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EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN 401k Plan overview

Plan NameEMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN
Plan identification number 333

EMPLOYEE RESOURCE ADMINISTRATION L.P. 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.
  • 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.

401k Sponsoring company profile

EMPLOYEE RESOURCE ADMINISTRATION, L.P. has sponsored the creation of one or more 401k plans.

Company Name:EMPLOYEE RESOURCE ADMINISTRATION, L.P.
Employer identification number (EIN):752822373
NAIC Classification:561300

Additional information about EMPLOYEE RESOURCE ADMINISTRATION, L.P.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1999-06-10
Company Identification Number: 0012133510
Legal Registered Office Address: 12400 COIT RD STE 660

DALLAS
United States of America (USA)
75251

More information about EMPLOYEE RESOURCE ADMINISTRATION, L.P.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332022-01-01DIANE AXLINE2023-10-04
3332021-01-01DIANE AXLINE2022-08-30
3332020-01-01DIANE AXLINE2021-08-13
3332019-01-01DIANE AXLINE2020-10-05
3332018-01-01DIANE AXLINE2019-08-06
3332017-01-01
3332016-01-01
3332015-01-01DIANE AXLINE DIANE AXLINE2016-10-17
3332014-01-01FRANK TIMMINS FRANK TIMMINS2015-10-15
3332013-01-01FRANK TIMMINS FRANK TIMMINS2014-10-14
3332012-01-01SHARON MCREYNOLDS SHARON MCREYNOLDS2013-10-15
3332011-01-01SHARON MCREYNOLDS
3332010-01-01FRANK TIMMINS
3332009-01-01SHARON MCREYNOLDS
3332009-01-01SHARON MCREYNOLDS

Plan Statistics for EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN

401k plan membership statisitcs for EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN

Measure Date Value
2022: EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01292
Total number of active participants reported on line 7a of the Form 55002022-01-01222
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0130
Total of all active and inactive participants2022-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01255
Number of participants with account balances2022-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01268
Total number of active participants reported on line 7a of the Form 55002021-01-01212
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0129
Total of all active and inactive participants2021-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01245
Number of participants with account balances2021-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01290
Total number of active participants reported on line 7a of the Form 55002020-01-01230
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0126
Total of all active and inactive participants2020-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01259
Number of participants with account balances2020-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01268
Total number of active participants reported on line 7a of the Form 55002019-01-01244
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0125
Total of all active and inactive participants2019-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01272
Number of participants with account balances2019-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01365
Total number of active participants reported on line 7a of the Form 55002018-01-01213
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0119
Total of all active and inactive participants2018-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01234
Number of participants with account balances2018-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01328
Total number of active participants reported on line 7a of the Form 55002017-01-01269
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0137
Total of all active and inactive participants2017-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01308
Number of participants with account balances2017-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01346
Total number of active participants reported on line 7a of the Form 55002016-01-01280
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0131
Total of all active and inactive participants2016-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01314
Number of participants with account balances2016-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01520
Total number of active participants reported on line 7a of the Form 55002015-01-01249
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0138
Total of all active and inactive participants2015-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01287
Number of participants with account balances2015-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01572
Total number of active participants reported on line 7a of the Form 55002014-01-01442
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0178
Total of all active and inactive participants2014-01-01520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01520
Number of participants with account balances2014-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01736
Total number of active participants reported on line 7a of the Form 55002013-01-01398
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01174
Total of all active and inactive participants2013-01-01572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01572
Number of participants with account balances2013-01-01377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01254
Total number of active participants reported on line 7a of the Form 55002012-01-01673
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0163
Total of all active and inactive participants2012-01-01736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01736
Number of participants with account balances2012-01-01357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01237
Total number of active participants reported on line 7a of the Form 55002011-01-01228
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0126
Total of all active and inactive participants2011-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01254
Number of participants with account balances2011-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01318
Total number of active participants reported on line 7a of the Form 55002010-01-01210
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0127
Total of all active and inactive participants2010-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01237
Number of participants with account balances2010-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01378
Total number of active participants reported on line 7a of the Form 55002009-01-01236
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0182
Total of all active and inactive participants2009-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01318
Number of participants with account balances2009-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0137

Financial Data on EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN

Measure Date Value
2022 : EMPLOYEE RESOURCE ADMINISTRATION L.P. 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$2,233
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,329,636
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,118,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,109,944
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,311,521
Value of total assets at end of year2022-12-31$15,754,396
Value of total assets at beginning of year2022-12-31$18,200,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$8,300
Total interest from all sources2022-12-31$5,656
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$936,144
Participant contributions at end of year2022-12-31$197,368
Participant contributions at beginning of year2022-12-31$101,845
Participant contributions at end of year2022-12-31$8,944
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$49,229
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$2,233
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,447,880
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,752,163
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,200,043
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
Value of interest in pooled separate accounts at end of year2022-12-31$11,957,171
Value of interest in pooled separate accounts at beginning of year2022-12-31$13,977,872
Interest on participant loans2022-12-31$5,656
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,588,696
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,120,326
Net investment gain or loss from common/collective trusts2022-12-31$-2,646,813
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$326,148
Employer contributions (assets) at end of year2022-12-31$2,217
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,109,944
Contract administrator fees2022-12-31$8,300
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 name2022-12-31VAIL & PARK, P.C.
Accountancy firm EIN2022-12-31813002164
2021 : EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,495,197
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$280,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$252,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,118,456
Value of total assets at end of year2021-12-31$18,200,043
Value of total assets at beginning of year2021-12-31$14,985,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$27,748
Total interest from all sources2021-12-31$5,090
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
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$812,936
Participant contributions at end of year2021-12-31$101,845
Participant contributions at beginning of year2021-12-31$138,671
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Other income not declared elsewhere2021-12-31$6,039
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$3,214,774
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,200,043
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,985,269
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 pooled separate accounts at end of year2021-12-31$13,977,872
Value of interest in pooled separate accounts at beginning of year2021-12-31$14,450,116
Interest on participant loans2021-12-31$5,090
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,120,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$396,482
Net investment gain or loss from common/collective trusts2021-12-31$2,365,612
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$305,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$252,675
Contract administrator fees2021-12-31$27,748
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 name2021-12-31VAIL & PARK, P.C.
Accountancy firm EIN2021-12-31813002164
2020 : EMPLOYEE RESOURCE ADMINISTRATION L.P. 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$3,304,153
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$244,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$213,193
Expenses. Certain deemed distributions of participant loans2020-12-31$26,958
Value of total corrective distributions2020-12-31$1,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,201,146
Value of total assets at end of year2020-12-31$14,985,269
Value of total assets at beginning of year2020-12-31$11,925,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,306
Total interest from all sources2020-12-31$6,156
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$420
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$420
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
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$875,021
Participant contributions at end of year2020-12-31$138,671
Participant contributions at beginning of year2020-12-31$111,111
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$15,491
Other income not declared elsewhere2020-12-31$1,018
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$3,059,803
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,985,269
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,925,466
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 pooled separate accounts at end of year2020-12-31$14,450,116
Value of interest in pooled separate accounts at beginning of year2020-12-31$11,477,156
Interest on participant loans2020-12-31$6,156
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$396,482
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$337,199
Net investment gain or loss from common/collective trusts2020-12-31$2,095,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$310,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$213,193
Contract administrator fees2020-12-31$2,306
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31VAIL & PARK, P.C.
Accountancy firm EIN2020-12-31813002164
2019 : EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,868,294
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$235,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$232,152
Value of total corrective distributions2019-12-31$1,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,754,585
Value of total assets at end of year2019-12-31$11,925,466
Value of total assets at beginning of year2019-12-31$8,292,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,514
Total interest from all sources2019-12-31$6,702
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$895,231
Participant contributions at end of year2019-12-31$111,111
Participant contributions at beginning of year2019-12-31$115,340
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$533,416
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$3,632,480
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,925,466
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,292,986
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$11,477,156
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,875,624
Interest on participant loans2019-12-31$6,702
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$337,199
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$302,022
Net investment gain or loss from common/collective trusts2019-12-31$2,107,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$325,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$232,152
Contract administrator fees2019-12-31$2,514
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31EVANS & KNAUTH, PLLC
Accountancy firm EIN2019-12-31823141950
2018 : EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$3,507,239
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$792,128
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$357,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$355,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,296,278
Value of total assets at end of year2018-12-31$8,292,986
Value of total assets at beginning of year2018-12-31$11,365,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,434
Total interest from all sources2018-12-31$4,809
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
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$901,282
Participant contributions at end of year2018-12-31$115,340
Participant contributions at beginning of year2018-12-31$113,985
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$63,439
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$434,313
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,292,986
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,365,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$2,434
Value of interest in pooled separate accounts at end of year2018-12-31$7,875,624
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,597,638
Interest on participant loans2018-12-31$4,809
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$302,022
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,654,289
Net investment gain/loss from pooled separate accounts2018-12-31$-508,959
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$331,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$355,381
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31EVANS & KNAUTH, PLLC
Accountancy firm EIN2018-12-31823141950
2017 : EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,169,965
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$985,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$979,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,475,600
Value of total assets at end of year2017-12-31$11,365,912
Value of total assets at beginning of year2017-12-31$9,181,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,163
Total interest from all sources2017-12-31$4,925
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$850,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$981,330
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$109,572
Assets. Loans (other than to participants) at end of year2017-12-31$113,985
Assets. Loans (other than to participants) at beginning of year2017-12-31$116,284
Administrative expenses (other) incurred2017-12-31$1,581
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,184,833
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,365,912
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,181,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$3,582
Value of interest in pooled separate accounts at end of year2017-12-31$6,597,638
Value of interest in pooled separate accounts at beginning of year2017-12-31$9,064,795
Interest on participant loans2017-12-31$4,925
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,654,289
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$1,689,440
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$384,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$979,969
Contract administrator fees2017-12-31$0
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31KNAUTH & COMPANY, P.C.
Accountancy firm EIN2017-12-31812830356
2016 : EMPLOYEE RESOURCE ADMINISTRATION L.P. 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$15
Total income from all sources (including contributions)2016-12-31$1,835,173
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,735,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,730,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,547,822
Value of total assets at end of year2016-12-31$9,181,079
Value of total assets at beginning of year2016-12-31$9,081,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,498
Total interest from all sources2016-12-31$4,158
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$850,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$837,098
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$410,263
Assets. Loans (other than to participants) at end of year2016-12-31$116,284
Assets. Loans (other than to participants) at beginning of year2016-12-31$99,516
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$15
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$100,018
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,181,079
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,081,061
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$4,498
Value of interest in pooled separate accounts at end of year2016-12-31$9,064,795
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$4,158
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$8,981,560
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$283,193
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$300,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,730,657
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31KNAUTH & COMPANY, P.C.
Accountancy firm EIN2016-12-31812830356
2015 : EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$1,996,402
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$15
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$15
Total income from all sources (including contributions)2015-12-31$1,460,907
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$960,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$951,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,313,967
Value of total assets at end of year2015-12-31$9,081,076
Value of total assets at beginning of year2015-12-31$10,576,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,290
Total interest from all sources2015-12-31$6,644
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
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$892,470
Participant contributions at end of year2015-12-31$99,516
Participant contributions at beginning of year2015-12-31$227,166
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$1,962
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$88,336
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$15
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$15
Administrative expenses (other) incurred2015-12-31$9,290
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$500,504
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,081,061
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,576,959
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
Interest on participant loans2015-12-31$6,644
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$8,981,560
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$10,345,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$140,296
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$333,161
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$2,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$951,113
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MIKE DUNSON
Accountancy firm EIN2015-12-31752902287
2014 : EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$621,744
Total transfer of assets from this plan2014-12-31$498,346
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$15
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$15
Total income from all sources (including contributions)2014-12-31$2,332,063
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,014,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$947,872
Expenses. Certain deemed distributions of participant loans2014-12-31$38,323
Value of total corrective distributions2014-12-31$17,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,763,403
Value of total assets at end of year2014-12-31$10,576,974
Value of total assets at beginning of year2014-12-31$9,135,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,725
Total interest from all sources2014-12-31$8,446
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,042,265
Participant contributions at end of year2014-12-31$227,166
Participant contributions at beginning of year2014-12-31$189,701
Participant contributions at end of year2014-12-31$1,962
Participant contributions at beginning of year2014-12-31$15,922
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$372,412
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$15
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$15
Administrative expenses (other) incurred2014-12-31$10,725
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$1,317,996
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,576,959
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,135,565
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,345,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,920,734
Interest on participant loans2014-12-31$8,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$560,214
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$348,726
Employer contributions (assets) at end of year2014-12-31$2,102
Employer contributions (assets) at beginning of year2014-12-31$9,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$947,872
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 name2014-12-31MIKE DUNSON
Accountancy firm EIN2014-12-31752902287
2013 : EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$129,899
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$15
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$15
Total income from all sources (including contributions)2013-12-31$3,673,804
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,611,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,541,246
Expenses. Certain deemed distributions of participant loans2013-12-31$56,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,870,267
Value of total assets at end of year2013-12-31$9,135,580
Value of total assets at beginning of year2013-12-31$7,203,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$13,900
Total interest from all sources2013-12-31$7,980
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
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,318,545
Participant contributions at end of year2013-12-31$189,701
Participant contributions at beginning of year2013-12-31$199,154
Participant contributions at end of year2013-12-31$15,922
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$149,616
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$15
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$15
Administrative expenses (other) incurred2013-12-31$13,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,062,345
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,135,565
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,203,119
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$8,920,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,003,980
Interest on participant loans2013-12-31$7,980
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,795,557
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$402,106
Employer contributions (assets) at end of year2013-12-31$9,223
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,541,246
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 name2013-12-31MIKE DUNSON
Accountancy firm EIN2013-12-31752902287
2012 : EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$1,461,924
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$15
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$15
Total income from all sources (including contributions)2012-12-31$2,056,857
Total of all expenses incurred2012-12-31$725,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$687,267
Expenses. Certain deemed distributions of participant loans2012-12-31$31,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,390,313
Value of total assets at end of year2012-12-31$7,203,134
Value of total assets at beginning of year2012-12-31$4,409,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,961
Total interest from all sources2012-12-31$6,280
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$250,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$892,812
Participant contributions at end of year2012-12-31$199,154
Participant contributions at beginning of year2012-12-31$103,004
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$166,709
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$15
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$15
Administrative expenses (other) incurred2012-12-31$5,961
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,331,769
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,203,119
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,409,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,003,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,306,437
Interest on participant loans2012-12-31$6,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$660,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$330,792
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$687,267
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MIKE DUNSON
Accountancy firm EIN2012-12-31752902287
2011 : EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$15
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$15
Total income from all sources (including contributions)2011-12-31$766,002
Total of all expenses incurred2011-12-31$381,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$376,809
Expenses. Certain deemed distributions of participant loans2011-12-31$1,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$908,081
Value of total assets at end of year2011-12-31$4,409,441
Value of total assets at beginning of year2011-12-31$4,024,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,477
Total interest from all sources2011-12-31$3,816
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$250,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$461,447
Participant contributions at end of year2011-12-31$103,004
Participant contributions at beginning of year2011-12-31$75,216
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$111,629
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$15
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$15
Administrative expenses (other) incurred2011-12-31$3,477
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$384,693
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,409,426
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,024,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,306,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,949,532
Interest on participant loans2011-12-31$3,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-145,895
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$335,005
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$376,809
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MIKE DUNSON
Accountancy firm EIN2011-12-31752902287
2010 : EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN 2010 401k financial data
Total transfer of assets from this plan2010-12-31$358,362
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$15
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$15
Total income from all sources (including contributions)2010-12-31$1,055,303
Total of all expenses incurred2010-12-31$741,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$687,669
Expenses. Certain deemed distributions of participant loans2010-12-31$49,273
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$560,313
Value of total assets at end of year2010-12-31$4,024,748
Value of total assets at beginning of year2010-12-31$4,069,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,931
Total interest from all sources2010-12-31$5,988
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$250,000
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$412,154
Participant contributions at end of year2010-12-31$75,216
Participant contributions at beginning of year2010-12-31$131,028
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$56
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$15
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$15
Administrative expenses (other) incurred2010-12-31$4,931
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$313,430
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,024,733
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,069,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,949,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,936,605
Interest on participant loans2010-12-31$5,988
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$489,002
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$148,103
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$2,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$687,669
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 name2010-12-31MIKE DUNSON
Accountancy firm EIN2010-12-31752902287

Form 5500 Responses for EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN

2022: EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple 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: EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple 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: EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple 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

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG50106
Policy instance 1
Insurance contract or identification numberG50106
Number of Individuals Covered143
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG50106
Policy instance 4
Insurance contract or identification numberG50106
Number of Individuals Covered150
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number840701
Policy instance 3
Insurance contract or identification number840701
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,210
Total amount of fees paid to insurance companyUSD $151
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
Commission paid to Insurance BrokerUSD $1,210
Insurance broker organization code?4
Amount paid for insurance broker fees151
Additional information about fees paid to insurance brokerADMINISTRATIVE
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number840268
Policy instance 2
Insurance contract or identification number840268
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $5,806
Total amount of fees paid to insurance companyUSD $968
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
Commission paid to Insurance BrokerUSD $5,806
Insurance broker organization code?4
Amount paid for insurance broker fees968
Additional information about fees paid to insurance brokerADMINISTRATIVE
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number836785
Policy instance 1
Insurance contract or identification number836785
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $5,275
Total amount of fees paid to insurance companyUSD $986
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,275
Insurance broker organization code?4
Amount paid for insurance broker fees986
Additional information about fees paid to insurance brokerADMINISTRATIVE
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number840701
Policy instance 3
Insurance contract or identification number840701
Number of Individuals Covered19
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $3,204
Total amount of fees paid to insurance companyUSD $400
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
Commission paid to Insurance BrokerUSD $3,204
Insurance broker organization code?4
Amount paid for insurance broker fees400
Additional information about fees paid to insurance brokerADMINISTRATIVE
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number840268
Policy instance 2
Insurance contract or identification number840268
Number of Individuals Covered74
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $16,314
Total amount of fees paid to insurance companyUSD $2,714
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
Commission paid to Insurance BrokerUSD $16,314
Insurance broker organization code?4
Amount paid for insurance broker fees2714
Additional information about fees paid to insurance brokerADMINISTRATIVE
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number836785
Policy instance 1
Insurance contract or identification number836785
Number of Individuals Covered48
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $18,974
Total amount of fees paid to insurance companyUSD $2,691
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,974
Insurance broker organization code?4
Amount paid for insurance broker fees2691
Additional information about fees paid to insurance brokerADMINISTRATIVE
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number840701
Policy instance 5
Insurance contract or identification number840701
Number of Individuals Covered18
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,888
Total amount of fees paid to insurance companyUSD $277
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
Commission paid to Insurance BrokerUSD $1,888
Insurance broker organization code?3
Amount paid for insurance broker fees277
Additional information about fees paid to insurance brokerADMINISTRATIVE
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number840268
Policy instance 4
Insurance contract or identification number840268
Number of Individuals Covered72
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $10,959
Total amount of fees paid to insurance companyUSD $2,376
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
Commission paid to Insurance BrokerUSD $10,959
Insurance broker organization code?3
Amount paid for insurance broker fees2376
Additional information about fees paid to insurance brokerADMINISTRATIVE
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number839036
Policy instance 3
Insurance contract or identification number839036
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $9
Total amount of fees paid to insurance companyUSD $10
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees10
Additional information about fees paid to insurance brokerADMINISTRATIVE
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $9
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number831955
Policy instance 2
Insurance contract or identification number831955
Number of Individuals Covered57
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $8,261
Total amount of fees paid to insurance companyUSD $1,568
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,261
Insurance broker organization code?4
Amount paid for insurance broker fees1568
Additional information about fees paid to insurance brokerADMINISTRATIVE
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number836785
Policy instance 1
Insurance contract or identification number836785
Number of Individuals Covered50
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $17,255
Total amount of fees paid to insurance companyUSD $2,130
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,255
Insurance broker organization code?3
Amount paid for insurance broker fees2130
Additional information about fees paid to insurance brokerADMINISTRATIVE
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number840701
Policy instance 5
Insurance contract or identification number840701
Number of Individuals Covered18
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $578
Total amount of fees paid to insurance companyUSD $426
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $578
Insurance broker organization code?4
Amount paid for insurance broker fees426
Additional information about fees paid to insurance brokerADMINISTRATIVE
Insurance broker nameLOREN D. STARK COMPANY
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number834233
Policy instance 4
Insurance contract or identification number834233
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $612
Total amount of fees paid to insurance companyUSD $77
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $612
Insurance broker organization code?4
Amount paid for insurance broker fees77
Additional information about fees paid to insurance brokerADMINISTRATIVE
Insurance broker nameLOREN D. STARK COMPANY
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number839036
Policy instance 3
Insurance contract or identification number839036
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $136
Total amount of fees paid to insurance companyUSD $15
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $136
Insurance broker organization code?4
Amount paid for insurance broker fees15
Additional information about fees paid to insurance brokerADMINISTRATION
Insurance broker nameLOREN D STARK COMPANY INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number831955
Policy instance 2
Insurance contract or identification number831955
Number of Individuals Covered61
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $10,168
Total amount of fees paid to insurance companyUSD $1,589
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,168
Insurance broker organization code?4
Amount paid for insurance broker fees1589
Additional information about fees paid to insurance brokerADMINISTRATIVE
Insurance broker nameLOREN D STARK COMPANY
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number836785
Policy instance 1
Insurance contract or identification number836785
Number of Individuals Covered42
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $13,710
Total amount of fees paid to insurance companyUSD $1,851
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,710
Insurance broker organization code?4
Amount paid for insurance broker fees1851
Additional information about fees paid to insurance brokerADMINISTRATIVE
Insurance broker nameLOREN D STARK COMPANY

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