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SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 401(K) PLAN 401k Plan overview

Plan NameSOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 401(K) PLAN
Plan identification number 002

SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

SOUTHWEST SERVICE ADMINISTRATORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:SOUTHWEST SERVICE ADMINISTRATORS, INC.
Employer identification number (EIN):860785790
NAIC Classification:561110
NAIC Description:Office Administrative Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01LESLIE LEROUX
0022016-01-01JESSICA REED
0022015-01-01DAVE GALLAGA
0022014-01-01DAVE GALLAGA
0022013-01-01DAVE GALLAGA
0022012-01-01DAVE GALLAGA DAVE GALLAGA2013-05-23
0022011-01-01DAVE GALLAGA
0022010-01-01JANICE NEWKIRK SCOTT SHEFFIELD2011-04-29
0022009-01-01JANICE NEWKIRK SCOTT SHEFFIELD2010-05-21

Plan Statistics for SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 401(K) PLAN

401k plan membership statisitcs for SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 401(K) PLAN

Measure Date Value
2022: SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01230
Total number of active participants reported on line 7a of the Form 55002022-01-01188
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-0154
Total of all active and inactive participants2022-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01248
Number of participants with account balances2022-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01191
Total number of active participants reported on line 7a of the Form 55002021-01-01159
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-0152
Total of all active and inactive participants2021-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01217
Number of participants with account balances2021-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0125
2020: SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01160
Total number of active participants reported on line 7a of the Form 55002020-01-01155
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0132
Total of all active and inactive participants2020-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01188
Number of participants with account balances2020-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01122
Total number of active participants reported on line 7a of the Form 55002019-01-01127
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0126
Total of all active and inactive participants2019-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01154
Number of participants with account balances2019-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0115
2018: SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01126
Total number of active participants reported on line 7a of the Form 55002018-01-01134
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0116
Total of all active and inactive participants2018-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01150
Number of participants with account balances2018-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0116
2017: SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0186
Total number of active participants reported on line 7a of the Form 55002017-01-01110
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0116
Total of all active and inactive participants2017-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01126
Number of participants with account balances2017-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0178
Total number of active participants reported on line 7a of the Form 55002016-01-0173
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0113
Total of all active and inactive participants2016-01-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0186
Number of participants with account balances2016-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0163
Total number of active participants reported on line 7a of the Form 55002015-01-0161
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0117
Total of all active and inactive participants2015-01-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0178
Number of participants with account balances2015-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0156
Total number of active participants reported on line 7a of the Form 55002014-01-0149
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0163
Number of participants with account balances2014-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0156
Total number of active participants reported on line 7a of the Form 55002013-01-0145
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0156
Number of participants with account balances2013-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0157
Total number of active participants reported on line 7a of the Form 55002012-01-0144
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0111
Total of all active and inactive participants2012-01-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-0156
Number of participants with account balances2012-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0160
Total number of active participants reported on line 7a of the Form 55002011-01-0145
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-0157
Number of participants with account balances2011-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0169
Total number of active participants reported on line 7a of the Form 55002010-01-0149
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0110
Total of all active and inactive participants2010-01-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-0160
Number of participants with account balances2010-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0175
Total number of active participants reported on line 7a of the Form 55002009-01-0153
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-0169
Number of participants with account balances2009-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 401(K) PLAN

Measure Date Value
2022 : SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-31,785
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$170,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$155,337
Value of total corrective distributions2022-12-31$915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$425,031
Value of total assets at end of year2022-12-31$2,801,041
Value of total assets at beginning of year2022-12-31$3,002,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$13,749
Total interest from all sources2022-12-31$8,744
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$292,759
Participant contributions at end of year2022-12-31$169,900
Participant contributions at beginning of year2022-12-31$105,099
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$269
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-201,786
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,801,041
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,002,827
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$2,508,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,782,163
Interest on participant loans2022-12-31$8,744
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$122,786
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$115,565
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-465,560
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$132,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$155,337
Contract administrator fees2022-12-31$13,749
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 name2022-12-31TULL, FORSBERG AND OLSON PLC
Accountancy firm EIN2022-12-31860130568
2021 : SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$730,414
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$114,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$109,417
Value of total corrective distributions2021-12-31$999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$434,933
Value of total assets at end of year2021-12-31$3,002,827
Value of total assets at beginning of year2021-12-31$2,386,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,813
Total interest from all sources2021-12-31$7,279
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$269,314
Participant contributions at end of year2021-12-31$105,099
Participant contributions at beginning of year2021-12-31$128,940
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$41,618
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$616,185
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,002,827
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,386,642
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$2,782,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,166,377
Interest on participant loans2021-12-31$7,279
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$115,565
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$91,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$288,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$124,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$109,417
Contract administrator fees2021-12-31$3,813
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31TULL, FORSBERG AND OLSON PLC
Accountancy firm EIN2021-12-31860130568
2020 : SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$629,021
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$97,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$94,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$382,737
Value of total assets at end of year2020-12-31$2,386,642
Value of total assets at beginning of year2020-12-31$1,855,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,701
Total interest from all sources2020-12-31$7,897
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$239,299
Participant contributions at end of year2020-12-31$128,940
Participant contributions at beginning of year2020-12-31$118,918
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$44,137
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$531,031
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,386,642
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,855,611
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$2,166,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,736,693
Interest on participant loans2020-12-31$7,897
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$91,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$238,387
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$99,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$94,289
Contract administrator fees2020-12-31$3,701
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 name2020-12-31TULL FORSBERG & OLSON PLC
Accountancy firm EIN2020-12-31860130568
2019 : SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total 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$862,234
Total income from all sources (including contributions)2019-12-31$862,234
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$294,962
Total of all expenses incurred2019-12-31$294,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$280,729
Expenses. Certain deemed distributions of participant loans2019-12-31$6,024
Expenses. Certain deemed distributions of participant loans2019-12-31$6,024
Value of total corrective distributions2019-12-31$677
Value of total corrective distributions2019-12-31$677
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$608,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$608,316
Value of total assets at end of year2019-12-31$1,855,611
Value of total assets at end of year2019-12-31$1,855,611
Value of total assets at beginning of year2019-12-31$1,288,339
Value of total assets at beginning of year2019-12-31$1,288,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,532
Total interest from all sources2019-12-31$6,132
Total interest from all sources2019-12-31$6,132
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$202,600
Contributions received from participants2019-12-31$202,600
Participant contributions at end of year2019-12-31$118,918
Participant contributions at end of year2019-12-31$118,918
Participant contributions at beginning of year2019-12-31$65,069
Participant contributions at beginning of year2019-12-31$65,069
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$310,767
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$310,767
Other income not declared elsewhere2019-12-31$568
Other income not declared elsewhere2019-12-31$568
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
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$567,272
Value of net income/loss2019-12-31$567,272
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,855,611
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,855,611
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,288,339
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,288,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$1,736,693
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,736,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,210,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,210,774
Interest on participant loans2019-12-31$6,132
Interest on participant loans2019-12-31$6,132
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$12,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$12,496
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$12,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$12,496
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$247,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$247,068
Net investment gain/loss from pooled separate accounts2019-12-31$150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$94,949
Contributions received in cash from employer2019-12-31$94,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$280,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$280,729
Contract administrator fees2019-12-31$7,532
Contract administrator fees2019-12-31$7,532
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31TULL, FORSBERG & OLSON CPA'S, PLLC
Accountancy firm name2019-12-31TULL, FORSBERG & OLSON CPA'S, PLLC
Accountancy firm EIN2019-12-31860130568
Accountancy firm EIN2019-12-31860130568
2018 : SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$69,904
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$165,652
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$313,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$309,806
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$264,659
Value of total assets at end of year2018-12-31$1,288,339
Value of total assets at beginning of year2018-12-31$1,506,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,972
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$2,983
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$100,940
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$100,940
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$181,563
Participant contributions at end of year2018-12-31$65,069
Participant contributions at beginning of year2018-12-31$62,875
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,638
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$3,972
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-148,126
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,288,339
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,506,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,210,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,432,921
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$2,811
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$12,496
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$10,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$10,573
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$172
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-202,930
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Assets. Value of employer real property at end of year2018-12-31$0
Assets. Value of employer real property at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$80,458
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$309,806
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31TULL, FORSBERG, & OLSON, PLC
Accountancy firm EIN2018-12-31860130568
2017 : SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$10,632
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$466,138
Expenses. Total of all expenses incurred2017-12-31$29,164
Benefits paid (including direct rollovers)2017-12-31$31,484
Total plan assets at end of year2017-12-31$1,506,369
Total plan assets at beginning of year2017-12-31$1,058,763
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$153,089
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$244,781
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$436,974
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,506,369
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,058,763
Assets. Value of participant loans2017-12-31$62,875
Total contributions received or receivable from employer(s)2017-12-31$68,268
Value of certain deemed distributions of participant loans2017-12-31$-6,438
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$4,118
2016 : SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$-46,611
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$212,120
Expenses. Total of all expenses incurred2016-12-31$20,224
Benefits paid (including direct rollovers)2016-12-31$18,864
Total plan assets at end of year2016-12-31$1,058,763
Total plan assets at beginning of year2016-12-31$913,478
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$108,841
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$61,828
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$191,896
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,058,763
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$913,478
Assets. Value of participant loans2016-12-31$25,892
Total contributions received or receivable from employer(s)2016-12-31$41,451
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,360
2015 : SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$-4,183
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$136,901
Expenses. Total of all expenses incurred2015-12-31$284,020
Benefits paid (including direct rollovers)2015-12-31$282,780
Total plan assets at end of year2015-12-31$913,478
Total plan assets at beginning of year2015-12-31$1,064,780
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$82,053
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$18,689
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-147,119
Net plan assets at end of year (total assets less liabilities)2015-12-31$913,478
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,064,780
Assets. Value of participant loans2015-12-31$33,772
Total contributions received or receivable from employer(s)2015-12-31$36,159
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,240
2014 : SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$161,270
Expenses. Total of all expenses incurred2014-12-31$15,547
Benefits paid (including direct rollovers)2014-12-31$9,304
Total plan assets at end of year2014-12-31$1,064,780
Total plan assets at beginning of year2014-12-31$919,057
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$68,292
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$63,201
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$145,723
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,064,780
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$919,057
Assets. Value of participant loans2014-12-31$35,131
Total contributions received or receivable from employer(s)2014-12-31$29,777
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$6,243
2013 : SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$248,827
Expenses. Total of all expenses incurred2013-12-31$10,882
Benefits paid (including direct rollovers)2013-12-31$6,901
Total plan assets at end of year2013-12-31$919,057
Total plan assets at beginning of year2013-12-31$681,112
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$66,802
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$153,101
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$237,945
Net plan assets at end of year (total assets less liabilities)2013-12-31$919,057
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$681,112
Assets. Value of participant loans2013-12-31$31,303
Total contributions received or receivable from employer(s)2013-12-31$28,924
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3,981
2012 : SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$-314
Total income from all sources2012-12-31$168,535
Expenses. Total of all expenses incurred2012-12-31$38,038
Benefits paid (including direct rollovers)2012-12-31$27,383
Total plan assets at end of year2012-12-31$681,112
Total plan assets at beginning of year2012-12-31$550,929
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$63,171
Other income received2012-12-31$77,358
Net income (gross income less expenses)2012-12-31$130,497
Net plan assets at end of year (total assets less liabilities)2012-12-31$681,112
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$550,929
Assets. Value of participant loans2012-12-31$39,067
Total contributions received or receivable from employer(s)2012-12-31$28,006
Value of certain deemed distributions of participant loans2012-12-31$5,389
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$5,266
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$49,577
Expenses. Total of all expenses incurred2011-12-31$72,830
Benefits paid (including direct rollovers)2011-12-31$69,028
Total plan assets at end of year2011-12-31$550,929
Total plan assets at beginning of year2011-12-31$574,182
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$45,275
Other income received2011-12-31$-17,765
Net income (gross income less expenses)2011-12-31$-23,253
Net plan assets at end of year (total assets less liabilities)2011-12-31$550,929
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$574,182
Assets. Value of participant loans2011-12-31$53,865
Total contributions received or receivable from employer(s)2011-12-31$22,067
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$3,802
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$134,619
Expenses. Total of all expenses incurred2010-12-31$65,984
Benefits paid (including direct rollovers)2010-12-31$57,248
Total plan assets at end of year2010-12-31$574,182
Total plan assets at beginning of year2010-12-31$505,547
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$51,377
Other income received2010-12-31$60,254
Net income (gross income less expenses)2010-12-31$68,635
Net plan assets at end of year (total assets less liabilities)2010-12-31$574,182
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$505,547
Assets. Value of participant loans2010-12-31$18,176
Total contributions received or receivable from employer(s)2010-12-31$22,988
Value of certain deemed distributions of participant loans2010-12-31$3,085
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$5,651
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 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 SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 401(K) PLAN

2022: SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 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 planYes
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: SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 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 planYes
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: SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 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 planYes
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: SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 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 planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 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 planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 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 planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 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 planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 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 planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 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 planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 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 planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 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 planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SOUTHWEST SERVICE ADMINISTRATORS, INC. BARGAINING DIVISION 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 planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number063-70051
Policy instance 1
Insurance contract or identification number063-70051
Number of Individuals Covered231
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $45,725
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?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
Commission paid to Insurance BrokerUSD $45,725
Insurance broker organization code?7
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number063-70051
Policy instance 1
Insurance contract or identification number063-70051
Number of Individuals Covered204
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $420
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?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
Commission paid to Insurance BrokerUSD $420
Insurance broker organization code?7
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-TP_LE9S
Policy instance 1
Insurance contract or identification numberGAP-TP_LE9S
Number of Individuals Covered10
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $50
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?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
Commission paid to Insurance BrokerUSD $50
Amount paid for insurance broker fees0
Insurance broker organization code?7

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