?>
Logo

R.E. TRANS 401(K) SAVINGS PLAN 401k Plan overview

Plan NameR.E. TRANS 401(K) SAVINGS PLAN
Plan identification number 001

R.E. TRANS 401(K) SAVINGS 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

RE TRANSPORTATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:RE TRANSPORTATION, INC.
Employer identification number (EIN):800006836
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Additional information about RE TRANSPORTATION, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2006-08-24
Company Identification Number: 0800699611
Legal Registered Office Address: 6625 LENOX PARK DR STE 300

MEMPHIS
United States of America (USA)
38115

More information about RE TRANSPORTATION, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R.E. TRANS 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01JOHN S. GERGEN2022-05-10
0012019-01-01
0012019-01-01JOHN S. GERGEN2022-05-10
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01CALVIN L WHITE
0012014-01-01CALVIN L WHITE
0012013-01-01CALVIN WHITE2014-07-17
0012012-01-01CALVIN L WHITE2013-07-05 PHILIP L DUNAVANT2013-07-05
0012011-01-01CALVIN L WHITE2012-06-07
0012010-01-01CALVIN L. WHITE2011-07-18

Plan Statistics for R.E. TRANS 401(K) SAVINGS PLAN

401k plan membership statisitcs for R.E. TRANS 401(K) SAVINGS PLAN

Measure Date Value
2020: R.E. TRANS 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01294
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
2019: R.E. TRANS 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01282
Total number of active participants reported on line 7a of the Form 55002019-01-01226
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0167
Total of all active and inactive participants2019-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01294
Number of participants with account balances2019-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: R.E. TRANS 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01292
Total number of active participants reported on line 7a of the Form 55002018-01-01255
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0152
Total of all active and inactive participants2018-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01307
Number of participants with account balances2018-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0110
2017: R.E. TRANS 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01246
Total number of active participants reported on line 7a of the Form 55002017-01-01249
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0140
Total of all active and inactive participants2017-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01289
Number of participants with account balances2017-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: R.E. TRANS 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01256
Total number of active participants reported on line 7a of the Form 55002016-01-01211
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0135
Total of all active and inactive participants2016-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01246
Number of participants with account balances2016-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0112
2015: R.E. TRANS 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01220
Total number of active participants reported on line 7a of the Form 55002015-01-01215
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0130
Total of all active and inactive participants2015-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01245
Number of participants with account balances2015-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: R.E. TRANS 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01165
Total number of active participants reported on line 7a of the Form 55002014-01-01162
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0120
Total of all active and inactive participants2014-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01182
Number of participants with account balances2014-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016

Financial Data on R.E. TRANS 401(K) SAVINGS PLAN

Measure Date Value
2020 : R.E. TRANS 401(K) SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$8,843,396
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
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$-1,061,399
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,169,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,145,254
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$16,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$163,907
Value of total assets at end of year2020-12-31$0
Value of total assets at beginning of year2020-12-31$11,073,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$7,676
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$10,173
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 year2020-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
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$9,904
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$330,026
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$407,886
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$11,042
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$7,676
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$-2,230,509
Value of net assets at end of year (total assets less liabilities)2020-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,073,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$0
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$10,335,993
Interest on participant loans2020-12-31$6,402
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$3,771
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$-1,235,479
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
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$142,961
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,145,254
Contract administrator fees2020-12-31$0
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31Yes
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2020-12-31560747981
2019 : R.E. TRANS 401(K) SAVINGS 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$33,021
Total income from all sources (including contributions)2019-12-31$2,868,461
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$514,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$489,430
Expenses. Certain deemed distributions of participant loans2019-12-31$20,247
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$939,058
Value of total assets at end of year2019-12-31$11,073,905
Value of total assets at beginning of year2019-12-31$8,753,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,042
Total interest from all sources2019-12-31$29,962
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$1,313
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$879,419
Participant contributions at end of year2019-12-31$330,026
Participant contributions at beginning of year2019-12-31$312,769
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$16,958
Assets. Other investments not covered elsewhere at end of year2019-12-31$407,886
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$382,806
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$59,639
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$33,021
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$2,353,742
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,073,905
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,720,163
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$10,335,993
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,906,098
Interest on participant loans2019-12-31$17,722
Interest earned on other investments2019-12-31$12,240
Net investment gain/loss from pooled separate accounts2019-12-31$1,899,441
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
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$134,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$489,430
Contract administrator fees2019-12-31$3,729
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 name2019-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2019-12-31560747981
2018 : R.E. TRANS 401(K) SAVINGS 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$33,021
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$52,291
Total income from all sources (including contributions)2018-12-31$368,241
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$540,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$503,831
Value of total corrective distributions2018-12-31$33,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$996,600
Value of total assets at end of year2018-12-31$8,753,184
Value of total assets at beginning of year2018-12-31$8,944,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,530
Total interest from all sources2018-12-31$25,721
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$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$853,348
Participant contributions at end of year2018-12-31$312,769
Participant contributions at beginning of year2018-12-31$276,083
Participant contributions at end of year2018-12-31$16,958
Participant contributions at beginning of year2018-12-31$15,984
Assets. Other investments not covered elsewhere at end of year2018-12-31$382,806
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$340,804
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$8,699
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$33,021
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$52,291
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-172,141
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,720,163
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,892,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$7,906,098
Value of interest in pooled separate accounts at beginning of year2018-12-31$8,164,018
Interest on participant loans2018-12-31$15,033
Interest earned on other investments2018-12-31$10,688
Net investment gain/loss from pooled separate accounts2018-12-31$-654,080
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$134,553
Employer contributions (assets) at end of year2018-12-31$134,553
Employer contributions (assets) at beginning of year2018-12-31$147,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$503,831
Contract administrator fees2018-12-31$3,530
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 name2018-12-31DIXON HUGHES GOODMAN
Accountancy firm EIN2018-12-31560747981
2017 : R.E. TRANS 401(K) SAVINGS 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$52,291
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$32,737
Total income from all sources (including contributions)2017-12-31$2,358,661
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,748,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,693,064
Value of total corrective distributions2017-12-31$52,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,024,931
Value of total assets at end of year2017-12-31$8,944,595
Value of total assets at beginning of year2017-12-31$8,314,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,063
Total interest from all sources2017-12-31$10,882
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$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$877,225
Participant contributions at end of year2017-12-31$276,083
Participant contributions at beginning of year2017-12-31$246,908
Participant contributions at end of year2017-12-31$15,984
Participant contributions at beginning of year2017-12-31$25,972
Assets. Other investments not covered elsewhere at end of year2017-12-31$340,804
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$344,189
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$52,291
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$32,737
Other income not declared elsewhere2017-12-31$8,313
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$610,243
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,892,304
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,282,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$8,164,018
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,555,872
Interest on participant loans2017-12-31$10,882
Net investment gain/loss from pooled separate accounts2017-12-31$1,314,535
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$147,706
Employer contributions (assets) at end of year2017-12-31$147,706
Employer contributions (assets) at beginning of year2017-12-31$141,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,693,064
Contract administrator fees2017-12-31$3,063
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 name2017-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2017-12-31560747981
2016 : R.E. TRANS 401(K) SAVINGS 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$32,737
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$16,439
Total income from all sources (including contributions)2016-12-31$1,577,409
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$433,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$397,527
Expenses. Certain deemed distributions of participant loans2016-12-31$32,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,016,318
Value of total assets at end of year2016-12-31$8,314,798
Value of total assets at beginning of year2016-12-31$7,154,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,575
Total interest from all sources2016-12-31$9,001
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$838,718
Participant contributions at end of year2016-12-31$246,908
Participant contributions at beginning of year2016-12-31$231,833
Participant contributions at end of year2016-12-31$25,972
Participant contributions at beginning of year2016-12-31$9,309
Assets. Other investments not covered elsewhere at end of year2016-12-31$344,189
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$129,366
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$32,973
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$32,737
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$16,439
Other income not declared elsewhere2016-12-31$5,332
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,143,570
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,282,061
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,138,491
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$7,555,872
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,648,057
Interest on participant loans2016-12-31$9,001
Net investment gain/loss from pooled separate accounts2016-12-31$546,758
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$144,627
Employer contributions (assets) at end of year2016-12-31$141,857
Employer contributions (assets) at beginning of year2016-12-31$136,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$397,527
Contract administrator fees2016-12-31$3,575
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 name2016-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2016-12-31560747981
2015 : R.E. TRANS 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$16,439
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$1,241,863
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$368,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$349,896
Value of total corrective distributions2015-12-31$16,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,292,929
Value of total assets at end of year2015-12-31$7,154,930
Value of total assets at beginning of year2015-12-31$6,264,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,902
Total interest from all sources2015-12-31$8,523
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$1,000,000
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$795,086
Participant contributions at end of year2015-12-31$231,833
Participant contributions at beginning of year2015-12-31$204,522
Participant contributions at end of year2015-12-31$9,309
Participant contributions at beginning of year2015-12-31$2,733
Assets. Other investments not covered elsewhere at end of year2015-12-31$129,366
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$84,015
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$361,478
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$16,439
Other income not declared elsewhere2015-12-31$2,612
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$873,626
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,138,491
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,264,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$6,648,057
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,846,153
Interest on participant loans2015-12-31$8,523
Net investment gain/loss from pooled separate accounts2015-12-31$-62,201
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$136,365
Employer contributions (assets) at end of year2015-12-31$136,365
Employer contributions (assets) at beginning of year2015-12-31$127,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$349,896
Contract administrator fees2015-12-31$1,902
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 name2015-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2015-12-31560747981
2014 : R.E. TRANS 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,413,080
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$82,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$81,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,114,646
Value of total assets at end of year2014-12-31$6,264,865
Value of total assets at beginning of year2014-12-31$4,934,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,639
Total interest from all sources2014-12-31$9,031
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$1,000,000
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$754,812
Participant contributions at end of year2014-12-31$204,522
Participant contributions at beginning of year2014-12-31$211,697
Participant contributions at end of year2014-12-31$2,733
Assets. Other investments not covered elsewhere at end of year2014-12-31$84,015
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$56,245
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$141,554
Other income not declared elsewhere2014-12-31$1,822
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$1,330,216
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,264,865
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,934,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$5,846,153
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,666,707
Interest on participant loans2014-12-31$9,031
Net investment gain/loss from pooled separate accounts2014-12-31$287,581
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$218,280
Employer contributions (assets) at end of year2014-12-31$127,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$81,225
Contract administrator fees2014-12-31$1,639
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 name2014-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2014-12-31560747981

Form 5500 Responses for R.E. TRANS 401(K) SAVINGS PLAN

2020: R.E. TRANS 401(K) SAVINGS 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 filingYes
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 benefit arrangement – InsuranceYes
2019: R.E. TRANS 401(K) SAVINGS 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 benefit arrangement – InsuranceYes
2018: R.E. TRANS 401(K) SAVINGS 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 benefit arrangement – InsuranceYes
2017: R.E. TRANS 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: R.E. TRANS 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: R.E. TRANS 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: R.E. TRANS 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number320101/320102
Policy instance 1
Insurance contract or identification number320101/320102
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $10,613
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 Administration1
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 $10,613
Insurance broker organization code?3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number320101/320102
Policy instance 1
Insurance contract or identification number320101/320102
Number of Individuals Covered234
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $29,926
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 Administration1
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
Commission paid to Insurance BrokerUSD $29,926
Insurance broker organization code?3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number320101
Policy instance 1
Insurance contract or identification number320101
Number of Individuals Covered206
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $27,638
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 Administration1
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
Commission paid to Insurance BrokerUSD $27,638
Insurance broker organization code?3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number320101
Policy instance 1
Insurance contract or identification number320101
Number of Individuals Covered207
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $25,619
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 Administration1
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
Commission paid to Insurance BrokerUSD $25,619
Insurance broker organization code?3
Insurance broker nameMORAN, TIMOTHY J
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number320101
Policy instance 1
Insurance contract or identification number320101
Number of Individuals Covered193
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $20,676
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
Commission paid to Insurance BrokerUSD $20,676
Insurance broker organization code?3
Insurance broker nameMORAN, TIMOTHY J
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number320101
Policy instance 1
Insurance contract or identification number320101
Number of Individuals Covered168
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $16,439
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
Commission paid to Insurance BrokerUSD $16,439
Insurance broker organization code?3
Insurance broker nameMORAN, TIMOTHY J

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3