMINA J. SUAREZ MIGUEL A. TIRADO CARDONA2012-09-25
0012009-01-01CARMINA J. SUAREZ MIGUEL A. TIRADO CARDONA2010-07-30

Plan Statistics for FULCRO INSURANCE, INC. 1165(E) RETIREMENT PLAN

401k plan membership statisitcs for FULCRO INSURANCE, INC. 1165(E) RETIREMENT PLAN

Measure Date Value
2022: FULCRO INSURANCE, INC. 1165(E) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0160
Total number of active participants reported on line 7a of the Form 55002022-01-0156
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-019
Total of all active and inactive participants2022-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0165
Number of participants with account balances2022-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: FULCRO INSURANCE, INC. 1165(E) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0160
Total number of active participants reported on line 7a of the Form 55002021-01-0161
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0110
Total of all active and inactive participants2021-01-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0171
Number of participants with account balances2021-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: FULCRO INSURANCE, INC. 1165(E) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0165
Total number of active participants reported on line 7a of the Form 55002020-01-0150
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0110
Total of all active and inactive participants2020-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0160
Number of participants with account balances2020-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: FULCRO INSURANCE, INC. 1165(E) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0159
Total number of active participants reported on line 7a of the Form 55002019-01-0155
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0110
Total of all active and inactive participants2019-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0165
Number of participants with account balances2019-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: FULCRO INSURANCE, INC. 1165(E) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0163
Total number of active participants reported on line 7a of the Form 55002018-01-0150
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-019
Total of all active and inactive participants2018-01-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0159
Number of participants with account balances2018-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FULCRO INSURANCE, INC. 1165(E) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0162
Total number of active participants reported on line 7a of the Form 55002017-01-0148
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0115
Total of all active and inactive participants2017-01-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0163
Number of participants with account balances2017-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FULCRO INSURANCE, INC. 1165(E) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0157
Total number of active participants reported on line 7a of the Form 55002016-01-0153
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-019
Total of all active and inactive participants2016-01-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0162
Number of participants with account balances2016-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FULCRO INSURANCE, INC. 1165(E) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0157
Total number of active participants reported on line 7a of the Form 55002015-01-0155
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0157
Number of participants with account balances2015-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FULCRO INSURANCE, INC. 1165(E) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0162
Total number of active participants reported on line 7a of the Form 55002014-01-0154
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0157
Number of participants with account balances2014-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FULCRO INSURANCE, INC. 1165(E) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0138
Total number of active participants reported on line 7a of the Form 55002013-01-0158
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0162
Number of participants with account balances2013-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: FULCRO INSURANCE, INC. 1165(E) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0135
Total number of active participants reported on line 7a of the Form 55002012-01-0131
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0133
Number of participants with account balances2012-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FULCRO INSURANCE, INC. 1165(E) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0138
Total number of active participants reported on line 7a of the Form 55002011-01-0132
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0135
Number of participants with account balances2011-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: FULCRO INSURANCE, INC. 1165(E) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0145
Total number of active participants reported on line 7a of the Form 55002009-01-0139
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0139
Number of participants with account balances2009-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on FULCRO INSURANCE, INC. 1165(E) RETIREMENT PLAN

Measure Date Value
2022 : FULCRO INSURANCE, INC. 1165(E) RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$39,647
Expenses. Total of all expenses incurred2022-12-31$171,394
Benefits paid (including direct rollovers)2022-12-31$158,709
Total plan assets at end of year2022-12-31$1,998,858
Total plan assets at beginning of year2022-12-31$2,130,605
Value of fidelity bond covering the plan2022-12-31$250,000
Total contributions received or receivable from participants2022-12-31$253,470
Expenses. Other expenses not covered elsewhere2022-12-31$12,685
Contributions received from other sources (not participants or employers)2022-12-31$9,982
Other income received2022-12-31$-303,426
Net income (gross income less expenses)2022-12-31$-131,747
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,998,858
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,130,605
Assets. Value of participant loans2022-12-31$25,665
Total contributions received or receivable from employer(s)2022-12-31$79,621
2021 : FULCRO INSURANCE, INC. 1165(E) RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$505,084
Expenses. Total of all expenses incurred2021-12-31$335,048
Benefits paid (including direct rollovers)2021-12-31$324,261
Total plan assets at end of year2021-12-31$2,130,605
Total plan assets at beginning of year2021-12-31$1,960,569
Value of fidelity bond covering the plan2021-12-31$250,000
Total contributions received or receivable from participants2021-12-31$218,740
Expenses. Other expenses not covered elsewhere2021-12-31$10,787
Other income received2021-12-31$219,171
Net income (gross income less expenses)2021-12-31$170,036
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,130,605
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,960,569
Assets. Value of participant loans2021-12-31$13,758
Total contributions received or receivable from employer(s)2021-12-31$67,173
2020 : FULCRO INSURANCE, INC. 1165(E) RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$495,965
Expenses. Total of all expenses incurred2020-12-31$362,859
Benefits paid (including direct rollovers)2020-12-31$353,094
Total plan assets at end of year2020-12-31$1,960,569
Total plan assets at beginning of year2020-12-31$1,827,463
Value of fidelity bond covering the plan2020-12-31$250,000
Total contributions received or receivable from participants2020-12-31$201,595
Expenses. Other expenses not covered elsewhere2020-12-31$9,765
Other income received2020-12-31$239,489
Net income (gross income less expenses)2020-12-31$133,106
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,960,569
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,827,463
Assets. Value of participant loans2020-12-31$21,200
Total contributions received or receivable from employer(s)2020-12-31$54,881
2019 : FULCRO INSURANCE, INC. 1165(E) RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$479,640
Expenses. Total of all expenses incurred2019-12-31$254,883
Benefits paid (including direct rollovers)2019-12-31$245,611
Total plan assets at end of year2019-12-31$1,827,463
Total plan assets at beginning of year2019-12-31$1,602,706
Value of fidelity bond covering the plan2019-12-31$250,000
Total contributions received or receivable from participants2019-12-31$156,704
Expenses. Other expenses not covered elsewhere2019-12-31$9,272
Other income received2019-12-31$278,670
Net income (gross income less expenses)2019-12-31$224,757
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,827,463
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,602,706
Assets. Value of participant loans2019-12-31$47,284
Total contributions received or receivable from employer(s)2019-12-31$44,266
2018 : FULCRO INSURANCE, INC. 1165(E) RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$107,256
Expenses. Total of all expenses incurred2018-12-31$261,624
Benefits paid (including direct rollovers)2018-12-31$252,353
Total plan assets at end of year2018-12-31$1,602,706
Total plan assets at beginning of year2018-12-31$1,757,074
Value of fidelity bond covering the plan2018-12-31$250,000
Total contributions received or receivable from participants2018-12-31$162,998
Expenses. Other expenses not covered elsewhere2018-12-31$9,271
Other income received2018-12-31$-109,121
Net income (gross income less expenses)2018-12-31$-154,368
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,602,706
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,757,074
Assets. Value of participant loans2018-12-31$72,814
Total contributions received or receivable from employer(s)2018-12-31$53,379
2017 : FULCRO INSURANCE, INC. 1165(E) RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$369,091
Expenses. Total of all expenses incurred2017-12-31$176,119
Benefits paid (including direct rollovers)2017-12-31$167,651
Total plan assets at end of year2017-12-31$1,757,074
Total plan assets at beginning of year2017-12-31$1,564,102
Value of fidelity bond covering the plan2017-12-31$250,000
Total contributions received or receivable from participants2017-12-31$173,314
Expenses. Other expenses not covered elsewhere2017-12-31$8,468
Other income received2017-12-31$195,777
Net income (gross income less expenses)2017-12-31$192,972
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,757,074
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,564,102
Assets. Value of participant loans2017-12-31$93,194
2016 : FULCRO INSURANCE, INC. 1165(E) RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$312,440
Expenses. Total of all expenses incurred2016-12-31$130,020
Benefits paid (including direct rollovers)2016-12-31$126,899
Total plan assets at end of year2016-12-31$1,564,102
Total plan assets at beginning of year2016-12-31$1,381,682
Value of fidelity bond covering the plan2016-12-31$250,000
Total contributions received or receivable from participants2016-12-31$218,054
Expenses. Other expenses not covered elsewhere2016-12-31$3,121
Other income received2016-12-31$94,386
Net income (gross income less expenses)2016-12-31$182,420
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,564,102
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,381,682
Assets. Value of participant loans2016-12-31$27,754
2015 : FULCRO INSURANCE, INC. 1165(E) RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$231,383
Expenses. Total of all expenses incurred2015-12-31$129,795
Benefits paid (including direct rollovers)2015-12-31$126,878
Total plan assets at end of year2015-12-31$1,381,682
Total plan assets at beginning of year2015-12-31$1,280,094
Value of fidelity bond covering the plan2015-12-31$250,000
Total contributions received or receivable from participants2015-12-31$242,915
Expenses. Other expenses not covered elsewhere2015-12-31$2,917
Other income received2015-12-31$-11,532
Net income (gross income less expenses)2015-12-31$101,588
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,381,682
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,280,094
Assets. Value of participant loans2015-12-31$53,976
2014 : FULCRO INSURANCE, INC. 1165(E) RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$360,293
Expenses. Total of all expenses incurred2014-12-31$98,428
Benefits paid (including direct rollovers)2014-12-31$93,312
Total plan assets at end of year2014-12-31$1,280,094
Total plan assets at beginning of year2014-12-31$1,018,229
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$265,961
Expenses. Other expenses not covered elsewhere2014-12-31$5,116
Contributions received from other sources (not participants or employers)2014-12-31$55,474
Other income received2014-12-31$38,858
Net income (gross income less expenses)2014-12-31$261,865
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,280,094
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,018,229
Assets. Value of participant loans2014-12-31$98,303
Total contributions received or receivable from employer(s)2014-12-31$0
2013 : FULCRO INSURANCE, INC. 1165(E) RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$253,112
Expenses. Total of all expenses incurred2013-12-31$243,247
Benefits paid (including direct rollovers)2013-12-31$237,947
Total plan assets at end of year2013-12-31$1,018,229
Total plan assets at beginning of year2013-12-31$1,008,364
Value of fidelity bond covering the plan2013-12-31$250,000
Total contributions received or receivable from participants2013-12-31$151,319
Expenses. Other expenses not covered elsewhere2013-12-31$5,300
Other income received2013-12-31$101,793
Net income (gross income less expenses)2013-12-31$9,865
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,018,229
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,008,364
Assets. Value of participant loans2013-12-31$94,053
2012 : FULCRO INSURANCE, INC. 1165(E) RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$188,026
Expenses. Total of all expenses incurred2012-12-31$52,429
Benefits paid (including direct rollovers)2012-12-31$47,468
Total plan assets at end of year2012-12-31$1,008,364
Total plan assets at beginning of year2012-12-31$872,767
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$96,997
Expenses. Other expenses not covered elsewhere2012-12-31$4,961
Other income received2012-12-31$91,029
Net income (gross income less expenses)2012-12-31$135,597
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,008,364
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$872,767
Assets. Value of participant loans2012-12-31$109,889
Total contributions received or receivable from employer(s)2012-12-31$0
2011 : FULCRO INSURANCE, INC. 1165(E) RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$89,972
Expenses. Total of all expenses incurred2011-12-31$37,055
Benefits paid (including direct rollovers)2011-12-31$33,213
Total plan assets at end of year2011-12-31$872,767
Total plan assets at beginning of year2011-12-31$819,850
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$115,174
Expenses. Other expenses not covered elsewhere2011-12-31$3,842
Other income received2011-12-31$-27,155
Noncash contributions received2011-12-31$1,953
Net income (gross income less expenses)2011-12-31$52,917
Net plan assets at end of year (total assets less liabilities)2011-12-31$872,767
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$819,850
Assets. Value of participant loans2011-12-31$106,101
Total contributions received or receivable from employer(s)2011-12-31$0
2010 : FULCRO INSURANCE, INC. 1165(E) RETIREMENT PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$214,934
Expenses. Total of all expenses incurred2010-12-31$10,958
Benefits paid (including direct rollovers)2010-12-31$6,485
Total plan assets at end of year2010-12-31$819,850
Total plan assets at beginning of year2010-12-31$615,874
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$136,544
Expenses. Other expenses not covered elsewhere2010-12-31$4,473
Contributions received from other sources (not participants or employers)2010-12-31$2,452
Other income received2010-12-31$75,938
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$203,976
Net plan assets at end of year (total assets less liabilities)2010-12-31$819,850
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$615,874
Assets. Value of participant loans2010-12-31$104,638
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for FULCRO INSURANCE, INC. 1165(E) RETIREMENT PLAN

2022: FULCRO INSURANCE, INC. 1165(E) RETIREMENT 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: FULCRO INSURANCE, INC. 1165(E) RETIREMENT 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: FULCRO INSURANCE, INC. 1165(E) RETIREMENT 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: FULCRO INSURANCE, INC. 1165(E) RETIREMENT 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: FULCRO INSURANCE, INC. 1165(E) RETIREMENT 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: FULCRO INSURANCE, INC. 1165(E) RETIREMENT 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: FULCRO INSURANCE, INC. 1165(E) RETIREMENT 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: FULCRO INSURANCE, INC. 1165(E) RETIREMENT 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: FULCRO INSURANCE, INC. 1165(E) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FULCRO INSURANCE, INC. 1165(E) RETIREMENT 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: FULCRO INSURANCE, INC. 1165(E) RETIREMENT 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: FULCRO INSURANCE, INC. 1165(E) RETIREMENT 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: FULCRO INSURANCE, INC. 1165(E) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number370730-P1
Policy instance 1
Insurance contract or identification number370730-P1
Number of Individuals Covered27
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number370730-P1
Policy instance 1
Insurance contract or identification number370730-P1
Number of Individuals Covered26
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number370730-P1
Policy instance 1
Insurance contract or identification number370730-P1
Number of Individuals Covered25
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number370730-P1
Policy instance 1
Insurance contract or identification number370730-P1
Number of Individuals Covered23
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number370730-P1
Policy instance 1
Insurance contract or identification number370730-P1
Number of Individuals Covered13
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number370730-P1
Policy instance 1
Insurance contract or identification number370730-P1
Number of Individuals Covered14
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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