TEX-TRUDE INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TEX-TRUDE INC EMPLOYEE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2019 : TEX-TRUDE INC EMPLOYEE BENEFIT PLAN 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-12-31 | $1,571,776 |
| Total income from all sources (including contributions) | 2019-12-31 | $1,571,776 |
| Total of all expenses incurred | 2019-12-31 | $1,702,976 |
| Total of all expenses incurred | 2019-12-31 | $1,702,976 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,605,565 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,571,776 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,571,776 |
| Value of total assets at end of year | 2019-12-31 | $432,179 |
| Value of total assets at end of year | 2019-12-31 | $432,179 |
| Value of total assets at beginning of year | 2019-12-31 | $563,379 |
| Value of total assets at beginning of year | 2019-12-31 | $563,379 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $97,411 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
| Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $651,489 |
| Contributions received from participants | 2019-12-31 | $651,489 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $101,056 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $101,056 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $156,363 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $156,363 |
| Administrative expenses (other) incurred | 2019-12-31 | $97,411 |
| Administrative expenses (other) incurred | 2019-12-31 | $97,411 |
| Total non interest bearing cash at end of year | 2019-12-31 | $331,123 |
| Total non interest bearing cash at end of year | 2019-12-31 | $331,123 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $407,016 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $407,016 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $-131,200 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $432,179 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $432,179 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $563,379 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $563,379 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $382,655 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $382,655 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $920,287 |
| Contributions received in cash from employer | 2019-12-31 | $920,287 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,222,910 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,222,910 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Did the plan have assets held for investment | 2019-12-31 | No |
| Did the plan have assets held for investment | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | MICHAEL L. GAUS, CPA,PLLC |
| Accountancy firm name | 2019-12-31 | MICHAEL L. GAUS, CPA,PLLC |
| Accountancy firm EIN | 2019-12-31 | 832813726 |
| Accountancy firm EIN | 2019-12-31 | 832813726 |
| 2018 : TEX-TRUDE INC EMPLOYEE BENEFIT PLAN 2018 401k financial data |
|---|
| Total income from all sources (including contributions) | 2018-12-31 | $1,483,982 |
| Total of all expenses incurred | 2018-12-31 | $1,405,809 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,308,107 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,483,982 |
| Value of total assets at end of year | 2018-12-31 | $563,379 |
| Value of total assets at beginning of year | 2018-12-31 | $485,206 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $97,702 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $706,226 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $156,363 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $103,069 |
| Administrative expenses (other) incurred | 2018-12-31 | $97,702 |
| Total non interest bearing cash at end of year | 2018-12-31 | $407,016 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $382,137 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $78,173 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $563,379 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $485,206 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $391,684 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $777,756 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $916,423 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
| Did the plan have assets held for investment | 2018-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | MICHAEL L. GAUS, CPA, PLLC |
| 2017 : TEX-TRUDE INC EMPLOYEE BENEFIT PLAN 2017 401k financial data |
|---|
| Total income from all sources (including contributions) | 2017-12-31 | $1,607,519 |
| Total of all expenses incurred | 2017-12-31 | $1,459,519 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,356,371 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,607,519 |
| Value of total assets at end of year | 2017-12-31 | $485,206 |
| Value of total assets at beginning of year | 2017-12-31 | $337,206 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $103,148 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $591,601 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $103,069 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $150,757 |
| Administrative expenses (other) incurred | 2017-12-31 | $103,148 |
| Total non interest bearing cash at end of year | 2017-12-31 | $382,137 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $186,449 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $148,000 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $485,206 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $337,206 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $393,034 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $1,015,918 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $963,337 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
| Did the plan have assets held for investment | 2017-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | MICHAEL GAUS, CAROL HANEY & CO., PC |
| Accountancy firm EIN | 2017-12-31 | 593785693 |
| 2016 : TEX-TRUDE INC EMPLOYEE BENEFIT PLAN 2016 401k financial data |
|---|
| Total income from all sources (including contributions) | 2016-12-31 | $1,537,669 |
| Total of all expenses incurred | 2016-12-31 | $1,467,773 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,383,017 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,537,669 |
| Value of total assets at end of year | 2016-12-31 | $337,206 |
| Value of total assets at beginning of year | 2016-12-31 | $267,310 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $84,756 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $597,761 |
| Administrative expenses (other) incurred | 2016-12-31 | $84,756 |
| Total non interest bearing cash at end of year | 2016-12-31 | $186,449 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $267,310 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $69,896 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $337,206 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $267,310 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $442,219 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $939,908 |
| Employer contributions (assets) at end of year | 2016-12-31 | $150,757 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $940,798 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
| Did the plan have assets held for investment | 2016-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | MICHAEL GAUS, CAROL HANEY & CO. |
| Accountancy firm EIN | 2016-12-31 | 593785693 |
| 2015 : TEX-TRUDE INC EMPLOYEE BENEFIT PLAN 2015 401k financial data |
|---|
| Total income from all sources (including contributions) | 2015-12-31 | $871,181 |
| Total of all expenses incurred | 2015-12-31 | $903,959 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $817,260 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $871,181 |
| Value of total assets at end of year | 2015-12-31 | $267,310 |
| Value of total assets at beginning of year | 2015-12-31 | $300,088 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $86,699 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $520,386 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $376 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $44,860 |
| Administrative expenses (other) incurred | 2015-12-31 | $86,699 |
| Total non interest bearing cash at end of year | 2015-12-31 | $267,310 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $254,048 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-32,778 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $267,310 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $300,088 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $289,136 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $350,419 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $1,180 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $528,124 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
| Did the plan have assets held for investment | 2015-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | MICHAEL GAUS, CAROL HANEY & CO. |
| Accountancy firm EIN | 2015-12-31 | 593785693 |
| 2014 : TEX-TRUDE INC EMPLOYEE BENEFIT PLAN 2014 401k financial data |
|---|
| Total income from all sources (including contributions) | 2014-12-31 | $1,093,830 |
| Total of all expenses incurred | 2014-12-31 | $1,021,013 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $953,255 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,093,830 |
| Value of total assets at end of year | 2014-12-31 | $300,088 |
| Value of total assets at beginning of year | 2014-12-31 | $227,271 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $67,758 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $465,049 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $451 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $44,860 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $58,762 |
| Administrative expenses (other) incurred | 2014-12-31 | $67,758 |
| Total non interest bearing cash at end of year | 2014-12-31 | $254,048 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $167,780 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $72,817 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $300,088 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $227,271 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $199,962 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $628,330 |
| Employer contributions (assets) at end of year | 2014-12-31 | $1,180 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $729 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $753,293 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
| Did the plan have assets held for investment | 2014-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | MICHAEL GAUS, CAROL HANEY & CO. |
| Accountancy firm EIN | 2014-12-31 | 593785693 |
| 2013 : TEX-TRUDE INC EMPLOYEE BENEFIT PLAN 2013 401k financial data |
|---|
| Total income from all sources (including contributions) | 2013-12-31 | $925,128 |
| Total of all expenses incurred | 2013-12-31 | $905,396 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $838,552 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $925,128 |
| Value of total assets at end of year | 2013-12-31 | $227,271 |
| Value of total assets at beginning of year | 2013-12-31 | $207,539 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $66,844 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $386,934 |
| Participant contributions at beginning of year | 2013-12-31 | $9,693 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $389 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $58,762 |
| Administrative expenses (other) incurred | 2013-12-31 | $66,844 |
| Total non interest bearing cash at end of year | 2013-12-31 | $167,780 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $197,506 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $19,732 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $227,271 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $207,539 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $189,471 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $537,805 |
| Employer contributions (assets) at end of year | 2013-12-31 | $729 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $340 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $649,081 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
| Did the plan have assets held for investment | 2013-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | MICHAEL GAUS, CAROL HANEY & CO. |
| Accountancy firm EIN | 2013-12-31 | 593785693 |
| 2012 : TEX-TRUDE INC EMPLOYEE BENEFIT PLAN 2012 401k financial data |
|---|
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $9,203 |
| Total income from all sources (including contributions) | 2012-12-31 | $902,596 |
| Total of all expenses incurred | 2012-12-31 | $890,511 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $829,463 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $902,596 |
| Value of total assets at end of year | 2012-12-31 | $207,200 |
| Value of total assets at beginning of year | 2012-12-31 | $204,318 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $61,048 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | No |
| Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $610,096 |
| Participant contributions at end of year | 2012-12-31 | $9,693 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $340 |
| Administrative expenses (other) incurred | 2012-12-31 | $61,048 |
| Total non interest bearing cash at end of year | 2012-12-31 | $197,507 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $204,318 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $12,085 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $207,200 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $195,115 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $165,431 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $292,500 |
| Employer contributions (assets) at end of year | 2012-12-31 | $340 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $664,032 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $9,203 |
| Did the plan have assets held for investment | 2012-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | MICHAEL GAUS, CAROL HANEY & CO. |
| Accountancy firm EIN | 2012-12-31 | 593785693 |
| 2011 : TEX-TRUDE INC EMPLOYEE BENEFIT PLAN 2011 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $9,203 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $766 |
| Total income from all sources (including contributions) | 2011-12-31 | $559,744 |
| Total of all expenses incurred | 2011-12-31 | $612,796 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $552,212 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $559,744 |
| Value of total assets at end of year | 2011-12-31 | $204,318 |
| Value of total assets at beginning of year | 2011-12-31 | $248,933 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $60,584 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $376,381 |
| Administrative expenses (other) incurred | 2011-12-31 | $60,584 |
| Total non interest bearing cash at end of year | 2011-12-31 | $204,318 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $248,933 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-53,052 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $195,115 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $248,167 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $139,661 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $183,363 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $412,551 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $9,203 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $766 |
| Did the plan have assets held for investment | 2011-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | MICHAEL GAUS, CAROL HANEY & CO. |
| Accountancy firm EIN | 2011-12-31 | 593785693 |
| NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
| Policy contract number | HCCLOT40582 |
| Policy instance | 2 |
| Insurance contract or identification number | HCCLOT40582 | | Number of Individuals Covered | 191 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $2,074 | | Total amount of fees paid to insurance company | USD $746 | | Other welfare benefits provided | TRANSPLANT | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,074 | | Amount paid for insurance broker fees | 746 | | Additional information about fees paid to insurance broker | OVERRIDE | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 904638 |
| Policy instance | 1 |
| Insurance contract or identification number | 904638 | | Number of Individuals Covered | 191 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $37,890 | | Total amount of fees paid to insurance company | USD $7,809 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $37,890 | | Amount paid for insurance broker fees | 7809 | | Additional information about fees paid to insurance broker | BONUS | | Insurance broker organization code? | 3 |
|
| NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
| Policy contract number | 947-4446 |
| Policy instance | 3 |
| Insurance contract or identification number | 947-4446 | | Number of Individuals Covered | 172 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $2,190 | | Total amount of fees paid to insurance company | USD $788 | | Other welfare benefits provided | TRANSPLANT | | Welfare Benefit Premiums Paid to Carrier | USD $21,908 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,190 | | Amount paid for insurance broker fees | 788 | | Additional information about fees paid to insurance broker | OVERRIDE | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 471016 |
| Policy instance | 2 |
| Insurance contract or identification number | 471016 | | Number of Individuals Covered | 176 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $498 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $5,436 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $498 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 904638 |
| Policy instance | 1 |
| Insurance contract or identification number | 904638 | | Number of Individuals Covered | 173 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $35,413 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $386,677 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $35,413 | | Insurance broker organization code? | 3 |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | NIS1041 |
| Policy instance | 1 |
| Insurance contract or identification number | NIS1041 | | Number of Individuals Covered | 168 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $31,808 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $318,088 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $31,808 | | Insurance broker organization code? | 3 | | Insurance broker name | GALLAGHER BENEFITS |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 471016 |
| Policy instance | 2 |
| Insurance contract or identification number | 471016 | | Number of Individuals Covered | 172 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $123 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,906 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $123 | | Insurance broker organization code? | 3 | | Insurance broker name | |
|
| NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
| Policy contract number | 947-4446 |
| Policy instance | 3 |
| Insurance contract or identification number | 947-4446 | | Number of Individuals Covered | 175 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $2,118 | | Total amount of fees paid to insurance company | USD $762 | | Other welfare benefits provided | TRANSPLANT | | Welfare Benefit Premiums Paid to Carrier | USD $21,183 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,118 | | Insurance broker organization code? | 3 | | Insurance broker name | GPA |
|
| NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
| Policy contract number | 947-0842-7519 |
| Policy instance | 3 |
| Insurance contract or identification number | 947-0842-7519 | | Number of Individuals Covered | 158 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $1,724 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | TRANSPLANT | | Welfare Benefit Premiums Paid to Carrier | USD $17,241 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,724 | | Insurance broker organization code? | 3 | | Insurance broker name | GPA |
|
| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5228556 |
| Policy instance | 2 |
| Insurance contract or identification number | 5228556 | | Number of Individuals Covered | 158 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $683 | | Total amount of fees paid to insurance company | USD $298 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $6,833 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $683 | | Insurance broker organization code? | 3 | | Insurance broker name | |
|
| PAN-AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67539 ) |
| Policy contract number | 11005-01S |
| Policy instance | 1 |
| Insurance contract or identification number | 11005-01S | | Number of Individuals Covered | 158 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $29,254 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $292,546 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $29,254 | | Insurance broker organization code? | 3 | | Insurance broker name | GALLAGHER BENEFITS |
|
| GWI (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 11005-01S |
| Policy instance | 1 |
| Insurance contract or identification number | 11005-01S | | Number of Individuals Covered | 141 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $19,833 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $198,331 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $19,833 | | Insurance broker organization code? | 3 | | Insurance broker name | GALLAGHER BENEFITS |
|
| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5228556 |
| Policy instance | 2 |
| Insurance contract or identification number | 5228556 | | Number of Individuals Covered | 121 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $174 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $6,211 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $174 | | Insurance broker organization code? | 3 | | Insurance broker name | |
|
| NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
| Policy contract number | 949-7519 |
| Policy instance | 3 |
| Insurance contract or identification number | 949-7519 | | Number of Individuals Covered | 141 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $1,562 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Other welfare benefits provided | TRANSPLANT | | Welfare Benefit Premiums Paid to Carrier | USD $15,622 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,562 | | Insurance broker organization code? | 3 | | Insurance broker name | GPA |
|
| BOSTON MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61476 ) |
| Policy contract number | 11005-015 |
| Policy instance | 1 |
| Insurance contract or identification number | 11005-015 | | Number of Individuals Covered | 118 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $18,768 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $187,682 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $18,768 | | Insurance broker organization code? | 3 | | Insurance broker name | GALLAGHER BENEFITS |
|
| NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
| Policy contract number | 949-3831 |
| Policy instance | 3 |
| Insurance contract or identification number | 949-3831 | | Number of Individuals Covered | 118 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $1,368 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Other welfare benefits provided | TRANSPLANT | | Welfare Benefit Premiums Paid to Carrier | USD $13,688 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,368 | | Insurance broker organization code? | 3 | | Insurance broker name | GPA |
|
| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5228556 |
| Policy instance | 2 |
| Insurance contract or identification number | 5228556 | | Number of Individuals Covered | 119 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $588 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $5,883 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $588 | | Insurance broker organization code? | 3 | | Insurance broker name | |
|
| NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
| Policy contract number | 949-0875 |
| Policy instance | 2 |
| Insurance contract or identification number | 949-0875 | | Number of Individuals Covered | 121 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $1,243 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Other welfare benefits provided | TRANSPLANT | | Welfare Benefit Premiums Paid to Carrier | USD $12,431 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,243 | | Insurance broker organization code? | 3 | | Insurance broker name | GPA |
|
| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5228556 |
| Policy instance | 3 |
| Insurance contract or identification number | 5228556 | | Number of Individuals Covered | 121 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $501 | | Total amount of fees paid to insurance company | USD $99 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $5,005 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $501 | | Amount paid for insurance broker fees | 99 | | Additional information about fees paid to insurance broker | PRODUCER BONUS PROGRAM PAYMENT | | Insurance broker organization code? | 3 | | Insurance broker name | GALLAGHER BENEFIT SERVICES |
|
| PAN-AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67539 ) |
| Policy contract number | 11005-015 |
| Policy instance | 1 |
| Insurance contract or identification number | 11005-015 | | Number of Individuals Covered | 121 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $16,099 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $160,997 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $16,099 | | Insurance broker organization code? | 3 | | Insurance broker name | GALLAGHER BENEFITS |
|
| BOSTON MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61476 ) |
| Policy contract number | GWI99605751 |
| Policy instance | 1 |
| Insurance contract or identification number | GWI99605751 | | Number of Individuals Covered | 95 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $13,472 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $134,720 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5228556 |
| Policy instance | 3 |
| Insurance contract or identification number | 5228556 | | Number of Individuals Covered | 95 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $504 | | Total amount of fees paid to insurance company | USD $255 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | GROUP TERM LIFE | | Welfare Benefit Premiums Paid to Carrier | USD $5,043 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
| Policy contract number | 280-8761 |
| Policy instance | 2 |
| Insurance contract or identification number | 280-8761 | | Number of Individuals Covered | 95 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $1,142 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Other welfare benefits provided | TRANSPLANT | | Welfare Benefit Premiums Paid to Carrier | USD $11,426 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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