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ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 401k Plan overview

Plan NameZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN
Plan identification number 001

ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PATE TRUCKING COMPANY, LLC has sponsored the creation of one or more 401k plans.

Company Name:PATE TRUCKING COMPANY, LLC
Employer identification number (EIN):751366683
NAIC Classification:484200
NAIC Description: Specialized Freight Trucking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01CLAYTON BEVERS2019-10-03
0012017-01-01
0012016-01-01
0012015-01-01
0012014-08-01CLAYTON BEVERS
0012013-08-01CLAYTON BEVERS CLAYTON BEVERS2015-05-13
0012012-08-01CLAYTON BEVERS CLAYTON BEVERS2015-05-13
0012011-08-01CLAYTON BEVERS CLAYTON BEVERS2013-05-15
0012009-08-01CLAYTON BEVERS CLAYTON BEVERS2013-02-12
0012008-08-01CLAYTON BEVERS CLAYTON BEVERS2013-02-12
0012007-08-01CLAYTON BEVERS CLAYTON BEVERS2013-02-12
0012006-08-01CLAYTON BEVERS CLAYTON BEVERS2013-02-12
0012005-08-01CLAYTON BEVERS CLAYTON BEVERS2013-02-12
0012004-08-01CLAYTON BEVERS CLAYTON BEVERS2013-02-12
0012003-08-01CLAYTON BEVERS CLAYTON BEVERS2013-02-12

Plan Statistics for ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN

401k plan membership statisitcs for ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN

Measure Date Value
2022: ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01407
Total number of active participants reported on line 7a of the Form 55002022-01-01303
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01100
Total of all active and inactive participants2022-01-01404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01404
Number of participants with account balances2022-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01256
Total number of active participants reported on line 7a of the Form 55002021-01-01281
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-017
Total of all active and inactive participants2021-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01288
Number of participants with account balances2021-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01462
Total number of active participants reported on line 7a of the Form 55002020-01-01241
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01102
Total of all active and inactive participants2020-01-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01346
Number of participants with account balances2020-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01568
Total number of active participants reported on line 7a of the Form 55002019-01-01375
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0178
Total of all active and inactive participants2019-01-01455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01455
Number of participants with account balances2019-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01455
Total number of active participants reported on line 7a of the Form 55002018-01-01447
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-0176
Total of all active and inactive participants2018-01-01528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01528
Number of participants with account balances2018-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01437
Total number of active participants reported on line 7a of the Form 55002017-01-01369
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0143
Total of all active and inactive participants2017-01-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01412
Number of participants with account balances2017-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01371
Total number of active participants reported on line 7a of the Form 55002016-01-01359
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0157
Total of all active and inactive participants2016-01-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01416
Number of participants with account balances2016-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01191
Total number of active participants reported on line 7a of the Form 55002015-01-01315
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0156
Total of all active and inactive participants2015-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01371
Number of participants with account balances2015-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-08-01236
Total number of active participants reported on line 7a of the Form 55002014-08-01155
Number of retired or separated participants receiving benefits2014-08-010
Number of other retired or separated participants entitled to future benefits2014-08-0136
Total of all active and inactive participants2014-08-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-08-010
Total participants2014-08-01191
Number of participants with account balances2014-08-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-08-010
2013: ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-08-01181
Total number of active participants reported on line 7a of the Form 55002013-08-01219
Number of retired or separated participants receiving benefits2013-08-012
Number of other retired or separated participants entitled to future benefits2013-08-0115
Total of all active and inactive participants2013-08-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-08-010
Total participants2013-08-01236
Number of participants with account balances2013-08-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-08-010
2012: ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-08-01222
Total number of active participants reported on line 7a of the Form 55002012-08-01134
Number of retired or separated participants receiving benefits2012-08-011
Number of other retired or separated participants entitled to future benefits2012-08-0125
Total of all active and inactive participants2012-08-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-08-010
Total participants2012-08-01160
Number of participants with account balances2012-08-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-08-018
2011: ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-08-01196
Total number of active participants reported on line 7a of the Form 55002011-08-01188
Number of retired or separated participants receiving benefits2011-08-010
Number of other retired or separated participants entitled to future benefits2011-08-0117
Total of all active and inactive participants2011-08-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-08-010
Total participants2011-08-01205
Number of participants with account balances2011-08-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-08-014
2009: ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-08-01112
Total number of active participants reported on line 7a of the Form 55002009-08-01106
Number of retired or separated participants receiving benefits2009-08-010
Number of other retired or separated participants entitled to future benefits2009-08-0130
Total of all active and inactive participants2009-08-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-08-010
Total participants2009-08-01136
Number of participants with account balances2009-08-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-08-010
2008: ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year2008-08-01129
Total number of active participants reported on line 7a of the Form 55002008-08-01116
Number of retired or separated participants receiving benefits2008-08-010
Number of other retired or separated participants entitled to future benefits2008-08-017
Total of all active and inactive participants2008-08-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-08-010
Total participants2008-08-01123
Number of participants with account balances2008-08-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-08-0117
Number of employers contributing to the scheme2008-08-011
2007: ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year2007-08-0196
Total number of active participants reported on line 7a of the Form 55002007-08-0182
Number of retired or separated participants receiving benefits2007-08-010
Number of other retired or separated participants entitled to future benefits2007-08-016
Total of all active and inactive participants2007-08-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-08-010
Total participants2007-08-0188
Number of participants with account balances2007-08-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-08-0116
Number of employers contributing to the scheme2007-08-011
2006: ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2006 401k membership
Total participants, beginning-of-year2006-08-0175
Total number of active participants reported on line 7a of the Form 55002006-08-0169
Number of retired or separated participants receiving benefits2006-08-010
Number of other retired or separated participants entitled to future benefits2006-08-017
Total of all active and inactive participants2006-08-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-08-010
Total participants2006-08-0176
Number of participants with account balances2006-08-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-08-014
Number of employers contributing to the scheme2006-08-013
2005: ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2005 401k membership
Total participants, beginning-of-year2005-08-0180
Total number of active participants reported on line 7a of the Form 55002005-08-0171
Number of retired or separated participants receiving benefits2005-08-010
Number of other retired or separated participants entitled to future benefits2005-08-0112
Total of all active and inactive participants2005-08-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2005-08-010
Total participants2005-08-0183
Number of participants with account balances2005-08-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2005-08-013
Number of employers contributing to the scheme2005-08-012
2004: ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2004 401k membership
Total participants, beginning-of-year2004-08-0193
Total number of active participants reported on line 7a of the Form 55002004-08-0164
Number of retired or separated participants receiving benefits2004-08-010
Number of other retired or separated participants entitled to future benefits2004-08-0141
Total of all active and inactive participants2004-08-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2004-08-010
Total participants2004-08-01105
Number of participants with account balances2004-08-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2004-08-0113
Number of employers contributing to the scheme2004-08-010
2003: ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2003 401k membership
Total participants, beginning-of-year2003-08-0195
Total number of active participants reported on line 7a of the Form 55002003-08-0180
Number of retired or separated participants receiving benefits2003-08-016
Total of all active and inactive participants2003-08-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2003-08-010
Total participants2003-08-0186
Number of participants with account balances2003-08-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2003-08-0114
Number of employers contributing to the scheme2003-08-012

Financial Data on ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN

Measure Date Value
2022 : ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$18,169
Total income from all sources (including contributions)2022-12-31$-56,393
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$814,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$752,356
Expenses. Certain deemed distributions of participant loans2022-12-31$365
Value of total corrective distributions2022-12-31$1,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,233,091
Value of total assets at end of year2022-12-31$7,445,216
Value of total assets at beginning of year2022-12-31$8,334,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$60,601
Total interest from all sources2022-12-31$12,121
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$13,104
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$651,121
Participant contributions at end of year2022-12-31$226,761
Participant contributions at beginning of year2022-12-31$298,173
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$170,958
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$18,169
Total non interest bearing cash at end of year2022-12-31$9,962
Total non interest bearing cash at beginning of year2022-12-31$9,957
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-870,806
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,445,216
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,316,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$11,420
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,208,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,026,061
Interest on participant loans2022-12-31$12,121
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,301,605
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$411,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$752,356
Contract administrator fees2022-12-31$36,077
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WHITLEY PENN LLP
Accountancy firm EIN2022-12-31752393748
2021 : ZM HOLDINGS MULTIPLE EMPLOYER 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$18,169
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$1,661,898
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,584,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,488,856
Value of total corrective distributions2021-12-31$18,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$612,849
Value of total assets at end of year2021-12-31$8,334,191
Value of total assets at beginning of year2021-12-31$8,238,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$77,081
Total interest from all sources2021-12-31$20,672
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$60,168
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$542,958
Participant contributions at end of year2021-12-31$298,173
Participant contributions at beginning of year2021-12-31$486,272
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$35,427
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$18,169
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$15,287
Total non interest bearing cash at end of year2021-12-31$9,957
Total non interest bearing cash at beginning of year2021-12-31$9,957
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$77,792
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,316,022
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,238,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$1,626
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,026,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,742,001
Income. Interest from loans (other than to participants)2021-12-31$20,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,028,377
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$34,464
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,488,856
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 name2021-12-31WHITLEY PENN LLP
Accountancy firm EIN2021-12-31752393748
2020 : ZM HOLDINGS MULTIPLE EMPLOYER 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$1,929,123
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,887,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,799,615
Expenses. Certain deemed distributions of participant loans2020-12-31$10,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$828,969
Value of total assets at end of year2020-12-31$8,238,230
Value of total assets at beginning of year2020-12-31$8,196,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$77,616
Total interest from all sources2020-12-31$23,170
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$20,703
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$606,050
Participant contributions at end of year2020-12-31$486,272
Participant contributions at beginning of year2020-12-31$379,063
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,016
Total non interest bearing cash at end of year2020-12-31$9,957
Total non interest bearing cash at beginning of year2020-12-31$9,957
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$41,769
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,238,230
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,196,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$1,491
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,500,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,807,441
Income. Interest from loans (other than to participants)2020-12-31$23,170
Value of interest in common/collective trusts at end of year2020-12-31$241,192
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,076,984
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$219,903
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,799,615
Contract administrator fees2020-12-31$55,422
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31WHITLEY PENN LLP
Accountancy firm EIN2020-12-31752393748
2019 : ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$648,950
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$3,135,723
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,124,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,044,310
Expenses. Certain deemed distributions of participant loans2019-12-31$24,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,823,778
Value of total assets at end of year2019-12-31$8,196,461
Value of total assets at beginning of year2019-12-31$6,834,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$55,834
Total interest from all sources2019-12-31$20,957
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$44,390
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$877,570
Participant contributions at end of year2019-12-31$379,063
Participant contributions at beginning of year2019-12-31$384,904
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$11
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$367,211
Administrative expenses (other) incurred2019-12-31$10,240
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$2,011,300
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,196,461
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,834,111
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$1,204
Value of interest in pooled separate accounts at end of year2019-12-31$7,817,398
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,054,299
Interest on participant loans2019-12-31$20,957
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$394,884
Net investment gain/loss from pooled separate accounts2019-12-31$1,290,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$578,997
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$13
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,044,310
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
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 name2019-12-31JOHNSON, MILLER & CO, CPAS PC
Accountancy firm EIN2019-12-31850214336
2018 : ZM HOLDINGS MULTIPLE EMPLOYER 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$1,165,043
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$750,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$726,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,571,638
Value of total assets at end of year2018-12-31$6,834,111
Value of total assets at beginning of year2018-12-31$6,419,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$23,994
Total interest from all sources2018-12-31$13,380
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$866,383
Participant contributions at end of year2018-12-31$384,904
Participant contributions at beginning of year2018-12-31$284,766
Participant contributions at end of year2018-12-31$11
Participant contributions at beginning of year2018-12-31$3,581
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$117,339
Other income not declared elsewhere2018-12-31$1,513
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$414,444
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,834,111
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,419,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$6,054,299
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,745,466
Interest on participant loans2018-12-31$13,380
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$394,884
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$382,992
Net investment gain/loss from pooled separate accounts2018-12-31$-421,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$587,916
Employer contributions (assets) at end of year2018-12-31$13
Employer contributions (assets) at beginning of year2018-12-31$2,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$726,605
Contract administrator fees2018-12-31$23,994
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31JOHNSON, MILLER & CO, CPAS PC
Accountancy firm EIN2018-12-31850214336
2017 : ZM HOLDINGS MULTIPLE EMPLOYER 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$2,020,156
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$493,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$439,419
Expenses. Certain deemed distributions of participant loans2017-12-31$29,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,334,890
Value of total assets at end of year2017-12-31$6,419,667
Value of total assets at beginning of year2017-12-31$4,893,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$24,442
Total interest from all sources2017-12-31$10,592
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$415,916
If this is an individual account plan, was there a blackout period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$711,812
Participant contributions at end of year2017-12-31$284,766
Participant contributions at beginning of year2017-12-31$188,976
Participant contributions at end of year2017-12-31$3,581
Participant contributions at beginning of year2017-12-31$3,105
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$122,696
Other income not declared elsewhere2017-12-31$46
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$1,526,331
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,419,667
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,893,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$5,745,466
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,294,200
Interest on participant loans2017-12-31$10,592
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$382,992
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$404,714
Net investment gain/loss from pooled separate accounts2017-12-31$674,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$500,382
Employer contributions (assets) at end of year2017-12-31$2,862
Employer contributions (assets) at beginning of year2017-12-31$2,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$439,419
Contract administrator fees2017-12-31$24,442
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31JOHNSON, MILLER & CO, CPAS PC
Accountancy firm EIN2017-12-31850214336
2016 : ZM HOLDINGS MULTIPLE EMPLOYER 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$1,592,997
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$858,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$819,115
Expenses. Certain deemed distributions of participant loans2016-12-31$24,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,313,665
Value of total assets at end of year2016-12-31$4,893,336
Value of total assets at beginning of year2016-12-31$4,159,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,211
Total interest from all sources2016-12-31$7,692
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$415,916
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$537,090
Participant contributions at end of year2016-12-31$188,976
Participant contributions at beginning of year2016-12-31$184,845
Participant contributions at end of year2016-12-31$3,105
Participant contributions at beginning of year2016-12-31$1,904
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$412,753
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$734,180
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,893,336
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,159,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$4,294,200
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,623,768
Interest on participant loans2016-12-31$7,692
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$404,714
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$347,413
Net investment gain/loss from pooled separate accounts2016-12-31$271,640
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
Contributions received in cash from employer2016-12-31$363,822
Employer contributions (assets) at end of year2016-12-31$2,341
Employer contributions (assets) at beginning of year2016-12-31$1,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$819,115
Contract administrator fees2016-12-31$15,211
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31JOHNSON, MILLER & CO, CPAS PC
Accountancy firm EIN2016-12-31850214336
2015 : ZM HOLDINGS MULTIPLE EMPLOYER 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$1,087,422
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$573,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$557,315
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$951,295
Value of total assets at end of year2015-12-31$4,159,156
Value of total assets at beginning of year2015-12-31$3,644,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$15,892
Total interest from all sources2015-12-31$6,346
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$302,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$547,687
Participant contributions at end of year2015-12-31$184,845
Participant contributions at beginning of year2015-12-31$180,099
Participant contributions at end of year2015-12-31$1,904
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$347,413
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$130,240
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$53,867
Other income not declared elsewhere2015-12-31$430
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$514,215
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,159,156
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,644,941
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$15,892
Value of interest in pooled separate accounts at end of year2015-12-31$3,623,768
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,334,602
Interest on participant loans2015-12-31$6,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$129,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$349,741
Employer contributions (assets) at end of year2015-12-31$1,226
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$557,315
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 name2015-12-31JOHNSON, MILLER & CO, CPAS PC
Accountancy firm EIN2015-12-31850214336
2014 : ZM HOLDINGS MULTIPLE EMPLOYER 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$449,768
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$120,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$85,457
Expenses. Certain deemed distributions of participant loans2014-12-31$31,319
Value of total corrective distributions2014-12-31$3,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$398,555
Value of total assets at end of year2014-12-31$3,644,941
Value of total assets at beginning of year2014-12-31$3,315,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$744
Total interest from all sources2014-12-31$2,630
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$302,000
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$222,101
Participant contributions at end of year2014-12-31$180,099
Participant contributions at beginning of year2014-12-31$240,751
Assets. Other investments not covered elsewhere at end of year2014-12-31$130,240
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$29,493
Other income not declared elsewhere2014-12-31$-1,550
Administrative expenses (other) incurred2014-12-31$744
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$329,134
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,644,941
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,315,807
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,870,361
Value of interest in pooled separate accounts at end of year2014-12-31$3,334,602
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$2,630
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$1,204,695
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$31,863
Net investment gain/loss from pooled separate accounts2014-12-31$18,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$146,961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$85,457
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 name2014-12-31JOHNSON, MILLER & CO, CPAS PC
Accountancy firm EIN2014-12-31850214336
Total unrealized appreciation/depreciation of assets2014-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-07-31$600
Total income from all sources (including contributions)2014-07-31$910,322
Total loss/gain on sale of assets2014-07-31$0
Total of all expenses incurred2014-07-31$759,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-07-31$705,736
Expenses. Certain deemed distributions of participant loans2014-07-31$324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-07-31$594,061
Value of total assets at end of year2014-07-31$3,315,807
Value of total assets at beginning of year2014-07-31$3,165,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-07-31$53,540
Total interest from all sources2014-07-31$7,110
Total dividends received (eg from common stock, registered investment company shares)2014-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-07-31No
Was this plan covered by a fidelity bond2014-07-31Yes
Value of fidelity bond cover2014-07-31$302,000
If this is an individual account plan, was there a blackout period2014-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-07-31$0
Were there any nonexempt tranactions with any party-in-interest2014-07-31No
Contributions received from participants2014-07-31$355,970
Participant contributions at end of year2014-07-31$240,751
Participant contributions at beginning of year2014-07-31$208,351
Income. Received or receivable in cash from other sources (including rollovers)2014-07-31$43,387
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-07-31$600
Administrative expenses (other) incurred2014-07-31$53,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-07-31No
Value of net income/loss2014-07-31$150,722
Value of net assets at end of year (total assets less liabilities)2014-07-31$3,315,807
Value of net assets at beginning of year (total assets less liabilities)2014-07-31$3,165,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-07-31No
Were any leases to which the plan was party in default or uncollectible2014-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-07-31$1,870,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-07-31$1,791,452
Interest on participant loans2014-07-31$7,110
Value of interest in common/collective trusts at end of year2014-07-31$1,204,695
Value of interest in common/collective trusts at beginning of year2014-07-31$1,165,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-07-31$185,029
Net investment gain or loss from common/collective trusts2014-07-31$124,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-07-31No
Was there a failure to transmit to the plan any participant contributions2014-07-31No
Has the plan failed to provide any benefit when due under the plan2014-07-31No
Contributions received in cash from employer2014-07-31$194,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-07-31$705,736
Did the plan have assets held for investment2014-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-07-31Yes
Opinion of an independent qualified public accountant for this plan2014-07-31Disclaimer
Accountancy firm name2014-07-31JOHNSON, MILLER & CO, CPAS PC
Accountancy firm EIN2014-07-31850214336
2013 : ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-07-31$0
Total transfer of assets to this plan2013-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-07-31$600
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-07-31$0
Total income from all sources (including contributions)2013-07-31$970,411
Total loss/gain on sale of assets2013-07-31$0
Total of all expenses incurred2013-07-31$405,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-07-31$348,655
Expenses. Certain deemed distributions of participant loans2013-07-31$3,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-07-31$643,988
Value of total assets at end of year2013-07-31$3,165,685
Value of total assets at beginning of year2013-07-31$2,600,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-07-31$52,943
Total interest from all sources2013-07-31$7,221
Total dividends received (eg from common stock, registered investment company shares)2013-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-07-31No
Was this plan covered by a fidelity bond2013-07-31Yes
Value of fidelity bond cover2013-07-31$302,000
If this is an individual account plan, was there a blackout period2013-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-07-31$0
Were there any nonexempt tranactions with any party-in-interest2013-07-31No
Contributions received from participants2013-07-31$369,507
Participant contributions at end of year2013-07-31$208,351
Participant contributions at beginning of year2013-07-31$199,250
Income. Received or receivable in cash from other sources (including rollovers)2013-07-31$6,371
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-07-31$600
Administrative expenses (other) incurred2013-07-31$52,943
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-07-31No
Value of net income/loss2013-07-31$565,074
Value of net assets at end of year (total assets less liabilities)2013-07-31$3,165,085
Value of net assets at beginning of year (total assets less liabilities)2013-07-31$2,600,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-07-31No
Were any leases to which the plan was party in default or uncollectible2013-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-07-31$1,791,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-07-31$1,455,259
Interest on participant loans2013-07-31$7,221
Value of interest in common/collective trusts at end of year2013-07-31$1,165,882
Value of interest in common/collective trusts at beginning of year2013-07-31$945,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-07-31$229,470
Net investment gain or loss from common/collective trusts2013-07-31$89,732
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-07-31No
Was there a failure to transmit to the plan any participant contributions2013-07-31No
Has the plan failed to provide any benefit when due under the plan2013-07-31No
Contributions received in cash from employer2013-07-31$268,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-07-31$348,655
Did the plan have assets held for investment2013-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-07-31Yes
Opinion of an independent qualified public accountant for this plan2013-07-31Disclaimer
Accountancy firm name2013-07-31JOHNSON, MILLER & CO, CPAS PC
Accountancy firm EIN2013-07-31850214336
2012 : ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-07-31$0
Total income from all sources (including contributions)2012-07-31$683,087
Total loss/gain on sale of assets2012-07-31$0
Total of all expenses incurred2012-07-31$459,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-07-31$415,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-07-31$620,665
Value of total assets at end of year2012-07-31$2,600,011
Value of total assets at beginning of year2012-07-31$2,376,589
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-07-31$44,223
Total interest from all sources2012-07-31$7,684
Total dividends received (eg from common stock, registered investment company shares)2012-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-07-31No
Was this plan covered by a fidelity bond2012-07-31No
If this is an individual account plan, was there a blackout period2012-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-07-31$0
Were there any nonexempt tranactions with any party-in-interest2012-07-31No
Contributions received from participants2012-07-31$372,482
Participant contributions at end of year2012-07-31$199,250
Participant contributions at beginning of year2012-07-31$183,047
Income. Received or receivable in cash from other sources (including rollovers)2012-07-31$54,638
Administrative expenses (other) incurred2012-07-31$44,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-07-31No
Value of net income/loss2012-07-31$223,422
Value of net assets at end of year (total assets less liabilities)2012-07-31$2,600,011
Value of net assets at beginning of year (total assets less liabilities)2012-07-31$2,376,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-07-31No
Were any leases to which the plan was party in default or uncollectible2012-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-07-31$1,455,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-07-31$1,157,561
Interest on participant loans2012-07-31$7,684
Value of interest in common/collective trusts at end of year2012-07-31$945,502
Value of interest in common/collective trusts at beginning of year2012-07-31$1,035,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-07-31$27,137
Net investment gain or loss from common/collective trusts2012-07-31$27,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-07-31No
Was there a failure to transmit to the plan any participant contributions2012-07-31No
Has the plan failed to provide any benefit when due under the plan2012-07-31No
Contributions received in cash from employer2012-07-31$193,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-07-31$415,442
Did the plan have assets held for investment2012-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-07-31Yes
Opinion of an independent qualified public accountant for this plan2012-07-31Disclaimer
Accountancy firm name2012-07-31JOHNSON, MILLER & CO, CPAS PC
Accountancy firm EIN2012-07-31850214336
2011 : ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-07-31$0
Total transfer of assets to this plan2011-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-07-31$0
Total income from all sources (including contributions)2011-07-31$780,500
Total loss/gain on sale of assets2011-07-31$0
Total of all expenses incurred2011-07-31$255,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-07-31$219,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-07-31$536,599
Value of total assets at end of year2011-07-31$2,376,589
Value of total assets at beginning of year2011-07-31$1,851,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-07-31$36,181
Total interest from all sources2011-07-31$10,163
Total dividends received (eg from common stock, registered investment company shares)2011-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-07-31No
Was this plan covered by a fidelity bond2011-07-31No
If this is an individual account plan, was there a blackout period2011-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-07-31$0
Were there any nonexempt tranactions with any party-in-interest2011-07-31No
Contributions received from participants2011-07-31$341,756
Participant contributions at end of year2011-07-31$183,047
Participant contributions at beginning of year2011-07-31$224,921
Income. Received or receivable in cash from other sources (including rollovers)2011-07-31$17,767
Administrative expenses (other) incurred2011-07-31$36,181
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-07-31No
Value of net income/loss2011-07-31$524,833
Value of net assets at end of year (total assets less liabilities)2011-07-31$2,376,589
Value of net assets at beginning of year (total assets less liabilities)2011-07-31$1,851,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-07-31No
Were any leases to which the plan was party in default or uncollectible2011-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-07-31$1,157,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-07-31$1,105,401
Interest on participant loans2011-07-31$10,163
Value of interest in common/collective trusts at end of year2011-07-31$1,035,981
Value of interest in common/collective trusts at beginning of year2011-07-31$521,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-07-31$165,432
Net investment gain or loss from common/collective trusts2011-07-31$68,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-07-31No
Was there a failure to transmit to the plan any participant contributions2011-07-31No
Has the plan failed to provide any benefit when due under the plan2011-07-31No
Contributions received in cash from employer2011-07-31$177,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-07-31$219,486
Did the plan have assets held for investment2011-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-07-31Yes
Opinion of an independent qualified public accountant for this plan2011-07-31Disclaimer
Accountancy firm name2011-07-31JOHNSON, MILLER & CO, CPAS PC
Accountancy firm EIN2011-07-31850214336
2010 : ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-07-31$0
2009 : ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2009 401k financial data
Total unrealized appreciation/depreciation of assets2009-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-07-31$0
Total income from all sources (including contributions)2009-07-31$55,644
Total loss/gain on sale of assets2009-07-31$0
Total of all expenses incurred2009-07-31$149,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-07-31$145,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-07-31$282,232
Value of total assets at end of year2009-07-31$1,593,755
Value of total assets at beginning of year2009-07-31$1,688,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-07-31$4,752
Total interest from all sources2009-07-31$23,448
Total dividends received (eg from common stock, registered investment company shares)2009-07-31$0
Was this plan covered by a fidelity bond2009-07-31Yes
Value of fidelity bond cover2009-07-31$10,000
If this is an individual account plan, was there a blackout period2009-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-07-31$0
Were there any nonexempt tranactions with any party-in-interest2009-07-31No
Contributions received from participants2009-07-31$183,196
Participant contributions at end of year2009-07-31$216,293
Participant contributions at beginning of year2009-07-31$144,889
Other income not declared elsewhere2009-07-31$-1,918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-07-31No
Value of net income/loss2009-07-31$-94,323
Value of net assets at end of year (total assets less liabilities)2009-07-31$1,593,755
Value of net assets at beginning of year (total assets less liabilities)2009-07-31$1,688,078
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2009-07-31No
Were any leases to which the plan was party in default or uncollectible2009-07-31No
Value of interest in pooled separate accounts at end of year2009-07-31$914,020
Value of interest in pooled separate accounts at beginning of year2009-07-31$1,219,083
Interest on participant loans2009-07-31$14,725
Interest earned on other investments2009-07-31$8,723
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2009-07-31$463,442
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2009-07-31$324,106
Net investment gain/loss from pooled separate accounts2009-07-31$-248,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-07-31No
Was there a failure to transmit to the plan any participant contributions2009-07-31Yes
Has the plan failed to provide any benefit when due under the plan2009-07-31No
Contributions received in cash from employer2009-07-31$99,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-07-31$145,215
Contract administrator fees2009-07-31$4,752
Did the plan have assets held for investment2009-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-07-31Yes
Opinion of an independent qualified public accountant for this plan2009-07-31Disclaimer
Accountancy firm name2009-07-31JOHNSON, MILLER & CO, CPAS PC
Accountancy firm EIN2009-07-31850214336
2008 : ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2008 401k financial data
Total income from all sources2008-07-31$310,885
Expenses. Total of all expenses incurred2008-07-31$211,455
Benefits paid (including direct rollovers)2008-07-31$208,707
Total plan assets at end of year2008-07-31$1,688,078
Total plan assets at beginning of year2008-07-31$1,588,648
Value of fidelity bond covering the plan2008-07-31$10,000
Total contributions received or receivable from participants2008-07-31$264,056
Expenses. Other expenses not covered elsewhere2008-07-31$2,748
Contributions received from other sources (not participants or employers)2008-07-31$12,678
Other income received2008-07-31$-86,095
Net income (gross income less expenses)2008-07-31$99,430
Net plan assets at end of year (total assets less liabilities)2008-07-31$1,688,078
Net plan assets at beginning of year (total assets less liabilities)2008-07-31$1,588,648
Assets. Value of participant loans2008-07-31$144,889
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022008-07-31$18,462
Total contributions received or receivable from employer(s)2008-07-31$120,246
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2008-07-31$0
2007 : ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2007 401k financial data
Total income from all sources2007-07-31$533,275
Expenses. Total of all expenses incurred2007-07-31$91,890
Benefits paid (including direct rollovers)2007-07-31$87,709
Total plan assets at end of year2007-07-31$1,588,648
Total plan assets at beginning of year2007-07-31$1,147,263
Value of fidelity bond covering the plan2007-07-31$10,000
Total contributions received or receivable from participants2007-07-31$273,043
Expenses. Other expenses not covered elsewhere2007-07-31$4,181
Other income received2007-07-31$146,289
Net income (gross income less expenses)2007-07-31$441,385
Net plan assets at end of year (total assets less liabilities)2007-07-31$1,588,648
Net plan assets at beginning of year (total assets less liabilities)2007-07-31$1,147,263
Assets. Value of participant loans2007-07-31$165,751
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022007-07-31$18,462
Total contributions received or receivable from employer(s)2007-07-31$113,943
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2007-07-31$0
2006 : ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2006 401k financial data
Total income from all sources2006-07-31$400,810
Expenses. Total of all expenses incurred2006-07-31$157,155
Benefits paid (including direct rollovers)2006-07-31$153,937
Total plan assets at end of year2006-07-31$1,147,263
Total plan assets at beginning of year2006-07-31$903,608
Value of fidelity bond covering the plan2006-07-31$10,000
Total contributions received or receivable from participants2006-07-31$227,730
Expenses. Other expenses not covered elsewhere2006-07-31$3,218
Contributions received from other sources (not participants or employers)2006-07-31$3,029
Other income received2006-07-31$74,028
Net income (gross income less expenses)2006-07-31$243,655
Net plan assets at end of year (total assets less liabilities)2006-07-31$1,147,263
Net plan assets at beginning of year (total assets less liabilities)2006-07-31$903,608
Assets. Value of participant loans2006-07-31$121,119
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022006-07-31$18,462
Total contributions received or receivable from employer(s)2006-07-31$96,023
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2006-07-31$0
2005 : ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2005 401k financial data
Total income from all sources2005-07-31$344,830
Expenses. Total of all expenses incurred2005-07-31$30,744
Benefits paid (including direct rollovers)2005-07-31$25,205
Total plan assets at end of year2005-07-31$903,608
Total plan assets at beginning of year2005-07-31$589,522
Value of fidelity bond covering the plan2005-07-31$10,000
Total contributions received or receivable from participants2005-07-31$195,913
Expenses. Other expenses not covered elsewhere2005-07-31$1,800
Other income received2005-07-31$69,035
Net income (gross income less expenses)2005-07-31$314,086
Net plan assets at end of year (total assets less liabilities)2005-07-31$903,608
Net plan assets at beginning of year (total assets less liabilities)2005-07-31$589,522
Assets. Value of participant loans2005-07-31$76,903
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022005-07-31$3,868
Total contributions received or receivable from employer(s)2005-07-31$79,882
Value of certain deemed distributions of participant loans2005-07-31$3,739
2004 : ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2004 401k financial data
Total income from all sources2004-07-31$396,122
Expenses. Total of all expenses incurred2004-07-31$75,130
Benefits paid (including direct rollovers)2004-07-31$73,671
Total plan assets at end of year2004-07-31$751,316
Total plan assets at beginning of year2004-07-31$430,324
Value of fidelity bond covering the plan2004-07-31$10,000
Total contributions received or receivable from participants2004-07-31$135,209
Expenses. Other expenses not covered elsewhere2004-07-31$1,459
Other income received2004-07-31$197,852
Net income (gross income less expenses)2004-07-31$320,992
Net plan assets at end of year (total assets less liabilities)2004-07-31$751,316
Net plan assets at beginning of year (total assets less liabilities)2004-07-31$430,324
Assets. Value of participant loans2004-07-31$62,062
Total contributions received or receivable from employer(s)2004-07-31$63,061

Form 5500 Responses for ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN

2022: ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple 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 - TrustYes
2020: ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple 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 - TrustYes
2018: ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple 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 - TrustYes
2017: ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple 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 - TrustYes
2016: ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple 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 - TrustYes
2015: ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple 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 - TrustYes
2014: ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01Submission has been amendedNo
2014-08-01This submission is the final filingNo
2014-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-08-01Plan is a collectively bargained planNo
2014-08-01Plan funding arrangement – InsuranceYes
2014-08-01Plan funding arrangement – TrustYes
2014-08-01Plan benefit arrangement - TrustYes
2013: ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2013 form 5500 responses
2013-08-01Type of plan entitySingle employer plan
2013-08-01Submission has been amendedNo
2013-08-01This submission is the final filingNo
2013-08-01This return/report is a short plan year return/report (less than 12 months)No
2013-08-01Plan is a collectively bargained planNo
2013-08-01Plan funding arrangement – TrustYes
2013-08-01Plan benefit arrangement - TrustYes
2012: ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2012 form 5500 responses
2012-08-01Type of plan entitySingle employer plan
2012-08-01Submission has been amendedYes
2012-08-01This submission is the final filingNo
2012-08-01This return/report is a short plan year return/report (less than 12 months)No
2012-08-01Plan is a collectively bargained planNo
2012-08-01Plan funding arrangement – TrustYes
2012-08-01Plan benefit arrangement - TrustYes
2011: ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2011 form 5500 responses
2011-08-01Type of plan entitySingle employer plan
2011-08-01Submission has been amendedNo
2011-08-01This submission is the final filingNo
2011-08-01This return/report is a short plan year return/report (less than 12 months)No
2011-08-01Plan is a collectively bargained planNo
2011-08-01Plan funding arrangement – TrustYes
2011-08-01Plan benefit arrangement - TrustYes
2009: ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2009 form 5500 responses
2009-08-01Type of plan entitySingle employer plan
2009-08-01Submission has been amendedNo
2009-08-01This submission is the final filingNo
2009-08-01This return/report is a short plan year return/report (less than 12 months)No
2009-08-01Plan is a collectively bargained planNo
2009-08-01Plan funding arrangement – InsuranceYes
2009-08-01Plan funding arrangement – TrustYes
2009-08-01Plan benefit arrangement – InsuranceYes
2009-08-01Plan benefit arrangement - TrustYes
2008: ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2008 form 5500 responses
2008-08-01Type of plan entitySingle employer plan
2008-08-01Submission has been amendedNo
2008-08-01This submission is the final filingNo
2008-08-01This return/report is a short plan year return/report (less than 12 months)No
2008-08-01Plan is a collectively bargained planNo
2008-08-01Plan funding arrangement – InsuranceYes
2008-08-01Plan funding arrangement – TrustYes
2008-08-01Plan benefit arrangement – InsuranceYes
2008-08-01Plan benefit arrangement - TrustYes
2007: ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2007 form 5500 responses
2007-08-01Type of plan entitySingle employer plan
2007-08-01Submission has been amendedNo
2007-08-01This submission is the final filingNo
2007-08-01This return/report is a short plan year return/report (less than 12 months)No
2007-08-01Plan is a collectively bargained planNo
2007-08-01Plan funding arrangement – InsuranceYes
2007-08-01Plan funding arrangement – TrustYes
2007-08-01Plan benefit arrangement – InsuranceYes
2007-08-01Plan benefit arrangement - TrustYes
2006: ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2006 form 5500 responses
2006-08-01Type of plan entitySingle employer plan
2006-08-01Submission has been amendedNo
2006-08-01This submission is the final filingNo
2006-08-01This return/report is a short plan year return/report (less than 12 months)No
2006-08-01Plan is a collectively bargained planNo
2006-08-01Plan funding arrangement – InsuranceYes
2006-08-01Plan funding arrangement – TrustYes
2006-08-01Plan benefit arrangement – InsuranceYes
2006-08-01Plan benefit arrangement - TrustYes
2005: ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2005 form 5500 responses
2005-08-01Type of plan entitySingle employer plan
2005-08-01Submission has been amendedNo
2005-08-01This submission is the final filingNo
2005-08-01This return/report is a short plan year return/report (less than 12 months)No
2005-08-01Plan is a collectively bargained planNo
2005-08-01Plan funding arrangement – InsuranceYes
2005-08-01Plan funding arrangement – TrustYes
2005-08-01Plan benefit arrangement – InsuranceYes
2005-08-01Plan benefit arrangement - TrustYes
2004: ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2004 form 5500 responses
2004-08-01Type of plan entitySingle employer plan
2004-08-01Submission has been amendedNo
2004-08-01This submission is the final filingNo
2004-08-01This return/report is a short plan year return/report (less than 12 months)No
2004-08-01Plan is a collectively bargained planNo
2004-08-01Plan funding arrangement – InsuranceYes
2004-08-01Plan funding arrangement – TrustYes
2004-08-01Plan benefit arrangement – InsuranceYes
2004-08-01Plan benefit arrangement - TrustYes
2003: ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN 2003 form 5500 responses
2003-08-01Type of plan entitySingle employer plan
2003-08-01Submission has been amendedNo
2003-08-01This submission is the final filingNo
2003-08-01This return/report is a short plan year return/report (less than 12 months)No
2003-08-01Plan is a collectively bargained planNo
2003-08-01Plan funding arrangement – InsuranceYes
2003-08-01Plan funding arrangement – TrustYes
2003-08-01Plan benefit arrangement – InsuranceYes
2003-08-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number139009
Policy instance 3
Insurance contract or identification number139009
Number of Individuals Covered11
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $207
Total amount of fees paid to insurance companyUSD $285
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $95
Amount paid for insurance broker fees285
Additional information about fees paid to insurance broker0
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number139026
Policy instance 2
Insurance contract or identification number139026
Number of Individuals Covered15
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $672
Total amount of fees paid to insurance companyUSD $1,154
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $292
Amount paid for insurance broker fees1154
Additional information about fees paid to insurance broker0
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number139020
Policy instance 1
Insurance contract or identification number139020
Number of Individuals Covered222
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $7,682
Total amount of fees paid to insurance companyUSD $11,665
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,348
Amount paid for insurance broker fees11665
Additional information about fees paid to insurance broker0
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number139020
Policy instance 1
Insurance contract or identification number139020
Number of Individuals Covered184
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $21,523
Total amount of fees paid to insurance companyUSD $13,951
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,793
Amount paid for insurance broker fees13951
Additional information about fees paid to insurance broker0
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number139026
Policy instance 2
Insurance contract or identification number139026
Number of Individuals Covered14
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,371
Total amount of fees paid to insurance companyUSD $927
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $445
Amount paid for insurance broker fees927
Additional information about fees paid to insurance broker0
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number139009
Policy instance 3
Insurance contract or identification number139009
Number of Individuals Covered90
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $720
Total amount of fees paid to insurance companyUSD $450
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $120
Amount paid for insurance broker fees450
Additional information about fees paid to insurance broker0
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number139009
Policy instance 3
Insurance contract or identification number139009
Number of Individuals Covered11
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $833
Total amount of fees paid to insurance companyUSD $348
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $401
Amount paid for insurance broker fees348
Additional information about fees paid to insurance broker0
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number139026
Policy instance 2
Insurance contract or identification number139026
Number of Individuals Covered15
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,357
Total amount of fees paid to insurance companyUSD $923
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,695
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number139020
Policy instance 1
Insurance contract or identification number139020
Number of Individuals Covered231
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $24,241
Total amount of fees paid to insurance companyUSD $19,432
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,725
Amount paid for insurance broker fees19432
Additional information about fees paid to insurance broker0
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number139009
Policy instance 4
Insurance contract or identification number139009
Number of Individuals Covered455
Insurance policy start date2019-04-23
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,029
Total amount of fees paid to insurance companyUSD $89
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $838
Amount paid for insurance broker fees89
Additional information about fees paid to insurance broker0
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number139026
Policy instance 3
Insurance contract or identification number139026
Number of Individuals Covered455
Insurance policy start date2019-04-23
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,743
Total amount of fees paid to insurance companyUSD $397
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,814
Amount paid for insurance broker fees397
Additional information about fees paid to insurance broker0
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number139020
Policy instance 2
Insurance contract or identification number139020
Number of Individuals Covered455
Insurance policy start date2019-04-23
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $33,135
Total amount of fees paid to insurance companyUSD $9,724
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,495
Amount paid for insurance broker fees9724
Additional information about fees paid to insurance broker0
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932411-000
Policy instance 1
Insurance contract or identification number932411-000
Number of Individuals Covered455
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5,664
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
Commission paid to Insurance BrokerUSD $5,664
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker00
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932411-000
Policy instance 1
Insurance contract or identification number932411-000
Number of Individuals Covered300
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $16,365
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
Commission paid to Insurance BrokerUSD $14,971
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932411-000
Policy instance 1
Insurance contract or identification number932411-000
Number of Individuals Covered235
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $13,403
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
Commission paid to Insurance BrokerUSD $13,403
Insurance broker organization code?3
Insurance broker nameMML INSURANCE AGENCY/VAN ECHOLS
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932411-000
Policy instance 1
Insurance contract or identification number932411-000
Number of Individuals Covered180
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,214
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $3,214
Insurance broker organization code?3
Insurance broker nameMML INSURANCE AGENCY/VAN ECHOLS
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number805498
Policy instance 1
Insurance contract or identification number805498
Number of Individuals Covered125
Insurance policy start date2014-08-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,988
Total amount of fees paid to insurance companyUSD $383
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
Commission paid to Insurance BrokerUSD $1,988
Insurance broker organization code?3
Amount paid for insurance broker fees383
Additional information about fees paid to insurance brokerTPA SERVICES
Insurance broker namePRATAS, SMITH AND MOORE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number426297
Policy instance 1
Insurance contract or identification number426297
Number of Individuals Covered123
Insurance policy start date2008-08-01
Insurance policy end date2009-07-31
Total amount of commissions paid to insurance brokerUSD $2,843
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number426297
Policy instance 1
Insurance contract or identification number426297
Number of Individuals Covered88
Insurance policy start date2007-08-01
Insurance policy end date2008-07-31
Total amount of commissions paid to insurance brokerUSD $3,773
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number426297
Policy instance 1
Insurance contract or identification number426297
Number of Individuals Covered76
Insurance policy start date2006-08-01
Insurance policy end date2007-07-31
Total amount of commissions paid to insurance brokerUSD $3,611
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number426297
Policy instance 1
Insurance contract or identification number426297
Number of Individuals Covered83
Insurance policy start date2005-08-01
Insurance policy end date2006-07-31
Total amount of commissions paid to insurance brokerUSD $3,060
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number426297
Policy instance 1
Insurance contract or identification number426297
Number of Individuals Covered105
Insurance policy start date2004-08-01
Insurance policy end date2005-07-31
Total amount of commissions paid to insurance brokerUSD $2,853
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number426297
Policy instance 1
Insurance contract or identification number426297
Number of Individuals Covered86
Insurance policy start date2003-08-01
Insurance policy end date2004-07-31
Total amount of commissions paid to insurance brokerUSD $2,262
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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

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