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MAZDA TOYOTA MANUFACTURING, U. S. A. 401(K) PLAN 401k Plan overview

Plan NameMAZDA TOYOTA MANUFACTURING, U. S. A. 401(K) PLAN
Plan identification number 001

MAZDA TOYOTA MANUFACTURING, U. S. A. 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

MAZDA TOYOTA MANUFACTURING, U.S.A., has sponsored the creation of one or more 401k plans.

Company Name:MAZDA TOYOTA MANUFACTURING, U.S.A.,
Employer identification number (EIN):824661907
NAIC Classification:336300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MAZDA TOYOTA MANUFACTURING, U. S. A. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MARK BRAZEAL2023-10-15
0012021-01-01MARK BRAZEAL2022-10-13
0012020-01-01MARK BRAZEAL2021-07-13
0012019-01-01MARK BRAZEAL2020-10-14

Plan Statistics for MAZDA TOYOTA MANUFACTURING, U. S. A. 401(K) PLAN

401k plan membership statisitcs for MAZDA TOYOTA MANUFACTURING, U. S. A. 401(K) PLAN

Measure Date Value
2022: MAZDA TOYOTA MANUFACTURING, U. S. A. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,548
Total number of active participants reported on line 7a of the Form 55002022-01-013,072
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01518
Total of all active and inactive participants2022-01-013,590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-013,592
Number of participants with account balances2022-01-013,500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0122
2021: MAZDA TOYOTA MANUFACTURING, U. S. A. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01775
Total number of active participants reported on line 7a of the Form 55002021-01-012,089
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01273
Total of all active and inactive participants2021-01-012,362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,362
Number of participants with account balances2021-01-012,320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0136
2020: MAZDA TOYOTA MANUFACTURING, U. S. A. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01208
Total number of active participants reported on line 7a of the Form 55002020-01-01681
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0127
Total of all active and inactive participants2020-01-01708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01708
Number of participants with account balances2020-01-01695
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: MAZDA TOYOTA MANUFACTURING, U. S. A. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01211
Total number of active participants reported on line 7a of the Form 55002019-01-01208
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01208
Number of participants with account balances2019-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010

Financial Data on MAZDA TOYOTA MANUFACTURING, U. S. A. 401(K) PLAN

Measure Date Value
2022 : MAZDA TOYOTA MANUFACTURING, U. S. A. 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$10,840
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$6,853
Total income from all sources (including contributions)2022-12-31$18,291,070
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,763,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,600,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$21,692,639
Value of total assets at end of year2022-12-31$34,361,289
Value of total assets at beginning of year2022-12-31$21,829,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$162,348
Total interest from all sources2022-12-31$52,735
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$511,655
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$511,655
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$11,824,621
Participant contributions at end of year2022-12-31$931,302
Participant contributions at beginning of year2022-12-31$493,838
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$769,267
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$10,840
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$6,853
Total non interest bearing cash at end of year2022-12-31$14,412
Total non interest bearing cash at beginning of year2022-12-31$311,630
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$12,527,809
Value of net assets at end of year (total assets less liabilities)2022-12-31$34,350,449
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$21,822,640
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$29,917,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,774,614
Interest on participant loans2022-12-31$19,927
Interest earned on other investments2022-12-31$32,808
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,328,396
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,130,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,965,959
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$9,098,751
Employer contributions (assets) at end of year2022-12-31$170,088
Employer contributions (assets) at beginning of year2022-12-31$118,712
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,600,913
Contract administrator fees2022-12-31$162,348
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 name2022-12-31WARREN AVERETT, LLC
Accountancy firm EIN2022-12-31454084437
2021 : MAZDA TOYOTA MANUFACTURING, U. S. A. 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$6,853
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,512
Total income from all sources (including contributions)2021-12-31$14,418,475
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,448,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,374,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$12,545,554
Value of total assets at end of year2021-12-31$21,829,493
Value of total assets at beginning of year2021-12-31$8,855,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$74,251
Total interest from all sources2021-12-31$28,126
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$277,497
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$277,497
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$100,000
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$5,930,556
Participant contributions at end of year2021-12-31$493,838
Participant contributions at beginning of year2021-12-31$218,329
Participant contributions at beginning of year2021-12-31$118,532
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,884,468
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$6,853
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$2,512
Total non interest bearing cash at end of year2021-12-31$311,630
Total non interest bearing cash at beginning of year2021-12-31$37,130
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$12,970,103
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,822,640
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,852,537
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$18,774,614
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,497,596
Interest on participant loans2021-12-31$8,715
Interest earned on other investments2021-12-31$19,411
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,130,699
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$830,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,567,298
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$4,730,530
Employer contributions (assets) at end of year2021-12-31$118,712
Employer contributions (assets) at beginning of year2021-12-31$153,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,374,121
Contract administrator fees2021-12-31$74,251
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31WARREN AVERETT, LLC
Accountancy firm EIN2021-12-31454084437
2020 : MAZDA TOYOTA MANUFACTURING, U. S. A. 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$2,512
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$180
Total income from all sources (including contributions)2020-12-31$8,009,459
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$485,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$467,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,001,274
Value of total assets at end of year2020-12-31$8,855,049
Value of total assets at beginning of year2020-12-31$1,328,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$17,219
Total interest from all sources2020-12-31$7,467
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$106,170
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$106,170
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$100,000
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$2,144,945
Participant contributions at end of year2020-12-31$218,329
Participant contributions at end of year2020-12-31$118,532
Participant contributions at beginning of year2020-12-31$1,800
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,066,482
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$2,512
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$180
Total non interest bearing cash at end of year2020-12-31$37,130
Total non interest bearing cash at beginning of year2020-12-31$5,020
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$7,524,241
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,852,537
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,328,296
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$7,497,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,040,426
Interest on participant loans2020-12-31$1,869
Interest earned on other investments2020-12-31$5,598
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$830,242
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$84,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$894,548
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,789,847
Employer contributions (assets) at end of year2020-12-31$153,220
Employer contributions (assets) at beginning of year2020-12-31$196,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$467,999
Contract administrator fees2020-12-31$17,219
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 name2020-12-31WARREN AVERETT, LLC
Accountancy firm EIN2020-12-31454084437
2019 : MAZDA TOYOTA MANUFACTURING, U. S. A. 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$180
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$1,328,296
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,319,457
Value of total assets at end of year2019-12-31$1,328,476
Value of total assets at beginning of year2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$54
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,068
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,068
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$100,000
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$142,127
Participant contributions at end of year2019-12-31$1,800
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$870,844
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$180
Total non interest bearing cash at end of year2019-12-31$5,020
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$1,328,296
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,328,296
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$0
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$1,040,426
Interest earned on other investments2019-12-31$54
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$84,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,717
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$306,486
Employer contributions (assets) at end of year2019-12-31$196,361
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 name2019-12-31WARREN AVERETT, LLC
Accountancy firm EIN2019-12-31454084437

Form 5500 Responses for MAZDA TOYOTA MANUFACTURING, U. S. A. 401(K) PLAN

2022: MAZDA TOYOTA MANUFACTURING, U. S. A. 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: MAZDA TOYOTA MANUFACTURING, U. S. A. 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: MAZDA TOYOTA MANUFACTURING, U. S. A. 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: MAZDA TOYOTA MANUFACTURING, U. S. A. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01First time form 5500 has been submittedYes
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813698
Policy instance 1
Insurance contract or identification number813698
Number of Individuals Covered3592
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 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 number813698
Policy instance 1
Insurance contract or identification number813698
Number of Individuals Covered2363
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 number813698
Policy instance 1
Insurance contract or identification number813698
Number of Individuals Covered708
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 number813698
Policy instance 1
Insurance contract or identification number813698
Number of Individuals Covered208
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 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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