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PAY PLUS BENEFITS, INC. RETIREMENT PLAN 401k Plan overview

Plan NamePAY PLUS BENEFITS, INC. RETIREMENT PLAN
Plan identification number 333

PAY PLUS BENEFITS, INC. RETIREMENT 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.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

PAY PLUS BENEFITS INC. has sponsored the creation of one or more 401k plans.

Company Name:PAY PLUS BENEFITS INC.
Employer identification number (EIN):911498297
NAIC Classification:561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAY PLUS BENEFITS, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332022-01-01
3332021-01-01
3332020-01-01
3332019-01-01
3332018-01-01
3332017-01-01DIANA MINARD
3332016-01-01DIANA MINARD
3332015-01-01DIANA MINARD
3332014-01-01DIANA MINARD
3332013-01-01DIANA MINARD
3332012-01-01DIANA MINARD
3332011-01-01DIANA MINARD
3332009-01-01DIANA MINARD
3332009-01-01DIANA MINARD
3332009-01-01DIANA MINARD

Plan Statistics for PAY PLUS BENEFITS, INC. RETIREMENT PLAN

401k plan membership statisitcs for PAY PLUS BENEFITS, INC. RETIREMENT PLAN

Measure Date Value
2022: PAY PLUS BENEFITS, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01110
Total number of active participants reported on line 7a of the Form 55002022-01-0173
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0137
Total of all active and inactive participants2022-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01110
Number of participants with account balances2022-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PAY PLUS BENEFITS, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01175
Total number of active participants reported on line 7a of the Form 55002021-01-0177
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0133
Total of all active and inactive participants2021-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01110
Number of participants with account balances2021-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PAY PLUS BENEFITS, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01169
Total number of active participants reported on line 7a of the Form 55002020-01-01138
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0137
Total of all active and inactive participants2020-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01175
Number of participants with account balances2020-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PAY PLUS BENEFITS, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01123
Total number of active participants reported on line 7a of the Form 55002019-01-01134
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0135
Total of all active and inactive participants2019-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01169
Number of participants with account balances2019-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PAY PLUS BENEFITS, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01145
Total number of active participants reported on line 7a of the Form 55002018-01-0192
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0131
Total of all active and inactive participants2018-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01123
Number of participants with account balances2018-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PAY PLUS BENEFITS, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01143
Total number of active participants reported on line 7a of the Form 55002017-01-01102
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0143
Total of all active and inactive participants2017-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01145
Number of participants with account balances2017-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PAY PLUS BENEFITS, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01143
Total number of active participants reported on line 7a of the Form 55002016-01-01100
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0143
Total of all active and inactive participants2016-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01143
Number of participants with account balances2016-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PAY PLUS BENEFITS, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01142
Total number of active participants reported on line 7a of the Form 55002015-01-0186
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0157
Total of all active and inactive participants2015-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01143
Number of participants with account balances2015-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PAY PLUS BENEFITS, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01155
Total number of active participants reported on line 7a of the Form 55002014-01-0191
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0151
Total of all active and inactive participants2014-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01142
Number of participants with account balances2014-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PAY PLUS BENEFITS, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01226
Total number of active participants reported on line 7a of the Form 55002013-01-01113
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0142
Total of all active and inactive participants2013-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01155
Number of participants with account balances2013-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PAY PLUS BENEFITS, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01213
Total number of active participants reported on line 7a of the Form 55002012-01-01177
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0149
Total of all active and inactive participants2012-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01226
Number of participants with account balances2012-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PAY PLUS BENEFITS, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01213
Total number of active participants reported on line 7a of the Form 55002011-01-01173
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0140
Total of all active and inactive participants2011-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01213
Number of participants with account balances2011-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PAY PLUS BENEFITS, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01412
Total number of active participants reported on line 7a of the Form 55002009-01-01154
Number of other retired or separated participants entitled to future benefits2009-01-0179
Total of all active and inactive participants2009-01-01233
Total participants2009-01-01233
Number of participants with account balances2009-01-01233

Financial Data on PAY PLUS BENEFITS, INC. RETIREMENT PLAN

Measure Date Value
2022 : PAY PLUS BENEFITS, INC. RETIREMENT 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$0
Total income from all sources (including contributions)2022-12-31$-514,231
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$479,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$440,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$858,936
Value of total assets at end of year2022-12-31$7,675,124
Value of total assets at beginning of year2022-12-31$8,669,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$39,663
Total interest from all sources2022-12-31$18,505
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$99,986
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$99,986
Administrative expenses professional fees incurred2022-12-31$4,558
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$682,542
Participant contributions at end of year2022-12-31$60,507
Participant contributions at beginning of year2022-12-31$56,141
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$21,127
Other income not declared elsewhere2022-12-31$1,367
Administrative expenses (other) incurred2022-12-31$1,391
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-993,911
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,675,124
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,669,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$19,419
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,272,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,450,917
Interest on participant loans2022-12-31$3,195
Interest earned on other investments2022-12-31$15,310
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,342,266
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,161,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,493,025
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$155,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$440,017
Contract administrator fees2022-12-31$14,295
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 name2022-12-31NORTHWEST CPA GROUP PLLC
Accountancy firm EIN2022-12-31562382653
2021 : PAY PLUS BENEFITS, INC. RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$7,393,117
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,534,555
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$177,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$120,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,056,258
Value of total assets at end of year2021-12-31$8,669,035
Value of total assets at beginning of year2021-12-31$13,704,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$57,264
Total interest from all sources2021-12-31$17,940
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$120,193
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$120,193
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$849,202
Participant contributions at end of year2021-12-31$56,141
Participant contributions at beginning of year2021-12-31$142,633
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$16,348
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$61,913
Other income not declared elsewhere2021-12-31$-1
Administrative expenses (other) incurred2021-12-31$57,264
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$2,357,166
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,669,035
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,704,986
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$7,450,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,960,479
Interest on participant loans2021-12-31$4,492
Interest earned on other investments2021-12-31$13,448
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,161,977
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,581,233
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,340,165
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$145,143
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$4,293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$120,125
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 name2021-12-31NORTHWEST CPA GROUP PLLC
Accountancy firm EIN2021-12-31562382653
2020 : PAY PLUS BENEFITS, INC. RETIREMENT 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$3,576,702
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$814,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$751,770
Value of total corrective distributions2020-12-31$3,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,879,711
Value of total assets at end of year2020-12-31$13,704,986
Value of total assets at beginning of year2020-12-31$10,942,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$58,484
Total interest from all sources2020-12-31$29,032
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$163,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$163,861
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,508,296
Participant contributions at end of year2020-12-31$142,633
Participant contributions at beginning of year2020-12-31$121,276
Participant contributions at end of year2020-12-31$16,348
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$50,013
Administrative expenses (other) incurred2020-12-31$58,484
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$2,762,549
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,704,986
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,942,437
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$11,960,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,246,579
Interest on participant loans2020-12-31$9,887
Interest earned on other investments2020-12-31$19,145
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,581,233
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,574,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,504,098
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$321,402
Employer contributions (assets) at end of year2020-12-31$4,293
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$751,770
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 name2020-12-31OSWALT TEEL AND FRANKLIN
Accountancy firm EIN2020-12-31911312617
2019 : PAY PLUS BENEFITS, INC. RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$1,203,131
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,042,272
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$607,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$534,695
Value of total corrective distributions2019-12-31$2,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,373,036
Value of total assets at end of year2019-12-31$10,942,437
Value of total assets at beginning of year2019-12-31$6,304,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$71,010
Total interest from all sources2019-12-31$26,101
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$159,300
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$159,300
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,293,992
Participant contributions at end of year2019-12-31$121,276
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$796,569
Other income not declared elsewhere2019-12-31$16,947
Administrative expenses (other) incurred2019-12-31$71,010
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$3,434,527
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,942,437
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,304,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,246,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,173,063
Interest on participant loans2019-12-31$5,373
Interest earned on other investments2019-12-31$20,728
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,574,582
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,131,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,466,888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$282,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$534,695
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31OSWALT TEEL AND FRANKLIN
Accountancy firm EIN2019-12-31911312617
2018 : PAY PLUS BENEFITS, INC. RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$2,994,608
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
Total income from all sources (including contributions)2018-12-31$1,360,073
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$734,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$666,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,798,783
Value of total assets at end of year2018-12-31$6,304,779
Value of total assets at beginning of year2018-12-31$8,673,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$67,659
Total interest from all sources2018-12-31$12,474
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$107,348
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$107,348
Administrative expenses professional fees incurred2018-12-31$27,069
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$683,425
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$100
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$891,253
Other income not declared elsewhere2018-12-31$20,264
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
Value of net income/loss2018-12-31$625,802
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,304,779
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,673,585
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
Investment advisory and management fees2018-12-31$16,284
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,173,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,349,067
Interest earned on other investments2018-12-31$12,474
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,131,716
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,324,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-578,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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
Contributions received in cash from employer2018-12-31$224,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$666,612
Contract administrator fees2018-12-31$24,306
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
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 name2018-12-31OSWALT TEEL AND FRANKLIN
Accountancy firm EIN2018-12-31911312617
2017 : PAY PLUS BENEFITS, INC. RETIREMENT 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$2,591,488
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,328,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,251,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,360,105
Value of total assets at end of year2017-12-31$8,673,585
Value of total assets at beginning of year2017-12-31$7,410,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$77,221
Total interest from all sources2017-12-31$14,026
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$129,803
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$129,803
Administrative expenses professional fees incurred2017-12-31$30,192
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$1,011,697
Participant contributions at end of year2017-12-31$100
Participant contributions at beginning of year2017-12-31$21,601
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,706
Other income not declared elsewhere2017-12-31$62,083
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$1,263,059
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,673,585
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,410,526
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
Investment advisory and management fees2017-12-31$19,417
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,349,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,473,531
Interest earned on other investments2017-12-31$14,026
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,324,418
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$907,965
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,025,471
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$342,702
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$7,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,251,208
Contract administrator fees2017-12-31$27,612
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 name2017-12-31OSWALT TEEL AND FRANKLIN
Accountancy firm EIN2017-12-31911312617
2016 : PAY PLUS BENEFITS, INC. RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$705,680
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$1,851,377
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$847,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$775,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,314,833
Value of total assets at end of year2016-12-31$7,410,526
Value of total assets at beginning of year2016-12-31$7,111,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$72,057
Total interest from all sources2016-12-31$11,507
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$92,604
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$92,604
Administrative expenses professional fees incurred2016-12-31$28,082
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$991,614
Participant contributions at end of year2016-12-31$21,601
Participant contributions at beginning of year2016-12-31$13,126
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$23,664
Other income not declared elsewhere2016-12-31$148,535
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$1,004,213
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,410,526
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,111,993
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
Investment advisory and management fees2016-12-31$18,161
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,473,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,359,572
Interest earned on other investments2016-12-31$11,507
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$907,965
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$733,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$283,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$299,555
Employer contributions (assets) at end of year2016-12-31$7,429
Employer contributions (assets) at beginning of year2016-12-31$5,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$775,107
Contract administrator fees2016-12-31$25,814
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 name2016-12-31OSWALT TEEL AND FRANKLIN
Accountancy firm EIN2016-12-31911312617
2015 : PAY PLUS BENEFITS, INC. RETIREMENT 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$936,517
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,399,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,327,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$989,335
Value of total assets at end of year2015-12-31$7,111,993
Value of total assets at beginning of year2015-12-31$7,575,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$72,537
Total interest from all sources2015-12-31$9,668
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$93,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$93,504
Administrative expenses professional fees incurred2015-12-31$27,885
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$698,996
Participant contributions at end of year2015-12-31$13,126
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$17,468
Other income not declared elsewhere2015-12-31$293,974
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-463,079
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,111,993
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,575,072
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
Investment advisory and management fees2015-12-31$18,414
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,359,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,948,717
Interest earned on other investments2015-12-31$9,668
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$733,697
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$626,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-449,964
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$272,871
Employer contributions (assets) at end of year2015-12-31$5,598
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,327,059
Contract administrator fees2015-12-31$26,238
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 name2015-12-31OSWALT TEEL AND FRANKLIN
Accountancy firm EIN2015-12-31911312617
2014 : PAY PLUS BENEFITS, INC. RETIREMENT 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$1,430,667
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$955,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$883,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$954,656
Value of total assets at end of year2014-12-31$7,575,072
Value of total assets at beginning of year2014-12-31$7,099,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$71,917
Total interest from all sources2014-12-31$9,655
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$78,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$78,586
Administrative expenses professional fees incurred2014-12-31$27,878
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$681,100
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$3,641
Other income not declared elsewhere2014-12-31$353,011
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$475,506
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,575,072
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,099,566
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
Investment advisory and management fees2014-12-31$18,154
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,948,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,483,268
Interest earned on other investments2014-12-31$9,655
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$626,355
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$610,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$34,759
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$273,556
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$2,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$883,244
Contract administrator fees2014-12-31$25,885
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 name2014-12-31OSWALT TEEL AND FRANKLIN
Accountancy firm EIN2014-12-31911312617
2013 : PAY PLUS BENEFITS, INC. RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$1,601,740
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$0
Total income from all sources (including contributions)2013-12-31$2,840,081
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,032,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,953,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,368,011
Value of total assets at end of year2013-12-31$7,099,566
Value of total assets at beginning of year2013-12-31$7,893,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$78,867
Total interest from all sources2013-12-31$16,319
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$81,454
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$81,454
Administrative expenses professional fees incurred2013-12-31$29,620
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$897,728
Participant contributions at end of year2013-12-31$3,641
Participant contributions at beginning of year2013-12-31$3,835
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$72,017
Other income not declared elsewhere2013-12-31$183,840
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$807,673
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,099,566
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,893,633
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
Investment advisory and management fees2013-12-31$20,319
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,483,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,719,024
Interest earned on other investments2013-12-31$16,319
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$610,074
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,166,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,190,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$398,266
Employer contributions (assets) at end of year2013-12-31$2,583
Employer contributions (assets) at beginning of year2013-12-31$3,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,953,541
Contract administrator fees2013-12-31$28,928
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 name2013-12-31OSWALT TEEL AND FRANKLIN
Accountancy firm EIN2013-12-31911312617
2012 : PAY PLUS BENEFITS, INC. RETIREMENT 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,373,757
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,262,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,189,335
Value of total corrective distributions2012-12-31$3,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,554,371
Value of total assets at end of year2012-12-31$7,893,633
Value of total assets at beginning of year2012-12-31$6,782,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$70,322
Total interest from all sources2012-12-31$27,555
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$112,538
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$112,538
Administrative expenses professional fees incurred2012-12-31$25,939
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$1,047,258
Participant contributions at end of year2012-12-31$3,835
Participant contributions at beginning of year2012-12-31$8,002
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$62,405
Other income not declared elsewhere2012-12-31$130,946
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$1,110,842
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,893,633
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,782,791
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
Investment advisory and management fees2012-12-31$18,270
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,719,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,537,796
Interest earned on other investments2012-12-31$27,555
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,166,802
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,232,190
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$548,347
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$444,708
Employer contributions (assets) at end of year2012-12-31$3,972
Employer contributions (assets) at beginning of year2012-12-31$4,803
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,189,335
Contract administrator fees2012-12-31$26,113
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 name2012-12-31OSWALT TEEL AND FRANKLIN
Accountancy firm EIN2012-12-31911312617
2011 : PAY PLUS BENEFITS, INC. RETIREMENT 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,424,808
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,209,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,142,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,489,544
Value of total assets at end of year2011-12-31$6,782,791
Value of total assets at beginning of year2011-12-31$6,567,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$66,816
Total interest from all sources2011-12-31$15,027
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$78,987
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$78,987
Administrative expenses professional fees incurred2011-12-31$27,284
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$992,375
Participant contributions at end of year2011-12-31$8,002
Participant contributions at beginning of year2011-12-31$5,851
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$72,148
Other income not declared elsewhere2011-12-31$131,531
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$215,787
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,782,791
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,567,004
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
Investment advisory and management fees2011-12-31$11,348
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,537,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,117,884
Interest earned on other investments2011-12-31$15,027
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$437,244
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,232,190
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-294,545
Net investment gain or loss from common/collective trusts2011-12-31$4,264
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$425,021
Employer contributions (assets) at end of year2011-12-31$4,803
Employer contributions (assets) at beginning of year2011-12-31$6,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,142,205
Contract administrator fees2011-12-31$28,184
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 name2011-12-31OSWALT TEEL AND FRANKLIN
Accountancy firm EIN2011-12-31911312617
2010 : PAY PLUS BENEFITS, INC. RETIREMENT PLAN 2010 401k financial data
Total transfer of assets from this plan2010-12-31$1,509,989
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$22,151
Total income from all sources (including contributions)2010-12-31$1,813,128
Total of all expenses incurred2010-12-31$198,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$123,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,167,508
Value of total assets at end of year2010-12-31$6,567,004
Value of total assets at beginning of year2010-12-31$6,484,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$75,250
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$150,825
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$150,825
Administrative expenses professional fees incurred2010-12-31$43,252
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$802,150
Participant contributions at end of year2010-12-31$5,851
Participant contributions at beginning of year2010-12-31$15,845
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$14,494
Administrative expenses (other) incurred2010-12-31$31,998
Liabilities. Value of operating payables at beginning of year2010-12-31$22,151
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$1,614,821
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,567,004
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,462,172
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$6,117,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,207,991
Value of interest in common/collective trusts at end of year2010-12-31$437,244
Value of interest in common/collective trusts at beginning of year2010-12-31$226,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$494,795
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$350,864
Employer contributions (assets) at end of year2010-12-31$6,025
Employer contributions (assets) at beginning of year2010-12-31$33,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$123,057
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31OSWALT TEEL AND FRANKLIN
Accountancy firm EIN2010-12-31911312617

Form 5500 Responses for PAY PLUS BENEFITS, INC. RETIREMENT PLAN

2022: PAY PLUS BENEFITS, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PAY PLUS BENEFITS, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PAY PLUS BENEFITS, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PAY PLUS BENEFITS, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PAY PLUS BENEFITS, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01First time form 5500 has been submittedYes
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 planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PAY PLUS BENEFITS, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple 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: PAY PLUS BENEFITS, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple 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: PAY PLUS BENEFITS, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple 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: PAY PLUS BENEFITS, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple 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: PAY PLUS BENEFITS, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple 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: PAY PLUS BENEFITS, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple 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: PAY PLUS BENEFITS, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple 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
2009: PAY PLUS BENEFITS, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedYes
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040686
Policy instance 1
Insurance contract or identification number040686
Number of Individuals Covered110
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040686
Policy instance 1
Insurance contract or identification number040686
Number of Individuals Covered110
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040686
Policy instance 1
Insurance contract or identification number040686
Number of Individuals Covered175
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040686
Policy instance 1
Insurance contract or identification number040686
Number of Individuals Covered169
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040686
Policy instance 1
Insurance contract or identification number040686
Number of Individuals Covered145
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040686
Policy instance 1
Insurance contract or identification number040686
Number of Individuals Covered143
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040686
Policy instance 1
Insurance contract or identification number040686
Number of Individuals Covered142
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040686
Policy instance 1
Insurance contract or identification number040686
Number of Individuals Covered155
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040686
Policy instance 1
Insurance contract or identification number040686
Number of Individuals Covered226
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040686
Policy instance 1
Insurance contract or identification number040686
Number of Individuals Covered213
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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

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