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MCCORMICK BARSTOW 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameMCCORMICK BARSTOW 401(K) RETIREMENT PLAN
Plan identification number 005

MCCORMICK BARSTOW 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

MCCORMICK, BARSTOW, SHEPPARD, WAYTE & CARRUTH LLP has sponsored the creation of one or more 401k plans.

Company Name:MCCORMICK, BARSTOW, SHEPPARD, WAYTE & CARRUTH LLP
Employer identification number (EIN):941262506
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCCORMICK BARSTOW 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01KENNETH A. BALDWIN2023-10-09 KENNETH A. BALDWIN2023-10-09
0052021-01-01KENNETH A. BALDWIN2022-10-12 KENNETH A. BALDWIN2022-10-12
0052020-01-01KENNETH A. BALDWIN2021-10-12 KENNETH A. BALDWIN2021-10-12
0052019-01-01KENNETH A. BALDWIN2020-10-15
0052018-01-01KENNETH A. BALDWIN2019-10-08
0052017-01-01
0052016-01-01
0052015-01-01
0052014-01-01KENNETH A. BALDWIN
0052013-01-01ROBERT SULLIVAN
0052012-01-01ROBERT SULLIVAN
0052011-01-01ROBERT SULLIVAN
0052010-01-01JEFF LARSEN
0052009-01-01ROBERT SULLIVAN ROBERT SULLIVAN2010-10-14
0052009-01-01ROBERT SULLIVAN ROBERT SULLIVAN2010-11-04

Plan Statistics for MCCORMICK BARSTOW 401(K) RETIREMENT PLAN

401k plan membership statisitcs for MCCORMICK BARSTOW 401(K) RETIREMENT PLAN

Measure Date Value
2022: MCCORMICK BARSTOW 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01289
Total number of active participants reported on line 7a of the Form 55002022-01-01147
Number of retired or separated participants receiving benefits2022-01-0116
Number of other retired or separated participants entitled to future benefits2022-01-01119
Total of all active and inactive participants2022-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01282
Number of participants with account balances2022-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0119
2021: MCCORMICK BARSTOW 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01293
Total number of active participants reported on line 7a of the Form 55002021-01-01153
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-01114
Total of all active and inactive participants2021-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01274
Number of participants with account balances2021-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0124
2020: MCCORMICK BARSTOW 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01279
Total number of active participants reported on line 7a of the Form 55002020-01-01172
Number of retired or separated participants receiving benefits2020-01-01103
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01279
Number of participants with account balances2020-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0118
2019: MCCORMICK BARSTOW 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01272
Total number of active participants reported on line 7a of the Form 55002019-01-01174
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0188
Total of all active and inactive participants2019-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01265
Number of participants with account balances2019-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: MCCORMICK BARSTOW 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01256
Total number of active participants reported on line 7a of the Form 55002018-01-01154
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0182
Total participants2018-01-01239
Number of participants with account balances2018-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: MCCORMICK BARSTOW 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01255
Total number of active participants reported on line 7a of the Form 55002017-01-01165
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0175
Total of all active and inactive participants2017-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01241
Number of participants with account balances2017-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: MCCORMICK BARSTOW 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01265
Total number of active participants reported on line 7a of the Form 55002016-01-01164
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0184
Total of all active and inactive participants2016-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01249
Number of participants with account balances2016-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: MCCORMICK BARSTOW 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01279
Total number of active participants reported on line 7a of the Form 55002015-01-01172
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0176
Total of all active and inactive participants2015-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01249
Number of participants with account balances2015-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: MCCORMICK BARSTOW 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01294
Total number of active participants reported on line 7a of the Form 55002014-01-01188
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0183
Total of all active and inactive participants2014-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01271
Number of participants with account balances2014-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0114
2013: MCCORMICK BARSTOW 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01296
Total number of active participants reported on line 7a of the Form 55002013-01-01202
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0182
Total of all active and inactive participants2013-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01284
Number of participants with account balances2013-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110
2012: MCCORMICK BARSTOW 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01299
Total number of active participants reported on line 7a of the Form 55002012-01-01205
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0178
Total of all active and inactive participants2012-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01283
Number of participants with account balances2012-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0113
2011: MCCORMICK BARSTOW 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01306
Total number of active participants reported on line 7a of the Form 55002011-01-01216
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0175
Total of all active and inactive participants2011-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01291
Number of participants with account balances2011-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0114
2010: MCCORMICK BARSTOW 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01297
Total number of active participants reported on line 7a of the Form 55002010-01-01223
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0166
Total of all active and inactive participants2010-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01289
Number of participants with account balances2010-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0117
2009: MCCORMICK BARSTOW 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01244
Total number of active participants reported on line 7a of the Form 55002009-01-01197
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0154
Total of all active and inactive participants2009-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01251
Number of participants with account balances2009-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on MCCORMICK BARSTOW 401(K) RETIREMENT PLAN

Measure Date Value
2022 : MCCORMICK BARSTOW 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-14,951,924
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$18,786,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$18,433,837
Expenses. Certain deemed distributions of participant loans2022-12-31$26,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,630,701
Value of total assets at end of year2022-12-31$85,140,406
Value of total assets at beginning of year2022-12-31$118,878,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$326,441
Total interest from all sources2022-12-31$48,279
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,343,262
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$2,343,262
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$1,334,502
Participant contributions at end of year2022-12-31$510,064
Participant contributions at beginning of year2022-12-31$675,044
Participant contributions at end of year2022-12-31$247,819
Participant contributions at beginning of year2022-12-31$10,012
Assets. Other investments not covered elsewhere at end of year2022-12-31$39,538,611
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$64,643,312
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$866
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$866
Assets. Loans (other than to participants) at end of year2022-12-31$233,071
Assets. Loans (other than to participants) at beginning of year2022-12-31$233,071
Other income not declared elsewhere2022-12-31$-10,331,222
Administrative expenses (other) incurred2022-12-31$11,529
Total non interest bearing cash at end of year2022-12-31$22,916
Total non interest bearing cash at beginning of year2022-12-31$134,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-33,738,214
Value of net assets at end of year (total assets less liabilities)2022-12-31$85,140,406
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$118,878,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$270,489
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$40,488,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$47,753,500
Interest on participant loans2022-12-31$38,146
Income. Interest from loans (other than to participants)2022-12-31$10,133
Value of interest in common/collective trusts at end of year2022-12-31$4,098,090
Value of interest in common/collective trusts at beginning of year2022-12-31$5,233,895
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,709,075
Net investment gain or loss from common/collective trusts2022-12-31$66,131
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$2,296,199
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$194,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$18,433,837
Contract administrator fees2022-12-31$44,423
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 name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : MCCORMICK BARSTOW 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$19,958,450
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$17,124,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$16,702,968
Expenses. Certain deemed distributions of participant loans2021-12-31$12,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,613,337
Value of total assets at end of year2021-12-31$118,878,620
Value of total assets at beginning of year2021-12-31$116,044,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$408,784
Total interest from all sources2021-12-31$123,228
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$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$1,254,611
Participant contributions at end of year2021-12-31$675,044
Participant contributions at beginning of year2021-12-31$767,667
Participant contributions at end of year2021-12-31$10,012
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$64,643,312
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$68,548,557
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$430
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$866
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$233,071
Assets. Loans (other than to participants) at beginning of year2021-12-31$222,937
Other income not declared elsewhere2021-12-31$10,539,266
Administrative expenses (other) incurred2021-12-31$8,900
Total non interest bearing cash at end of year2021-12-31$134,463
Total non interest bearing cash at beginning of year2021-12-31$128,465
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,833,771
Value of net assets at end of year (total assets less liabilities)2021-12-31$118,878,620
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$116,044,849
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
Investment advisory and management fees2021-12-31$374,577
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$47,753,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$40,373,379
Interest on participant loans2021-12-31$43,715
Income. Interest from loans (other than to participants)2021-12-31$10,134
Interest earned on other investments2021-12-31$69,379
Value of interest in common/collective trusts at end of year2021-12-31$5,233,895
Value of interest in common/collective trusts at beginning of year2021-12-31$5,539,999
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,682,619
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$2,358,296
Employer contributions (assets) at end of year2021-12-31$194,457
Employer contributions (assets) at beginning of year2021-12-31$463,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$16,702,968
Contract administrator fees2021-12-31$25,307
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 name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : MCCORMICK BARSTOW 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$18,990,000
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,604,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,288,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,080,225
Value of total assets at end of year2020-12-31$116,044,849
Value of total assets at beginning of year2020-12-31$100,659,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$316,623
Total interest from all sources2020-12-31$59,037
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$1,665
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$1,263,872
Participant contributions at end of year2020-12-31$767,667
Participant contributions at beginning of year2020-12-31$810,231
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$25,920
Assets. Other investments not covered elsewhere at end of year2020-12-31$68,548,557
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$61,422,382
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$462,060
Assets. Loans (other than to participants) at end of year2020-12-31$222,937
Assets. Loans (other than to participants) at beginning of year2020-12-31$212,804
Other income not declared elsewhere2020-12-31$7,597,360
Administrative expenses (other) incurred2020-12-31$13,025
Total non interest bearing cash at end of year2020-12-31$128,465
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$15,385,299
Value of net assets at end of year (total assets less liabilities)2020-12-31$116,044,849
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$100,659,550
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
Investment advisory and management fees2020-12-31$266,303
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$40,373,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$33,963,440
Interest on participant loans2020-12-31$48,904
Income. Interest from loans (other than to participants)2020-12-31$10,133
Value of interest in common/collective trusts at end of year2020-12-31$5,539,999
Value of interest in common/collective trusts at beginning of year2020-12-31$4,019,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,169,395
Net investment gain or loss from common/collective trusts2020-12-31$83,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,354,293
Employer contributions (assets) at end of year2020-12-31$463,845
Employer contributions (assets) at beginning of year2020-12-31$205,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,288,078
Contract administrator fees2020-12-31$35,630
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 name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : MCCORMICK BARSTOW 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$12,672
Total transfer of assets to this plan2019-12-31$12,672
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$20,503,872
Total income from all sources (including contributions)2019-12-31$20,503,872
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,449,808
Total of all expenses incurred2019-12-31$2,449,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,092,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,092,632
Expenses. Certain deemed distributions of participant loans2019-12-31$14,526
Expenses. Certain deemed distributions of participant loans2019-12-31$14,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,521,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,521,707
Value of total assets at end of year2019-12-31$100,659,550
Value of total assets at end of year2019-12-31$100,659,550
Value of total assets at beginning of year2019-12-31$82,592,814
Value of total assets at beginning of year2019-12-31$82,592,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$342,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$342,650
Total interest from all sources2019-12-31$61,064
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$832,929
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$832,929
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
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$1,115,978
Contributions received from participants2019-12-31$1,115,978
Participant contributions at end of year2019-12-31$810,231
Participant contributions at end of year2019-12-31$810,231
Participant contributions at beginning of year2019-12-31$846,284
Participant contributions at beginning of year2019-12-31$846,284
Participant contributions at end of year2019-12-31$25,920
Participant contributions at end of year2019-12-31$25,920
Participant contributions at beginning of year2019-12-31$98,995
Participant contributions at beginning of year2019-12-31$98,995
Assets. Other investments not covered elsewhere at end of year2019-12-31$61,422,382
Assets. Other investments not covered elsewhere at end of year2019-12-31$61,422,382
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$49,205,827
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$49,205,827
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,239,865
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,239,865
Assets. Loans (other than to participants) at end of year2019-12-31$212,804
Assets. Loans (other than to participants) at end of year2019-12-31$212,804
Assets. Loans (other than to participants) at beginning of year2019-12-31$202,670
Assets. Loans (other than to participants) at beginning of year2019-12-31$202,670
Other income not declared elsewhere2019-12-31$11,235,564
Other income not declared elsewhere2019-12-31$11,235,564
Administrative expenses (other) incurred2019-12-31$342,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$18,054,064
Value of net income/loss2019-12-31$18,054,064
Value of net assets at end of year (total assets less liabilities)2019-12-31$100,659,550
Value of net assets at end of year (total assets less liabilities)2019-12-31$100,659,550
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$82,592,814
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$82,592,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any 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$33,963,440
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$33,963,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$27,525,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$27,525,202
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$874,917
Value of interest in pooled separate accounts at beginning of year2019-12-31$874,917
Interest on participant loans2019-12-31$50,931
Income. Interest from loans (other than to participants)2019-12-31$10,133
Income. Interest from loans (other than to participants)2019-12-31$10,133
Value of interest in common/collective trusts at end of year2019-12-31$4,019,558
Value of interest in common/collective trusts at end of year2019-12-31$4,019,558
Value of interest in common/collective trusts at beginning of year2019-12-31$3,706,653
Value of interest in common/collective trusts at beginning of year2019-12-31$3,706,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,779,120
Net investment gain or loss from common/collective trusts2019-12-31$73,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,165,864
Contributions received in cash from employer2019-12-31$2,165,864
Employer contributions (assets) at end of year2019-12-31$205,215
Employer contributions (assets) at end of year2019-12-31$205,215
Employer contributions (assets) at beginning of year2019-12-31$132,266
Employer contributions (assets) at beginning of year2019-12-31$132,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,092,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,092,632
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
2018 : MCCORMICK BARSTOW 401(K) RETIREMENT PLAN 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$0
Total income from all sources (including contributions)2018-12-31$-153,019
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,377,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,020,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,466,900
Value of total assets at end of year2018-12-31$82,592,814
Value of total assets at beginning of year2018-12-31$90,123,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$356,961
Total interest from all sources2018-12-31$241,633
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,262,529
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$2,262,529
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$1,066,183
Participant contributions at end of year2018-12-31$846,284
Participant contributions at beginning of year2018-12-31$965,052
Participant contributions at end of year2018-12-31$98,995
Participant contributions at beginning of year2018-12-31$59,322
Assets. Other investments not covered elsewhere at end of year2018-12-31$49,205,827
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$55,292,021
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$306,360
Assets. Loans (other than to participants) at end of year2018-12-31$202,670
Assets. Loans (other than to participants) at beginning of year2018-12-31$386,346
Administrative expenses (other) incurred2018-12-31$356,961
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,530,898
Value of net assets at end of year (total assets less liabilities)2018-12-31$82,592,814
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$90,123,712
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$27,525,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$28,798,887
Value of interest in pooled separate accounts at end of year2018-12-31$874,917
Value of interest in pooled separate accounts at beginning of year2018-12-31$836,349
Interest on participant loans2018-12-31$47,823
Income. Interest from loans (other than to participants)2018-12-31$193,810
Value of interest in common/collective trusts at end of year2018-12-31$3,706,653
Value of interest in common/collective trusts at beginning of year2018-12-31$3,624,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,127,658
Net investment gain/loss from pooled separate accounts2018-12-31$-56,853
Net investment gain or loss from common/collective trusts2018-12-31$60,430
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$2,094,357
Employer contributions (assets) at end of year2018-12-31$132,266
Employer contributions (assets) at beginning of year2018-12-31$161,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,020,918
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 name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : MCCORMICK BARSTOW 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$15,327,834
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,800,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,392,024
Value of total corrective distributions2017-12-31$13,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,283,217
Value of total assets at end of year2017-12-31$90,123,712
Value of total assets at beginning of year2017-12-31$81,596,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$395,176
Total interest from all sources2017-12-31$68,016
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,655,308
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$1,655,308
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,261,164
Participant contributions at end of year2017-12-31$965,052
Participant contributions at beginning of year2017-12-31$1,060,075
Participant contributions at end of year2017-12-31$59,322
Participant contributions at beginning of year2017-12-31$44,448
Assets. Other investments not covered elsewhere at end of year2017-12-31$55,292,021
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$51,497,802
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$29,904
Assets. Loans (other than to participants) at end of year2017-12-31$386,346
Assets. Loans (other than to participants) at beginning of year2017-12-31$376,213
Other income not declared elsewhere2017-12-31$7,533,904
Administrative expenses (other) incurred2017-12-31$395,176
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$8,527,610
Value of net assets at end of year (total assets less liabilities)2017-12-31$90,123,712
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$81,596,102
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$28,798,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$24,151,005
Value of interest in pooled separate accounts at end of year2017-12-31$836,349
Value of interest in pooled separate accounts at beginning of year2017-12-31$624,621
Interest on participant loans2017-12-31$57,883
Income. Interest from loans (other than to participants)2017-12-31$10,133
Value of interest in common/collective trusts at end of year2017-12-31$3,624,057
Value of interest in common/collective trusts at beginning of year2017-12-31$3,692,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,539,190
Net investment gain/loss from pooled separate accounts2017-12-31$199,468
Net investment gain or loss from common/collective trusts2017-12-31$48,731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$992,149
Employer contributions (assets) at end of year2017-12-31$161,678
Employer contributions (assets) at beginning of year2017-12-31$149,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,392,024
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 name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : MCCORMICK BARSTOW 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$9,757,081
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,273,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,884,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,776,594
Value of total assets at end of year2016-12-31$81,596,102
Value of total assets at beginning of year2016-12-31$75,112,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$388,452
Total interest from all sources2016-12-31$68,661
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$986,277
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$986,277
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,589,537
Participant contributions at end of year2016-12-31$1,060,075
Participant contributions at beginning of year2016-12-31$1,073,129
Participant contributions at end of year2016-12-31$44,448
Participant contributions at beginning of year2016-12-31$4,930
Assets. Other investments not covered elsewhere at end of year2016-12-31$51,497,802
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$47,159,780
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$275,657
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$376,213
Assets. Loans (other than to participants) at beginning of year2016-12-31$366,079
Administrative expenses (other) incurred2016-12-31$388,452
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$6,483,735
Value of net assets at end of year (total assets less liabilities)2016-12-31$81,596,102
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$75,112,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$24,151,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$21,927,420
Value of interest in pooled separate accounts at end of year2016-12-31$624,621
Value of interest in pooled separate accounts at beginning of year2016-12-31$573,329
Interest on participant loans2016-12-31$58,528
Income. Interest from loans (other than to participants)2016-12-31$10,133
Value of interest in common/collective trusts at end of year2016-12-31$3,692,672
Value of interest in common/collective trusts at beginning of year2016-12-31$3,765,562
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,828,082
Net investment gain/loss from pooled separate accounts2016-12-31$51,292
Net investment gain or loss from common/collective trusts2016-12-31$46,175
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$911,400
Employer contributions (assets) at end of year2016-12-31$149,266
Employer contributions (assets) at beginning of year2016-12-31$242,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,884,894
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 name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : MCCORMICK BARSTOW 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,088,299
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,845,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,437,520
Expenses. Certain deemed distributions of participant loans2015-12-31$19,835
Value of total corrective distributions2015-12-31$41
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,758,925
Value of total assets at end of year2015-12-31$75,112,367
Value of total assets at beginning of year2015-12-31$76,869,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$388,407
Total interest from all sources2015-12-31$65,173
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,250,104
Participant contributions at end of year2015-12-31$1,073,129
Participant contributions at beginning of year2015-12-31$920,194
Participant contributions at end of year2015-12-31$4,930
Participant contributions at beginning of year2015-12-31$27,263
Assets. Other investments not covered elsewhere at end of year2015-12-31$47,159,780
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$48,142,398
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$275,949
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$366,079
Assets. Loans (other than to participants) at beginning of year2015-12-31$355,945
Other income not declared elsewhere2015-12-31$-735,019
Administrative expenses (other) incurred2015-12-31$388,407
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,757,504
Value of net assets at end of year (total assets less liabilities)2015-12-31$75,112,367
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$76,869,871
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$21,927,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$22,589,948
Value of interest in pooled separate accounts at end of year2015-12-31$573,329
Value of interest in pooled separate accounts at beginning of year2015-12-31$589,992
Interest on participant loans2015-12-31$55,040
Income. Interest from loans (other than to participants)2015-12-31$10,133
Value of interest in common/collective trusts at end of year2015-12-31$3,765,562
Value of interest in common/collective trusts at beginning of year2015-12-31$4,037,605
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,041,876
Net investment gain or loss from common/collective trusts2015-12-31$41,096
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$2,232,872
Employer contributions (assets) at end of year2015-12-31$242,138
Employer contributions (assets) at beginning of year2015-12-31$206,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,437,520
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 name2015-12-31MORSE WITTWER SAMPSON, LLP
Accountancy firm EIN2015-12-31262521787
2014 : MCCORMICK BARSTOW 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$7,887,687
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,161,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,719,654
Expenses. Certain deemed distributions of participant loans2014-12-31$86,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,699,422
Value of total assets at end of year2014-12-31$76,869,871
Value of total assets at beginning of year2014-12-31$73,143,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$355,109
Total interest from all sources2014-12-31$70,903
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,354,577
Participant contributions at end of year2014-12-31$920,194
Participant contributions at beginning of year2014-12-31$1,145,563
Participant contributions at end of year2014-12-31$27,263
Participant contributions at beginning of year2014-12-31$40
Assets. Other investments not covered elsewhere at end of year2014-12-31$48,142,398
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$46,613,533
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$20,874
Assets. Loans (other than to participants) at end of year2014-12-31$355,945
Assets. Loans (other than to participants) at beginning of year2014-12-31$345,812
Other income not declared elsewhere2014-12-31$2,877,029
Administrative expenses (other) incurred2014-12-31$355,109
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$3,726,622
Value of net assets at end of year (total assets less liabilities)2014-12-31$76,869,871
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$73,143,249
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$22,589,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$20,605,453
Value of interest in pooled separate accounts at end of year2014-12-31$589,992
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$60,770
Income. Interest from loans (other than to participants)2014-12-31$10,133
Value of interest in common/collective trusts at end of year2014-12-31$4,037,605
Value of interest in common/collective trusts at beginning of year2014-12-31$4,200,330
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,200,814
Net investment gain or loss from common/collective trusts2014-12-31$39,519
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$2,344,845
Employer contributions (assets) at end of year2014-12-31$206,526
Employer contributions (assets) at beginning of year2014-12-31$211,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,719,654
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 name2014-12-31MORSE WITTWER SAMPSON, LLP
Accountancy firm EIN2014-12-31262521787
2013 : MCCORMICK BARSTOW 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$12,630,572
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,923,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,586,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,846,051
Value of total assets at end of year2013-12-31$73,143,249
Value of total assets at beginning of year2013-12-31$62,436,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$336,367
Total interest from all sources2013-12-31$75,135
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,330,369
Participant contributions at end of year2013-12-31$1,145,563
Participant contributions at beginning of year2013-12-31$1,190,713
Participant contributions at end of year2013-12-31$40
Participant contributions at beginning of year2013-12-31$5,241
Assets. Other investments not covered elsewhere at end of year2013-12-31$46,613,533
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$39,836,363
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$97,378
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$20,874
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$20,874
Assets. Loans (other than to participants) at end of year2013-12-31$345,812
Assets. Loans (other than to participants) at beginning of year2013-12-31$335,678
Other income not declared elsewhere2013-12-31$6,051,037
Administrative expenses (other) incurred2013-12-31$336,367
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$10,707,229
Value of net assets at end of year (total assets less liabilities)2013-12-31$73,143,249
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$62,436,020
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$20,605,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$16,849,667
Interest on participant loans2013-12-31$65,002
Income. Interest from loans (other than to participants)2013-12-31$10,133
Value of interest in common/collective trusts at end of year2013-12-31$4,200,330
Value of interest in common/collective trusts at beginning of year2013-12-31$4,060,104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,611,943
Net investment gain or loss from common/collective trusts2013-12-31$46,406
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$2,418,304
Employer contributions (assets) at end of year2013-12-31$211,644
Employer contributions (assets) at beginning of year2013-12-31$137,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,586,976
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 name2013-12-31MORSE WITTWER SAMPSON, LLP
Accountancy firm EIN2013-12-31262521787
2012 : MCCORMICK BARSTOW 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$9,204,106
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,601,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,305,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,687,875
Value of total assets at end of year2012-12-31$62,436,020
Value of total assets at beginning of year2012-12-31$54,832,946
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$295,056
Total interest from all sources2012-12-31$81,407
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,229,799
Participant contributions at end of year2012-12-31$1,190,713
Participant contributions at beginning of year2012-12-31$1,349,994
Participant contributions at end of year2012-12-31$5,241
Participant contributions at beginning of year2012-12-31$9,552
Assets. Other investments not covered elsewhere at end of year2012-12-31$39,836,363
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$34,892,892
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$107,333
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$20,874
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$719,158
Assets. Loans (other than to participants) at end of year2012-12-31$335,678
Assets. Loans (other than to participants) at beginning of year2012-12-31$325,545
Other income not declared elsewhere2012-12-31$3,806,738
Administrative expenses (other) incurred2012-12-31$295,056
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$7,603,074
Value of net assets at end of year (total assets less liabilities)2012-12-31$62,436,020
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$54,832,946
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$16,849,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,606,373
Interest on participant loans2012-12-31$71,274
Income. Interest from loans (other than to participants)2012-12-31$10,133
Value of interest in common/collective trusts at end of year2012-12-31$4,060,104
Value of interest in common/collective trusts at beginning of year2012-12-31$3,703,712
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,569,854
Net investment gain or loss from common/collective trusts2012-12-31$58,232
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,350,743
Employer contributions (assets) at end of year2012-12-31$137,380
Employer contributions (assets) at beginning of year2012-12-31$225,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,305,976
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31MORSE WITTWER SAMPSON, LLP
Accountancy firm EIN2012-12-31262521787
2011 : MCCORMICK BARSTOW 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,260
Total income from all sources (including contributions)2011-12-31$3,569,237
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,335,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,989,114
Expenses. Certain deemed distributions of participant loans2011-12-31$20,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,629,429
Value of total assets at end of year2011-12-31$54,832,946
Value of total assets at beginning of year2011-12-31$53,600,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$325,907
Total interest from all sources2011-12-31$97,178
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
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,195,618
Participant contributions at end of year2011-12-31$1,349,994
Participant contributions at beginning of year2011-12-31$1,404,837
Participant contributions at end of year2011-12-31$9,552
Participant contributions at beginning of year2011-12-31$6,069
Assets. Other investments not covered elsewhere at end of year2011-12-31$34,892,892
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$35,966,539
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$17,661
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$719,158
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$529,337
Assets. Loans (other than to participants) at end of year2011-12-31$325,545
Assets. Loans (other than to participants) at beginning of year2011-12-31$315,382
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,260
Other income not declared elsewhere2011-12-31$-143,283
Administrative expenses (other) incurred2011-12-31$325,907
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$1,233,660
Value of net assets at end of year (total assets less liabilities)2011-12-31$54,832,946
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$53,599,286
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$13,606,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,130,388
Interest on participant loans2011-12-31$87,014
Income. Interest from loans (other than to participants)2011-12-31$10,164
Value of interest in common/collective trusts at end of year2011-12-31$3,703,712
Value of interest in common/collective trusts at beginning of year2011-12-31$3,075,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-79,030
Net investment gain or loss from common/collective trusts2011-12-31$64,943
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$2,416,150
Employer contributions (assets) at end of year2011-12-31$225,720
Employer contributions (assets) at beginning of year2011-12-31$172,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,989,114
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31MORSE WITTWER SAMPSON, LLP
Accountancy firm EIN2011-12-31262521787
2010 : MCCORMICK BARSTOW 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$32,982,596
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,260
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$9,092,500
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,917,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,695,324
Value of total corrective distributions2010-12-31$1,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,720,491
Value of total assets at end of year2010-12-31$53,600,546
Value of total assets at beginning of year2010-12-31$16,441,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$220,502
Total interest from all sources2010-12-31$187,746
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,227,667
Participant contributions at end of year2010-12-31$1,404,837
Participant contributions at end of year2010-12-31$6,069
Participant contributions at beginning of year2010-12-31$57,524
Assets. Other investments not covered elsewhere at end of year2010-12-31$35,966,539
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$100,148
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$529,337
Assets. Loans (other than to participants) at end of year2010-12-31$315,382
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,260
Other income not declared elsewhere2010-12-31$3,763,874
Administrative expenses (other) incurred2010-12-31$220,502
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$4,175,414
Value of net assets at end of year (total assets less liabilities)2010-12-31$53,599,286
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,441,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$12,130,388
Interest on participant loans2010-12-31$83,141
Income. Interest from loans (other than to participants)2010-12-31$104,605
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$16,378,285
Value of interest in common/collective trusts at end of year2010-12-31$3,075,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,383,495
Net investment gain or loss from common/collective trusts2010-12-31$36,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,392,676
Employer contributions (assets) at end of year2010-12-31$172,704
Employer contributions (assets) at beginning of year2010-12-31$5,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,695,324
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
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 name2010-12-31MORSE, YARDUMIAN & WITTWER, LLP
Accountancy firm EIN2010-12-31262521787
2009 : MCCORMICK BARSTOW 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MCCORMICK BARSTOW 401(K) RETIREMENT PLAN

2022: MCCORMICK BARSTOW 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MCCORMICK BARSTOW 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MCCORMICK BARSTOW 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MCCORMICK BARSTOW 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained 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: MCCORMICK BARSTOW 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained 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: MCCORMICK BARSTOW 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MCCORMICK BARSTOW 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MCCORMICK BARSTOW 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MCCORMICK BARSTOW 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MCCORMICK BARSTOW 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MCCORMICK BARSTOW 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MCCORMICK BARSTOW 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MCCORMICK BARSTOW 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MCCORMICK BARSTOW 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number4370753/450471
Policy instance 1
Insurance contract or identification number4370753/450471
Number of Individuals Covered2
Insurance policy start date2021-12-29
Insurance policy end date2022-12-28
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60534-1
Policy instance 2
Insurance contract or identification numberMR 60534-1
Number of Individuals Covered294
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number4370753/450471
Policy instance 1
Insurance contract or identification number4370753/450471
Number of Individuals Covered2
Insurance policy start date2020-12-29
Insurance policy end date2021-12-28
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number4370753/450471
Policy instance 1
Insurance contract or identification number4370753/450471
Number of Individuals Covered279
Insurance policy start date2019-12-29
Insurance policy end date2020-12-28
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60534-1
Policy instance 2
Insurance contract or identification numberMR 60534-1
Number of Individuals Covered2
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number4370753/450471
Policy instance 1
Insurance contract or identification number4370753/450471
Number of Individuals Covered2
Insurance policy start date2018-12-29
Insurance policy end date2019-12-28
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60534-1
Policy instance 2
Insurance contract or identification numberMR 60534-1
Number of Individuals Covered264
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number4370753/450471
Policy instance 1
Insurance contract or identification number4370753/450471
Number of Individuals Covered2
Insurance policy start date2017-12-29
Insurance policy end date2018-12-28
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60534-1
Policy instance 2
Insurance contract or identification numberMR 60534-1
Number of Individuals Covered239
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number4370753/450471
Policy instance 1
Insurance contract or identification number4370753/450471
Number of Individuals Covered2
Insurance policy start date2016-12-29
Insurance policy end date2017-12-28
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60534-1
Policy instance 2
Insurance contract or identification numberMR 60534-1
Number of Individuals Covered240
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number4370753/450471
Policy instance 1
Insurance contract or identification number4370753/450471
Number of Individuals Covered2
Insurance policy start date2014-12-29
Insurance policy end date2015-12-28
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60534-1
Policy instance 2
Insurance contract or identification numberMR 60534-1
Number of Individuals Covered249
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60534-1
Policy instance 2
Insurance contract or identification numberMR 60534-1
Number of Individuals Covered271
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number4370753/450471
Policy instance 1
Insurance contract or identification number4370753/450471
Number of Individuals Covered2
Insurance policy start date2013-12-29
Insurance policy end date2014-12-28
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60534-1
Policy instance 2
Insurance contract or identification numberMR 60534-1
Number of Individuals Covered283
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number4370753/450471
Policy instance 1
Insurance contract or identification number4370753/450471
Number of Individuals Covered2
Insurance policy start date2012-12-29
Insurance policy end date2013-12-28
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number4370753/450471
Policy instance 1
Insurance contract or identification number4370753/450471
Number of Individuals Covered2
Insurance policy start date2011-12-29
Insurance policy end date2012-12-28
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number11114393
Policy instance 3
Insurance contract or identification number11114393
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60534-1
Policy instance 2
Insurance contract or identification numberMR 60534-1
Number of Individuals Covered283
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60534-1
Policy instance 3
Insurance contract or identification numberMR 60534-1
Number of Individuals Covered291
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number4370753/450471
Policy instance 1
Insurance contract or identification number4370753/450471
Number of Individuals Covered2
Insurance policy start date2010-12-29
Insurance policy end date2011-12-28
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number11114393
Policy instance 2
Insurance contract or identification number11114393
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60534-1
Policy instance 3
Insurance contract or identification numberMR 60534-1
Number of Individuals Covered311
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number11114393
Policy instance 2
Insurance contract or identification number11114393
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number4370753/450471
Policy instance 1
Insurance contract or identification number4370753/450471
Number of Individuals Covered2
Insurance policy start date2009-12-29
Insurance policy end date2010-12-28
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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