EXECUTIVE MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
---|
2022: INTERCO 401K PLAN 2022 401k membership |
---|
Total participants, beginning-of-year | 2022-01-01 | 62 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 52 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 7 |
Total of all active and inactive participants | 2022-01-01 | 59 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 59 |
Number of participants with account balances | 2022-01-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
2021: INTERCO 401K PLAN 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-01-01 | 86 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 52 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 10 |
Total of all active and inactive participants | 2021-01-01 | 62 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 62 |
Number of participants with account balances | 2021-01-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: INTERCO 401K PLAN 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-01-01 | 70 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 78 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 8 |
Total of all active and inactive participants | 2020-01-01 | 86 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 86 |
Number of participants with account balances | 2020-01-01 | 52 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: INTERCO 401K PLAN 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-01-01 | 78 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 61 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 9 |
Total of all active and inactive participants | 2019-01-01 | 70 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 70 |
Number of participants with account balances | 2019-01-01 | 54 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: INTERCO 401K PLAN 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 88 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 67 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 11 |
Total of all active and inactive participants | 2018-01-01 | 78 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 78 |
Number of participants with account balances | 2018-01-01 | 63 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 2 |
2017: INTERCO 401K PLAN 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 85 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 81 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 7 |
Total of all active and inactive participants | 2017-01-01 | 88 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 88 |
Number of participants with account balances | 2017-01-01 | 65 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: INTERCO 401K PLAN 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 77 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 80 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 5 |
Total of all active and inactive participants | 2016-01-01 | 85 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 85 |
Number of participants with account balances | 2016-01-01 | 68 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 3 |
2015: INTERCO 401K PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 75 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 69 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 8 |
Total of all active and inactive participants | 2015-01-01 | 77 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 77 |
Number of participants with account balances | 2015-01-01 | 62 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 4 |
2014: INTERCO 401K PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 71 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 65 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 10 |
Total of all active and inactive participants | 2014-01-01 | 75 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 75 |
Number of participants with account balances | 2014-01-01 | 58 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 3 |
2013: INTERCO 401K PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 68 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 66 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 5 |
Total of all active and inactive participants | 2013-01-01 | 71 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 71 |
Number of participants with account balances | 2013-01-01 | 54 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
Measure | Date | Value |
---|
2022 : INTERCO 401K PLAN 2022 401k financial data |
---|
Total income from all sources | 2022-12-31 | $-357,176 |
Expenses. Total of all expenses incurred | 2022-12-31 | $169,997 |
Benefits paid (including direct rollovers) | 2022-12-31 | $146,618 |
Total plan assets at end of year | 2022-12-31 | $2,602,183 |
Total plan assets at beginning of year | 2022-12-31 | $3,129,356 |
Value of fidelity bond covering the plan | 2022-12-31 | $250,000 |
Total contributions received or receivable from participants | 2022-12-31 | $92,474 |
Other income received | 2022-12-31 | $-475,775 |
Net income (gross income less expenses) | 2022-12-31 | $-527,173 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,602,183 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,129,356 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $26,125 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $23,379 |
2021 : INTERCO 401K PLAN 2021 401k financial data |
---|
Total income from all sources | 2021-12-31 | $533,245 |
Expenses. Total of all expenses incurred | 2021-12-31 | $177,788 |
Benefits paid (including direct rollovers) | 2021-12-31 | $155,103 |
Total plan assets at end of year | 2021-12-31 | $3,129,356 |
Total plan assets at beginning of year | 2021-12-31 | $2,773,899 |
Value of fidelity bond covering the plan | 2021-12-31 | $250,000 |
Total contributions received or receivable from participants | 2021-12-31 | $95,536 |
Other income received | 2021-12-31 | $409,203 |
Net income (gross income less expenses) | 2021-12-31 | $355,457 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,129,356 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,773,899 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $28,506 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $22,685 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : INTERCO 401K PLAN 2020 401k financial data |
---|
Total income from all sources | 2020-12-31 | $438,569 |
Expenses. Total of all expenses incurred | 2020-12-31 | $65,081 |
Benefits paid (including direct rollovers) | 2020-12-31 | $46,528 |
Total plan assets at end of year | 2020-12-31 | $2,773,899 |
Total plan assets at beginning of year | 2020-12-31 | $2,400,411 |
Value of fidelity bond covering the plan | 2020-12-31 | $250,000 |
Total contributions received or receivable from participants | 2020-12-31 | $92,399 |
Other income received | 2020-12-31 | $315,967 |
Net income (gross income less expenses) | 2020-12-31 | $373,488 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,773,899 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,400,411 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $30,203 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $18,553 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : INTERCO 401K PLAN 2019 401k financial data |
---|
Total income from all sources | 2019-12-31 | $571,943 |
Expenses. Total of all expenses incurred | 2019-12-31 | $514,473 |
Benefits paid (including direct rollovers) | 2019-12-31 | $492,783 |
Total plan assets at end of year | 2019-12-31 | $2,400,411 |
Total plan assets at beginning of year | 2019-12-31 | $2,342,941 |
Value of fidelity bond covering the plan | 2019-12-31 | $250,000 |
Total contributions received or receivable from participants | 2019-12-31 | $105,953 |
Other income received | 2019-12-31 | $435,103 |
Net income (gross income less expenses) | 2019-12-31 | $57,470 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,400,411 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,342,941 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $30,887 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $21,690 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : INTERCO 401K PLAN 2018 401k financial data |
---|
Total income from all sources | 2018-12-31 | $-7,210 |
Expenses. Total of all expenses incurred | 2018-12-31 | $870,672 |
Benefits paid (including direct rollovers) | 2018-12-31 | $847,751 |
Total plan assets at end of year | 2018-12-31 | $2,342,941 |
Total plan assets at beginning of year | 2018-12-31 | $3,220,823 |
Value of fidelity bond covering the plan | 2018-12-31 | $250,000 |
Total contributions received or receivable from participants | 2018-12-31 | $124,585 |
Other income received | 2018-12-31 | $-167,180 |
Net income (gross income less expenses) | 2018-12-31 | $-877,882 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,342,941 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,220,823 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $35,385 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $22,921 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : INTERCO 401K PLAN 2017 401k financial data |
---|
Total income from all sources | 2017-12-31 | $622,698 |
Expenses. Total of all expenses incurred | 2017-12-31 | $245,005 |
Benefits paid (including direct rollovers) | 2017-12-31 | $220,264 |
Total plan assets at end of year | 2017-12-31 | $3,220,823 |
Total plan assets at beginning of year | 2017-12-31 | $2,843,130 |
Value of fidelity bond covering the plan | 2017-12-31 | $285,000 |
Total contributions received or receivable from participants | 2017-12-31 | $149,138 |
Other income received | 2017-12-31 | $435,104 |
Net income (gross income less expenses) | 2017-12-31 | $377,693 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,220,823 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,843,130 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $38,456 |
Value of corrective distributions | 2017-12-31 | $2,454 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $22,287 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : INTERCO 401K PLAN 2016 401k financial data |
---|
Total income from all sources | 2016-12-31 | $426,648 |
Expenses. Total of all expenses incurred | 2016-12-31 | $256,886 |
Benefits paid (including direct rollovers) | 2016-12-31 | $235,432 |
Total plan assets at end of year | 2016-12-31 | $2,843,130 |
Total plan assets at beginning of year | 2016-12-31 | $2,673,368 |
Value of fidelity bond covering the plan | 2016-12-31 | $268,000 |
Total contributions received or receivable from participants | 2016-12-31 | $153,717 |
Other income received | 2016-12-31 | $235,799 |
Net income (gross income less expenses) | 2016-12-31 | $169,762 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,843,130 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,673,368 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $37,132 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $21,454 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : INTERCO 401K PLAN 2015 401k financial data |
---|
Total income from all sources | 2015-12-31 | $134,424 |
Expenses. Total of all expenses incurred | 2015-12-31 | $148,130 |
Benefits paid (including direct rollovers) | 2015-12-31 | $140,767 |
Total plan assets at end of year | 2015-12-31 | $2,673,368 |
Total plan assets at beginning of year | 2015-12-31 | $2,687,074 |
Value of fidelity bond covering the plan | 2015-12-31 | $270,000 |
Total contributions received or receivable from participants | 2015-12-31 | $134,685 |
Other income received | 2015-12-31 | $-32,595 |
Net income (gross income less expenses) | 2015-12-31 | $-13,706 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,673,368 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,687,074 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $32,334 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $7,363 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : INTERCO 401K PLAN 2014 401k financial data |
---|
Total income from all sources | 2014-12-31 | $302,507 |
Expenses. Total of all expenses incurred | 2014-12-31 | $79,693 |
Benefits paid (including direct rollovers) | 2014-12-31 | $73,264 |
Total plan assets at end of year | 2014-12-31 | $2,687,074 |
Total plan assets at beginning of year | 2014-12-31 | $2,464,260 |
Value of fidelity bond covering the plan | 2014-12-31 | $250,000 |
Total contributions received or receivable from participants | 2014-12-31 | $118,605 |
Other income received | 2014-12-31 | $154,065 |
Net income (gross income less expenses) | 2014-12-31 | $222,814 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,687,074 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,464,260 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $29,837 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $6,429 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : INTERCO 401K PLAN 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $485,720 |
Expenses. Total of all expenses incurred | 2013-12-31 | $97,706 |
Benefits paid (including direct rollovers) | 2013-12-31 | $85,870 |
Total plan assets at end of year | 2013-12-31 | $2,464,260 |
Total plan assets at beginning of year | 2013-12-31 | $2,076,246 |
Value of fidelity bond covering the plan | 2013-12-31 | $200,000 |
Total contributions received or receivable from participants | 2013-12-31 | $90,572 |
Other income received | 2013-12-31 | $368,897 |
Net income (gross income less expenses) | 2013-12-31 | $388,014 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,464,260 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,076,246 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $26,251 |
Value of corrective distributions | 2013-12-31 | $6,426 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $5,410 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2022: INTERCO 401K PLAN 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: INTERCO 401K PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: INTERCO 401K PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: INTERCO 401K PLAN 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: INTERCO 401K PLAN 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: INTERCO 401K PLAN 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: INTERCO 401K PLAN 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: INTERCO 401K PLAN 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: INTERCO 401K PLAN 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: INTERCO 401K PLAN 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 336078-01 |
Policy instance | 1 |
Insurance contract or identification number | 336078-01 | Number of Individuals Covered | 5 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 336078-01 |
Policy instance | 1 |
Insurance contract or identification number | 336078-01 | Number of Individuals Covered | 6 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 336078-01 |
Policy instance | 1 |
Insurance contract or identification number | 336078-01 | Number of Individuals Covered | 7 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 336078-01 |
Policy instance | 1 |
Insurance contract or identification number | 336078-01 | Number of Individuals Covered | 9 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 336078-01 |
Policy instance | 1 |
Insurance contract or identification number | 336078-01 | Number of Individuals Covered | 13 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 336078-01 |
Policy instance | 1 |
Insurance contract or identification number | 336078-01 | Number of Individuals Covered | 12 | Insurance policy start date | 2016-01-01 | Insurance policy end date | 2016-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 336078-01 |
Policy instance | 1 |
Insurance contract or identification number | 336078-01 | Number of Individuals Covered | 9 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 336078-01 |
Policy instance | 1 |
Insurance contract or identification number | 336078-01 | Number of Individuals Covered | 6 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $385 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $385 | Insurance broker organization code? | 3 | Insurance broker name | WELLS FARGO ADVISORS, LLC |
|
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 336078-01 |
Policy instance | 1 |
Insurance contract or identification number | 336078-01 | Number of Individuals Covered | 5 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $129 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $129 | Insurance broker organization code? | 3 | Insurance broker name | WELLS FARGO ADVISORS, LLC |
|