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NORCAL RENTAL GROUP 401(K) PLAN 401k Plan overview

Plan NameNORCAL RENTAL GROUP 401(K) PLAN
Plan identification number 001

NORCAL RENTAL GROUP 401(K) 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NORCAL RENTAL GROUP LLC has sponsored the creation of one or more 401k plans.

Company Name:NORCAL RENTAL GROUP LLC
Employer identification number (EIN):943263537
NAIC Classification:532400
NAIC Description: Commercial and Industrial Machinery and Equipment Rental and Leasing

Additional information about NORCAL RENTAL GROUP LLC

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: 199706510019

More information about NORCAL RENTAL GROUP LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORCAL RENTAL GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CHRIS SMITH2023-10-10
0012021-01-01CHRIS SMITH2022-10-07
0012020-01-01CHRIS SMITH2021-10-14
0012019-01-01CHRIS SMITH2020-10-12
0012018-01-01CHRIS SMITH2019-10-03
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01CHRIS SMITH
0012013-01-01CHRIS SMITH
0012012-01-01CHRIS SMITH
0012011-01-01CHRIS SMITH
0012009-01-01SOO JEU

Plan Statistics for NORCAL RENTAL GROUP 401(K) PLAN

401k plan membership statisitcs for NORCAL RENTAL GROUP 401(K) PLAN

Measure Date Value
2022: NORCAL RENTAL GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01211
Total number of active participants reported on line 7a of the Form 55002022-01-01188
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0122
Total of all active and inactive participants2022-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01210
Number of participants with account balances2022-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0110
2021: NORCAL RENTAL GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01208
Total number of active participants reported on line 7a of the Form 55002021-01-01176
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0131
Total of all active and inactive participants2021-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01208
Number of participants with account balances2021-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: NORCAL RENTAL GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01210
Total number of active participants reported on line 7a of the Form 55002020-01-01181
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0126
Total of all active and inactive participants2020-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01207
Number of participants with account balances2020-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: NORCAL RENTAL GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01209
Total number of active participants reported on line 7a of the Form 55002019-01-01184
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0123
Total of all active and inactive participants2019-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01207
Number of participants with account balances2019-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: NORCAL RENTAL GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01202
Total number of active participants reported on line 7a of the Form 55002018-01-01191
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0117
Total of all active and inactive participants2018-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01208
Number of participants with account balances2018-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: NORCAL RENTAL GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01198
Total number of active participants reported on line 7a of the Form 55002017-01-01183
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 participants2017-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01198
Number of participants with account balances2017-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: NORCAL RENTAL GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01197
Total number of active participants reported on line 7a of the Form 55002016-01-01180
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0112
Total of all active and inactive participants2016-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01192
Number of participants with account balances2016-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: NORCAL RENTAL GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01194
Total number of active participants reported on line 7a of the Form 55002015-01-01185
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01194
Number of participants with account balances2015-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: NORCAL RENTAL GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01184
Total number of active participants reported on line 7a of the Form 55002014-01-01177
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01187
Number of participants with account balances2014-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: NORCAL RENTAL GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01181
Total number of active participants reported on line 7a of the Form 55002013-01-01171
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0113
Total of all active and inactive participants2013-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01184
Number of participants with account balances2013-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NORCAL RENTAL GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01171
Total number of active participants reported on line 7a of the Form 55002012-01-01164
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0116
Total of all active and inactive participants2012-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01180
Number of participants with account balances2012-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NORCAL RENTAL GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01168
Total number of active participants reported on line 7a of the Form 55002011-01-01157
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01171
Number of participants with account balances2011-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: NORCAL RENTAL GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01204
Total number of active participants reported on line 7a of the Form 55002009-01-01154
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01173
Number of participants with account balances2009-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on NORCAL RENTAL GROUP 401(K) PLAN

Measure Date Value
2022 : NORCAL RENTAL GROUP 401(K) 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$0
Total income from all sources (including contributions)2022-12-31$-2,340,433
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,646,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,601,162
Expenses. Certain deemed distributions of participant loans2022-12-31$138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,319,610
Value of total assets at end of year2022-12-31$15,402,753
Value of total assets at beginning of year2022-12-31$19,389,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$45,160
Total interest from all sources2022-12-31$8,173
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$505,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$505,877
Administrative expenses professional fees incurred2022-12-31$4,820
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$994,445
Participant contributions at end of year2022-12-31$216,054
Participant contributions at beginning of year2022-12-31$244,794
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$910
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,986,893
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,402,753
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,389,646
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$40,340
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,953,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,927,080
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$8,173
Value of interest in common/collective trusts at end of year2022-12-31$868,180
Value of interest in common/collective trusts at beginning of year2022-12-31$911,233
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,040,898
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,050,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,174,093
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$324,255
Employer contributions (assets) at end of year2022-12-31$324,255
Employer contributions (assets) at beginning of year2022-12-31$255,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,601,162
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 name2022-12-31BFBA, LLP
Accountancy firm EIN2022-12-31680000424
2021 : NORCAL RENTAL GROUP 401(K) 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$3,351,392
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$302,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$222,500
Expenses. Certain deemed distributions of participant loans2021-12-31$32,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,069,934
Value of total assets at end of year2021-12-31$19,389,646
Value of total assets at beginning of year2021-12-31$16,340,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$47,254
Total interest from all sources2021-12-31$10,435
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,472,608
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,472,608
Administrative expenses professional fees incurred2021-12-31$10,221
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$800,974
Participant contributions at end of year2021-12-31$244,794
Participant contributions at beginning of year2021-12-31$293,477
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$12,967
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,049,007
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,389,646
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,340,639
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$15,927,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,749,663
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$10,435
Value of interest in common/collective trusts at end of year2021-12-31$911,233
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,050,546
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,066,065
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$798,415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$255,993
Employer contributions (assets) at end of year2021-12-31$255,993
Employer contributions (assets) at beginning of year2021-12-31$231,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$222,500
Contract administrator fees2021-12-31$37,033
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 name2021-12-31BFBA, LLP
Accountancy firm EIN2021-12-31680000424
2020 : NORCAL RENTAL GROUP 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,520,436
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$997,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$947,011
Expenses. Certain deemed distributions of participant loans2020-12-31$18,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,028,651
Value of total assets at end of year2020-12-31$16,340,639
Value of total assets at beginning of year2020-12-31$13,817,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$31,731
Total interest from all sources2020-12-31$12,372
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,012,158
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$1,012,158
Administrative expenses professional fees incurred2020-12-31$10,539
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$763,086
Participant contributions at end of year2020-12-31$293,477
Participant contributions at beginning of year2020-12-31$264,097
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$34,131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,522,887
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,340,639
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,817,752
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$13,749,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,123,491
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$12,372
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,066,065
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,176,328
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,467,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$231,434
Employer contributions (assets) at end of year2020-12-31$231,434
Employer contributions (assets) at beginning of year2020-12-31$253,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$947,011
Contract administrator fees2020-12-31$21,192
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 name2020-12-31BFBA, LLP
Accountancy firm EIN2020-12-31680000424
2019 : NORCAL RENTAL GROUP 401(K) 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$3,715,201
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,632,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,578,062
Expenses. Certain deemed distributions of participant loans2019-12-31$19,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,083,192
Value of total assets at end of year2019-12-31$13,817,752
Value of total assets at beginning of year2019-12-31$12,734,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$34,719
Total interest from all sources2019-12-31$10,670
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$595,772
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$595,772
Administrative expenses professional fees incurred2019-12-31$7,719
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$828,068
Participant contributions at end of year2019-12-31$264,097
Participant contributions at beginning of year2019-12-31$231,334
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,288
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$1,082,904
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,817,752
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,734,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,123,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,080,203
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$10,670
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,176,328
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,162,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,025,567
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
Contributions received in cash from employer2019-12-31$253,836
Employer contributions (assets) at end of year2019-12-31$253,836
Employer contributions (assets) at beginning of year2019-12-31$260,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,578,062
Contract administrator fees2019-12-31$27,000
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 name2019-12-31BFBA, LLP
Accountancy firm EIN2019-12-31680000424
2018 : NORCAL RENTAL GROUP 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$566,660
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,112,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,069,071
Expenses. Certain deemed distributions of participant loans2018-12-31$1,660
Value of total corrective distributions2018-12-31$12,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,109,937
Value of total assets at end of year2018-12-31$12,734,848
Value of total assets at beginning of year2018-12-31$13,280,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$29,759
Total interest from all sources2018-12-31$8,884
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$813,202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$813,202
Administrative expenses professional fees incurred2018-12-31$2,614
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$819,143
Participant contributions at end of year2018-12-31$231,334
Participant contributions at beginning of year2018-12-31$196,040
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$30,297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-545,900
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,734,848
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,280,748
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$27,145
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,080,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,036,262
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$8,884
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,162,814
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,867,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,365,363
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
Contributions received in cash from employer2018-12-31$260,497
Employer contributions (assets) at end of year2018-12-31$260,497
Employer contributions (assets) at beginning of year2018-12-31$181,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,069,071
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 name2018-12-31BFBA, LLP
Accountancy firm EIN2018-12-31680000424
2017 : NORCAL RENTAL GROUP 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,818,613
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$167,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$119,851
Expenses. Certain deemed distributions of participant loans2017-12-31$18,576
Value of total corrective distributions2017-12-31$1,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$999,011
Value of total assets at end of year2017-12-31$13,280,748
Value of total assets at beginning of year2017-12-31$10,629,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$27,960
Total interest from all sources2017-12-31$6,518
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$470,029
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$470,029
Administrative expenses professional fees incurred2017-12-31$7,626
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$782,228
Participant contributions at end of year2017-12-31$196,040
Participant contributions at beginning of year2017-12-31$197,436
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$35,667
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$2,651,022
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,280,748
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,629,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,036,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,381,764
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Income. Interest from loans (other than to participants)2017-12-31$6,518
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,867,330
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,898,158
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,343,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$181,116
Employer contributions (assets) at end of year2017-12-31$181,116
Employer contributions (assets) at beginning of year2017-12-31$152,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$119,851
Contract administrator fees2017-12-31$20,334
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 name2017-12-31BFBA, LLP
Accountancy firm EIN2017-12-31680000424
2016 : NORCAL RENTAL GROUP 401(K) 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$1,478,000
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$77,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$58,234
Expenses. Certain deemed distributions of participant loans2016-12-31$2,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$860,411
Value of total assets at end of year2016-12-31$10,629,726
Value of total assets at beginning of year2016-12-31$9,229,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$17,126
Total interest from all sources2016-12-31$6,875
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$335,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$335,481
Administrative expenses professional fees incurred2016-12-31$3,438
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$639,046
Participant contributions at end of year2016-12-31$197,436
Participant contributions at beginning of year2016-12-31$180,754
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$20
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$68,997
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,400,368
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,629,726
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,229,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$13,688
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,381,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,335,141
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$6,875
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,898,158
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,576,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$275,233
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$152,368
Employer contributions (assets) at end of year2016-12-31$152,368
Employer contributions (assets) at beginning of year2016-12-31$136,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$58,234
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 name2016-12-31BFBA, LLP
Accountancy firm EIN2016-12-31680000424
2015 : NORCAL RENTAL GROUP 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$732,213
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$336,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$318,766
Expenses. Certain deemed distributions of participant loans2015-12-31$10,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$717,816
Value of total assets at end of year2015-12-31$9,229,358
Value of total assets at beginning of year2015-12-31$8,833,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,901
Total interest from all sources2015-12-31$419,931
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$570,056
Participant contributions at end of year2015-12-31$180,754
Participant contributions at beginning of year2015-12-31$109,415
Participant contributions at end of year2015-12-31$20
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$11,081
Other income not declared elsewhere2015-12-31$2,503
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$395,922
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,229,358
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,833,436
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$7,335,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$7,292,598
Interest on participant loans2015-12-31$4,861
Interest earned on other investments2015-12-31$415,070
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,576,764
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,321,155
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-408,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$136,679
Employer contributions (assets) at end of year2015-12-31$136,679
Employer contributions (assets) at beginning of year2015-12-31$110,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$318,766
Contract administrator fees2015-12-31$6,901
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 name2015-12-31BFBA, LLP
Accountancy firm EIN2015-12-31680000424
2014 : NORCAL RENTAL GROUP 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,103,379
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$841,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$828,612
Expenses. Certain deemed distributions of participant loans2014-12-31$3,572
Value of total corrective distributions2014-12-31$353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$585,904
Value of total assets at end of year2014-12-31$8,833,436
Value of total assets at beginning of year2014-12-31$8,571,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,111
Total interest from all sources2014-12-31$18,714
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$464,347
Participant contributions at end of year2014-12-31$109,415
Participant contributions at beginning of year2014-12-31$108,445
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$11,289
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$261,731
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,833,436
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,571,705
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 pooled separate accounts at end of year2014-12-31$7,292,598
Value of interest in pooled separate accounts at beginning of year2014-12-31$7,058,017
Income. Interest from loans (other than to participants)2014-12-31$3,707
Interest earned on other investments2014-12-31$15,007
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,321,155
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,306,739
Net investment gain/loss from pooled separate accounts2014-12-31$498,761
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$110,268
Employer contributions (assets) at end of year2014-12-31$110,268
Employer contributions (assets) at beginning of year2014-12-31$98,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$828,612
Contract administrator fees2014-12-31$9,111
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 name2014-12-31BFBA, LLP
Accountancy firm EIN2014-12-31680000424
2013 : NORCAL RENTAL GROUP 401(K) 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$2,091,452
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$929,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$890,541
Expenses. Certain deemed distributions of participant loans2013-12-31$14,155
Value of total corrective distributions2013-12-31$15,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$531,166
Value of total assets at end of year2013-12-31$8,571,705
Value of total assets at beginning of year2013-12-31$7,409,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,747
Total interest from all sources2013-12-31$17,664
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$432,662
Participant contributions at end of year2013-12-31$108,445
Participant contributions at beginning of year2013-12-31$147,935
Administrative expenses (other) incurred2013-12-31$5,147
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$1,162,026
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,571,705
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,409,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$3,600
Value of interest in pooled separate accounts at end of year2013-12-31$7,058,017
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,128,519
Interest on participant loans2013-12-31$4,273
Interest earned on other investments2013-12-31$13,391
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,306,739
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,133,225
Net investment gain/loss from pooled separate accounts2013-12-31$1,542,622
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$98,504
Employer contributions (assets) at end of year2013-12-31$98,504
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$890,541
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 name2013-12-31BFBA, LLP
Accountancy firm EIN2013-12-31680000424
2012 : NORCAL RENTAL GROUP 401(K) 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$1,276,635
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$386,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$352,913
Expenses. Certain deemed distributions of participant loans2012-12-31$28,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$442,947
Value of total assets at end of year2012-12-31$7,409,679
Value of total assets at beginning of year2012-12-31$6,519,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,950
Total interest from all sources2012-12-31$21,647
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$442,947
Participant contributions at end of year2012-12-31$147,935
Participant contributions at beginning of year2012-12-31$195,884
Administrative expenses (other) incurred2012-12-31$755
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$890,334
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,409,679
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,519,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$4,195
Value of interest in pooled separate accounts at end of year2012-12-31$6,128,519
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,282,499
Interest on participant loans2012-12-31$6,411
Interest earned on other investments2012-12-31$15,236
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,133,225
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,040,962
Net investment gain/loss from pooled separate accounts2012-12-31$812,041
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$352,913
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 name2012-12-31BROWN, FINK, BOYCE & ASTLE
Accountancy firm EIN2012-12-31680000424
2011 : NORCAL RENTAL GROUP 401(K) 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$261,405
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$151,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$136,953
Expenses. Certain deemed distributions of participant loans2011-12-31$1,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$404,062
Value of total assets at end of year2011-12-31$6,519,345
Value of total assets at beginning of year2011-12-31$6,409,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$12,917
Total interest from all sources2011-12-31$6,856
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$17,893
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$17,893
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$399,646
Participant contributions at end of year2011-12-31$195,884
Participant contributions at beginning of year2011-12-31$127,080
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,416
Administrative expenses (other) incurred2011-12-31$8,186
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$110,060
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,519,345
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,409,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$4,731
Value of interest in pooled separate accounts at end of year2011-12-31$5,282,499
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,401,200
Interest on participant loans2011-12-31$6,856
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,040,962
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$881,005
Net investment gain/loss from pooled separate accounts2011-12-31$-167,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$136,953
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 name2011-12-31BROWN, FINK, BOYCE & ASTLE
Accountancy firm EIN2011-12-31680000424
2010 : NORCAL RENTAL GROUP 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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
Total income from all sources (including contributions)2010-12-31$956,397
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$455,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$423,355
Expenses. Certain deemed distributions of participant loans2010-12-31$17,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$297,374
Value of total assets at end of year2010-12-31$6,409,285
Value of total assets at beginning of year2010-12-31$5,907,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$14,604
Total interest from all sources2010-12-31$7,149
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$22,517
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$22,517
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
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$292,697
Participant contributions at end of year2010-12-31$127,080
Participant contributions at beginning of year2010-12-31$142,394
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$4,677
Administrative expenses (other) incurred2010-12-31$10,165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$501,366
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,409,285
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,907,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$4,439
Value of interest in pooled separate accounts at end of year2010-12-31$5,401,200
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,848,788
Interest on participant loans2010-12-31$7,149
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$881,005
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$916,737
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$629,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$423,355
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BROWN, FINK, BOYCE & ASTLE
Accountancy firm EIN2010-12-31680000424
2009 : NORCAL RENTAL GROUP 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NORCAL RENTAL GROUP 401(K) PLAN

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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number933626-01
Policy instance 1
Insurance contract or identification number933626-01
Number of Individuals Covered104
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $6,669
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,669
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number933626-01
Policy instance 1
Insurance contract or identification number933626-01
Number of Individuals Covered97
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $5,678
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,678
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number933626-01
Policy instance 1
Insurance contract or identification number933626-01
Number of Individuals Covered102
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $5,369
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,369
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number933626-01
Policy instance 1
Insurance contract or identification number933626-01
Number of Individuals Covered98
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $3,382
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,382
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number933626-01
Policy instance 1
Insurance contract or identification number933626-01
Number of Individuals Covered92
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $7,171
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,171
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number933626-01
Policy instance 1
Insurance contract or identification number933626-01
Number of Individuals Covered91
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,989
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,989
Insurance broker organization code?3
Insurance broker nameKESTRA INVESTMENT SERVICES LLC
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number933626-01
Policy instance 1
Insurance contract or identification number933626-01
Number of Individuals Covered70
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5,976
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $5,976
Insurance broker organization code?3
Insurance broker nameNFP SECURITIES, INC.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number933626-01
Policy instance 1
Insurance contract or identification number933626-01
Number of Individuals Covered118
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $31,773
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $31,773
Insurance broker organization code?3
Insurance broker nameNFP SECURITIES, INC.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number933626-01
Policy instance 1
Insurance contract or identification number933626-01
Number of Individuals Covered109
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $28,873
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $28,873
Insurance broker organization code?3
Insurance broker nameNFP SECURITIES, INC.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number933626-01
Policy instance 1
Insurance contract or identification number933626-01
Number of Individuals Covered114
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $27,655
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $27,655
Insurance broker organization code?3
Insurance broker nameNFP SECURITIES, INC.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number933626-01
Policy instance 1
Insurance contract or identification number933626-01
Number of Individuals Covered117
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $30,565
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number933626-01
Policy instance 1
Insurance contract or identification number933626-01
Number of Individuals Covered118
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $22,886
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $22,886
Insurance broker organization code?3
Insurance broker nameNFP SECURITIES, INC.

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