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MARCOU TRANSPORTATION GROUP 401(K) PLAN 401k Plan overview

Plan NameMARCOU TRANSPORTATION GROUP 401(K) PLAN
Plan identification number 001

MARCOU TRANSPORTATION GROUP 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.
  • 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

VETERANS TRANSPORTATION, LLC has sponsored the creation of one or more 401k plans.

Company Name:VETERANS TRANSPORTATION, LLC
Employer identification number (EIN):830504024
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARCOU TRANSPORTATION GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01PHIL WAX
0012013-01-01PHIL WAX
0012012-01-01PHIL WAX
0012011-01-01PHIL WAX
0012010-01-01GEORGE BURDETTE
0012009-01-01MARION KELLY

Plan Statistics for MARCOU TRANSPORTATION GROUP 401(K) PLAN

401k plan membership statisitcs for MARCOU TRANSPORTATION GROUP 401(K) PLAN

Measure Date Value
2017: MARCOU TRANSPORTATION GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,665
Total number of active participants reported on line 7a of the Form 55002017-01-011,386
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01147
Total of all active and inactive participants2017-01-011,533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,533
Number of participants with account balances2017-01-01554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MARCOU TRANSPORTATION GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,625
Total number of active participants reported on line 7a of the Form 55002016-01-011,533
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0177
Total of all active and inactive participants2016-01-011,610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,610
Number of participants with account balances2016-01-01456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MARCOU TRANSPORTATION GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,654
Total number of active participants reported on line 7a of the Form 55002015-01-011,428
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0186
Total of all active and inactive participants2015-01-011,514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,514
Number of participants with account balances2015-01-01404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MARCOU TRANSPORTATION GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,628
Total number of active participants reported on line 7a of the Form 55002014-01-011,539
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0165
Total of all active and inactive participants2014-01-011,604
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,604
Number of participants with account balances2014-01-01396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MARCOU TRANSPORTATION GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01411
Total number of active participants reported on line 7a of the Form 55002013-01-011,582
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0146
Total of all active and inactive participants2013-01-011,628
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,628
Number of participants with account balances2013-01-01357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MARCOU TRANSPORTATION GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01402
Total number of active participants reported on line 7a of the Form 55002012-01-01366
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0135
Total of all active and inactive participants2012-01-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01401
Number of participants with account balances2012-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: MARCOU TRANSPORTATION GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01318
Total number of active participants reported on line 7a of the Form 55002011-01-01308
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0137
Total of all active and inactive participants2011-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01345
Number of participants with account balances2011-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MARCOU TRANSPORTATION GROUP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01223
Total number of active participants reported on line 7a of the Form 55002010-01-01272
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0133
Total of all active and inactive participants2010-01-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01305
Number of participants with account balances2010-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: MARCOU TRANSPORTATION GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01215
Total number of active participants reported on line 7a of the Form 55002009-01-01196
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01213
Number of participants with account balances2009-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on MARCOU TRANSPORTATION GROUP 401(K) PLAN

Measure Date Value
2017 : MARCOU TRANSPORTATION GROUP 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,183,037
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,485,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,445,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,514,591
Value of total assets at end of year2017-12-31$12,984,456
Value of total assets at beginning of year2017-12-31$10,286,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$40,370
Total interest from all sources2017-12-31$10,483
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,542,357
Participant contributions at end of year2017-12-31$172,037
Participant contributions at beginning of year2017-12-31$132,276
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$205,405
Administrative expenses (other) incurred2017-12-31$40,370
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$401,783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,697,659
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,984,456
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,286,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$11,481,148
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,765,263
Interest on participant loans2017-12-31$4,044
Interest earned on other investments2017-12-31$6,439
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$564,442
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,307,839
Net investment gain/loss from pooled separate accounts2017-12-31$1,657,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$766,829
Employer contributions (assets) at end of year2017-12-31$766,829
Employer contributions (assets) at beginning of year2017-12-31$679,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,445,008
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ALEXANDER,ARONSON,FINNING&CO., PC
Accountancy firm EIN2017-12-31042571780
2016 : MARCOU TRANSPORTATION GROUP 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,705,190
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$915,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$911,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,081,273
Value of total assets at end of year2016-12-31$10,286,797
Value of total assets at beginning of year2016-12-31$7,497,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,789
Total interest from all sources2016-12-31$12,471
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,298,777
Participant contributions at end of year2016-12-31$132,276
Participant contributions at beginning of year2016-12-31$145,088
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,102,644
Administrative expenses (other) incurred2016-12-31$4,789
Total non interest bearing cash at end of year2016-12-31$401,783
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,789,222
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,286,797
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,497,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$7,765,263
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,110,386
Interest on participant loans2016-12-31$4,072
Interest earned on other investments2016-12-31$8,399
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,307,839
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$621,088
Net investment gain/loss from pooled separate accounts2016-12-31$611,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$679,852
Employer contributions (assets) at end of year2016-12-31$679,636
Employer contributions (assets) at beginning of year2016-12-31$621,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$911,179
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ALEXANDER,ARONSON,FINNING&CO., PC
Accountancy firm EIN2016-12-31042571780
2015 : MARCOU TRANSPORTATION GROUP 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,937,436
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$598,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$590,666
Expenses. Certain deemed distributions of participant loans2015-12-31$3,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,079,717
Value of total assets at end of year2015-12-31$7,497,575
Value of total assets at beginning of year2015-12-31$6,158,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,347
Total interest from all sources2015-12-31$10,373
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$150,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,210,339
Participant contributions at end of year2015-12-31$145,088
Participant contributions at beginning of year2015-12-31$129,074
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$264,168
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,590
Administrative expenses (other) incurred2015-12-31$4,347
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,338,815
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,497,575
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,158,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$6,110,386
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,943,923
Interest on participant loans2015-12-31$4,184
Interest earned on other investments2015-12-31$6,189
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$621,088
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$445,107
Net investment gain/loss from pooled separate accounts2015-12-31$-152,654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$605,210
Employer contributions (assets) at end of year2015-12-31$621,013
Employer contributions (assets) at beginning of year2015-12-31$638,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$590,666
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ALEXANDER,ARONSON,FINNING&CO., PC
Accountancy firm EIN2015-12-31042571780
2014 : MARCOU TRANSPORTATION GROUP 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,711,226
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$336,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$323,630
Value of total corrective distributions2014-12-31$10,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,462,765
Value of total assets at end of year2014-12-31$6,158,760
Value of total assets at beginning of year2014-12-31$3,784,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,706
Total interest from all sources2014-12-31$6,839
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$150,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,200,083
Participant contributions at end of year2014-12-31$129,074
Participant contributions at beginning of year2014-12-31$53,941
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$567,300
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,590
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,590
Administrative expenses (other) incurred2014-12-31$2,706
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,374,430
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,158,760
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,784,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$4,943,923
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,204,451
Interest on participant loans2014-12-31$2,270
Interest earned on other investments2014-12-31$4,569
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$445,107
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$249,462
Net investment gain/loss from pooled separate accounts2014-12-31$241,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$695,382
Employer contributions (assets) at end of year2014-12-31$638,066
Employer contributions (assets) at beginning of year2014-12-31$273,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$323,630
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ALEXANDER,ARONSON,FINNING&CO., PC
Accountancy firm EIN2014-12-31042571780
2013 : MARCOU TRANSPORTATION GROUP 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,800
Total income from all sources (including contributions)2013-12-31$2,500,943
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$239,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$236,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,096,057
Value of total assets at end of year2013-12-31$3,784,330
Value of total assets at beginning of year2013-12-31$1,531,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,825
Total interest from all sources2013-12-31$2,908
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$150,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$600,878
Participant contributions at end of year2013-12-31$53,941
Participant contributions at beginning of year2013-12-31$36,564
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,207,163
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,590
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$7,800
Other income not declared elsewhere2013-12-31$10,390
Administrative expenses (other) incurred2013-12-31$3,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,261,039
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,784,330
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,523,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,374,410
Value of interest in pooled separate accounts at end of year2013-12-31$3,204,451
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$1,197
Interest earned on other investments2013-12-31$1,711
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$249,462
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$32,655
Net investment gain/loss from pooled separate accounts2013-12-31$391,588
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$288,016
Employer contributions (assets) at end of year2013-12-31$273,886
Employer contributions (assets) at beginning of year2013-12-31$87,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$236,079
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ALEXANDER,ARONSON,FINNING&CO., PC
Accountancy firm EIN2013-12-31042571780
2012 : MARCOU TRANSPORTATION GROUP 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,800
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,800
Total income from all sources (including contributions)2012-12-31$489,512
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$495,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$480,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$298,936
Value of total assets at end of year2012-12-31$1,531,091
Value of total assets at beginning of year2012-12-31$1,537,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$14,855
Total interest from all sources2012-12-31$2,738
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$230
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$150,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$172,070
Participant contributions at end of year2012-12-31$36,564
Participant contributions at beginning of year2012-12-31$58,015
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$7,800
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$7,800
Administrative expenses (other) incurred2012-12-31$14,625
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-6,117
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,523,291
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,529,408
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,374,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,388,307
Interest on participant loans2012-12-31$1,725
Interest earned on other investments2012-12-31$1,013
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$32,655
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$34,168
Net investment gain/loss from pooled separate accounts2012-12-31$187,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$126,866
Employer contributions (assets) at end of year2012-12-31$87,462
Employer contributions (assets) at beginning of year2012-12-31$56,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$480,774
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ALEXANDER,ARONSON,FINNING&CO., PC
Accountancy firm EIN2012-12-31042571780
2011 : MARCOU TRANSPORTATION GROUP 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,800
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,800
Total income from all sources (including contributions)2011-12-31$225,846
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$235,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$219,719
Expenses. Certain deemed distributions of participant loans2011-12-31$635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$281,096
Value of total assets at end of year2011-12-31$1,537,208
Value of total assets at beginning of year2011-12-31$1,546,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$15,020
Total interest from all sources2011-12-31$3,562
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$230
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$150,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$186,762
Participant contributions at end of year2011-12-31$58,015
Participant contributions at beginning of year2011-12-31$54,341
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$7,274
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$7,800
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$7,800
Administrative expenses (other) incurred2011-12-31$14,790
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-9,528
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,529,408
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,538,936
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,388,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,340,564
Interest on participant loans2011-12-31$2,474
Interest earned on other investments2011-12-31$1,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$81,893
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$81,893
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$34,168
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$32,642
Net investment gain/loss from pooled separate accounts2011-12-31$-58,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$87,060
Employer contributions (assets) at end of year2011-12-31$56,718
Employer contributions (assets) at beginning of year2011-12-31$37,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$219,719
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31AUERR, ZAJAC & ASSOCIATES, LLP
Accountancy firm EIN2011-12-31043125991
2010 : MARCOU TRANSPORTATION GROUP 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$354,930
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,800
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$291,719
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$198,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$169,098
Expenses. Certain deemed distributions of participant loans2010-12-31$1,279
Value of total corrective distributions2010-12-31$16,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$120,027
Value of total assets at end of year2010-12-31$1,546,736
Value of total assets at beginning of year2010-12-31$1,090,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,684
Total interest from all sources2010-12-31$3,436
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$400
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$150,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$82,520
Participant contributions at end of year2010-12-31$54,341
Participant contributions at beginning of year2010-12-31$34,927
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$7,800
Administrative expenses (other) incurred2010-12-31$11,284
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$93,510
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,538,936
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,090,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,340,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$968,369
Interest on participant loans2010-12-31$2,203
Interest earned on other investments2010-12-31$1,233
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$81,893
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$21,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$21,595
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$32,642
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$32,587
Net investment gain/loss from pooled separate accounts2010-12-31$168,256
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$37,507
Employer contributions (assets) at end of year2010-12-31$37,296
Employer contributions (assets) at beginning of year2010-12-31$33,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$169,098
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31AUERR, ZAJAC & ASSOCIATES, LLP
Accountancy firm EIN2010-12-31043125991
2009 : MARCOU TRANSPORTATION GROUP 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MARCOU TRANSPORTATION GROUP 401(K) PLAN

2017: MARCOU TRANSPORTATION GROUP 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MARCOU TRANSPORTATION GROUP 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MARCOU TRANSPORTATION GROUP 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MARCOU TRANSPORTATION GROUP 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MARCOU TRANSPORTATION GROUP 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MARCOU TRANSPORTATION GROUP 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MARCOU TRANSPORTATION GROUP 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MARCOU TRANSPORTATION GROUP 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MARCOU TRANSPORTATION GROUP 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number915481-01
Policy instance 1
Insurance contract or identification number915481-01
Number of Individuals Covered124
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $12,369
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,421
Insurance broker organization code?3
Insurance broker nameJENNIFER BORISLOW
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512772-000
Policy instance 2
Insurance contract or identification number512772-000
Number of Individuals Covered535
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $372
Total amount of fees paid to insurance companyUSD $16,590
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees16590
Additional information about fees paid to insurance brokerTPA ADMINISTRATOR ALLOWANCE
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $372
Insurance broker nameSIGNATOR INVESTORS INC.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number915481-01
Policy instance 1
Insurance contract or identification number915481-01
Number of Individuals Covered404
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $30,697
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,418
Insurance broker organization code?3
Insurance broker nameJENNIFER BORISLOW
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number915481-01
Policy instance 1
Insurance contract or identification number915481-01
Number of Individuals Covered396
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $22,352
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,411
Insurance broker organization code?3
Insurance broker nameJENNIFER BORISLOW
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number52003
Policy instance 1
Insurance contract or identification number52003
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,533
Total amount of fees paid to insurance companyUSD $188
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,533
Insurance broker organization code?3
Amount paid for insurance broker fees188
Additional information about fees paid to insurance brokerTPA ADMINISTRATOR ALLOWANCE
Insurance broker nameTHE ANGELL PENSION GROUP, INC.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number915481-01
Policy instance 2
Insurance contract or identification number915481-01
Number of Individuals Covered356
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number52003
Policy instance 1
Insurance contract or identification number52003
Number of Individuals Covered98
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $7,390
Total amount of fees paid to insurance companyUSD $778
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,390
Insurance broker organization code?3
Amount paid for insurance broker fees778
Additional information about fees paid to insurance brokerTPA ADMINISTRATOR ALLOWANCE
Insurance broker nameTHE ANGELL PENSION GROUP, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number52003
Policy instance 1
Insurance contract or identification number52003
Number of Individuals Covered94
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $7,637
Total amount of fees paid to insurance companyUSD $636
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number52003
Policy instance 1
Insurance contract or identification number52003
Number of Individuals Covered92
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,930
Total amount of fees paid to insurance companyUSD $910
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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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