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MCDONALD TRANSIT CONSOLIDATED 401(K) PLAN 401k Plan overview

Plan NameMCDONALD TRANSIT CONSOLIDATED 401(K) PLAN
Plan identification number 002

MCDONALD TRANSIT CONSOLIDATED 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

RATP DEV NORTH AMERICA has sponsored the creation of one or more 401k plans.

Company Name:RATP DEV NORTH AMERICA
Employer identification number (EIN):751626932
NAIC Classification:485210
NAIC Description:Interurban and Rural Bus Transportation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCDONALD TRANSIT CONSOLIDATED 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022018-01-01
0022017-01-01PATTY FRITZ
0022017-01-01PATTY FRITZ
0022016-01-01
0022015-01-01ROBERT T BABBITT
0022015-01-01MICHAEL BERTRAND
0022014-01-01MIKE BERTRAND
0022013-01-01ROBERT BABBITT
0022012-01-01ROBERT T BABBITT ROBERT T BABBITT2013-10-15
0022011-01-01JOSEPH TOBIN
0022009-01-01ROBERT T BABBITT

Plan Statistics for MCDONALD TRANSIT CONSOLIDATED 401(K) PLAN

401k plan membership statisitcs for MCDONALD TRANSIT CONSOLIDATED 401(K) PLAN

Measure Date Value
2022: MCDONALD TRANSIT CONSOLIDATED 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,536
Total number of active participants reported on line 7a of the Form 55002022-01-011,723
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-01198
Total of all active and inactive participants2022-01-011,926
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,926
Number of participants with account balances2022-01-01868
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MCDONALD TRANSIT CONSOLIDATED 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,930
Total number of active participants reported on line 7a of the Form 55002021-01-011,310
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-01220
Total of all active and inactive participants2021-01-011,536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,536
Number of participants with account balances2021-01-01798
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: MCDONALD TRANSIT CONSOLIDATED 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,259
Total number of active participants reported on line 7a of the Form 55002020-01-011,687
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-01239
Total of all active and inactive participants2020-01-011,930
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,930
Number of participants with account balances2020-01-01940
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0129
2019: MCDONALD TRANSIT CONSOLIDATED 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,151
Total number of active participants reported on line 7a of the Form 55002019-01-01991
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-01264
Total of all active and inactive participants2019-01-011,259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,259
Number of participants with account balances2019-01-011,259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0114
2018: MCDONALD TRANSIT CONSOLIDATED 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01970
Total number of active participants reported on line 7a of the Form 55002018-01-01953
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01196
Total of all active and inactive participants2018-01-011,151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,151
Number of participants with account balances2018-01-011,151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0125
2017: MCDONALD TRANSIT CONSOLIDATED 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01979
Total number of active participants reported on line 7a of the Form 55002017-01-01970
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01970
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01970
Number of participants with account balances2017-01-01970
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MCDONALD TRANSIT CONSOLIDATED 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01809
Total number of active participants reported on line 7a of the Form 55002016-01-01684
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01292
Total of all active and inactive participants2016-01-01976
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01979
Number of participants with account balances2016-01-01852
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0177
2015: MCDONALD TRANSIT CONSOLIDATED 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,174
Total number of active participants reported on line 7a of the Form 55002015-01-01670
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01136
Total of all active and inactive participants2015-01-01806
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01809
Number of participants with account balances2015-01-01657
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0178
2014: MCDONALD TRANSIT CONSOLIDATED 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01975
Total number of active participants reported on line 7a of the Form 55002014-01-01541
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01553
Total of all active and inactive participants2014-01-011,094
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-011,095
Number of participants with account balances2014-01-011,009
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0176
2013: MCDONALD TRANSIT CONSOLIDATED 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,025
Total number of active participants reported on line 7a of the Form 55002013-01-01526
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01497
Total of all active and inactive participants2013-01-011,023
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,023
Number of participants with account balances2013-01-01975
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0131
2012: MCDONALD TRANSIT CONSOLIDATED 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,335
Total number of active participants reported on line 7a of the Form 55002012-01-01483
Number of other retired or separated participants entitled to future benefits2012-01-01542
Total of all active and inactive participants2012-01-011,025
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,025
Number of participants with account balances2012-01-01950
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0190
2011: MCDONALD TRANSIT CONSOLIDATED 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,214
Total number of active participants reported on line 7a of the Form 55002011-01-01514
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01353
Total of all active and inactive participants2011-01-01867
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01868
Number of participants with account balances2011-01-011,097
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0159
2009: MCDONALD TRANSIT CONSOLIDATED 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,050
Total number of active participants reported on line 7a of the Form 55002009-01-01604
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01455
Total of all active and inactive participants2009-01-011,059
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-011,061
Number of participants with account balances2009-01-01971
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0135

Financial Data on MCDONALD TRANSIT CONSOLIDATED 401(K) PLAN

Measure Date Value
2022 : MCDONALD TRANSIT CONSOLIDATED 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$0
Total income from all sources (including contributions)2022-12-31$543,502
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,509,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,374,383
Expenses. Certain deemed distributions of participant loans2022-12-31$1,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,381,613
Value of total assets at end of year2022-12-31$25,164,624
Value of total assets at beginning of year2022-12-31$29,130,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$133,529
Total interest from all sources2022-12-31$104,089
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$404,787
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$404,787
Administrative expenses professional fees incurred2022-12-31$12,206
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$2,341,866
Participant contributions at end of year2022-12-31$799,075
Participant contributions at beginning of year2022-12-31$685,065
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$739,087
Other income not declared elsewhere2022-12-31$68
Administrative expenses (other) incurred2022-12-31$1,516
Total non interest bearing cash at end of year2022-12-31$206
Total non interest bearing cash at beginning of year2022-12-31$78
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,966,202
Value of net assets at end of year (total assets less liabilities)2022-12-31$25,164,624
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$29,130,826
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$25,358
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$19,622,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$24,282,971
Interest on participant loans2022-12-31$32,193
Interest earned on other investments2022-12-31$71,896
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,742,861
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,162,712
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,347,055
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$1,300,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,374,383
Contract administrator fees2022-12-31$94,449
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 name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : MCDONALD TRANSIT CONSOLIDATED 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$1,485,131
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$6,700,379
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,872,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,609,382
Expenses. Certain deemed distributions of participant loans2021-12-31$37,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,420,394
Value of total assets at end of year2021-12-31$29,130,826
Value of total assets at beginning of year2021-12-31$27,788,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$225,282
Total interest from all sources2021-12-31$106,982
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$346,809
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$346,809
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,968,430
Participant contributions at end of year2021-12-31$685,065
Participant contributions at beginning of year2021-12-31$967,354
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$4,373
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$315,156
Other income not declared elsewhere2021-12-31$3,381
Administrative expenses (other) incurred2021-12-31$225,282
Total non interest bearing cash at end of year2021-12-31$78
Total non interest bearing cash at beginning of year2021-12-31$125
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$2,827,857
Value of net assets at end of year (total assets less liabilities)2021-12-31$29,130,826
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$27,788,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$24,282,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$22,622,814
Interest on participant loans2021-12-31$38,848
Interest earned on other investments2021-12-31$68,134
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,162,712
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,193,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,822,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,136,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,609,382
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : MCDONALD TRANSIT CONSOLIDATED 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$7,709,256
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$12,307,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,069,208
Expenses. Certain deemed distributions of participant loans2020-12-31$1,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,705,278
Value of total assets at end of year2020-12-31$27,788,100
Value of total assets at beginning of year2020-12-31$32,386,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$236,689
Total interest from all sources2020-12-31$142,900
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$412,814
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$412,814
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,916,544
Participant contributions at end of year2020-12-31$967,354
Participant contributions at beginning of year2020-12-31$1,308,733
Assets. Other investments not covered elsewhere at end of year2020-12-31$4,373
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$471,522
Other income not declared elsewhere2020-12-31$20,820
Administrative expenses (other) incurred2020-12-31$236,689
Total non interest bearing cash at end of year2020-12-31$125
Total non interest bearing cash at beginning of year2020-12-31$14,187
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-4,598,219
Value of net assets at end of year (total assets less liabilities)2020-12-31$27,788,100
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$32,386,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$22,622,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$27,836,308
Interest on participant loans2020-12-31$63,592
Interest earned on other investments2020-12-31$79,308
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,193,434
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,227,091
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,427,444
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,317,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$12,069,208
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 name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : MCDONALD TRANSIT CONSOLIDATED 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$7,812,970
Total transfer of assets to this plan2019-12-31$7,812,970
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$7,778,113
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,422,424
Total of all expenses incurred2019-12-31$4,422,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,216,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,216,393
Expenses. Certain deemed distributions of participant loans2019-12-31$-2,325
Expenses. Certain deemed distributions of participant loans2019-12-31$-2,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,786,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,786,337
Value of total assets at end of year2019-12-31$32,386,319
Value of total assets at end of year2019-12-31$32,386,319
Value of total assets at beginning of year2019-12-31$21,217,660
Value of total assets at beginning of year2019-12-31$21,217,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$208,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$208,356
Total interest from all sources2019-12-31$112,428
Total interest from all sources2019-12-31$112,428
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$466,315
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$466,315
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$466,315
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$466,315
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,833,334
Contributions received from participants2019-12-31$1,833,334
Participant contributions at end of year2019-12-31$1,308,733
Participant contributions at end of year2019-12-31$1,308,733
Participant contributions at beginning of year2019-12-31$856,493
Participant contributions at beginning of year2019-12-31$856,493
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$547,906
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$547,906
Other income not declared elsewhere2019-12-31$-2,417
Other income not declared elsewhere2019-12-31$-2,417
Administrative expenses (other) incurred2019-12-31$208,356
Administrative expenses (other) incurred2019-12-31$208,356
Total non interest bearing cash at end of year2019-12-31$14,187
Total non interest bearing cash at end of year2019-12-31$14,187
Total non interest bearing cash at beginning of year2019-12-31$2,734
Total non interest bearing cash at beginning of year2019-12-31$2,734
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
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$3,355,689
Value of net income/loss2019-12-31$3,355,689
Value of net assets at end of year (total assets less liabilities)2019-12-31$32,386,319
Value of net assets at end of year (total assets less liabilities)2019-12-31$32,386,319
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,217,660
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,217,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$27,836,308
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$27,836,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,973,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,973,119
Interest on participant loans2019-12-31$52,886
Interest on participant loans2019-12-31$52,886
Interest earned on other investments2019-12-31$59,363
Interest earned on other investments2019-12-31$59,363
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$179
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$179
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,227,091
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,227,091
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,316,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,316,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,415,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,415,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,405,097
Contributions received in cash from employer2019-12-31$1,405,097
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$68,898
Employer contributions (assets) at beginning of year2019-12-31$68,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,216,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,216,393
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
Accountancy firm EIN2019-12-31390859910
2018 : MCDONALD TRANSIT CONSOLIDATED 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$155,098
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$9,415,882
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,753,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,552,658
Expenses. Certain deemed distributions of participant loans2018-12-31$8,090
Value of total corrective distributions2018-12-31$13,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$11,488,672
Value of total assets at end of year2018-12-31$21,148,762
Value of total assets at beginning of year2018-12-31$15,331,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$179,240
Total interest from all sources2018-12-31$84,842
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$356,922
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$356,922
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,374,210
Participant contributions at end of year2018-12-31$856,493
Participant contributions at beginning of year2018-12-31$576,112
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$8,435,523
Other income not declared elsewhere2018-12-31$-1,033,890
Administrative expenses (other) incurred2018-12-31$179,240
Total non interest bearing cash at end of year2018-12-31$2,734
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$5,662,617
Value of net assets at end of year (total assets less liabilities)2018-12-31$21,148,762
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,331,047
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$17,973,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,245,561
Interest on participant loans2018-12-31$39,874
Interest earned on other investments2018-12-31$44,968
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,316,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,725,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,480,664
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$1,678,939
Employer contributions (assets) at end of year2018-12-31$68,898
Employer contributions (assets) at beginning of year2018-12-31$784,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,552,658
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 name2018-12-31PINEIDER, FORD, & ASSOCIATES, PLLC
Accountancy firm EIN2018-12-31263376450
2017 : MCDONALD TRANSIT CONSOLIDATED 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$3,107,624
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$1,821,921
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$964,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$906,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$680,460
Value of total assets at end of year2017-12-31$14,547,003
Value of total assets at beginning of year2017-12-31$10,582,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$57,911
Total interest from all sources2017-12-31$26,530
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$15,002
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$15,002
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$721,797
Participant contributions at end of year2017-12-31$576,112
Participant contributions at beginning of year2017-12-31$484,439
Other income not declared elsewhere2017-12-31$-118,061
Administrative expenses (other) incurred2017-12-31$57,911
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$857,017
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,547,003
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,582,362
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$12,245,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$9,248,127
Interest on participant loans2017-12-31$23,018
Interest earned on other investments2017-12-31$3,512
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,725,330
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$118,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$-23,209
Net investment gain/loss from pooled separate accounts2017-12-31$1,241,199
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$-41,337
Employer contributions (assets) at end of year2017-12-31$784,044
Employer contributions (assets) at beginning of year2017-12-31$731,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$906,993
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 name2017-12-31PINEIDER, FORD, & ASSOCIATES, PLLC
Accountancy firm EIN2017-12-31263376450
2016 : MCDONALD TRANSIT CONSOLIDATED 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$1,693,686
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$885,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$779,240
Expenses. Certain deemed distributions of participant loans2016-12-31$4,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,096,385
Value of total assets at end of year2016-12-31$10,582,362
Value of total assets at beginning of year2016-12-31$9,774,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$101,832
Total interest from all sources2016-12-31$26,659
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$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$668,981
Participant contributions at end of year2016-12-31$484,439
Participant contributions at beginning of year2016-12-31$508,039
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Administrative expenses (other) incurred2016-12-31$6,440
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$808,362
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,582,362
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,774,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$95,392
Value of interest in pooled separate accounts at end of year2016-12-31$9,248,127
Value of interest in pooled separate accounts at beginning of year2016-12-31$7,653,318
Interest on participant loans2016-12-31$26,659
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$118,061
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$341,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$570,642
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$427,404
Employer contributions (assets) at end of year2016-12-31$731,735
Employer contributions (assets) at beginning of year2016-12-31$1,271,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$779,240
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 name2016-12-31PINEIDER, FORD, & ASSOCIATES, PLLC
Accountancy firm EIN2016-12-31263376450
2015 : MCDONALD TRANSIT CONSOLIDATED 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$1,282,966
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$824,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$713,618
Expenses. Certain deemed distributions of participant loans2015-12-31$9,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,347,933
Value of total assets at end of year2015-12-31$9,774,000
Value of total assets at beginning of year2015-12-31$9,315,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$101,529
Total interest from all sources2015-12-31$22,573
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
Administrative expenses professional fees incurred2015-12-31$101,529
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$655,549
Participant contributions at end of year2015-12-31$508,039
Participant contributions at beginning of year2015-12-31$378,755
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,457
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$458,813
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,774,000
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,315,187
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
Value of interest in pooled separate accounts at end of year2015-12-31$7,653,318
Value of interest in pooled separate accounts at beginning of year2015-12-31$8,227,390
Interest on participant loans2015-12-31$22,573
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$341,365
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$111,139
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-87,540
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$686,927
Employer contributions (assets) at end of year2015-12-31$1,271,278
Employer contributions (assets) at beginning of year2015-12-31$597,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$713,618
Did the plan have assets held for investment2015-12-31No
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 name2015-12-31PINEIDER, FORD, & ASSOCIATES, PLLC
Accountancy firm EIN2015-12-31263376450
2014 : MCDONALD TRANSIT CONSOLIDATED 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$1,541,286
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$679,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$577,526
Expenses. Certain deemed distributions of participant loans2014-12-31$7,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,198,346
Value of total assets at end of year2014-12-31$9,315,187
Value of total assets at beginning of year2014-12-31$8,453,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$94,577
Total interest from all sources2014-12-31$18,999
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
Administrative expenses professional fees incurred2014-12-31$94,577
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
If this is an individual account plan, was there a blackout period2014-12-31No
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$559,896
Participant contributions at end of year2014-12-31$378,755
Participant contributions at beginning of year2014-12-31$395,774
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$861,872
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,315,187
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,453,315
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 pooled separate accounts at end of year2014-12-31$8,227,390
Value of interest in pooled separate accounts at beginning of year2014-12-31$7,304,898
Interest on participant loans2014-12-31$18,999
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$174,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$174,212
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$111,139
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$161,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$323,941
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$638,450
Employer contributions (assets) at end of year2014-12-31$597,903
Employer contributions (assets) at beginning of year2014-12-31$416,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$577,526
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 name2014-12-31PINEIDER, FORD & ASSOCIATES, PLLC
Accountancy firm EIN2014-12-31263376450
2013 : MCDONALD TRANSIT CONSOLIDATED 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,420,778
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,098,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$948,707
Expenses. Certain deemed distributions of participant loans2013-12-31$61,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,079,168
Value of total assets at end of year2013-12-31$8,453,315
Value of total assets at beginning of year2013-12-31$7,131,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$88,305
Total interest from all sources2013-12-31$22,743
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$9,852
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$500,737
Participant contributions at end of year2013-12-31$395,774
Participant contributions at beginning of year2013-12-31$324,377
Participant contributions at beginning of year2013-12-31$2,501
Other income not declared elsewhere2013-12-31$335,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,322,023
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,453,315
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,131,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$7,304,898
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,265,432
Interest on participant loans2013-12-31$20,379
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$174,212
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$151,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$151,316
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,364
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$161,524
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$341,428
Net investment gain/loss from pooled separate accounts2013-12-31$983,392
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$578,431
Employer contributions (assets) at end of year2013-12-31$416,907
Employer contributions (assets) at beginning of year2013-12-31$46,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$948,707
Contract administrator fees2013-12-31$78,453
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PINEIDER, FORD & ASSOCIATES, PLLC
Accountancy firm EIN2013-12-31263376450
2012 : MCDONALD TRANSIT CONSOLIDATED 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$88
Total income from all sources (including contributions)2012-12-31$1,105,017
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,036,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$956,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$456,380
Value of total assets at end of year2012-12-31$7,131,292
Value of total assets at beginning of year2012-12-31$7,062,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$80,079
Total interest from all sources2012-12-31$19,547
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$300,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$449,039
Participant contributions at end of year2012-12-31$324,377
Participant contributions at beginning of year2012-12-31$340,874
Participant contributions at end of year2012-12-31$2,501
Participant contributions at beginning of year2012-12-31$8,886
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$7,341
Other income not declared elsewhere2012-12-31$-67,054
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$68,857
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,131,292
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,062,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$6,265,432
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,859,093
Interest on participant loans2012-12-31$17,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$151,316
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$144,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$144,047
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,494
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$341,428
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$279,936
Net investment gain/loss from pooled separate accounts2012-12-31$696,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Employer contributions (assets) at end of year2012-12-31$46,238
Employer contributions (assets) at beginning of year2012-12-31$429,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$956,081
Contract administrator fees2012-12-31$80,079
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$88
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PINEIDER, FORD & ASSOCIATES, PLLC
Accountancy firm EIN2012-12-31263376450
2011 : MCDONALD TRANSIT CONSOLIDATED 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$88
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$771,406
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$966,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$881,917
Expenses. Certain deemed distributions of participant loans2011-12-31$4,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$821,319
Value of total assets at end of year2011-12-31$7,062,523
Value of total assets at beginning of year2011-12-31$7,257,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$80,538
Total interest from all sources2011-12-31$19,744
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$300,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$426,636
Participant contributions at end of year2011-12-31$340,874
Participant contributions at beginning of year2011-12-31$333,708
Participant contributions at end of year2011-12-31$8,886
Participant contributions at beginning of year2011-12-31$2,642
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-195,277
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,062,435
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,257,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$5,859,093
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,544,917
Interest on participant loans2011-12-31$19,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$144,047
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$790,177
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$790,177
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$279,936
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$223,835
Net investment gain/loss from pooled separate accounts2011-12-31$-69,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$394,683
Employer contributions (assets) at end of year2011-12-31$429,687
Employer contributions (assets) at beginning of year2011-12-31$362,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$881,917
Contract administrator fees2011-12-31$80,538
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$88
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PINEIDER, FORD & ASSOCIATES
Accountancy firm EIN2011-12-31263376450
2010 : MCDONALD TRANSIT CONSOLIDATED 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,779,786
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,037,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$960,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,010,965
Value of total assets at end of year2010-12-31$7,257,712
Value of total assets at beginning of year2010-12-31$6,515,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$77,065
Total interest from all sources2010-12-31$19,383
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$300,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$441,299
Participant contributions at end of year2010-12-31$333,708
Participant contributions at beginning of year2010-12-31$283,447
Participant contributions at end of year2010-12-31$2,642
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$548
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$4,557
Value of net income/loss2010-12-31$742,033
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,257,712
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,515,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$5,544,917
Value of interest in pooled separate accounts at beginning of year2010-12-31$5,706,967
Interest on participant loans2010-12-31$19,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$790,177
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$223,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$305,953
Net investment gain/loss from pooled separate accounts2010-12-31$749,438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$564,561
Employer contributions (assets) at end of year2010-12-31$362,433
Employer contributions (assets) at beginning of year2010-12-31$219,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$960,688
Contract administrator fees2010-12-31$77,065
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PINEIDER, FORD & ASSOCIATES, PLLC
Accountancy firm EIN2010-12-31263376450

Form 5500 Responses for MCDONALD TRANSIT CONSOLIDATED 401(K) PLAN

2022: MCDONALD TRANSIT CONSOLIDATED 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MCDONALD TRANSIT CONSOLIDATED 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MCDONALD TRANSIT CONSOLIDATED 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MCDONALD TRANSIT CONSOLIDATED 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MCDONALD TRANSIT CONSOLIDATED 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MCDONALD TRANSIT CONSOLIDATED 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MCDONALD TRANSIT CONSOLIDATED 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MCDONALD TRANSIT CONSOLIDATED 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MCDONALD TRANSIT CONSOLIDATED 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MCDONALD TRANSIT CONSOLIDATED 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MCDONALD TRANSIT CONSOLIDATED 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MCDONALD TRANSIT CONSOLIDATED 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MCDONALD TRANSIT CONSOLIDATED 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075140
Policy instance 1
Insurance contract or identification number075140
Number of Individuals Covered1926
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075140
Policy instance 1
Insurance contract or identification number075140
Number of Individuals Covered1536
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075140
Policy instance 2
Insurance contract or identification number075140
Number of Individuals Covered1930
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number12967
Policy instance 1
Insurance contract or identification number12967
Insurance policy start date2020-01-01
Insurance policy end date2020-12-18
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
Additional information about fees paid to insurance brokerTPA FEES PAID
Insurance broker organization code?5
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075140
Policy instance 2
Insurance contract or identification number075140
Number of Individuals Covered1259
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number12967
Policy instance 1
Insurance contract or identification number12967
Insurance policy start date2019-01-01
Insurance policy end date2019-12-18
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
Additional information about fees paid to insurance brokerTPA FEES PAID
Insurance broker organization code?5
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075140
Policy instance 2
Insurance contract or identification number075140
Number of Individuals Covered1151
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number12967
Policy instance 1
Insurance contract or identification number12967
Insurance policy start date2018-01-01
Insurance policy end date2018-12-18
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
Additional information about fees paid to insurance brokerTPA FEES PAID
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number12967
Policy instance 1
Insurance contract or identification number12967
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-18
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,170
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?Yes
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
Amount paid for insurance broker fees6170
Additional information about fees paid to insurance brokerTPA FEES PAID
Insurance broker organization code?5
Insurance broker nameSES ADVISORS, INC.
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075140
Policy instance 2
Insurance contract or identification number075140
Number of Individuals Covered970
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number12967
Policy instance 1
Insurance contract or identification number12967
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Insurance broker nameINVESTACORP, INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number12967
Policy instance 1
Insurance contract or identification number12967
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $79,945
Total amount of fees paid to insurance companyUSD $8,472
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?Yes
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
Amount paid for insurance broker fees7331
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $79,945
Insurance broker nameINVESTACORP, INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number12967
Policy instance 1
Insurance contract or identification number12967
Number of Individuals Covered1100
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $70,932
Total amount of fees paid to insurance companyUSD $13,397
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?Yes
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 $70,932
Insurance broker organization code?3
Amount paid for insurance broker fees13397
Additional information about fees paid to insurance brokerTPA FEES AND COMMISSIONS
Insurance broker namePARAGON ALLIANCE GROUP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number12967
Policy instance 1
Insurance contract or identification number12967
Number of Individuals Covered1151
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $64,824
Total amount of fees paid to insurance companyUSD $11,954
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?Yes
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 $64,824
Insurance broker organization code?3
Amount paid for insurance broker fees11954
Additional information about fees paid to insurance brokerJH TO TPA R/O PAYMENT OTHER ALLOWANCES TPA FEES
Insurance broker namePARAGON ALLIANCE GROUP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number12967
Policy instance 1
Insurance contract or identification number12967
Number of Individuals Covered1097
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $64,709
Total amount of fees paid to insurance companyUSD $13,035
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number12967
Policy instance 1
Insurance contract or identification number12967
Number of Individuals Covered1138
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $61,114
Total amount of fees paid to insurance companyUSD $11,648
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?Yes
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

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