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BEWLEYS USA SAVINGS PLAN 401k Plan overview

Plan NameBEWLEYS USA SAVINGS PLAN
Plan identification number 001

BEWLEYS USA SAVINGS 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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CUCINA HOLDINGS INC has sponsored the creation of one or more 401k plans.

Company Name:CUCINA HOLDINGS INC
Employer identification number (EIN):943181276
NAIC Classification:445299
NAIC Description:All Other Specialty Food Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BEWLEYS USA SAVINGS 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
0012017-01-01CHERYL DOMINGUEZ
0012016-01-01CHERYL DOMINGUEZ
0012015-01-01ANGELIQUE MARELLO
0012014-01-01ANGELIQUE MARELLO
0012013-01-01ANGELIQUE MARELLO
0012012-01-01ANGELIQUE MARELLO
0012011-01-01ANGELIQUE MARELLO
0012009-01-01GENNIFER LENDAHL
0012008-01-01GENNIFER LENDAHL

Plan Statistics for BEWLEYS USA SAVINGS PLAN

401k plan membership statisitcs for BEWLEYS USA SAVINGS PLAN

Measure Date Value
2022: BEWLEYS USA SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01279
Total number of active participants reported on line 7a of the Form 55002022-01-01249
Number of other retired or separated participants entitled to future benefits2022-01-0155
Total of all active and inactive participants2022-01-01304
Total participants2022-01-01304
Number of participants with account balances2022-01-01134
2021: BEWLEYS USA SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01199
Total number of active participants reported on line 7a of the Form 55002021-01-01207
Number of retired or separated participants receiving benefits2021-01-0154
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01261
Number of participants with account balances2021-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BEWLEYS USA SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01496
Total number of active participants reported on line 7a of the Form 55002020-01-01103
Number of retired or separated participants receiving benefits2020-01-0196
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01199
Number of participants with account balances2020-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BEWLEYS USA SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01526
Total number of active participants reported on line 7a of the Form 55002019-01-01444
Number of retired or separated participants receiving benefits2019-01-0152
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01496
Number of participants with account balances2019-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BEWLEYS USA SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01498
Total number of active participants reported on line 7a of the Form 55002018-01-01451
Number of retired or separated participants receiving benefits2018-01-0154
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01505
Number of participants with account balances2018-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BEWLEYS USA SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01442
Total number of active participants reported on line 7a of the Form 55002017-01-01444
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0147
Total of all active and inactive participants2017-01-01492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01492
Number of participants with account balances2017-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BEWLEYS USA SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01609
Total number of active participants reported on line 7a of the Form 55002016-01-01484
Number of retired or separated participants receiving benefits2016-01-0177
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01561
Total participants2016-01-01561
Number of participants with account balances2016-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BEWLEYS USA SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01511
Total number of active participants reported on line 7a of the Form 55002015-01-01533
Number of other retired or separated participants entitled to future benefits2015-01-0176
Total of all active and inactive participants2015-01-01609
Total participants2015-01-01609
Number of participants with account balances2015-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: BEWLEYS USA SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01556
Total number of active participants reported on line 7a of the Form 55002014-01-01446
Number of other retired or separated participants entitled to future benefits2014-01-0165
Total of all active and inactive participants2014-01-01511
Total participants2014-01-01511
Number of participants with account balances2014-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BEWLEYS USA SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01603
Total number of active participants reported on line 7a of the Form 55002013-01-01486
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0170
Total of all active and inactive participants2013-01-01556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01556
Number of participants with account balances2013-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BEWLEYS USA SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01540
Total number of active participants reported on line 7a of the Form 55002012-01-01502
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0174
Total of all active and inactive participants2012-01-01576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01576
Number of participants with account balances2012-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: BEWLEYS USA SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01517
Total number of active participants reported on line 7a of the Form 55002011-01-01432
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0176
Total of all active and inactive participants2011-01-01508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01508
Number of participants with account balances2011-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: BEWLEYS USA SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01530
Total number of active participants reported on line 7a of the Form 55002009-01-01428
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0172
Total of all active and inactive participants2009-01-01500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01500
Number of participants with account balances2009-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013
2008: BEWLEYS USA SAVINGS PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-01587
Total number of active participants reported on line 7a of the Form 55002008-01-01435
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-0179
Total of all active and inactive participants2008-01-01514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-01514
Number of participants with account balances2008-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-015

Financial Data on BEWLEYS USA SAVINGS PLAN

Measure Date Value
2022 : BEWLEYS USA SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-490,761
Total of all expenses incurred2022-12-31$367,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$366,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$273,138
Value of total assets at end of year2022-12-31$3,710,551
Value of total assets at beginning of year2022-12-31$4,568,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,415
Total interest from all sources2022-12-31$2,031
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$257,888
Participant contributions at end of year2022-12-31$110,123
Participant contributions at beginning of year2022-12-31$82,108
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$15,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-858,358
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,710,551
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,568,909
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$1,415
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,435,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,127,522
Interest on participant loans2022-12-31$2,031
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$164,998
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$359,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-765,930
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$366,182
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 name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : BEWLEYS USA SAVINGS PLAN 2021 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,839
Total income from all sources (including contributions)2021-12-31$817,884
Total of all expenses incurred2021-12-31$597,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$589,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$114,021
Value of total assets at end of year2021-12-31$4,568,909
Value of total assets at beginning of year2021-12-31$4,352,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$8,120
Total interest from all sources2021-12-31$1,418
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$114,021
Participant contributions at end of year2021-12-31$82,108
Participant contributions at beginning of year2021-12-31$101,069
Participant contributions at beginning of year2021-12-31$64
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$3,839
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$220,286
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,568,909
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,348,623
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,127,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,665,821
Interest on participant loans2021-12-31$1,418
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$359,279
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$585,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$702,445
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$589,478
Contract administrator fees2021-12-31$8,120
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 name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : BEWLEYS USA SAVINGS PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,839
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$12,503
Total income from all sources (including contributions)2020-12-31$472,175
Total of all expenses incurred2020-12-31$1,145,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,136,228
Value of total corrective distributions2020-12-31$3,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$169,453
Value of total assets at end of year2020-12-31$4,352,462
Value of total assets at beginning of year2020-12-31$5,034,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,043
Total interest from all sources2020-12-31$5,450
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$179,397
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$179,397
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$169,453
Participant contributions at end of year2020-12-31$101,069
Participant contributions at beginning of year2020-12-31$143,003
Participant contributions at end of year2020-12-31$64
Participant contributions at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$3,839
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$12,503
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-672,935
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,348,623
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,021,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,665,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,547,316
Interest on participant loans2020-12-31$5,450
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$585,508
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$343,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$117,875
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,136,228
Contract administrator fees2020-12-31$5,043
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 name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : BEWLEYS USA SAVINGS PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$12,503
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$1,400,721
Total of all expenses incurred2019-12-31$524,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$507,369
Value of total corrective distributions2019-12-31$12,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$401,120
Value of total assets at end of year2019-12-31$5,034,061
Value of total assets at beginning of year2019-12-31$4,145,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,302
Total interest from all sources2019-12-31$8,571
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$278,745
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$278,745
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$400,185
Participant contributions at end of year2019-12-31$143,003
Participant contributions at beginning of year2019-12-31$185,272
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$4,976
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$935
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$12,503
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$876,547
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,021,558
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,145,011
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$4,547,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,792,425
Interest on participant loans2019-12-31$8,571
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$343,742
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$162,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$712,285
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$507,369
Contract administrator fees2019-12-31$4,302
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 name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : BEWLEYS USA SAVINGS PLAN 2018 401k financial data
Total liabilities at end 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$76,606
Total of all expenses incurred2018-12-31$676,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$673,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$372,936
Value of total assets at end of year2018-12-31$4,145,011
Value of total assets at beginning of year2018-12-31$4,744,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,582
Total interest from all sources2018-12-31$6,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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$372,936
Participant contributions at end of year2018-12-31$185,272
Participant contributions at beginning of year2018-12-31$130,288
Participant contributions at end of year2018-12-31$4,976
Participant contributions at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-599,545
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,145,011
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,744,556
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$2,582
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,792,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,481,296
Interest on participant loans2018-12-31$6,023
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$162,338
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$132,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-302,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$673,569
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 name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : BEWLEYS USA SAVINGS 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$1,081,127
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$555,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$548,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$307,304
Value of total assets at end of year2017-12-31$4,744,556
Value of total assets at beginning of year2017-12-31$4,218,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,337
Total interest from all sources2017-12-31$9,173
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$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$306,350
Participant contributions at end of year2017-12-31$130,288
Participant contributions at beginning of year2017-12-31$155,840
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$6,766
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$954
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$525,957
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,744,556
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,218,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$6,337
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,481,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,822,876
Interest on participant loans2017-12-31$9,173
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$132,972
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$233,117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$764,650
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$548,833
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 name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : BEWLEYS USA SAVINGS PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$51
Total income from all sources (including contributions)2016-12-31$588,150
Total of all expenses incurred2016-12-31$456,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$454,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$281,272
Value of total assets at end of year2016-12-31$4,218,599
Value of total assets at beginning of year2016-12-31$4,086,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,912
Total interest from all sources2016-12-31$5,277
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$1,912
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$281,272
Participant contributions at end of year2016-12-31$155,840
Participant contributions at beginning of year2016-12-31$216,232
Participant contributions at end of year2016-12-31$6,766
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$51
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$131,759
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,218,599
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,086,840
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$3,822,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,660,726
Interest on participant loans2016-12-31$5,277
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$233,117
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$209,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$301,601
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$454,479
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 name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : BEWLEYS USA SAVINGS PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$51
Total income from all sources (including contributions)2015-12-31$338,902
Total of all expenses incurred2015-12-31$54,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$53,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$337,120
Value of total assets at end of year2015-12-31$4,086,891
Value of total assets at beginning of year2015-12-31$3,802,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$888
Total interest from all sources2015-12-31$15,704
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$888
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$284,136
Participant contributions at end of year2015-12-31$216,232
Participant contributions at beginning of year2015-12-31$283,133
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$52,984
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$51
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$284,593
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,086,840
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,802,247
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$3,660,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,289,051
Income. Interest from loans (other than to participants)2015-12-31$15,704
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$209,933
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$230,063
Net investment gain or loss from common/collective trusts2015-12-31$-13,922
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$53,421
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 name2015-12-31GALLINA LLP
Accountancy firm EIN2015-12-31942147510
2014 : BEWLEYS USA SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$556,801
Total of all expenses incurred2014-12-31$129,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$119,826
Value of total corrective distributions2014-12-31$5,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$291,955
Value of total assets at end of year2014-12-31$3,802,247
Value of total assets at beginning of year2014-12-31$3,374,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,452
Total interest from all sources2014-12-31$8,825
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 period2014-12-31Yes
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$245,937
Participant contributions at end of year2014-12-31$283,133
Participant contributions at beginning of year2014-12-31$122,523
Participant contributions at beginning of year2014-12-31$3,194
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$46,018
Other income not declared elsewhere2014-12-31$103
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$427,437
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,802,247
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,374,810
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$3,289,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,037,969
Interest on participant loans2014-12-31$8,825
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$161,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$161,124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$230,063
Net investment gain/loss from pooled separate accounts2014-12-31$255,918
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
Employer contributions (assets) at beginning of year2014-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$119,826
Contract administrator fees2014-12-31$4,452
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31GALLINA LLP
Accountancy firm EIN2014-12-31942147510
2013 : BEWLEYS USA SAVINGS 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$804,404
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$140,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$136,312
Value of total corrective distributions2013-12-31$4,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$269,029
Value of total assets at end of year2013-12-31$3,374,810
Value of total assets at beginning of year2013-12-31$2,710,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15
Total interest from all sources2013-12-31$6,802
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$60,730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$60,730
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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$217,017
Participant contributions at end of year2013-12-31$122,523
Participant contributions at beginning of year2013-12-31$163,931
Participant contributions at end of year2013-12-31$3,194
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,012
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$-87
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$663,991
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,374,810
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,710,819
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$3,037,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,349,437
Interest on participant loans2013-12-31$6,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$161,124
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$197,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$197,538
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$467,843
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$50,000
Employer contributions (assets) at end of year2013-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$136,312
Contract administrator fees2013-12-31$15
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GALLINA LLP
Accountancy firm EIN2013-12-31942147510
2012 : BEWLEYS USA SAVINGS 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$549,952
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$341,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$338,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$225,073
Value of total assets at end of year2012-12-31$2,710,819
Value of total assets at beginning of year2012-12-31$2,502,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,401
Total interest from all sources2012-12-31$5,444
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$34,996
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$34,996
Administrative expenses professional fees incurred2012-12-31$1,390
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$218,894
Participant contributions at end of year2012-12-31$163,931
Participant contributions at beginning of year2012-12-31$102,227
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$6,179
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$-87
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$208,619
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,710,819
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,502,200
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$2,349,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,157,439
Interest on participant loans2012-12-31$5,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$197,538
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$242,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$242,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$284,439
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$338,932
Contract administrator fees2012-12-31$1,011
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 name2012-12-31GALLINA LLP
Accountancy firm EIN2012-12-31942147510
2011 : BEWLEYS USA SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$146,700
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$170,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$169,209
Expenses. Certain deemed distributions of participant loans2011-12-31$1,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$224,695
Value of total assets at end of year2011-12-31$2,502,200
Value of total assets at beginning of year2011-12-31$2,525,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$75
Total interest from all sources2011-12-31$4,850
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$34,002
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$34,002
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$214,476
Participant contributions at end of year2011-12-31$102,227
Participant contributions at beginning of year2011-12-31$106,066
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$10,219
Other income not declared elsewhere2011-12-31$86
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-23,649
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,502,200
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,525,849
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$2,157,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,175,792
Interest on participant loans2011-12-31$4,850
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$242,534
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$243,991
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$243,991
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-116,933
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$169,209
Contract administrator fees2011-12-31$75
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 name2011-12-31GALLINA, LLP
Accountancy firm EIN2011-12-31945147510
2010 : BEWLEYS USA SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$455,293
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$89,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$84,369
Expenses. Certain deemed distributions of participant loans2010-12-31$3,362
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$217,777
Value of total assets at end of year2010-12-31$2,525,849
Value of total assets at beginning of year2010-12-31$2,159,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,503
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$6,397
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$33,292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$33,292
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$1,503
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$300,000
If this is an individual account plan, was there a blackout period2010-12-31No
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$180,418
Participant contributions at end of year2010-12-31$106,066
Participant contributions at beginning of year2010-12-31$95,800
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$4,595
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$37,359
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$366,059
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,525,849
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,159,790
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
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,175,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,823,898
Interest on participant loans2010-12-31$6,397
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
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$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$243,991
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$235,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$235,497
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$197,827
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
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
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$0
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$84,369
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
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
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
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 name2010-12-31GALLINA, LLP
Accountancy firm EIN2010-12-31942147510
2009 : BEWLEYS USA SAVINGS 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
2008 : BEWLEYS USA SAVINGS PLAN 2008 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2008-12-31$0

Form 5500 Responses for BEWLEYS USA SAVINGS PLAN

2022: BEWLEYS USA SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: BEWLEYS USA SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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: BEWLEYS USA SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: BEWLEYS USA SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: BEWLEYS USA SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: BEWLEYS USA SAVINGS 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: BEWLEYS USA SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BEWLEYS USA SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BEWLEYS USA SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BEWLEYS USA SAVINGS 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BEWLEYS USA SAVINGS 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BEWLEYS USA SAVINGS 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BEWLEYS USA SAVINGS 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
2008: BEWLEYS USA SAVINGS PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA 834674
Policy instance 1
Insurance contract or identification numberGA 834674
Number of Individuals Covered134
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $13,151
Total amount of fees paid to insurance companyUSD $1,105
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $13,151
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees1105
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA 834674
Policy instance 1
Insurance contract or identification numberGA 834674
Number of Individuals Covered115
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $12,680
Total amount of fees paid to insurance companyUSD $2,113
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,680
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees2113
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA 834674
Policy instance 1
Insurance contract or identification numberGA 834674
Number of Individuals Covered135
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $12,619
Total amount of fees paid to insurance companyUSD $2,098
Commission paid to Insurance BrokerUSD $12,619
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees2098
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA 834674
Policy instance 1
Insurance contract or identification numberGA 834674
Number of Individuals Covered152
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $10,212
Total amount of fees paid to insurance companyUSD $2,228
Commission paid to Insurance BrokerUSD $10,212
Insurance broker organization code?3
Amount paid for insurance broker fees2228
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA 834674
Policy instance 1
Insurance contract or identification numberGA 834674
Number of Individuals Covered149
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $13,830
Total amount of fees paid to insurance companyUSD $1,776
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $13,830
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees1776
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA834674
Policy instance 1
Insurance contract or identification numberGA834674
Number of Individuals Covered131
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $16,228
Total amount of fees paid to insurance companyUSD $2,705
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,228
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker namePENSYS, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-834674
Policy instance 1
Insurance contract or identification numberGA-834674
Number of Individuals Covered157
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,833
Total amount of fees paid to insurance companyUSD $476
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,833
Amount paid for insurance broker fees476
Insurance broker organization code?5
Insurance broker namePENSYS INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-834674
Policy instance 1
Insurance contract or identification numberGA-834674
Number of Individuals Covered154
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $36,458
Total amount of fees paid to insurance companyUSD $7,500
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $36,458
Amount paid for insurance broker fees7500
Insurance broker organization code?5
Insurance broker namePENSYS INC

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