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HANLEY WOOD 401(K) PLAN 401k Plan overview

Plan NameHANLEY WOOD 401(K) PLAN
Plan identification number 002

HANLEY WOOD 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HW MANAGEMENT INC has sponsored the creation of one or more 401k plans.

Company Name:HW MANAGEMENT INC
Employer identification number (EIN):800956936
NAIC Classification:323100

Additional information about HW MANAGEMENT INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 5421887

More information about HW MANAGEMENT INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HANLEY WOOD 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JOANN BRITT JOANN BRITT2018-10-11
0022016-01-01JOANN BRITT JOANN BRITT2017-10-06
0022015-01-01JOANN BRITT JOANN BRITT2016-10-11
0022014-01-01JOANN BRITT JOANN BRITT2015-10-15

Plan Statistics for HANLEY WOOD 401(K) PLAN

401k plan membership statisitcs for HANLEY WOOD 401(K) PLAN

Measure Date Value
2022: HANLEY WOOD 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01862
Total number of active participants reported on line 7a of the Form 55002022-01-01552
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01290
Total of all active and inactive participants2022-01-01843
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01843
Number of participants with account balances2022-01-01809
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: HANLEY WOOD 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01860
Total number of active participants reported on line 7a of the Form 55002021-01-01562
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01293
Total of all active and inactive participants2021-01-01856
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01856
Number of participants with account balances2021-01-01856
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0111
2020: HANLEY WOOD 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01931
Total number of active participants reported on line 7a of the Form 55002020-01-01573
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01279
Total of all active and inactive participants2020-01-01853
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01853
Number of participants with account balances2020-01-01853
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: HANLEY WOOD 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01899
Total number of active participants reported on line 7a of the Form 55002019-01-01656
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01266
Total of all active and inactive participants2019-01-01923
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01923
Number of participants with account balances2019-01-01923
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0125
2018: HANLEY WOOD 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01884
Total number of active participants reported on line 7a of the Form 55002018-01-01648
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01236
Total of all active and inactive participants2018-01-01885
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01885
Number of participants with account balances2018-01-01885
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: HANLEY WOOD 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01880
Total number of active participants reported on line 7a of the Form 55002017-01-01660
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01220
Total of all active and inactive participants2017-01-01881
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01881
Number of participants with account balances2017-01-01881
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: HANLEY WOOD 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01898
Total number of active participants reported on line 7a of the Form 55002016-01-01656
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01215
Total of all active and inactive participants2016-01-01872
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01872
Number of participants with account balances2016-01-01872
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0115
2015: HANLEY WOOD 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,166
Total number of active participants reported on line 7a of the Form 55002015-01-01674
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01207
Total of all active and inactive participants2015-01-01882
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01882
Number of participants with account balances2015-01-01882
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: HANLEY WOOD 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01639
Total number of active participants reported on line 7a of the Form 55002014-01-01895
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-01263
Total of all active and inactive participants2014-01-011,159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,159
Number of participants with account balances2014-01-011,159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0122

Financial Data on HANLEY WOOD 401(K) PLAN

Measure Date Value
2022 : HANLEY WOOD 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-5,972,262
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,929,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,765,505
Expenses. Certain deemed distributions of participant loans2022-12-31$-767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,089,115
Value of total assets at end of year2022-12-31$47,049,598
Value of total assets at beginning of year2022-12-31$58,951,850
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$165,252
Total interest from all sources2022-12-31$143,791
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$456,909
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$456,909
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,210,227
Participant contributions at end of year2022-12-31$300,686
Participant contributions at beginning of year2022-12-31$262,119
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$476,805
Other income not declared elsewhere2022-12-31$52,212
Administrative expenses (other) incurred2022-12-31$375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-11,902,252
Value of net assets at end of year (total assets less liabilities)2022-12-31$47,049,598
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$58,951,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$52,212
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$22,517,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$31,606,039
Value of interest in pooled separate accounts at end of year2022-12-31$7,815,578
Value of interest in pooled separate accounts at beginning of year2022-12-31$7,837,673
Interest on participant loans2022-12-31$13,006
Interest earned on other investments2022-12-31$130,785
Value of interest in common/collective trusts at end of year2022-12-31$8,867,591
Value of interest in common/collective trusts at beginning of year2022-12-31$10,857,203
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$7,548,072
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$8,388,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,738,793
Net investment gain/loss from pooled separate accounts2022-12-31$-2,990,592
Net investment gain or loss from common/collective trusts2022-12-31$-2,984,904
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$402,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,765,505
Contract administrator fees2022-12-31$112,665
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : HANLEY WOOD 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$226,990
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$10,822,825
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,961,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,750,269
Value of total corrective distributions2021-12-31$166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,696,891
Value of total assets at end of year2021-12-31$58,951,850
Value of total assets at beginning of year2021-12-31$54,863,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$210,653
Total interest from all sources2021-12-31$151,670
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$515,766
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$515,766
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$3,145,212
Participant contributions at end of year2021-12-31$262,119
Participant contributions at beginning of year2021-12-31$354,752
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$430,367
Other income not declared elsewhere2021-12-31$55,004
Administrative expenses (other) incurred2021-12-31$210,653
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,861,737
Value of net assets at end of year (total assets less liabilities)2021-12-31$58,951,850
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$54,863,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$31,606,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$38,494,606
Value of interest in pooled separate accounts at end of year2021-12-31$7,837,673
Value of interest in pooled separate accounts at beginning of year2021-12-31$7,279,672
Interest on participant loans2021-12-31$17,185
Interest earned on other investments2021-12-31$134,485
Value of interest in common/collective trusts at end of year2021-12-31$10,857,203
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$8,388,816
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$8,734,093
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,196,725
Net investment gain/loss from pooled separate accounts2021-12-31$1,542,324
Net investment gain or loss from common/collective trusts2021-12-31$664,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$121,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,750,269
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : HANLEY WOOD 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$11,292,993
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$11,382,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,183,680
Value of total corrective distributions2020-12-31$3,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,484,835
Value of total assets at end of year2020-12-31$54,863,123
Value of total assets at beginning of year2020-12-31$54,952,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$195,071
Total interest from all sources2020-12-31$167,367
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$439,788
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$439,788
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$3,207,538
Participant contributions at end of year2020-12-31$354,752
Participant contributions at beginning of year2020-12-31$473,749
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$119,993
Other income not declared elsewhere2020-12-31$42,545
Administrative expenses (other) incurred2020-12-31$195,071
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-89,119
Value of net assets at end of year (total assets less liabilities)2020-12-31$54,863,123
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$54,952,242
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$38,494,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$40,980,176
Value of interest in pooled separate accounts at end of year2020-12-31$7,279,672
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,617,938
Interest on participant loans2020-12-31$22,404
Interest earned on other investments2020-12-31$144,963
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$8,734,093
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,880,379
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,929,849
Net investment gain/loss from pooled separate accounts2020-12-31$2,228,609
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$157,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,183,680
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 name2020-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2020-12-31560747981
2019 : HANLEY WOOD 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$16,099,769
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$10,036,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,812,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,720,075
Value of total assets at end of year2019-12-31$54,952,242
Value of total assets at beginning of year2019-12-31$48,888,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$223,984
Total interest from all sources2019-12-31$166,414
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$767,366
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$767,366
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$3,812,011
Participant contributions at end of year2019-12-31$473,749
Participant contributions at beginning of year2019-12-31$544,215
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,357,849
Other income not declared elsewhere2019-12-31$72,726
Administrative expenses (other) incurred2019-12-31$223,984
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$6,063,397
Value of net assets at end of year (total assets less liabilities)2019-12-31$54,952,242
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$48,888,845
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 registered invesment companies (eg mutual funds) at end of year2019-12-31$40,980,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$36,223,511
Value of interest in pooled separate accounts at end of year2019-12-31$6,617,938
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,518,801
Interest on participant loans2019-12-31$27,415
Interest earned on other investments2019-12-31$138,999
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,880,379
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,602,318
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,809,518
Net investment gain/loss from pooled separate accounts2019-12-31$1,563,670
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$550,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,812,388
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 : HANLEY WOOD 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,777,318
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,295,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,104,131
Expenses. Certain deemed distributions of participant loans2018-12-31$-194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,239,965
Value of total assets at end of year2018-12-31$48,888,845
Value of total assets at beginning of year2018-12-31$48,407,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$191,981
Total interest from all sources2018-12-31$145,952
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$738,492
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$738,492
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$3,566,168
Participant contributions at end of year2018-12-31$544,215
Participant contributions at beginning of year2018-12-31$479,166
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$146,999
Other income not declared elsewhere2018-12-31$35,925
Administrative expenses (other) incurred2018-12-31$191,981
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$481,400
Value of net assets at end of year (total assets less liabilities)2018-12-31$48,888,845
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$48,407,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$36,223,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$36,814,462
Value of interest in pooled separate accounts at end of year2018-12-31$5,518,801
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,262,318
Interest on participant loans2018-12-31$23,832
Interest earned on other investments2018-12-31$122,120
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,602,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,851,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,612,423
Net investment gain/loss from pooled separate accounts2018-12-31$229,407
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$526,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,104,131
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 name2018-12-31RYANSHARKEY , LLP
Accountancy firm EIN2018-12-31200298559
2017 : HANLEY WOOD 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$11,798,200
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,973,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,765,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,345,122
Value of total assets at end of year2017-12-31$48,407,445
Value of total assets at beginning of year2017-12-31$39,582,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$207,554
Total interest from all sources2017-12-31$119,739
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$610,646
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$610,646
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$3,376,187
Participant contributions at end of year2017-12-31$479,166
Participant contributions at beginning of year2017-12-31$322,305
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$429,810
Other income not declared elsewhere2017-12-31$62,258
Administrative expenses (other) incurred2017-12-31$207,554
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$8,825,093
Value of net assets at end of year (total assets less liabilities)2017-12-31$48,407,445
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$39,582,352
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$36,814,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$30,315,199
Value of interest in pooled separate accounts at end of year2017-12-31$5,262,318
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,813,188
Interest on participant loans2017-12-31$16,841
Interest earned on other investments2017-12-31$102,898
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,851,499
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,131,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,235,551
Net investment gain/loss from pooled separate accounts2017-12-31$1,424,884
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$539,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,765,553
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 name2017-12-31RYANSHARKEY , LLP
Accountancy firm EIN2017-12-31200298559
2016 : HANLEY WOOD 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$6,577,524
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,717,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,486,923
Expenses. Certain deemed distributions of participant loans2016-12-31$194
Value of total corrective distributions2016-12-31$100,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,059,487
Value of total assets at end of year2016-12-31$39,582,352
Value of total assets at beginning of year2016-12-31$37,722,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$129,606
Total interest from all sources2016-12-31$111,002
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$526,054
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$526,054
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$3,254,222
Participant contributions at end of year2016-12-31$322,305
Participant contributions at beginning of year2016-12-31$344,170
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$343,687
Other income not declared elsewhere2016-12-31$57,247
Administrative expenses (other) incurred2016-12-31$129,606
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$1,859,990
Value of net assets at end of year (total assets less liabilities)2016-12-31$39,582,352
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$37,722,362
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$30,315,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$32,512,987
Value of interest in pooled separate accounts at end of year2016-12-31$3,813,188
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$12,993
Interest earned on other investments2016-12-31$98,009
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,131,660
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,865,205
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,438,124
Net investment gain/loss from pooled separate accounts2016-12-31$385,610
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$461,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,486,923
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 name2016-12-31RYANSHARKEY , LLP
Accountancy firm EIN2016-12-31200298559
2015 : HANLEY WOOD 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,419,489
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$7,073,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,994,579
Expenses. Certain deemed distributions of participant loans2015-12-31$-4,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,452,649
Value of total assets at end of year2015-12-31$37,722,362
Value of total assets at beginning of year2015-12-31$41,376,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$82,944
Total interest from all sources2015-12-31$94,415
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$520,864
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$520,864
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$2,928,822
Participant contributions at end of year2015-12-31$344,170
Participant contributions at beginning of year2015-12-31$258,257
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$52,486
Other income not declared elsewhere2015-12-31$58,798
Administrative expenses (other) incurred2015-12-31$82,944
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,653,639
Value of net assets at end of year (total assets less liabilities)2015-12-31$37,722,362
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$41,376,001
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$32,512,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$32,074,740
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,851,431
Interest on participant loans2015-12-31$9,670
Interest earned on other investments2015-12-31$84,745
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,865,205
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,191,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-755,700
Net investment gain/loss from pooled separate accounts2015-12-31$48,463
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$471,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,994,579
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 name2015-12-31RYANSHARKEY , LLP
Accountancy firm EIN2015-12-31200298559
2014 : HANLEY WOOD 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$2,774,452
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$5,892,236
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,001,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,886,760
Expenses. Certain deemed distributions of participant loans2014-12-31$28,471
Value of total corrective distributions2014-12-31$11,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,739,899
Value of total assets at end of year2014-12-31$41,376,001
Value of total assets at beginning of year2014-12-31$38,710,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$74,966
Total interest from all sources2014-12-31$111,079
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$471,467
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$471,467
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$3,193,710
Participant contributions at end of year2014-12-31$258,257
Participant contributions at beginning of year2014-12-31$404,276
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$35,311
Other income not declared elsewhere2014-12-31$57,745
Administrative expenses (other) incurred2014-12-31$74,966
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-109,268
Value of net assets at end of year (total assets less liabilities)2014-12-31$41,376,001
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$38,710,817
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$32,074,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$30,180,769
Value of interest in pooled separate accounts at end of year2014-12-31$3,851,431
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,905,819
Interest on participant loans2014-12-31$16,678
Interest earned on other investments2014-12-31$94,401
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,191,573
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,219,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,340,701
Net investment gain/loss from pooled separate accounts2014-12-31$171,345
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$510,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,886,760
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 name2014-12-31RYANSHARKEY , LLP
Accountancy firm EIN2014-12-31200298559

Form 5500 Responses for HANLEY WOOD 401(K) PLAN

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

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041204
Policy instance 1
Insurance contract or identification number041204
Number of Individuals Covered843
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041204
Policy instance 1
Insurance contract or identification number041204
Number of Individuals Covered856
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041204
Policy instance 1
Insurance contract or identification number041204
Number of Individuals Covered853
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041204
Policy instance 1
Insurance contract or identification number041204
Number of Individuals Covered923
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041204
Policy instance 1
Insurance contract or identification number041204
Number of Individuals Covered885
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041204
Policy instance 1
Insurance contract or identification number041204
Number of Individuals Covered881
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041204
Policy instance 1
Insurance contract or identification number041204
Number of Individuals Covered882
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041204
Policy instance 1
Insurance contract or identification number041204
Number of Individuals Covered1159
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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