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PREMIER AMERICA RETIREMENT AND SAVINGS PLAN 401k Plan overview

Plan NamePREMIER AMERICA RETIREMENT AND SAVINGS PLAN
Plan identification number 001

PREMIER AMERICA RETIREMENT AND SAVINGS PLAN Benefits

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

401k Sponsoring company profile

PREMIER AMERICA CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:PREMIER AMERICA CREDIT UNION
Employer identification number (EIN):953442691
NAIC Classification:522130
NAIC Description:Credit Unions

Additional information about PREMIER AMERICA CREDIT UNION

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C2205217

More information about PREMIER AMERICA CREDIT UNION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PREMIER AMERICA RETIREMENT AND SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01IAN SALISBURY
0012017-01-01TONI DANIELS
0012016-01-01TONI DANIELS
0012015-01-01TONI DANIELS
0012014-01-01TONI DANIELS
0012013-01-01TONI DANIELS
0012012-01-01JUDITH K FINKEL BRAD CUNNINGHAM2013-10-07
0012011-01-01JUDY FINKEL
0012010-01-01JUDY FINKEL BRAD CUNNINGHAM2011-10-13
0012009-01-01JUDY FINKEL BRAD CUNNINGHAM2010-10-12

Plan Statistics for PREMIER AMERICA RETIREMENT AND SAVINGS PLAN

401k plan membership statisitcs for PREMIER AMERICA RETIREMENT AND SAVINGS PLAN

Measure Date Value
2022: PREMIER AMERICA RETIREMENT AND SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01486
Total number of active participants reported on line 7a of the Form 55002022-01-01409
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-01124
Total of all active and inactive participants2022-01-01535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01535
Number of participants with account balances2022-01-01528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0133
2021: PREMIER AMERICA RETIREMENT AND SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01449
Total number of active participants reported on line 7a of the Form 55002021-01-01348
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-01131
Total of all active and inactive participants2021-01-01485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01486
Number of participants with account balances2021-01-01477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PREMIER AMERICA RETIREMENT AND SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01445
Total number of active participants reported on line 7a of the Form 55002020-01-01344
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01104
Total of all active and inactive participants2020-01-01448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01449
Number of participants with account balances2020-01-01442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PREMIER AMERICA RETIREMENT AND SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01393
Total number of active participants reported on line 7a of the Form 55002019-01-01343
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01100
Total of all active and inactive participants2019-01-01444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01445
Number of participants with account balances2019-01-01444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PREMIER AMERICA RETIREMENT AND SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01378
Total number of active participants reported on line 7a of the Form 55002018-01-01310
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0178
Total of all active and inactive participants2018-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01393
Number of participants with account balances2018-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PREMIER AMERICA RETIREMENT AND SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01365
Total number of active participants reported on line 7a of the Form 55002017-01-01295
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0183
Total of all active and inactive participants2017-01-01378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01378
Number of participants with account balances2017-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PREMIER AMERICA RETIREMENT AND SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01388
Total number of active participants reported on line 7a of the Form 55002016-01-01290
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0175
Total of all active and inactive participants2016-01-01365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01365
Number of participants with account balances2016-01-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PREMIER AMERICA RETIREMENT AND SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01364
Total number of active participants reported on line 7a of the Form 55002015-01-01320
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0166
Total of all active and inactive participants2015-01-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01387
Number of participants with account balances2015-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PREMIER AMERICA RETIREMENT AND SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01291
Total number of active participants reported on line 7a of the Form 55002014-01-01255
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0156
Total of all active and inactive participants2014-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01311
Number of participants with account balances2014-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PREMIER AMERICA RETIREMENT AND SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01336
Total number of active participants reported on line 7a of the Form 55002013-01-01234
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0151
Total of all active and inactive participants2013-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01285
Number of participants with account balances2013-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PREMIER AMERICA RETIREMENT AND SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01299
Total number of active participants reported on line 7a of the Form 55002012-01-01259
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0179
Total of all active and inactive participants2012-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01339
Number of participants with account balances2012-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0131
2011: PREMIER AMERICA RETIREMENT AND SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01304
Total number of active participants reported on line 7a of the Form 55002011-01-01233
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0166
Total of all active and inactive participants2011-01-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01299
Number of participants with account balances2011-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0123
2010: PREMIER AMERICA RETIREMENT AND SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01295
Total number of active participants reported on line 7a of the Form 55002010-01-01231
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0173
Total of all active and inactive participants2010-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01304
Number of participants with account balances2010-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0128
2009: PREMIER AMERICA RETIREMENT AND SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01290
Total number of active participants reported on line 7a of the Form 55002009-01-01236
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0159
Total of all active and inactive participants2009-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01295
Number of participants with account balances2009-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0132

Financial Data on PREMIER AMERICA RETIREMENT AND SAVINGS PLAN

Measure Date Value
2022 : PREMIER AMERICA RETIREMENT AND SAVINGS 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$0
Total income from all sources (including contributions)2022-12-31$-2,071,954
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,685,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,620,447
Expenses. Certain deemed distributions of participant loans2022-12-31$4,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,602,679
Value of total assets at end of year2022-12-31$37,282,247
Value of total assets at beginning of year2022-12-31$43,039,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$60,041
Total interest from all sources2022-12-31$18,656
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$366,939
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$366,939
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$12,000,000
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$2,311,439
Participant contributions at end of year2022-12-31$792,480
Participant contributions at beginning of year2022-12-31$464,613
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$3,279
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$629,087
Other income not declared elsewhere2022-12-31$9,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,757,413
Value of net assets at end of year (total assets less liabilities)2022-12-31$37,282,247
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$43,039,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,353,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,437,995
Value of interest in pooled separate accounts at end of year2022-12-31$20,884,968
Value of interest in pooled separate accounts at beginning of year2022-12-31$26,598,594
Interest on participant loans2022-12-31$24,599
Interest earned on other investments2022-12-31$-5,943
Value of interest in common/collective trusts at end of year2022-12-31$8,481,012
Value of interest in common/collective trusts at beginning of year2022-12-31$8,090,231
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,704,015
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,389,269
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$251,122
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-928,944
Net investment gain/loss from pooled separate accounts2022-12-31$-4,670,846
Net investment gain or loss from common/collective trusts2022-12-31$-1,469,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,662,153
Employer contributions (assets) at end of year2022-12-31$66,036
Employer contributions (assets) at beginning of year2022-12-31$55,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,369,325
Contract administrator fees2022-12-31$60,041
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 name2022-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2022-12-31300840934
2021 : PREMIER AMERICA RETIREMENT AND SAVINGS 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$9,106,981
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,248,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,186,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,396,086
Value of total assets at end of year2021-12-31$43,039,660
Value of total assets at beginning of year2021-12-31$36,181,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$62,327
Total interest from all sources2021-12-31$55,963
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$134,270
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$134,270
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$12,000,000
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$1,948,650
Participant contributions at end of year2021-12-31$464,613
Participant contributions at beginning of year2021-12-31$597,966
Participant contributions at end of year2021-12-31$3,279
Participant contributions at beginning of year2021-12-31$342
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$58,229
Other income not declared elsewhere2021-12-31$8,944
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$6,858,160
Value of net assets at end of year (total assets less liabilities)2021-12-31$43,039,660
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$36,181,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,437,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,586,690
Value of interest in pooled separate accounts at end of year2021-12-31$26,598,594
Value of interest in pooled separate accounts at beginning of year2021-12-31$22,473,528
Interest on participant loans2021-12-31$21,884
Interest earned on other investments2021-12-31$34,079
Value of interest in common/collective trusts at end of year2021-12-31$8,090,231
Value of interest in common/collective trusts at beginning of year2021-12-31$7,029,383
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,389,269
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,459,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$195,195
Net investment gain/loss from pooled separate accounts2021-12-31$4,263,042
Net investment gain or loss from common/collective trusts2021-12-31$1,053,481
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,389,207
Employer contributions (assets) at end of year2021-12-31$55,679
Employer contributions (assets) at beginning of year2021-12-31$33,674
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,186,494
Contract administrator fees2021-12-31$62,327
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 name2021-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2021-12-31300840934
2020 : PREMIER AMERICA RETIREMENT AND SAVINGS 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$7,534,495
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,553,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,499,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,360,314
Value of total assets at end of year2020-12-31$36,181,500
Value of total assets at beginning of year2020-12-31$31,200,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$54,137
Total interest from all sources2020-12-31$58,553
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$77,490
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$77,490
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$12,000,000
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$1,650,128
Participant contributions at end of year2020-12-31$597,966
Participant contributions at beginning of year2020-12-31$582,401
Participant contributions at end of year2020-12-31$342
Participant contributions at beginning of year2020-12-31$27
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$493,480
Other income not declared elsewhere2020-12-31$6,559
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$4,981,181
Value of net assets at end of year (total assets less liabilities)2020-12-31$36,181,500
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$31,200,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,586,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,104,615
Value of interest in pooled separate accounts at end of year2020-12-31$22,473,528
Value of interest in pooled separate accounts at beginning of year2020-12-31$19,792,799
Interest on participant loans2020-12-31$26,533
Interest earned on other investments2020-12-31$32,020
Value of interest in common/collective trusts at end of year2020-12-31$7,029,383
Value of interest in common/collective trusts at beginning of year2020-12-31$6,488,204
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,459,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,180,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$296,976
Net investment gain/loss from pooled separate accounts2020-12-31$2,806,685
Net investment gain or loss from common/collective trusts2020-12-31$927,918
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$1,216,706
Employer contributions (assets) at end of year2020-12-31$33,674
Employer contributions (assets) at beginning of year2020-12-31$51,591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,499,177
Contract administrator fees2020-12-31$54,137
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 name2020-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2020-12-31300840934
2019 : PREMIER AMERICA RETIREMENT AND SAVINGS 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$8,607,659
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,929,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,868,278
Expenses. Certain deemed distributions of participant loans2019-12-31$11,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,146,803
Value of total assets at end of year2019-12-31$31,200,319
Value of total assets at beginning of year2019-12-31$24,522,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$49,730
Total interest from all sources2019-12-31$50,680
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$89,441
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$89,441
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$12,000,000
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$1,530,821
Participant contributions at end of year2019-12-31$582,401
Participant contributions at beginning of year2019-12-31$687,628
Participant contributions at end of year2019-12-31$27
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$517,845
Other income not declared elsewhere2019-12-31$7,170
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$6,677,816
Value of net assets at end of year (total assets less liabilities)2019-12-31$31,200,319
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$24,522,503
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$3,104,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,671,826
Value of interest in pooled separate accounts at end of year2019-12-31$19,792,799
Value of interest in pooled separate accounts at beginning of year2019-12-31$14,580,738
Interest on participant loans2019-12-31$28,262
Value of interest in common/collective trusts at end of year2019-12-31$6,488,204
Value of interest in common/collective trusts at beginning of year2019-12-31$4,931,603
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$22,418
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,180,682
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,568,988
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$403,079
Net investment gain/loss from pooled separate accounts2019-12-31$3,818,073
Net investment gain or loss from common/collective trusts2019-12-31$1,092,413
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$1,098,137
Employer contributions (assets) at end of year2019-12-31$51,591
Employer contributions (assets) at beginning of year2019-12-31$81,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,868,278
Contract administrator fees2019-12-31$49,730
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 name2019-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2019-12-31300840934
2018 : PREMIER AMERICA RETIREMENT AND SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,156,702
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,091,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,045,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,462,344
Value of total assets at end of year2018-12-31$24,522,503
Value of total assets at beginning of year2018-12-31$26,457,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$45,907
Total interest from all sources2018-12-31$56,058
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$89,498
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$89,498
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$12,000,000
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$1,396,898
Participant contributions at end of year2018-12-31$687,628
Participant contributions at beginning of year2018-12-31$520,367
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$133,108
Other income not declared elsewhere2018-12-31$6,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,934,747
Value of net assets at end of year (total assets less liabilities)2018-12-31$24,522,503
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$26,457,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,671,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,813,395
Value of interest in pooled separate accounts at end of year2018-12-31$14,580,738
Value of interest in pooled separate accounts at beginning of year2018-12-31$15,298,513
Interest on participant loans2018-12-31$26,075
Interest earned on other investments2018-12-31$29,983
Value of interest in common/collective trusts at end of year2018-12-31$4,931,603
Value of interest in common/collective trusts at beginning of year2018-12-31$5,608,572
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,568,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,137,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-308,655
Net investment gain/loss from pooled separate accounts2018-12-31$-760,835
Net investment gain or loss from common/collective trusts2018-12-31$-388,632
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$932,338
Employer contributions (assets) at end of year2018-12-31$81,720
Employer contributions (assets) at beginning of year2018-12-31$79,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,045,542
Contract administrator fees2018-12-31$45,907
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 name2018-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2018-12-31300840934
2017 : PREMIER AMERICA RETIREMENT AND SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,639,089
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,335,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,331,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,336,963
Value of total assets at end of year2017-12-31$26,457,250
Value of total assets at beginning of year2017-12-31$22,154,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,207
Total interest from all sources2017-12-31$63,920
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$73,420
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$73,420
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$12,000,000
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$1,307,180
Participant contributions at end of year2017-12-31$520,367
Participant contributions at beginning of year2017-12-31$459,058
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$170,846
Other income not declared elsewhere2017-12-31$643
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$4,303,114
Value of net assets at end of year (total assets less liabilities)2017-12-31$26,457,250
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$22,154,136
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$2,813,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,930,439
Value of interest in pooled separate accounts at end of year2017-12-31$15,298,513
Value of interest in pooled separate accounts at beginning of year2017-12-31$11,925,600
Interest on participant loans2017-12-31$17,714
Interest earned on other investments2017-12-31$46,206
Value of interest in common/collective trusts at end of year2017-12-31$5,608,572
Value of interest in common/collective trusts at beginning of year2017-12-31$4,505,412
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,137,109
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,280,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$201,314
Net investment gain/loss from pooled separate accounts2017-12-31$2,199,221
Net investment gain or loss from common/collective trusts2017-12-31$763,608
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$858,937
Employer contributions (assets) at end of year2017-12-31$79,294
Employer contributions (assets) at beginning of year2017-12-31$53,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,331,768
Contract administrator fees2017-12-31$4,207
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 name2017-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2017-12-31300840934
2016 : PREMIER AMERICA RETIREMENT AND SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$5,769,576
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$94
Total income from all sources (including contributions)2016-12-31$4,016,772
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,989,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,972,538
Expenses. Certain deemed distributions of participant loans2016-12-31$9,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,430,384
Value of total assets at end of year2016-12-31$22,154,136
Value of total assets at beginning of year2016-12-31$15,357,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,754
Total interest from all sources2016-12-31$68,280
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$56,538
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$56,538
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
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$1,197,298
Participant contributions at end of year2016-12-31$459,058
Participant contributions at beginning of year2016-12-31$472,554
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$523,626
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$94
Other income not declared elsewhere2016-12-31$94
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$1,027,188
Value of net assets at end of year (total assets less liabilities)2016-12-31$22,154,136
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,357,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,930,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,392,881
Value of interest in pooled separate accounts at end of year2016-12-31$11,925,600
Value of interest in pooled separate accounts at beginning of year2016-12-31$10,101,937
Interest on participant loans2016-12-31$17,379
Interest earned on other investments2016-12-31$50,901
Value of interest in common/collective trusts at end of year2016-12-31$4,505,412
Value of interest in common/collective trusts at beginning of year2016-12-31$1,312,331
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,280,366
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,019,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$102,356
Net investment gain/loss from pooled separate accounts2016-12-31$873,656
Net investment gain or loss from common/collective trusts2016-12-31$485,464
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$709,460
Employer contributions (assets) at end of year2016-12-31$53,261
Employer contributions (assets) at beginning of year2016-12-31$57,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,972,538
Contract administrator fees2016-12-31$7,754
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 name2016-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2016-12-31300840934
2015 : PREMIER AMERICA RETIREMENT AND SAVINGS PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$94
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,756,688
Total of all expenses incurred2015-12-31$1,154,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,143,621
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,831,251
Value of total assets at end of year2015-12-31$15,357,466
Value of total assets at beginning of year2015-12-31$14,754,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,393
Total interest from all sources2015-12-31$44,370
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$50,588
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$50,588
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,031,594
Participant contributions at end of year2015-12-31$472,554
Participant contributions at beginning of year2015-12-31$389,212
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$155,490
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$229
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$94
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$602,674
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,357,372
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,754,698
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,392,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,513,116
Value of interest in pooled separate accounts at end of year2015-12-31$10,101,937
Value of interest in pooled separate accounts at beginning of year2015-12-31$10,214,756
Interest on participant loans2015-12-31$14,239
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$30,131
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$1,312,331
Value of interest in common/collective trusts at beginning of year2015-12-31$1,178,308
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,019,964
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,382,829
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-107,452
Net investment gain/loss from pooled separate accounts2015-12-31$-46,817
Net investment gain or loss from common/collective trusts2015-12-31$-15,252
Net gain/loss from 103.12 investment entities2015-12-31$0
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$644,167
Employer contributions (assets) at end of year2015-12-31$57,799
Employer contributions (assets) at beginning of year2015-12-31$76,477
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,143,392
Contract administrator fees2015-12-31$10,393
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 name2015-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2015-12-31300840934
2014 : PREMIER AMERICA RETIREMENT AND SAVINGS PLAN 2014 401k financial data
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$2,608,453
Total of all expenses incurred2014-12-31$446,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$438,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,692,508
Value of total assets at end of year2014-12-31$14,754,698
Value of total assets at beginning of year2014-12-31$12,593,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,681
Total interest from all sources2014-12-31$36,528
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$43,909
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$43,909
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$915,590
Participant contributions at end of year2014-12-31$389,212
Participant contributions at beginning of year2014-12-31$336,937
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$194,678
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$2,161,488
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,754,698
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,593,210
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$5,123
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,513,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,257,951
Value of interest in pooled separate accounts at end of year2014-12-31$10,214,756
Value of interest in pooled separate accounts at beginning of year2014-12-31$8,777,105
Interest on participant loans2014-12-31$11,661
Interest earned on other investments2014-12-31$24,867
Value of interest in common/collective trusts at end of year2014-12-31$1,178,308
Value of interest in common/collective trusts at beginning of year2014-12-31$778,967
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,382,829
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,410,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-26,899
Net investment gain/loss from pooled separate accounts2014-12-31$805,893
Net investment gain or loss from common/collective trusts2014-12-31$56,514
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$582,240
Employer contributions (assets) at end of year2014-12-31$76,477
Employer contributions (assets) at beginning of year2014-12-31$31,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$438,284
Contract administrator fees2014-12-31$3,558
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 name2014-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2014-12-31300840934
2013 : PREMIER AMERICA RETIREMENT AND SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,678,437
Total unrealized appreciation/depreciation of assets2013-12-31$1,678,437
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$3,259,421
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,235,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,231,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,544,725
Value of total assets at end of year2013-12-31$12,593,210
Value of total assets at beginning of year2013-12-31$10,568,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,306
Total interest from all sources2013-12-31$11,774
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$24,485
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$24,485
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$813,769
Participant contributions at end of year2013-12-31$336,937
Participant contributions at beginning of year2013-12-31$351,615
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$314,636
Administrative expenses (other) incurred2013-12-31$277
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$2,024,283
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,593,210
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,568,927
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$3,029
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,257,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,361,045
Value of interest in pooled separate accounts at end of year2013-12-31$8,777,105
Interest on participant loans2013-12-31$11,774
Value of interest in common/collective trusts at end of year2013-12-31$778,967
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,410,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,856,267
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$416,320
Employer contributions (assets) at end of year2013-12-31$31,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,231,832
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CNM LLP
Accountancy firm EIN2013-12-31651202484
2012 : PREMIER AMERICA RETIREMENT AND SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,358,878
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$379,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$374,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,525,418
Value of total assets at end of year2012-12-31$10,568,927
Value of total assets at beginning of year2012-12-31$7,589,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,628
Total interest from all sources2012-12-31$44,761
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$804,645
Participant contributions at end of year2012-12-31$351,615
Participant contributions at beginning of year2012-12-31$256,452
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,311,265
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$2,978,951
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,568,927
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,589,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,361,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,350,704
Interest on participant loans2012-12-31$9,001
Interest earned on other investments2012-12-31$35,760
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,856,267
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$982,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$788,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$409,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$374,299
Contract administrator fees2012-12-31$5,628
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 name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : PREMIER AMERICA RETIREMENT AND SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,384,097
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$464,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$459,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,255,787
Value of total assets at end of year2011-12-31$7,589,976
Value of total assets at beginning of year2011-12-31$6,670,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,860
Total interest from all sources2011-12-31$33,522
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
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$708,144
Participant contributions at end of year2011-12-31$256,452
Participant contributions at beginning of year2011-12-31$178,101
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$212,337
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$919,473
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,589,976
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,670,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,350,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,740,151
Interest on participant loans2011-12-31$8,612
Interest earned on other investments2011-12-31$24,910
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$982,820
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$726,394
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$94,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$335,306
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$25,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$459,764
Contract administrator fees2011-12-31$4,860
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 name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : PREMIER AMERICA RETIREMENT AND SAVINGS 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$1,985,672
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$220,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$215,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,412,072
Value of total assets at end of year2010-12-31$6,670,503
Value of total assets at beginning of year2010-12-31$4,904,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,625
Total interest from all sources2010-12-31$23,139
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
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$657,084
Participant contributions at end of year2010-12-31$178,101
Participant contributions at beginning of year2010-12-31$151,314
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$401,240
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$1,765,669
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,670,503
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,904,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,740,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,332,117
Interest on participant loans2010-12-31$6,759
Interest earned on other investments2010-12-31$16,380
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$726,394
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$401,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$550,461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$353,748
Employer contributions (assets) at end of year2010-12-31$25,857
Employer contributions (assets) at beginning of year2010-12-31$19,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$215,378
Contract administrator fees2010-12-31$4,625
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 name2010-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2010-12-31420714325
2009 : PREMIER AMERICA RETIREMENT AND SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PREMIER AMERICA RETIREMENT AND SAVINGS PLAN

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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered545
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,386
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 $0
Amount paid for insurance broker fees1386
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number619363
Policy instance 1
Insurance contract or identification number619363
Number of Individuals Covered545
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,484
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 $0
Amount paid for insurance broker fees11484
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered493
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $999
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees999
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number619363
Policy instance 1
Insurance contract or identification number619363
Number of Individuals Covered493
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,995
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees11995
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number619363
Policy instance 1
Insurance contract or identification number619363
Number of Individuals Covered456
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,608
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees9608
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered456
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $856
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees856
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered445
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $675
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 $0
Amount paid for insurance broker fees675
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number619363
Policy instance 1
Insurance contract or identification number619363
Number of Individuals Covered445
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,440
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 $0
Amount paid for insurance broker fees8440
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered424
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $926
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 $0
Amount paid for insurance broker fees926
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number619363
Policy instance 1
Insurance contract or identification number619363
Number of Individuals Covered424
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,823
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 $0
Amount paid for insurance broker fees7823
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered383
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,601
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1601
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameACTUARIAL BENEFITS CORP.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number619363
Policy instance 1
Insurance contract or identification number619363
Number of Individuals Covered383
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,531
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees6531
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameACTUARIAL BENEFITS CORP.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered328
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $847
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees847
Additional information about fees paid to insurance brokerREFERAL/SERVICE FEE
Insurance broker organization code?5
Insurance broker nameCENTRAL ADMINISTRATIVE SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered288
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $695
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 $0
Amount paid for insurance broker fees695
Additional information about fees paid to insurance brokerREFERRRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameCENTRAL ADMINISTRATIVE SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number619363
Policy instance 2
Insurance contract or identification number619363
Number of Individuals Covered288
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,657
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees4657
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameCENTRAL ADMINISTRATIVE SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered258
Insurance policy start date2013-07-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,917
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees4917
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameCENTRAL ADMINISTRATIVE SERVICES INC
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number104-2784-8
Policy instance 1
Insurance contract or identification number104-2784-8
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-06-28
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number104-2784-8
Policy instance 1
Insurance contract or identification number104-2784-8
Number of Individuals Covered339
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number104-2784-8
Policy instance 1
Insurance contract or identification number104-2784-8
Number of Individuals Covered299
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number104-2784-8
Policy instance 1
Insurance contract or identification number104-2784-8
Number of Individuals Covered304
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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