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NATURAL FACTORS NUTRITIONAL PRODUCTS INC. 401(K) PLAN 401k Plan overview

Plan NameNATURAL FACTORS NUTRITIONAL PRODUCTS INC. 401(K) PLAN
Plan identification number 002

NATURAL FACTORS NUTRITIONAL PRODUCTS INC. 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NATURAL FACTORS NUTRITIONAL PRODUCTS INC. has sponsored the creation of one or more 401k plans.

Company Name:NATURAL FACTORS NUTRITIONAL PRODUCTS INC.
Employer identification number (EIN):820482773
NAIC Classification:423990
NAIC Description:Other Miscellaneous Durable Goods Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATURAL FACTORS NUTRITIONAL PRODUCTS INC. 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

Plan Statistics for NATURAL FACTORS NUTRITIONAL PRODUCTS INC. 401(K) PLAN

401k plan membership statisitcs for NATURAL FACTORS NUTRITIONAL PRODUCTS INC. 401(K) PLAN

Measure Date Value
2022: NATURAL FACTORS NUTRITIONAL PRODUCTS INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01287
Total number of active participants reported on line 7a of the Form 55002022-01-01244
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0147
Total of all active and inactive participants2022-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01293
Number of participants with account balances2022-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: NATURAL FACTORS NUTRITIONAL PRODUCTS INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01299
Total number of active participants reported on line 7a of the Form 55002021-01-01245
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0149
Total of all active and inactive participants2021-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01296
Number of participants with account balances2021-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NATURAL FACTORS NUTRITIONAL PRODUCTS INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01280
Total number of active participants reported on line 7a of the Form 55002020-01-01247
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-0131
Total of all active and inactive participants2020-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01285
Number of participants with account balances2020-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: NATURAL FACTORS NUTRITIONAL PRODUCTS INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01218
Total number of active participants reported on line 7a of the Form 55002019-01-01233
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0147
Total of all active and inactive participants2019-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01280
Number of participants with account balances2019-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010

Financial Data on NATURAL FACTORS NUTRITIONAL PRODUCTS INC. 401(K) PLAN

Measure Date Value
2022 : NATURAL FACTORS NUTRITIONAL PRODUCTS INC. 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$528,150
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$821,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$733,454
Expenses. Certain deemed distributions of participant loans2022-12-31$20,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,383,314
Value of total assets at end of year2022-12-31$7,819,611
Value of total assets at beginning of year2022-12-31$8,112,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$67,368
Total interest from all sources2022-12-31$43,404
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$106,026
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$106,026
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$883,206
Participant contributions at end of year2022-12-31$107,195
Participant contributions at beginning of year2022-12-31$100,087
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$14,496
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$521
Other income not declared elsewhere2022-12-31$1,066
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-293,328
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,819,611
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,112,939
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$38,290
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,170,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,758,790
Interest on participant loans2022-12-31$4,822
Interest earned on other investments2022-12-31$38,582
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,541,569
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,254,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,005,660
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$485,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$732,933
Contract administrator fees2022-12-31$29,078
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 name2022-12-31SHANNON & ASSOCIATES LLP
Accountancy firm EIN2022-12-31911125800
2021 : NATURAL FACTORS NUTRITIONAL PRODUCTS INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,064,792
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$789,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$716,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,239,378
Value of total assets at end of year2021-12-31$8,112,939
Value of total assets at beginning of year2021-12-31$6,838,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$73,181
Total interest from all sources2021-12-31$29,157
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$92,539
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$92,539
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$837,518
Participant contributions at end of year2021-12-31$100,087
Participant contributions at beginning of year2021-12-31$98,084
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$39,672
Other income not declared elsewhere2021-12-31$1,559
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$1,274,855
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,112,939
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,838,084
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
Investment advisory and management fees2021-12-31$17,894
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,758,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,211,500
Interest on participant loans2021-12-31$7,372
Interest earned on other investments2021-12-31$21,785
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,254,062
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,528,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$702,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$362,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$716,756
Contract administrator fees2021-12-31$55,287
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SHANNON & ASSOCIATES, LLP
Accountancy firm EIN2021-12-31911125800
2020 : NATURAL FACTORS NUTRITIONAL PRODUCTS INC. 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$1,895,199
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$474,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$410,172
Expenses. Certain deemed distributions of participant loans2020-12-31$1,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,173,486
Value of total assets at end of year2020-12-31$6,838,084
Value of total assets at beginning of year2020-12-31$5,417,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$63,086
Total interest from all sources2020-12-31$4,977
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$115,318
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$115,318
Administrative expenses professional fees incurred2020-12-31$28,855
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$777,615
Participant contributions at end of year2020-12-31$98,084
Participant contributions at beginning of year2020-12-31$97,836
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$60,931
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$1,420,414
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,838,084
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,417,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$34,231
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,211,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,419,201
Interest on participant loans2020-12-31$4,977
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,528,500
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$900,633
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$601,418
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$334,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$410,172
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31SHANNON & ASSOCIATES, LLP
Accountancy firm EIN2020-12-31911125800
2019 : NATURAL FACTORS NUTRITIONAL PRODUCTS INC. 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$1,774,906
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$943,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$877,252
Expenses. Certain deemed distributions of participant loans2019-12-31$4,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$922,582
Value of total assets at end of year2019-12-31$5,417,670
Value of total assets at beginning of year2019-12-31$4,586,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$61,657
Total interest from all sources2019-12-31$2,983
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$98,530
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$98,530
Administrative expenses professional fees incurred2019-12-31$14,866
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$459,000
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$643,229
Participant contributions at end of year2019-12-31$97,836
Participant contributions at beginning of year2019-12-31$61,574
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$19,903
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$219,656
Other income not declared elsewhere2019-12-31$7,840
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$831,337
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,417,670
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,586,333
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
Investment advisory and management fees2019-12-31$46,791
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,419,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,278,435
Interest on participant loans2019-12-31$2,983
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$900,633
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$998,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$742,971
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$279,353
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$8,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$877,252
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 name2019-12-31SHANNON & ASSOCIATES, LLP
Accountancy firm EIN2019-12-31911125800

Form 5500 Responses for NATURAL FACTORS NUTRITIONAL PRODUCTS INC. 401(K) PLAN

2022: NATURAL FACTORS NUTRITIONAL PRODUCTS INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: NATURAL FACTORS NUTRITIONAL PRODUCTS INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: NATURAL FACTORS NUTRITIONAL PRODUCTS INC. 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: NATURAL FACTORS NUTRITIONAL PRODUCTS INC. 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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered293
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered296
Insurance policy start date2021-04-15
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809709
Policy instance 1
Insurance contract or identification number809709
Number of Individuals Covered23
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809709
Policy instance 1
Insurance contract or identification number809709
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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