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WESTERN INTERNATIONAL 401(K) PLAN 401k Plan overview

Plan NameWESTERN INTERNATIONAL 401(K) PLAN
Plan identification number 001

WESTERN INTERNATIONAL 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.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

W.I. REALTY I, LP DBA WESTERN INTERNATIONAL has sponsored the creation of one or more 401k plans.

Company Name:W.I. REALTY I, LP DBA WESTERN INTERNATIONAL
Employer identification number (EIN):752910500
NAIC Classification:721110
NAIC Description:Hotels (except Casino Hotels) and Motels

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTERN INTERNATIONAL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012018-01-01
0012017-01-01THOMAS KOEHL
0012016-01-01MONICA L KING
0012015-01-01MONICA KING
0012014-01-01SHARON STIEG
0012013-01-01SHARON STIEG
0012012-01-01WILLIAM BAGWELL
0012011-01-01WILLIAM BAGWELL WILLIAM BAGWELL2012-10-14
0012009-01-01WILLIAM BAGWELL WILLIAM BAGWELL2010-10-14

Plan Statistics for WESTERN INTERNATIONAL 401(K) PLAN

401k plan membership statisitcs for WESTERN INTERNATIONAL 401(K) PLAN

Measure Date Value
2022: WESTERN INTERNATIONAL 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01953
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WESTERN INTERNATIONAL 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01800
Total number of active participants reported on line 7a of the Form 55002021-01-01721
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01196
Total of all active and inactive participants2021-01-01917
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01918
Number of participants with account balances2021-01-01377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WESTERN INTERNATIONAL 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,279
Total number of active participants reported on line 7a of the Form 55002020-01-01567
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01214
Total of all active and inactive participants2020-01-01781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01781
Number of participants with account balances2020-01-01400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WESTERN INTERNATIONAL 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,298
Total number of active participants reported on line 7a of the Form 55002019-01-011,027
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01270
Total of all active and inactive participants2019-01-011,297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,297
Number of participants with account balances2019-01-01598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WESTERN INTERNATIONAL 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,008
Total number of active participants reported on line 7a of the Form 55002018-01-011,057
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01232
Total of all active and inactive participants2018-01-011,289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,289
Number of participants with account balances2018-01-01585
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WESTERN INTERNATIONAL 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01597
Total number of active participants reported on line 7a of the Form 55002017-01-01322
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01246
Total of all active and inactive participants2017-01-01568
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01568
Number of participants with account balances2017-01-01567
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WESTERN INTERNATIONAL 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,349
Total number of active participants reported on line 7a of the Form 55002016-01-011,282
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01169
Total of all active and inactive participants2016-01-011,451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,451
Number of participants with account balances2016-01-01539
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WESTERN INTERNATIONAL 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,535
Total number of active participants reported on line 7a of the Form 55002015-01-011,100
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01175
Total of all active and inactive participants2015-01-011,275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,275
Number of participants with account balances2015-01-01490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WESTERN INTERNATIONAL 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,541
Total number of active participants reported on line 7a of the Form 55002014-01-01937
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01337
Total of all active and inactive participants2014-01-011,274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-011,275
Number of participants with account balances2014-01-01699
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WESTERN INTERNATIONAL 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,509
Total number of active participants reported on line 7a of the Form 55002013-01-01915
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01322
Total of all active and inactive participants2013-01-011,237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,238
Number of participants with account balances2013-01-01674
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WESTERN INTERNATIONAL 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,399
Total number of active participants reported on line 7a of the Form 55002012-01-011,300
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01209
Total of all active and inactive participants2012-01-011,509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,509
Number of participants with account balances2012-01-01683
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WESTERN INTERNATIONAL 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,397
Total number of active participants reported on line 7a of the Form 55002011-01-011,082
Number of retired or separated participants receiving benefits2011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-01162
Total of all active and inactive participants2011-01-011,249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,249
Number of participants with account balances2011-01-01595
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: WESTERN INTERNATIONAL 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,185
Total number of active participants reported on line 7a of the Form 55002009-01-01869
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-01110
Total of all active and inactive participants2009-01-01981
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01981
Number of participants with account balances2009-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on WESTERN INTERNATIONAL 401(K) PLAN

Measure Date Value
2022 : WESTERN INTERNATIONAL 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-02-23$0
Total transfer of assets from this plan2022-02-23$11,341,930
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-02-23$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-02-23$0
Total income from all sources (including contributions)2022-02-23$-1,011,422
Total loss/gain on sale of assets2022-02-23$0
Total of all expenses incurred2022-02-23$308,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-02-23$303,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-02-23$94,956
Value of total assets at end of year2022-02-23$0
Value of total assets at beginning of year2022-02-23$12,661,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-02-23$5,452
Total interest from all sources2022-02-23$949
Total dividends received (eg from common stock, registered investment company shares)2022-02-23$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-02-23Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-02-23$0
Was this plan covered by a fidelity bond2022-02-23Yes
Value of fidelity bond cover2022-02-23$1,000,000
If this is an individual account plan, was there a blackout period2022-02-23No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-02-23$0
Were there any nonexempt tranactions with any party-in-interest2022-02-23No
Contributions received from participants2022-02-23$61,098
Participant contributions at end of year2022-02-23$0
Participant contributions at beginning of year2022-02-23$161,005
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-02-23No
Value of net income/loss2022-02-23$-1,319,994
Value of net assets at end of year (total assets less liabilities)2022-02-23$0
Value of net assets at beginning of year (total assets less liabilities)2022-02-23$12,661,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-02-23No
Were any loans by the plan or fixed income obligations due to the plan in default2022-02-23No
Were any leases to which the plan was party in default or uncollectible2022-02-23No
Value of interest in pooled separate accounts at end of year2022-02-23$0
Value of interest in pooled separate accounts at beginning of year2022-02-23$12,500,919
Interest on participant loans2022-02-23$949
Net investment gain/loss from pooled separate accounts2022-02-23$-1,107,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-02-23No
Was there a failure to transmit to the plan any participant contributions2022-02-23Yes
Has the plan failed to provide any benefit when due under the plan2022-02-23No
Contributions received in cash from employer2022-02-23$33,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-02-23$303,120
Contract administrator fees2022-02-23$5,452
Did the plan have assets held for investment2022-02-23No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-02-23No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-02-23Yes
Opinion of an independent qualified public accountant for this plan2022-02-23Disclaimer
Accountancy firm name2022-02-23HOWARD, LLP
Accountancy firm EIN2022-02-23202257536
2021 : WESTERN INTERNATIONAL 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$2,132,442
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,444,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,380,009
Expenses. Certain deemed distributions of participant loans2021-12-31$12,342
Value of total corrective distributions2021-12-31$35,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$566,774
Value of total assets at end of year2021-12-31$12,661,924
Value of total assets at beginning of year2021-12-31$11,974,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$16,926
Total interest from all sources2021-12-31$12,946
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$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$493,052
Participant contributions at end of year2021-12-31$161,005
Participant contributions at beginning of year2021-12-31$259,507
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,372
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$687,731
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,661,924
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,974,193
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$12,500,919
Value of interest in pooled separate accounts at beginning of year2021-12-31$11,714,686
Interest on participant loans2021-12-31$12,946
Net investment gain/loss from pooled separate accounts2021-12-31$1,552,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$71,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,380,009
Contract administrator fees2021-12-31$16,926
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31HOWARD, LLP
Accountancy firm EIN2021-12-31202257536
2020 : WESTERN INTERNATIONAL 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$2,456,316
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,639,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,602,792
Expenses. Certain deemed distributions of participant loans2020-12-31$9,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$805,496
Value of total assets at end of year2020-12-31$11,974,193
Value of total assets at beginning of year2020-12-31$11,157,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$26,541
Total interest from all sources2020-12-31$18,110
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$577,964
Participant contributions at end of year2020-12-31$259,507
Participant contributions at beginning of year2020-12-31$275,632
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$14,122
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$817,187
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,974,193
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,157,006
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$11,714,686
Value of interest in pooled separate accounts at beginning of year2020-12-31$10,881,374
Interest on participant loans2020-12-31$18,110
Net investment gain/loss from pooled separate accounts2020-12-31$1,632,710
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$213,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,602,792
Contract administrator fees2020-12-31$26,541
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 name2020-12-31HOWARD, LLPP
Accountancy firm EIN2020-12-31202257536
2019 : WESTERN INTERNATIONAL 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$6,937
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$3,447,062
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,183,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,137,979
Expenses. Certain deemed distributions of participant loans2019-12-31$25,027
Value of total corrective distributions2019-12-31$90
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,545,682
Value of total assets at end of year2019-12-31$11,157,006
Value of total assets at beginning of year2019-12-31$8,886,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$20,143
Total interest from all sources2019-12-31$16,922
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$1,000,000
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$883,530
Participant contributions at end of year2019-12-31$275,632
Participant contributions at beginning of year2019-12-31$290,552
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$98,473
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,263,823
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,157,006
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,886,246
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$10,881,374
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,595,694
Interest on participant loans2019-12-31$16,922
Net investment gain/loss from pooled separate accounts2019-12-31$1,884,458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$563,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,137,979
Contract administrator fees2019-12-31$20,143
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HOWARD, LLP
Accountancy firm EIN2019-12-31202257536
2018 : WESTERN INTERNATIONAL 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$847,067
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$644,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$624,620
Expenses. Certain deemed distributions of participant loans2018-12-31$6,453
Value of total corrective distributions2018-12-31$511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,429,413
Value of total assets at end of year2018-12-31$8,886,246
Value of total assets at beginning of year2018-12-31$8,683,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$13,120
Total interest from all sources2018-12-31$13,620
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$31,625
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$31,625
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$852,529
Participant contributions at end of year2018-12-31$290,552
Participant contributions at beginning of year2018-12-31$228,394
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$79,100
Other income not declared elsewhere2018-12-31$101
Administrative expenses (other) incurred2018-12-31$11,557
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$202,363
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,886,246
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,683,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,650,827
Value of interest in pooled separate accounts at end of year2018-12-31$8,595,694
Interest on participant loans2018-12-31$13,620
Value of interest in common/collective trusts at beginning of year2018-12-31$804,662
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$271,348
Net investment gain/loss from pooled separate accounts2018-12-31$-946,707
Net investment gain or loss from common/collective trusts2018-12-31$47,667
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$497,784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$624,620
Contract administrator fees2018-12-31$1,563
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HOWARD, LLP
Accountancy firm EIN2018-12-31202257536
2017 : WESTERN INTERNATIONAL 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,297,978
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$780,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$717,776
Expenses. Certain deemed distributions of participant loans2017-12-31$48,159
Value of total corrective distributions2017-12-31$613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,191,207
Value of total assets at end of year2017-12-31$8,683,883
Value of total assets at beginning of year2017-12-31$7,166,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,688
Total interest from all sources2017-12-31$11,756
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$323,144
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$323,144
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$727,412
Participant contributions at end of year2017-12-31$228,394
Participant contributions at beginning of year2017-12-31$279,922
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$25,466
Other income not declared elsewhere2017-12-31$2,977
Administrative expenses (other) incurred2017-12-31$13,688
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,517,742
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,683,883
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,166,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,650,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,281,386
Interest on participant loans2017-12-31$11,756
Value of interest in common/collective trusts at end of year2017-12-31$804,662
Value of interest in common/collective trusts at beginning of year2017-12-31$604,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$685,878
Net investment gain or loss from common/collective trusts2017-12-31$83,016
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$438,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$717,776
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BURDS REED & MERCER, PC
Accountancy firm EIN2017-12-31752357065
2016 : WESTERN INTERNATIONAL 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,588,931
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$855,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$827,413
Expenses. Certain deemed distributions of participant loans2016-12-31$14,625
Value of total corrective distributions2016-12-31$239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,109,002
Value of total assets at end of year2016-12-31$7,166,141
Value of total assets at beginning of year2016-12-31$6,432,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,492
Total interest from all sources2016-12-31$11,979
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$200,924
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$200,924
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$697,489
Participant contributions at end of year2016-12-31$279,922
Participant contributions at beginning of year2016-12-31$282,898
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,096
Other income not declared elsewhere2016-12-31$4,733
Administrative expenses (other) incurred2016-12-31$13,492
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$733,162
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,166,141
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,432,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,281,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,663,725
Interest on participant loans2016-12-31$11,979
Value of interest in common/collective trusts at end of year2016-12-31$604,833
Value of interest in common/collective trusts at beginning of year2016-12-31$486,356
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$214,042
Net investment gain or loss from common/collective trusts2016-12-31$48,251
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$409,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$827,413
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BURDS REED & MERCER, PC
Accountancy firm EIN2016-12-31752357065
2015 : WESTERN INTERNATIONAL 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,123,162
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,060,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,001,131
Expenses. Certain deemed distributions of participant loans2015-12-31$35,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,187,759
Value of total assets at end of year2015-12-31$6,432,979
Value of total assets at beginning of year2015-12-31$6,370,393
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$23,592
Total interest from all sources2015-12-31$11,661
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$353,899
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$353,899
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$717,111
Participant contributions at end of year2015-12-31$282,898
Participant contributions at beginning of year2015-12-31$289,348
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$38,649
Other income not declared elsewhere2015-12-31$324
Administrative expenses (other) incurred2015-12-31$23,592
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$62,586
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,432,979
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,370,393
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,663,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,637,360
Interest on participant loans2015-12-31$11,661
Value of interest in common/collective trusts at end of year2015-12-31$486,356
Value of interest in common/collective trusts at beginning of year2015-12-31$443,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-418,751
Net investment gain or loss from common/collective trusts2015-12-31$-11,730
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$431,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,001,131
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 name2015-12-31BURDS REED & MERCER, PC
Accountancy firm EIN2015-12-31752357065
2014 : WESTERN INTERNATIONAL 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$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,736,894
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$835,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$787,650
Expenses. Certain deemed distributions of participant loans2014-12-31$34,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,337,859
Value of total assets at end of year2014-12-31$6,370,393
Value of total assets at beginning of year2014-12-31$5,469,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$13,540
Total interest from all sources2014-12-31$10,805
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$330,744
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$330,744
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$725,586
Participant contributions at end of year2014-12-31$289,348
Participant contributions at beginning of year2014-12-31$222,533
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$177,792
Other income not declared elsewhere2014-12-31$419
Administrative expenses (other) incurred2014-12-31$13,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$901,376
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,370,393
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,469,017
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$5,637,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,910,432
Interest on participant loans2014-12-31$10,805
Value of interest in common/collective trusts at end of year2014-12-31$443,685
Value of interest in common/collective trusts at beginning of year2014-12-31$336,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$28,595
Net investment gain or loss from common/collective trusts2014-12-31$28,472
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$434,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$787,650
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 name2014-12-31BURDS REED & MERCER, PC
Accountancy firm EIN2014-12-31752357065
2013 : WESTERN INTERNATIONAL 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,052,399
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$892,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$864,999
Expenses. Certain deemed distributions of participant loans2013-12-31$12,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,337,439
Value of total assets at end of year2013-12-31$5,469,017
Value of total assets at beginning of year2013-12-31$4,309,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,469
Total interest from all sources2013-12-31$6,339
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$124,843
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$124,843
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$431,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$796,972
Participant contributions at end of year2013-12-31$222,533
Participant contributions at beginning of year2013-12-31$176,740
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$10,682
Other income not declared elsewhere2013-12-31$795
Administrative expenses (other) incurred2013-12-31$15,469
Total non interest bearing cash at beginning of year2013-12-31$4,132,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,159,912
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,469,017
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,309,105
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$4,910,432
Interest on participant loans2013-12-31$6,339
Value of interest in common/collective trusts at end of year2013-12-31$336,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$540,989
Net investment gain or loss from common/collective trusts2013-12-31$41,994
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$529,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$864,999
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31BURDS REED & MERCER, PC
Accountancy firm EIN2013-12-31752357065
2012 : WESTERN INTERNATIONAL 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,614,302
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$578,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$551,228
Expenses. Certain deemed distributions of participant loans2012-12-31$6,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,138,345
Value of total assets at end of year2012-12-31$4,309,105
Value of total assets at beginning of year2012-12-31$3,272,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$20,391
Total interest from all sources2012-12-31$5,980
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$5,730
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$627,906
Participant contributions at end of year2012-12-31$176,740
Participant contributions at beginning of year2012-12-31$131,474
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$83,898
Other income not declared elsewhere2012-12-31$-32
Total non interest bearing cash at end of year2012-12-31$4,132,365
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,036,278
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,309,105
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,272,827
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,141,353
Interest on participant loans2012-12-31$5,980
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$470,009
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$426,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$551,228
Contract administrator fees2012-12-31$14,661
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31BURDS REED & MERCER, PC
Accountancy firm EIN2012-12-31752357065
2011 : WESTERN INTERNATIONAL 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,058,044
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$394,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$377,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,145,757
Value of total assets at end of year2011-12-31$3,272,827
Value of total assets at beginning of year2011-12-31$2,608,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,557
Total interest from all sources2011-12-31$3,986
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$16,557
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$612,666
Participant contributions at end of year2011-12-31$131,474
Participant contributions at beginning of year2011-12-31$79,521
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$108,170
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$663,848
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,272,827
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,608,979
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$3,141,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,529,458
Interest on participant loans2011-12-31$3,986
Net investment gain/loss from pooled separate accounts2011-12-31$-91,699
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$424,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$377,639
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31BURDS REED & MERCER, PC
Accountancy firm EIN2011-12-31752357065
2010 : WESTERN INTERNATIONAL 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,187,307
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$343,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$326,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$886,692
Value of total assets at end of year2010-12-31$2,608,979
Value of total assets at beginning of year2010-12-31$1,765,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$17,326
Total interest from all sources2010-12-31$1,787
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$517,656
Participant contributions at end of year2010-12-31$79,521
Participant contributions at beginning of year2010-12-31$22,156
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$22,410
Administrative expenses (other) incurred2010-12-31$5,949
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$843,910
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,608,979
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,765,069
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$2,529,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,742,913
Interest on participant loans2010-12-31$1,787
Net investment gain/loss from pooled separate accounts2010-12-31$298,828
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$346,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$326,071
Contract administrator fees2010-12-31$11,377
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
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 name2010-12-31BURDS, REEDS & MERCER, PC
Accountancy firm EIN2010-12-31752357065
2009 : WESTERN INTERNATIONAL 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WESTERN INTERNATIONAL 401(K) PLAN

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

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number069532
Policy instance 1
Insurance contract or identification number069532
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-02-23
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number069532
Policy instance 1
Insurance contract or identification number069532
Number of Individuals Covered917
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?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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number069532
Policy instance 1
Insurance contract or identification number069532
Number of Individuals Covered781
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number069532
Policy instance 1
Insurance contract or identification number069532
Number of Individuals Covered1297
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number069532
Policy instance 1
Insurance contract or identification number069532
Number of Individuals Covered1289
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number91184
Policy instance 1
Insurance contract or identification number91184
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,338
Total amount of fees paid to insurance companyUSD $7,675
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,338
Insurance broker organization code?3
Amount paid for insurance broker fees5730
Additional information about fees paid to insurance brokerTPA FEES PAID
Insurance broker nameTRAVIS WOLFF, LLP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number91184
Policy instance 1
Insurance contract or identification number91184
Number of Individuals Covered656
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $7,294
Total amount of fees paid to insurance companyUSD $5,967
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number91184
Policy instance 1
Insurance contract or identification number91184
Number of Individuals Covered462
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,235
Total amount of fees paid to insurance companyUSD $8,339
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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