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COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST 401k Plan overview

Plan NameCOLUMBIA HOSPITALITY 401(K) PLAN AND TRUST
Plan identification number 001

COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST Benefits

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

401k Sponsoring company profile

COLUMBIA HOSPITALITY, INC. has sponsored the creation of one or more 401k plans.

Company Name:COLUMBIA HOSPITALITY, INC.
Employer identification number (EIN):911712142
NAIC Classification:812990
NAIC Description:All Other Personal Services

Additional information about COLUMBIA HOSPITALITY, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1995-12-27
Company Identification Number: 601678522
Legal Registered Office Address: 1420 5TH AVE STE 4200

SEATTLE
United States of America (USA)
981012375

More information about COLUMBIA HOSPITALITY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DAVE WILLIAMS2023-09-06
0012021-01-01DAVE WILLIAMS2022-09-29
0012020-01-01DAVE WILLIAMS2021-07-22
0012020-01-01DAVE WILLIAMS2021-07-22
0012019-01-01DAVE WILLIAMS2020-07-29
0012018-01-01DAVE WILLIAMS2019-09-23
0012017-01-01
0012016-01-01DAVE WILLIAMS
0012015-01-01DAVE WILLIAMS
0012014-01-01DAN CROOKER
0012013-01-01BRET MATTESON
0012012-01-01BRET MATTESON
0012011-01-01BRET MATTESON
0012009-01-01BRET MATTESON

Plan Statistics for COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST

401k plan membership statisitcs for COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST

Measure Date Value
2022: COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-012,207
Total number of active participants reported on line 7a of the Form 55002022-01-011,980
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01184
Total of all active and inactive participants2022-01-012,167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012,167
Number of participants with account balances2022-01-01759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0178
2021: COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-011,829
Total number of active participants reported on line 7a of the Form 55002021-01-012,022
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01185
Total of all active and inactive participants2021-01-012,208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,208
Number of participants with account balances2021-01-01639
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0175
2020: COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-012,399
Total number of active participants reported on line 7a of the Form 55002020-01-011,626
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01154
Total of all active and inactive participants2020-01-011,780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,780
Number of participants with account balances2020-01-01515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0166
2019: COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-011,934
Total number of active participants reported on line 7a of the Form 55002019-01-012,258
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01126
Total of all active and inactive participants2019-01-012,384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,384
Number of participants with account balances2019-01-01499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0138
2018: COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-011,765
Total number of active participants reported on line 7a of the Form 55002018-01-011,829
Number of other retired or separated participants entitled to future benefits2018-01-0196
Total of all active and inactive participants2018-01-011,925
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,925
Number of participants with account balances2018-01-01421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0128
2017: COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-011,125
Total number of active participants reported on line 7a of the Form 55002017-01-011,241
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0185
Total of all active and inactive participants2017-01-011,326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,326
Number of participants with account balances2017-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-011,130
Total number of active participants reported on line 7a of the Form 55002016-01-011,032
Number of retired or separated participants receiving benefits2016-01-0113
Number of other retired or separated participants entitled to future benefits2016-01-0175
Total of all active and inactive participants2016-01-011,120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,120
Number of participants with account balances2016-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01982
Total number of active participants reported on line 7a of the Form 55002015-01-01941
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-0172
Total of all active and inactive participants2015-01-011,020
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,020
Number of participants with account balances2015-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01851
Total number of active participants reported on line 7a of the Form 55002014-01-01914
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0168
Total of all active and inactive participants2014-01-01982
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01982
Number of participants with account balances2014-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0127
2013: COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01680
Total number of active participants reported on line 7a of the Form 55002013-01-01788
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0163
Total of all active and inactive participants2013-01-01851
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01851
Number of participants with account balances2013-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0151
2012: COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01822
Total number of active participants reported on line 7a of the Form 55002012-01-01564
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01116
Total of all active and inactive participants2012-01-01680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01680
Number of participants with account balances2012-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0127
2011: COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01723
Total number of active participants reported on line 7a of the Form 55002011-01-01701
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01121
Total of all active and inactive participants2011-01-01822
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01822
Number of participants with account balances2011-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0114
2009: COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01584
Total number of active participants reported on line 7a of the Form 55002009-01-01329
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01129
Total of all active and inactive participants2009-01-01458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01458
Number of participants with account balances2009-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0122

Financial Data on COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST

Measure Date Value
2022 : COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST 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$1,346,322
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,356,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,131,681
Value of total corrective distributions2022-12-31$89,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,853,539
Value of total assets at end of year2022-12-31$20,299,477
Value of total assets at beginning of year2022-12-31$20,309,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$135,920
Total interest from all sources2022-12-31$23,731
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$629,368
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$629,368
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$2,836,095
Participant contributions at end of year2022-12-31$173,748
Participant contributions at beginning of year2022-12-31$139,497
Participant contributions at end of year2022-12-31$33,179
Participant contributions at beginning of year2022-12-31$66
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$689,126
Total non interest bearing cash at end of year2022-12-31$19,178
Total non interest bearing cash at beginning of year2022-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-10,479
Value of net assets at end of year (total assets less liabilities)2022-12-31$20,299,477
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$20,309,956
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$19,205,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$19,387,588
Interest on participant loans2022-12-31$5,697
Interest earned on other investments2022-12-31$18,034
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$847,924
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$782,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,160,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,328,318
Employer contributions (assets) at end of year2022-12-31$19,480
Employer contributions (assets) at beginning of year2022-12-31$13
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,131,681
Contract administrator fees2022-12-31$135,920
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 name2022-12-31VISSE & COMPANY, CPA'S
Accountancy firm EIN2022-12-31542088418
2021 : COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,320,084
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,457,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,279,842
Value of total corrective distributions2021-12-31$53,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,810,847
Value of total assets at end of year2021-12-31$20,309,956
Value of total assets at beginning of year2021-12-31$16,447,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$124,381
Total interest from all sources2021-12-31$24,677
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$679,049
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$679,049
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$2,048,823
Participant contributions at end of year2021-12-31$139,497
Participant contributions at beginning of year2021-12-31$85,575
Participant contributions at end of year2021-12-31$66
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$343,822
Total non interest bearing cash at end of year2021-12-31$1
Total non interest bearing cash at beginning of year2021-12-31$66
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$3,862,089
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,309,956
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,447,867
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$19,387,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,547,197
Interest on participant loans2021-12-31$6,655
Interest earned on other investments2021-12-31$18,022
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$782,791
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$815,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,805,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$418,202
Employer contributions (assets) at end of year2021-12-31$13
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,279,842
Contract administrator fees2021-12-31$124,381
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 name2021-12-31VISSE & COMPANY, CPA'S
Accountancy firm EIN2021-12-31542088418
2020 : COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST 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$4,446,964
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,587,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,317,831
Value of total corrective distributions2020-12-31$151,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,280,259
Value of total assets at end of year2020-12-31$16,447,867
Value of total assets at beginning of year2020-12-31$13,588,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$117,560
Total interest from all sources2020-12-31$25,538
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$531,690
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$531,690
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$1,584,131
Participant contributions at end of year2020-12-31$85,575
Participant contributions at beginning of year2020-12-31$121,662
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$399,321
Total non interest bearing cash at end of year2020-12-31$66
Total non interest bearing cash at beginning of year2020-12-31$8,700
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$2,859,809
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,447,867
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,588,058
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$15,547,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,795,260
Interest on participant loans2020-12-31$6,737
Interest earned on other investments2020-12-31$18,801
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$815,029
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$654,830
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,609,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$296,807
Employer contributions (assets) at beginning of year2020-12-31$7,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,317,831
Contract administrator fees2020-12-31$117,560
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 name2020-12-31VISSE & COMPANY, CPA'S
Accountancy firm EIN2020-12-31542088418
2019 : COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,780,614
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$871,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$620,042
Value of total corrective distributions2019-12-31$143,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,447,733
Value of total assets at end of year2019-12-31$13,588,058
Value of total assets at beginning of year2019-12-31$9,679,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$108,592
Total interest from all sources2019-12-31$22,797
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$327,349
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$327,349
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$1,603,541
Participant contributions at end of year2019-12-31$121,662
Participant contributions at beginning of year2019-12-31$98,855
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$143,689
Total non interest bearing cash at end of year2019-12-31$8,700
Total non interest bearing cash at beginning of year2019-12-31$3
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$3,908,777
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,588,058
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,679,281
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$12,795,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,072,970
Interest on participant loans2019-12-31$7,921
Interest earned on other investments2019-12-31$14,876
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$654,830
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$507,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,982,735
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$700,503
Employer contributions (assets) at end of year2019-12-31$7,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$620,042
Contract administrator fees2019-12-31$108,592
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 name2019-12-31VISSE & COMPANY, CPA'S
Accountancy firm EIN2019-12-31542088418
2018 : COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$1,863,891
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$573,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$492,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,483,584
Value of total assets at end of year2018-12-31$9,679,281
Value of total assets at beginning of year2018-12-31$8,388,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$80,644
Total interest from all sources2018-12-31$14,660
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$305,887
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$305,887
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$1,341,736
Participant contributions at end of year2018-12-31$98,855
Participant contributions at beginning of year2018-12-31$111,573
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$514,764
Total non interest bearing cash at end of year2018-12-31$3
Total non interest bearing cash at beginning of year2018-12-31$94,586
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$1,290,842
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,679,281
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,388,439
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,072,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,843,509
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$4,347
Interest earned on other investments2018-12-31$10,313
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$507,453
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$338,771
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-940,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$627,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$492,405
Contract administrator fees2018-12-31$80,644
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 name2018-12-31VISSE & COMPANY, CPA'S
Accountancy firm EIN2018-12-31542088418
2017 : COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST 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$3,176,693
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,178,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,158,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,894,395
Value of total assets at end of year2017-12-31$8,388,439
Value of total assets at beginning of year2017-12-31$6,390,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$19,885
Total interest from all sources2017-12-31$48,478
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$180,398
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$180,398
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 period2017-12-31Yes
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$829,819
Participant contributions at end of year2017-12-31$111,573
Participant contributions at beginning of year2017-12-31$101,478
Participant contributions at beginning of year2017-12-31$11,945
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$657,336
Total non interest bearing cash at end of year2017-12-31$94,586
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$1,998,319
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,388,439
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,390,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,843,509
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,005,002
Interest on participant loans2017-12-31$2,754
Interest earned on other investments2017-12-31$14,090
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$31,634
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$338,771
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$271,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,053,422
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$407,240
Employer contributions (assets) at beginning of year2017-12-31$154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,158,489
Contract administrator fees2017-12-31$19,885
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31VISSE & COMPANY, CPAS
Accountancy firm EIN2017-12-31542088418
2016 : COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,368,180
Total of all expenses incurred2016-12-31$691,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$652,174
Expenses. Certain deemed distributions of participant loans2016-12-31$5,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$978,900
Value of total assets at end of year2016-12-31$6,390,120
Value of total assets at beginning of year2016-12-31$5,713,850
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$34,036
Total interest from all sources2016-12-31$5,650
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$7,950
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$658,897
Participant contributions at end of year2016-12-31$101,478
Participant contributions at beginning of year2016-12-31$66,389
Participant contributions at end of year2016-12-31$11,945
Participant contributions at beginning of year2016-12-31$6,704
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$4,900
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$676,270
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,390,120
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,713,850
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$14,533
Value of interest in pooled separate accounts at end of year2016-12-31$6,005,002
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,419,812
Interest on participant loans2016-12-31$3,189
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,461
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$271,541
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$217,594
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$383,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$315,103
Employer contributions (assets) at end of year2016-12-31$154
Employer contributions (assets) at beginning of year2016-12-31$3,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$652,174
Contract administrator fees2016-12-31$11,553
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31VISSE & COMPANY, CPAS
Accountancy firm EIN2016-12-31542088418
2015 : COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,019,422
Total of all expenses incurred2015-12-31$638,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$560,524
Expenses. Certain deemed distributions of participant loans2015-12-31$231
Value of total corrective distributions2015-12-31$56,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,066,265
Value of total assets at end of year2015-12-31$5,713,850
Value of total assets at beginning of year2015-12-31$5,332,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$20,438
Total interest from all sources2015-12-31$6,393
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$724,801
Participant contributions at end of year2015-12-31$66,389
Participant contributions at beginning of year2015-12-31$26,725
Participant contributions at end of year2015-12-31$6,704
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$10,676
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$4,559
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$381,269
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,713,850
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,332,581
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$10,938
Value of interest in pooled separate accounts at end of year2015-12-31$5,419,812
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,161,845
Interest on participant loans2015-12-31$2,110
Interest earned on other investments2015-12-31$2,421
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,862
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$217,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$139,446
Net investment gain/loss from pooled separate accounts2015-12-31$-53,236
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$330,788
Employer contributions (assets) at end of year2015-12-31$3,351
Employer contributions (assets) at beginning of year2015-12-31$6
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$560,524
Contract administrator fees2015-12-31$9,500
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 name2015-12-31VISSE & COMPANY, CPAS
Accountancy firm EIN2015-12-31542088418
2014 : COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$684
Total income from all sources (including contributions)2014-12-31$1,158,069
Total of all expenses incurred2014-12-31$417,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$379,647
Expenses. Certain deemed distributions of participant loans2014-12-31$785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$858,096
Value of total assets at end of year2014-12-31$5,332,581
Value of total assets at beginning of year2014-12-31$4,592,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$36,953
Total interest from all sources2014-12-31$2,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$6,550
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$698,709
Participant contributions at end of year2014-12-31$26,725
Participant contributions at beginning of year2014-12-31$26,216
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$39,141
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$4,559
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$4,530
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$684
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$740,684
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,332,581
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,591,897
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$11,177
Value of interest in pooled separate accounts at end of year2014-12-31$5,161,845
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,474,314
Interest on participant loans2014-12-31$960
Interest earned on other investments2014-12-31$1,483
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$139,446
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$87,211
Net investment gain/loss from pooled separate accounts2014-12-31$297,530
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$120,246
Employer contributions (assets) at end of year2014-12-31$6
Employer contributions (assets) at beginning of year2014-12-31$310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$379,647
Contract administrator fees2014-12-31$19,226
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 name2014-12-31VISSE & COMPANY, CPAS
Accountancy firm EIN2014-12-31542088418
2013 : COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$684
Total income from all sources (including contributions)2013-12-31$1,381,144
Total of all expenses incurred2013-12-31$430,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$363,033
Value of total corrective distributions2013-12-31$44,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$621,698
Value of total assets at end of year2013-12-31$4,592,581
Value of total assets at beginning of year2013-12-31$3,640,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$23,062
Total interest from all sources2013-12-31$2,342
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$497,736
Participant contributions at end of year2013-12-31$26,216
Participant contributions at beginning of year2013-12-31$13,704
Participant contributions at beginning of year2013-12-31$41,787
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$801
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$4,530
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$684
Other income not declared elsewhere2013-12-31$222
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$951,018
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,591,897
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,640,879
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$11,175
Value of interest in pooled separate accounts at end of year2013-12-31$4,474,314
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,495,806
Interest on participant loans2013-12-31$637
Interest earned on other investments2013-12-31$1,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$87,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$80,593
Net investment gain/loss from pooled separate accounts2013-12-31$756,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$123,161
Employer contributions (assets) at end of year2013-12-31$310
Employer contributions (assets) at beginning of year2013-12-31$8,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$363,033
Contract administrator fees2013-12-31$11,887
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31VISSE & COMPANY
Accountancy firm EIN2013-12-31542088418
2012 : COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,075,190
Total of all expenses incurred2012-12-31$459,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$332,363
Value of total corrective distributions2012-12-31$25,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$572,071
Value of total assets at end of year2012-12-31$3,640,879
Value of total assets at beginning of year2012-12-31$3,024,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$100,705
Total interest from all sources2012-12-31$3,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$6,350
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$466,248
Participant contributions at end of year2012-12-31$13,704
Participant contributions at beginning of year2012-12-31$23,043
Participant contributions at end of year2012-12-31$41,787
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$901
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$73,615
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$616,129
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,640,879
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,024,750
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$8,315
Value of interest in pooled separate accounts at end of year2012-12-31$3,495,806
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,908,699
Interest on participant loans2012-12-31$658
Interest earned on other investments2012-12-31$2,610
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$80,593
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$93,008
Net investment gain/loss from pooled separate accounts2012-12-31$499,851
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$104,922
Employer contributions (assets) at end of year2012-12-31$8,989
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$332,363
Contract administrator fees2012-12-31$12,425
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 name2012-12-31VISSE & COMPANY
Accountancy firm EIN2012-12-31542088418
2011 : COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$459,754
Total of all expenses incurred2011-12-31$388,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$265,021
Expenses. Certain deemed distributions of participant loans2011-12-31$1,684
Value of total corrective distributions2011-12-31$35,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$526,990
Value of total assets at end of year2011-12-31$3,024,750
Value of total assets at beginning of year2011-12-31$2,953,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$85,884
Total interest from all sources2011-12-31$3,966
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$2,500
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$417,662
Participant contributions at end of year2011-12-31$23,043
Participant contributions at beginning of year2011-12-31$21,523
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$11,171
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,212
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$26,783
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$71,207
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,024,750
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,953,543
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$41,732
Value of interest in pooled separate accounts at end of year2011-12-31$2,908,699
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,830,363
Interest on participant loans2011-12-31$1,264
Interest earned on other investments2011-12-31$2,702
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$93,008
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$90,486
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-71,202
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$105,116
Employer contributions (assets) at end of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$265,021
Contract administrator fees2011-12-31$14,869
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 name2011-12-31VISSE & COMPANY
Accountancy firm EIN2011-12-31542088418
2010 : COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$708,422
Total of all expenses incurred2010-12-31$373,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$352,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$395,345
Value of total assets at end of year2010-12-31$2,953,543
Value of total assets at beginning of year2010-12-31$2,618,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$21,475
Total interest from all sources2010-12-31$4,802
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
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$383,434
Participant contributions at end of year2010-12-31$21,523
Participant contributions at beginning of year2010-12-31$34,944
Participant contributions at end of year2010-12-31$11,171
Participant contributions at beginning of year2010-12-31$13,845
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$11,911
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$334,621
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,953,543
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,618,922
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
Investment advisory and management fees2010-12-31$18,765
Value of interest in pooled separate accounts at end of year2010-12-31$2,830,363
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,452,307
Interest on participant loans2010-12-31$1,735
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3,067
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$90,486
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$117,826
Net investment gain/loss from pooled separate accounts2010-12-31$308,275
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$352,326
Contract administrator fees2010-12-31$2,710
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31VISSE & COMPANY
Accountancy firm EIN2010-12-31542088418

Form 5500 Responses for COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST

2022: COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained 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: COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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: COLUMBIA HOSPITALITY 401(K) PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811391
Policy instance 1
Insurance contract or identification number811391
Number of Individuals Covered2167
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811391
Policy instance 1
Insurance contract or identification number811391
Number of Individuals Covered2208
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811391
Policy instance 1
Insurance contract or identification number811391
Number of Individuals Covered1780
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811391
Policy instance 1
Insurance contract or identification number811391
Number of Individuals Covered2384
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811391
Policy instance 1
Insurance contract or identification number811391
Number of Individuals Covered1925
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810060
Policy instance 2
Insurance contract or identification number810060
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-06-30
Total amount of commissions paid to insurance brokerUSD $10,046
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,442
Insurance broker organization code?4
Insurance broker nameHUNNEX JAMES E & ASSOCIATES INC.
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811391
Policy instance 1
Insurance contract or identification number811391
Number of Individuals Covered1326
Insurance policy start date2017-07-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810060
Policy instance 1
Insurance contract or identification number810060
Number of Individuals Covered247
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $14,472
Total amount of fees paid to insurance companyUSD $4,599
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,095
Insurance broker organization code?4
Amount paid for insurance broker fees4599
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker nameHUNNEX AND SHOEMAKER, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810060
Policy instance 1
Insurance contract or identification number810060
Number of Individuals Covered265
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $12,248
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,248
Insurance broker organization code?4
Insurance broker nameM HOLDINGS SECURITIES, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810060
Policy instance 2
Insurance contract or identification number810060
Number of Individuals Covered204
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,454
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,454
Insurance broker organization code?4
Insurance broker nameM HOLDINGS SECURITIES, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH12698
Policy instance 1
Insurance contract or identification numberGH12698
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,627
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,627
Insurance broker organization code?3
Insurance broker nameM HOLDINGS SECURITIES, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH12698
Policy instance 1
Insurance contract or identification numberGH12698
Number of Individuals Covered250
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $8,315
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,315
Insurance broker organization code?3
Insurance broker nameM HOLDINGS SECURITIES, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH12698
Policy instance 1
Insurance contract or identification numberGH12698
Number of Individuals Covered257
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $7,453
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH12698
Policy instance 1
Insurance contract or identification numberGH12698
Number of Individuals Covered243
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6,462
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes

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