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OPIS MANAGEMENT RESOURCES, LLC 401(K) PLAN 401k Plan overview

Plan NameOPIS MANAGEMENT RESOURCES, LLC 401(K) PLAN
Plan identification number 001

OPIS MANAGEMENT RESOURCES, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

OPIS MANAGEMENT RESOURCES, LLC has sponsored the creation of one or more 401k plans.

Company Name:OPIS MANAGEMENT RESOURCES, LLC
Employer identification number (EIN):743074787
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about OPIS MANAGEMENT RESOURCES, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2003-01-08
Company Identification Number: L03000000808
Legal Registered Office Address: 1111 N. WESTSHORE BLVD.

TAMPA

33607

More information about OPIS MANAGEMENT RESOURCES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OPIS MANAGEMENT RESOURCES, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JENNIFER A. ZIOLKOWSKI JENNIFER A. ZIOLKOWSKI2018-08-30
0012016-01-01JENNIFER A. ZIOLKOWSKI JENNIFER A. ZIOLKOWSKI2017-07-14
0012015-01-01JENNIFER A. ZIOLKOWSKI JENNIFER A. ZIOLKOWSKI2016-08-11
0012014-01-01JENNIFER ZIOLKOWSKI JENNIFER ZIOLKOWSKI2015-07-27
0012014-01-01JENNIFER ZIOLKOWSKI JENNIFER ZIOLKOWSKI2015-07-27
0012013-01-01JENNIFER ZIOLKOWSKI
0012012-01-01JENNIFER ZIOLKOWSKI
0012011-01-01MARILYN G. WOOD
0012010-01-01MARILYN G. WOOD
0012009-01-01MARILYN G. WOOD

Plan Statistics for OPIS MANAGEMENT RESOURCES, LLC 401(K) PLAN

401k plan membership statisitcs for OPIS MANAGEMENT RESOURCES, LLC 401(K) PLAN

Measure Date Value
2021: OPIS MANAGEMENT RESOURCES, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,386
Total number of active participants reported on line 7a of the Form 55002021-01-011,001
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01200
Total of all active and inactive participants2021-01-011,202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,202
Number of participants with account balances2021-01-011,144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: OPIS MANAGEMENT RESOURCES, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,832
Total number of active participants reported on line 7a of the Form 55002020-01-011,123
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01218
Total of all active and inactive participants2020-01-011,342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,342
Number of participants with account balances2020-01-011,319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: OPIS MANAGEMENT RESOURCES, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,852
Total number of active participants reported on line 7a of the Form 55002019-01-011,656
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0196
Total of all active and inactive participants2019-01-011,756
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,756
Number of participants with account balances2019-01-011,695
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0129
2018: OPIS MANAGEMENT RESOURCES, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,862
Total number of active participants reported on line 7a of the Form 55002018-01-011,679
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0196
Total of all active and inactive participants2018-01-011,775
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,775
Number of participants with account balances2018-01-011,713
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0127
2017: OPIS MANAGEMENT RESOURCES, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,878
Total number of active participants reported on line 7a of the Form 55002017-01-011,694
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0183
Total of all active and inactive participants2017-01-011,780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,780
Number of participants with account balances2017-01-011,731
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: OPIS MANAGEMENT RESOURCES, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,781
Total number of active participants reported on line 7a of the Form 55002016-01-011,711
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0172
Total of all active and inactive participants2016-01-011,786
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,786
Number of participants with account balances2016-01-011,721
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0134
2015: OPIS MANAGEMENT RESOURCES, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,731
Total number of active participants reported on line 7a of the Form 55002015-01-011,600
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0175
Total of all active and inactive participants2015-01-011,677
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,677
Number of participants with account balances2015-01-011,638
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0123
2014: OPIS MANAGEMENT RESOURCES, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,121
Total number of active participants reported on line 7a of the Form 55002014-01-011,562
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0175
Total of all active and inactive participants2014-01-011,638
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,638
Number of participants with account balances2014-01-011,603
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: OPIS MANAGEMENT RESOURCES, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,260
Total number of active participants reported on line 7a of the Form 55002013-01-011,931
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01187
Total of all active and inactive participants2013-01-012,120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-012,121
Number of participants with account balances2013-01-011,149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: OPIS MANAGEMENT RESOURCES, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,784
Total number of active participants reported on line 7a of the Form 55002012-01-012,089
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01169
Total of all active and inactive participants2012-01-012,259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-012,260
Number of participants with account balances2012-01-011,020
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: OPIS MANAGEMENT RESOURCES, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,186
Total number of active participants reported on line 7a of the Form 55002011-01-012,589
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-01191
Total of all active and inactive participants2011-01-012,782
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-012,784
Number of participants with account balances2011-01-01925
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: OPIS MANAGEMENT RESOURCES, LLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,623
Total number of active participants reported on line 7a of the Form 55002010-01-012,064
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-01120
Total of all active and inactive participants2010-01-012,185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-012,186
Number of participants with account balances2010-01-01777
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0151
2009: OPIS MANAGEMENT RESOURCES, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,607
Total number of active participants reported on line 7a of the Form 55002009-01-011,556
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0164
Total of all active and inactive participants2009-01-011,620
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-011,623
Number of participants with account balances2009-01-01676
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on OPIS MANAGEMENT RESOURCES, LLC 401(K) PLAN

Measure Date Value
2021 : OPIS MANAGEMENT RESOURCES, LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,265,049
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,060,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,943,218
Value of total corrective distributions2021-12-31$3,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,874,431
Value of total assets at end of year2021-12-31$20,813,956
Value of total assets at beginning of year2021-12-31$22,609,098
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$113,097
Total interest from all sources2021-12-31$30,315
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$395,116
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$395,116
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$4,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,820,526
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$53,905
Other income not declared elsewhere2021-12-31$-904
Administrative expenses (other) incurred2021-12-31$113,097
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-1,795,142
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,813,956
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,609,098
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$19,142,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$19,767,849
Interest earned on other investments2021-12-31$30,315
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,671,871
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,841,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,966,091
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,943,218
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MSL, P.A.
Accountancy firm EIN2021-12-31593070669
2020 : OPIS MANAGEMENT RESOURCES, LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,500,575
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,961,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,849,722
Value of total corrective distributions2020-12-31$23,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,221,111
Value of total assets at end of year2020-12-31$22,609,098
Value of total assets at beginning of year2020-12-31$24,070,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$88,476
Total interest from all sources2020-12-31$32,332
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$612,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$612,337
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$4,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,187,262
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$33,849
Administrative expenses (other) incurred2020-12-31$88,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-1,461,195
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,609,098
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$24,070,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$19,767,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$21,871,751
Interest earned on other investments2020-12-31$32,332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,841,249
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,198,542
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,634,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,849,722
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MSL, P.A.
Accountancy firm EIN2020-12-31593070669
2019 : OPIS MANAGEMENT RESOURCES, LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$7,152,568
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,703,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,469,472
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$25,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,375,720
Value of total assets at end of year2019-12-31$24,070,293
Value of total assets at beginning of year2019-12-31$19,620,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$208,446
Total interest from all sources2019-12-31$62,289
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$618,106
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$618,106
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,461,787
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$156,278
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,449,331
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,070,293
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,620,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$157,854
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$21,871,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,377,357
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$0
Interest earned on other investments2019-12-31$62,289
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,198,542
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,243,605
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,096,453
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$757,655
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,469,472
Contract administrator fees2019-12-31$50,342
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOORE STEVENS LOVELACE PA
Accountancy firm EIN2019-12-31593070669
2018 : OPIS MANAGEMENT RESOURCES, LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,070,419
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,864,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,665,832
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$11,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,018,006
Value of total assets at end of year2018-12-31$19,620,962
Value of total assets at beginning of year2018-12-31$20,414,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$186,990
Total interest from all sources2018-12-31$68,257
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$615,802
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$615,802
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31No
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,190,028
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$26,687
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-793,829
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,620,962
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,414,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$146,882
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$17,377,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$18,123,264
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$0
Interest earned on other investments2018-12-31$68,257
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,243,605
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,291,527
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,631,646
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$801,291
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,665,832
Contract administrator fees2018-12-31$39,988
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOORE STEVENS LOVELACE PA
Accountancy firm EIN2018-12-31593070669
2017 : OPIS MANAGEMENT RESOURCES, LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,581,389
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,254,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,061,625
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$24,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,028,496
Value of total assets at end of year2017-12-31$20,414,791
Value of total assets at beginning of year2017-12-31$18,088,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$168,586
Total interest from all sources2017-12-31$59,007
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$484,726
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$484,726
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$4,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,988,981
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$36,482
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,326,513
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,414,791
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,088,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$136,483
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$18,123,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$15,755,081
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$0
Interest earned on other investments2017-12-31$59,007
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,291,527
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,333,197
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,009,160
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$3,033
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,061,625
Contract administrator fees2017-12-31$31,903
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOORE STEVENS LOVELACE PA
Accountancy firm EIN2017-12-31593070669
2016 : OPIS MANAGEMENT RESOURCES, LLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,229,781
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,532,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,352,313
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$23,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,980,850
Value of total assets at end of year2016-12-31$18,088,278
Value of total assets at beginning of year2016-12-31$16,391,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$156,867
Total interest from all sources2016-12-31$51,798
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$457,433
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$457,433
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$4,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,846,722
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$243,788
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,696,795
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,088,278
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,391,483
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$124,754
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$15,755,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,002,633
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$0
Interest earned on other investments2016-12-31$51,798
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,333,197
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,388,850
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$739,700
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$890,340
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,352,313
Contract administrator fees2016-12-31$32,113
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOORE STEPHENS LOVELACE PA
Accountancy firm EIN2016-12-31593070669
2015 : OPIS MANAGEMENT RESOURCES, LLC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,549,040
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,196,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,035,616
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$14,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,607,427
Value of total assets at end of year2015-12-31$16,391,483
Value of total assets at beginning of year2015-12-31$16,038,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$146,715
Total interest from all sources2015-12-31$49,395
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$456,248
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$456,248
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$4,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,684,769
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$123,429
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$352,576
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,391,483
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,038,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$118,387
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$14,002,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,017,693
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$0
Interest earned on other investments2015-12-31$49,395
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$2,021,214
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,388,850
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-564,251
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$799,229
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,035,616
Contract administrator fees2015-12-31$28,328
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOORE STEVENS LOVELACE PA
Accountancy firm EIN2015-12-31593070669
2014 : OPIS MANAGEMENT RESOURCES, LLC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,907,499
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,057,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,900,654
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$24,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,284,037
Value of total assets at end of year2014-12-31$16,038,907
Value of total assets at beginning of year2014-12-31$15,188,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$132,210
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$294,369
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$294,369
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$4,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,540,282
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$17,831
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Other income not declared elsewhere2014-12-31$-2,668
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$849,999
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,038,907
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,188,908
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$103,989
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$14,017,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,929,626
Interest on participant loans2014-12-31$0
Interest earned on other investments2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$2,021,214
Value of interest in common/collective trusts at beginning of year2014-12-31$2,259,282
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$313,170
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$18,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$725,924
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,900,654
Contract administrator fees2014-12-31$28,221
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOORE, STEPHENS, LOVELACE
Accountancy firm EIN2014-12-31593070669
2013 : OPIS MANAGEMENT RESOURCES, LLC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,014,101
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,500,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,432,250
Value of total corrective distributions2013-12-31$36,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,125,447
Value of total assets at end of year2013-12-31$15,188,908
Value of total assets at beginning of year2013-12-31$12,675,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$32,180
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$491,352
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$491,352
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$4,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,443,953
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$16,226
Other income not declared elsewhere2013-12-31$27,329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,513,123
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,188,908
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,675,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$26,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,929,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,243,861
Value of interest in common/collective trusts at end of year2013-12-31$2,259,282
Value of interest in common/collective trusts at beginning of year2013-12-31$2,431,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,354,153
Net investment gain or loss from common/collective trusts2013-12-31$15,820
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$665,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,432,250
Contract administrator fees2013-12-31$5,930
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOORE, STEPHENS, LOVELACE P.A.
Accountancy firm EIN2013-12-31593070669
2012 : OPIS MANAGEMENT RESOURCES, LLC 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,035,509
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,624,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,581,775
Value of total corrective distributions2012-12-31$18,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,004,337
Value of total assets at end of year2012-12-31$12,675,785
Value of total assets at beginning of year2012-12-31$11,264,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$24,365
Total interest from all sources2012-12-31$95
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$319,274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$319,274
Administrative expenses professional fees incurred2012-12-31$24,365
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$4,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,406,989
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$6,161
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$6,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,410,795
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,675,785
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,264,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,243,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,843,405
Interest on participant loans2012-12-31$95
Value of interest in common/collective trusts at end of year2012-12-31$2,431,924
Value of interest in common/collective trusts at beginning of year2012-12-31$2,415,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$672,716
Net investment gain or loss from common/collective trusts2012-12-31$39,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$591,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,581,775
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LEWIS, BIRCH & RICARDO, LLC
Accountancy firm EIN2012-12-31320000304
2011 : OPIS MANAGEMENT RESOURCES, LLC 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,555,916
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,077,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,041,372
Value of total corrective distributions2011-12-31$30,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,848,729
Value of total assets at end of year2011-12-31$11,264,990
Value of total assets at beginning of year2011-12-31$10,786,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,543
Total interest from all sources2011-12-31$1,479
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$224,783
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$224,783
Administrative expenses professional fees incurred2011-12-31$5,543
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$4,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,190,597
Participant contributions at end of year2011-12-31$6,161
Participant contributions at beginning of year2011-12-31$30,179
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$52,240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$478,192
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,264,990
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,786,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,843,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,356,459
Interest on participant loans2011-12-31$1,479
Value of interest in common/collective trusts at end of year2011-12-31$2,415,424
Value of interest in common/collective trusts at beginning of year2011-12-31$2,400,160
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-522,030
Net investment gain or loss from common/collective trusts2011-12-31$2,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$605,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,041,372
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31LEWIS, BIRCH & RICARDO, LLC
Accountancy firm EIN2011-12-31032000304
2010 : OPIS MANAGEMENT RESOURCES, LLC 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,723,668
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,816,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,800,769
Expenses. Certain deemed distributions of participant loans2010-12-31$9,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,801,627
Value of total assets at end of year2010-12-31$10,786,798
Value of total assets at beginning of year2010-12-31$9,879,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,300
Total interest from all sources2010-12-31$3,604
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$184,087
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$184,087
Administrative expenses professional fees incurred2010-12-31$6,300
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$4,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,220,226
Participant contributions at end of year2010-12-31$30,179
Participant contributions at beginning of year2010-12-31$73,703
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$907,443
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,786,798
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,879,355
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,356,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,047,679
Interest on participant loans2010-12-31$3,604
Value of interest in common/collective trusts at end of year2010-12-31$2,400,160
Value of interest in common/collective trusts at beginning of year2010-12-31$1,757,973
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$729,513
Net investment gain or loss from common/collective trusts2010-12-31$4,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$581,401
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,800,769
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LEWIS, BIRCH & RICARDO, LLC
Accountancy firm EIN2010-12-31032000304
2009 : OPIS MANAGEMENT RESOURCES, LLC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for OPIS MANAGEMENT RESOURCES, LLC 401(K) PLAN

2021: OPIS MANAGEMENT RESOURCES, LLC 401(K) 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: OPIS MANAGEMENT RESOURCES, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
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: OPIS MANAGEMENT RESOURCES, LLC 401(K) 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: OPIS MANAGEMENT RESOURCES, LLC 401(K) 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: OPIS MANAGEMENT RESOURCES, LLC 401(K) 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: OPIS MANAGEMENT RESOURCES, LLC 401(K) 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: OPIS MANAGEMENT RESOURCES, LLC 401(K) 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: OPIS MANAGEMENT RESOURCES, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: OPIS MANAGEMENT RESOURCES, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: OPIS MANAGEMENT RESOURCES, LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: OPIS MANAGEMENT RESOURCES, LLC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: OPIS MANAGEMENT RESOURCES, LLC 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: OPIS MANAGEMENT RESOURCES, LLC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075560
Policy instance 1
Insurance contract or identification number075560
Number of Individuals Covered1202
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61210
Policy instance 1
Insurance contract or identification numberMR 61210
Number of Individuals Covered0
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075560
Policy instance 2
Insurance contract or identification number075560
Number of Individuals Covered1342
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61210
Policy instance 1
Insurance contract or identification numberMR 61210
Number of Individuals Covered1756
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61210
Policy instance 1
Insurance contract or identification numberMR 61210
Number of Individuals Covered1780
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61210
Policy instance 1
Insurance contract or identification numberMR 61210
Number of Individuals Covered1677
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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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