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AGBAYANI CONSTRUCTION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameAGBAYANI CONSTRUCTION 401(K) PROFIT SHARING PLAN
Plan identification number 001

AGBAYANI CONSTRUCTION 401(K) PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

AGBAYANI CONSTRUCTION CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:AGBAYANI CONSTRUCTION CORPORATION
Employer identification number (EIN):943052778
NAIC Classification:561210
NAIC Description:Facilities Support Services

Additional information about AGBAYANI CONSTRUCTION CORPORATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1987-09-01
Company Identification Number: C1198669
Legal Registered Office Address: 2710 Gateway Oaks Dr Ste 150N

Sacramento
United States of America (USA)
95833

More information about AGBAYANI CONSTRUCTION CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AGBAYANI CONSTRUCTION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ANNETTE KANG
0012016-01-01ANNETTE KANG
0012016-01-01ANNETTE KANG
0012015-01-01ANGELICA GARCIA2016-06-27
0012015-01-01ANNETTE KANG2018-03-07
0012014-01-01ANGELICA GARCIA2015-05-15
0012014-01-01ANGELICA GARCIA2015-05-18
0012013-01-01CHRISTINE HALVORSON2014-05-07
0012012-01-01CHRISTINE HALVORSON2013-05-15
0012011-01-01CHRISTINE HALVORSON2012-03-30
0012010-01-01CHRISTINE HALVORSON2011-05-25 CHRISTINE HALVORSON2011-05-25
0012009-01-01CHRISTINE HALVORSON CHRISTINE HALVORSON2010-07-02

Plan Statistics for AGBAYANI CONSTRUCTION 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for AGBAYANI CONSTRUCTION 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: AGBAYANI CONSTRUCTION 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01104
Total number of active participants reported on line 7a of the Form 55002022-01-0155
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0118
Total of all active and inactive participants2022-01-0173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0173
Number of participants with account balances2022-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: AGBAYANI CONSTRUCTION 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01123
Total number of active participants reported on line 7a of the Form 55002021-01-0191
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0113
Total of all active and inactive participants2021-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01104
Number of participants with account balances2021-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AGBAYANI CONSTRUCTION 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01134
Total number of active participants reported on line 7a of the Form 55002020-01-0199
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0124
Total of all active and inactive participants2020-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01123
Number of participants with account balances2020-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AGBAYANI CONSTRUCTION 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01110
Total number of active participants reported on line 7a of the Form 55002019-01-01117
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0116
Total participants2019-01-01133
Number of participants with account balances2019-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AGBAYANI CONSTRUCTION 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01165
Total number of active participants reported on line 7a of the Form 55002018-01-0194
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0114
Total of all active and inactive participants2018-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01108
Number of participants with account balances2018-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AGBAYANI CONSTRUCTION 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01138
Total number of active participants reported on line 7a of the Form 55002017-01-01149
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0115
Total of all active and inactive participants2017-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01164
Number of participants with account balances2017-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AGBAYANI CONSTRUCTION 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01138
Total number of active participants reported on line 7a of the Form 55002016-01-01129
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-018
Total of all active and inactive participants2016-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01137
Number of participants with account balances2016-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2009: AGBAYANI CONSTRUCTION 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01147
Total number of active participants reported on line 7a of the Form 55002009-01-0185
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0190
Number of participants with account balances2009-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on AGBAYANI CONSTRUCTION 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : AGBAYANI CONSTRUCTION 401(K) PROFIT SHARING 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$104,356
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$951,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$929,317
Value of total corrective distributions2022-12-31$17,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$417,906
Value of total assets at end of year2022-12-31$2,747,267
Value of total assets at beginning of year2022-12-31$3,594,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,825
Total interest from all sources2022-12-31$334
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$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$104,812
Participant contributions at end of year2022-12-31$2,173
Participant contributions at beginning of year2022-12-31$9,351
Participant contributions at end of year2022-12-31$363
Participant contributions at beginning of year2022-12-31$482
Other income not declared elsewhere2022-12-31$14,653
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-847,571
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,747,267
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,594,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$1,362,372
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,189,933
Interest on participant loans2022-12-31$334
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,375,735
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,376,811
Net investment gain/loss from pooled separate accounts2022-12-31$-328,537
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$313,094
Employer contributions (assets) at end of year2022-12-31$6,624
Employer contributions (assets) at beginning of year2022-12-31$18,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$929,317
Contract administrator fees2022-12-31$4,825
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
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 name2022-12-31WMB2, LLLP
Accountancy firm EIN2022-12-31263789391
2021 : AGBAYANI CONSTRUCTION 401(K) PROFIT SHARING 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$684,945
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$433,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$423,877
Value of total corrective distributions2021-12-31$7,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$485,247
Value of total assets at end of year2021-12-31$3,594,838
Value of total assets at beginning of year2021-12-31$3,343,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,225
Total interest from all sources2021-12-31$1,023
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$125,951
Participant contributions at end of year2021-12-31$9,351
Participant contributions at beginning of year2021-12-31$25,588
Participant contributions at end of year2021-12-31$482
Participant contributions at beginning of year2021-12-31$287
Other income not declared elsewhere2021-12-31$13,659
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$251,831
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,594,838
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,343,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$2,189,933
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,927,158
Interest on participant loans2021-12-31$1,023
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,376,811
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,372,873
Net investment gain/loss from pooled separate accounts2021-12-31$185,016
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$359,296
Employer contributions (assets) at end of year2021-12-31$18,261
Employer contributions (assets) at beginning of year2021-12-31$17,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$423,877
Contract administrator fees2021-12-31$2,225
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
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 name2021-12-31WMB2, LLLP
Accountancy firm EIN2021-12-31263789391
2020 : AGBAYANI CONSTRUCTION 401(K) PROFIT SHARING 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$762,145
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$190,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$167,291
Value of total corrective distributions2020-12-31$21,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$605,287
Value of total assets at end of year2020-12-31$3,343,007
Value of total assets at beginning of year2020-12-31$2,771,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,450
Total interest from all sources2020-12-31$1,808
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$100,000
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$140,061
Participant contributions at end of year2020-12-31$25,588
Participant contributions at beginning of year2020-12-31$36,003
Participant contributions at end of year2020-12-31$287
Participant contributions at beginning of year2020-12-31$266
Other income not declared elsewhere2020-12-31$11,640
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$571,440
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,343,007
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,771,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$1,927,158
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,897,612
Interest on participant loans2020-12-31$1,808
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,372,873
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$817,810
Net investment gain/loss from pooled separate accounts2020-12-31$143,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$465,226
Employer contributions (assets) at end of year2020-12-31$17,101
Employer contributions (assets) at beginning of year2020-12-31$19,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$167,291
Contract administrator fees2020-12-31$1,450
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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 name2020-12-31WMB2, LLLP
Accountancy firm EIN2020-12-31263789391
2019 : AGBAYANI CONSTRUCTION 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$654,535
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$359,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$357,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$355,284
Value of total assets at end of year2019-12-31$2,771,567
Value of total assets at beginning of year2019-12-31$2,476,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,775
Total interest from all sources2019-12-31$2,040
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$250,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$126,141
Participant contributions at end of year2019-12-31$36,003
Participant contributions at beginning of year2019-12-31$45,571
Participant contributions at end of year2019-12-31$266
Participant contributions at beginning of year2019-12-31$1,118
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$8,733
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$295,306
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,771,567
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,476,261
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 pooled separate accounts at end of year2019-12-31$1,897,612
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,629,038
Interest on participant loans2019-12-31$2,040
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$817,810
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$785,543
Net investment gain/loss from pooled separate accounts2019-12-31$288,478
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$229,143
Employer contributions (assets) at end of year2019-12-31$19,876
Employer contributions (assets) at beginning of year2019-12-31$14,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$357,454
Contract administrator fees2019-12-31$1,775
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WMB2, LLLP
Accountancy firm EIN2019-12-31263789391
2018 : AGBAYANI CONSTRUCTION 401(K) PROFIT SHARING 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$11,069
Total income from all sources (including contributions)2018-12-31$333,640
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,317,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,312,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$396,244
Value of total assets at end of year2018-12-31$2,476,261
Value of total assets at beginning of year2018-12-31$3,471,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,700
Total interest from all sources2018-12-31$3,051
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$4,700
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$250,000
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$126,006
Participant contributions at end of year2018-12-31$45,571
Participant contributions at beginning of year2018-12-31$72,848
Participant contributions at end of year2018-12-31$1,118
Participant contributions at beginning of year2018-12-31$3,902
Other income not declared elsewhere2018-12-31$8,733
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-983,949
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,476,261
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,460,210
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 pooled separate accounts at end of year2018-12-31$1,629,038
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,441,643
Interest on participant loans2018-12-31$3,051
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$785,543
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$940,403
Net investment gain/loss from pooled separate accounts2018-12-31$-74,388
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$270,238
Employer contributions (assets) at end of year2018-12-31$14,991
Employer contributions (assets) at beginning of year2018-12-31$12,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,312,889
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$11,069
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 name2018-12-31WMB2, LLLP
Accountancy firm EIN2018-12-31263789391
2017 : AGBAYANI CONSTRUCTION 401(K) PROFIT SHARING 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$11,069
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$750,855
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$185,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$171,383
Value of total corrective distributions2017-12-31$11,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$483,970
Value of total assets at end of year2017-12-31$3,471,279
Value of total assets at beginning of year2017-12-31$2,894,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,075
Total interest from all sources2017-12-31$2,551
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$250,000
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$129,825
Participant contributions at end of year2017-12-31$72,848
Participant contributions at beginning of year2017-12-31$18,685
Participant contributions at end of year2017-12-31$3,902
Participant contributions at beginning of year2017-12-31$9,374
Other income not declared elsewhere2017-12-31$9,683
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$565,328
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,460,210
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,894,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$2,441,643
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,942,933
Interest on participant loans2017-12-31$2,551
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$940,403
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$923,487
Net investment gain/loss from pooled separate accounts2017-12-31$254,651
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$354,145
Employer contributions (assets) at end of year2017-12-31$12,483
Employer contributions (assets) at beginning of year2017-12-31$403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$171,383
Contract administrator fees2017-12-31$3,075
Liabilities. Value of benefit claims payable at end of year2017-12-31$11,069
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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 name2017-12-31WILSON MARKLE STUCKEY HARDESTY BOTT
Accountancy firm EIN2017-12-31263789391
2016 : AGBAYANI CONSTRUCTION 401(K) PROFIT SHARING 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$565,762
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$304,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$301,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$429,125
Value of total assets at end of year2016-12-31$2,885,691
Value of total assets at beginning of year2016-12-31$2,624,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,650
Total interest from all sources2016-12-31$7,805
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$250,000
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$108,795
Participant contributions at end of year2016-12-31$18,685
Participant contributions at beginning of year2016-12-31$45,106
Participant contributions at end of year2016-12-31$333
Participant contributions at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$13,040
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$261,669
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,885,691
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,624,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$1,942,933
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,804,223
Interest on participant loans2016-12-31$7,805
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$923,487
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$774,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$115,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$320,330
Employer contributions (assets) at end of year2016-12-31$253
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$301,443
Contract administrator fees2016-12-31$2,650
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 name2016-12-31WILSON MARKLE STUCKEY HARDESTY BOTT
Accountancy firm EIN2016-12-31263789391

Form 5500 Responses for AGBAYANI CONSTRUCTION 401(K) PROFIT SHARING PLAN

2022: AGBAYANI CONSTRUCTION 401(K) PROFIT SHARING 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: AGBAYANI CONSTRUCTION 401(K) PROFIT SHARING 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: AGBAYANI CONSTRUCTION 401(K) PROFIT SHARING 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: AGBAYANI CONSTRUCTION 401(K) PROFIT SHARING 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: AGBAYANI CONSTRUCTION 401(K) PROFIT SHARING 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: AGBAYANI CONSTRUCTION 401(K) PROFIT SHARING 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: AGBAYANI CONSTRUCTION 401(K) PROFIT SHARING 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
2009: AGBAYANI CONSTRUCTION 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812439
Policy instance 1
Insurance contract or identification number812439
Number of Individuals Covered73
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812439
Policy instance 1
Insurance contract or identification number812439
Number of Individuals Covered78
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812439
Policy instance 1
Insurance contract or identification number812439
Number of Individuals Covered99
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,385
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1385
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812439
Policy instance 1
Insurance contract or identification number812439
Number of Individuals Covered89
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,260
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1260
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812439
Policy instance 1
Insurance contract or identification number812439
Number of Individuals Covered108
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,601
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1601
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812439
Policy instance 1
Insurance contract or identification number812439
Number of Individuals Covered164
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

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