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ACCEL RETIREMENT PLAN 401k Plan overview

Plan NameACCEL RETIREMENT PLAN
Plan identification number 001

ACCEL RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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

ACCEL has sponsored the creation of one or more 401k plans.

Company Name:ACCEL
Employer identification number (EIN):953497070
NAIC Classification:611000

Additional information about ACCEL

Jurisdiction of Incorporation: Alaska Department Commerce, Community & Economic Development
Incorporation Date: 2015-12-29
Company Identification Number: 10034384
Legal Registered Office Address: 36500 CORPORATE DRIVE

FARMINGTON HILLS
United States of America (USA)
48331

More information about ACCEL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACCEL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-09-01
0012020-09-01
0012019-09-01
0012018-09-01
0012017-09-01
0012016-09-01LAURA LAZZERINI
0012015-09-01RAYMOND DAMM III
0012014-09-01LAURA LAZZERINI
0012013-09-01CHERYL R KEY
0012012-09-01CHERYL R. KEY CHERYL R. KEY2014-06-12
0012011-09-01CHERYL R. KEY CHERYL R. KEY2013-06-13
0012010-09-01CHERYL R. KEY CHERYL R. KEY2012-06-14
0012009-09-01CHERYL R. KEY CHERYL R. KEY2011-06-15

Plan Statistics for ACCEL RETIREMENT PLAN

401k plan membership statisitcs for ACCEL RETIREMENT PLAN

Measure Date Value
2022: ACCEL RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01291
Total number of active participants reported on line 7a of the Form 55002022-01-01292
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-0121
Total of all active and inactive participants2022-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01320
Number of participants with account balances2022-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ACCEL RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-09-01234
Total number of active participants reported on line 7a of the Form 55002021-09-01188
Number of retired or separated participants receiving benefits2021-09-010
Number of other retired or separated participants entitled to future benefits2021-09-0141
Total of all active and inactive participants2021-09-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-09-010
Total participants2021-09-01229
Number of participants with account balances2021-09-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-09-010
2020: ACCEL RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-09-01262
Total number of active participants reported on line 7a of the Form 55002020-09-01183
Number of retired or separated participants receiving benefits2020-09-011
Number of other retired or separated participants entitled to future benefits2020-09-0140
Total of all active and inactive participants2020-09-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-09-010
Total participants2020-09-01224
Number of participants with account balances2020-09-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-09-010
2019: ACCEL RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-09-01208
Total number of active participants reported on line 7a of the Form 55002019-09-01188
Number of retired or separated participants receiving benefits2019-09-011
Number of other retired or separated participants entitled to future benefits2019-09-0139
Total of all active and inactive participants2019-09-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-09-010
Total participants2019-09-01228
Number of participants with account balances2019-09-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-09-010
2018: ACCEL RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-09-01171
Total number of active participants reported on line 7a of the Form 55002018-09-01117
Number of retired or separated participants receiving benefits2018-09-010
Number of other retired or separated participants entitled to future benefits2018-09-0133
Total of all active and inactive participants2018-09-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-09-010
Total participants2018-09-01150
Number of participants with account balances2018-09-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-09-017
2017: ACCEL RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-09-01141
Total number of active participants reported on line 7a of the Form 55002017-09-01104
Number of retired or separated participants receiving benefits2017-09-010
Number of other retired or separated participants entitled to future benefits2017-09-0131
Total of all active and inactive participants2017-09-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-09-010
Total participants2017-09-01135
Number of participants with account balances2017-09-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-09-011
2016: ACCEL RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-01147
Total number of active participants reported on line 7a of the Form 55002016-09-0198
Number of retired or separated participants receiving benefits2016-09-010
Number of other retired or separated participants entitled to future benefits2016-09-0130
Total of all active and inactive participants2016-09-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-09-010
Total participants2016-09-01128
Number of participants with account balances2016-09-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-09-015
2015: ACCEL RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-01143
Total number of active participants reported on line 7a of the Form 55002015-09-01103
Number of retired or separated participants receiving benefits2015-09-010
Number of other retired or separated participants entitled to future benefits2015-09-0127
Total of all active and inactive participants2015-09-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-010
Total participants2015-09-01130
Number of participants with account balances2015-09-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-016
2014: ACCEL RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-01139
Total number of active participants reported on line 7a of the Form 55002014-09-0197
Number of retired or separated participants receiving benefits2014-09-010
Number of other retired or separated participants entitled to future benefits2014-09-0120
Total of all active and inactive participants2014-09-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-010
Total participants2014-09-01117
Number of participants with account balances2014-09-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-09-0110
2013: ACCEL RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-01132
Total number of active participants reported on line 7a of the Form 55002013-09-0191
Number of retired or separated participants receiving benefits2013-09-010
Number of other retired or separated participants entitled to future benefits2013-09-0124
Total of all active and inactive participants2013-09-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-011
Total participants2013-09-01116
Number of participants with account balances2013-09-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-013
2012: ACCEL RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-01148
Total number of active participants reported on line 7a of the Form 55002012-09-01108
Number of retired or separated participants receiving benefits2012-09-010
Number of other retired or separated participants entitled to future benefits2012-09-0119
Total of all active and inactive participants2012-09-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-011
Total participants2012-09-01128
Number of participants with account balances2012-09-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-018
2011: ACCEL RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-01136
Total number of active participants reported on line 7a of the Form 55002011-09-01106
Number of retired or separated participants receiving benefits2011-09-010
Number of other retired or separated participants entitled to future benefits2011-09-0118
Total of all active and inactive participants2011-09-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-011
Total participants2011-09-01125
Number of participants with account balances2011-09-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-011
2010: ACCEL RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-09-01139
Total number of active participants reported on line 7a of the Form 55002010-09-01112
Number of retired or separated participants receiving benefits2010-09-010
Number of other retired or separated participants entitled to future benefits2010-09-0119
Total of all active and inactive participants2010-09-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-09-010
Total participants2010-09-01131
Number of participants with account balances2010-09-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-09-013
2009: ACCEL RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-01141
Total number of active participants reported on line 7a of the Form 55002009-09-01106
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-0115
Total of all active and inactive participants2009-09-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-010
Total participants2009-09-01121
Number of participants with account balances2009-09-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-013

Financial Data on ACCEL RETIREMENT PLAN

Measure Date Value
2022 : ACCEL RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-141,954
Total of all expenses incurred2022-12-31$244,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$223,463
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$199,105
Value of total assets at end of year2022-12-31$1,644,731
Value of total assets at beginning of year2022-12-31$2,030,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$20,687
Total interest from all sources2022-12-31$536
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$203,084
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$166,891
Participant contributions at end of year2022-12-31$8,726
Participant contributions at beginning of year2022-12-31$9,457
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$32,214
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-386,104
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,644,731
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,030,835
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$1,624,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,021,378
Interest on participant loans2022-12-31$536
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$11,843
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-341,595
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$0
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$223,463
Contract administrator fees2022-12-31$20,687
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 name2022-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2022-12-31431947695
2021 : ACCEL RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$78,241
Total of all expenses incurred2021-12-31$25,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$18,225
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$44,246
Value of total assets at end of year2021-12-31$2,030,835
Value of total assets at beginning of year2021-12-31$1,977,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,917
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$200,000
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$44,246
Participant contributions at end of year2021-12-31$9,457
Participant contributions at beginning of year2021-12-31$10,446
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$53,099
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,030,835
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,977,736
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$2,021,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,967,290
Interest on participant loans2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$33,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$0
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$18,225
Contract administrator fees2021-12-31$6,917
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 name2021-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2021-12-31431947695
Total income from all sources (including contributions)2021-08-31$452,312
Total of all expenses incurred2021-08-31$182,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-08-31$162,995
Expenses. Certain deemed distributions of participant loans2021-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-08-31$99,365
Value of total assets at end of year2021-08-31$1,977,736
Value of total assets at beginning of year2021-08-31$1,707,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-08-31$19,058
Total interest from all sources2021-08-31$867
Total dividends received (eg from common stock, registered investment company shares)2021-08-31$78,689
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-08-31$78,689
Was this plan covered by a fidelity bond2021-08-31Yes
Value of fidelity bond cover2021-08-31$200,000
If this is an individual account plan, was there a blackout period2021-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-08-31$0
Were there any nonexempt tranactions with any party-in-interest2021-08-31No
Contributions received from participants2021-08-31$98,393
Participant contributions at end of year2021-08-31$10,446
Participant contributions at beginning of year2021-08-31$15,047
Participant contributions at end of year2021-08-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-08-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-08-31$972
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-08-31$0
Total non interest bearing cash at end of year2021-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Value of net income/loss2021-08-31$270,259
Value of net assets at end of year (total assets less liabilities)2021-08-31$1,977,736
Value of net assets at beginning of year (total assets less liabilities)2021-08-31$1,707,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-08-31No
Were any leases to which the plan was party in default or uncollectible2021-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-08-31$1,967,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-08-31$1,692,430
Interest on participant loans2021-08-31$867
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-08-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-08-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-08-31$273,391
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-08-31No
Was there a failure to transmit to the plan any participant contributions2021-08-31No
Has the plan failed to provide any benefit when due under the plan2021-08-31No
Contributions received in cash from employer2021-08-31$0
Employer contributions (assets) at end of year2021-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-08-31$162,995
Contract administrator fees2021-08-31$19,058
Assets. Corporate common stocks other than exployer securities at beginning of year2021-08-31$0
Did the plan have assets held for investment2021-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-08-31No
Opinion of an independent qualified public accountant for this plan2021-08-31Disclaimer
Accountancy firm name2021-08-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2021-08-31431947695
2020 : ACCEL RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-08-31$529,540
Total of all expenses incurred2020-08-31$171,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-08-31$155,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-08-31$17,577
Value of total assets at end of year2020-08-31$1,707,477
Value of total assets at beginning of year2020-08-31$1,349,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-08-31$16,196
Total interest from all sources2020-08-31$3,598
Total dividends received (eg from common stock, registered investment company shares)2020-08-31$29,119
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-08-31$29,119
Was this plan covered by a fidelity bond2020-08-31Yes
Value of fidelity bond cover2020-08-31$134,970
If this is an individual account plan, was there a blackout period2020-08-31Yes
Were there any nonexempt tranactions with any party-in-interest2020-08-31No
Contributions received from participants2020-08-31$17,577
Participant contributions at end of year2020-08-31$15,047
Participant contributions at beginning of year2020-08-31$19,929
Participant contributions at end of year2020-08-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-08-31$86,076
Income. Received or receivable in cash from other sources (including rollovers)2020-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-08-31$3,049
Other income not declared elsewhere2020-08-31$1,097
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Value of net income/loss2020-08-31$357,778
Value of net assets at end of year (total assets less liabilities)2020-08-31$1,707,477
Value of net assets at beginning of year (total assets less liabilities)2020-08-31$1,349,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-08-31No
Were any leases to which the plan was party in default or uncollectible2020-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-08-31$1,692,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-08-31$835,521
Interest on participant loans2020-08-31$3,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-08-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-08-31$26,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-08-31$26,953
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-08-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-08-31$478,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-08-31No
Was there a failure to transmit to the plan any participant contributions2020-08-31Yes
Has the plan failed to provide any benefit when due under the plan2020-08-31No
Employer contributions (assets) at end of year2020-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-08-31$155,566
Contract administrator fees2020-08-31$16,196
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-08-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2020-08-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-08-31$378,171
Did the plan have assets held for investment2020-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-08-31Yes
Opinion of an independent qualified public accountant for this plan2020-08-31Disclaimer
Accountancy firm name2020-08-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2020-08-31431947695
2019 : ACCEL RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-08-31$-4,499
Total unrealized appreciation/depreciation of assets2019-08-31$-4,499
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$0
Total income from all sources (including contributions)2019-08-31$51,820
Total loss/gain on sale of assets2019-08-31$-9,094
Total of all expenses incurred2019-08-31$354,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-08-31$338,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-08-31$0
Value of total assets at end of year2019-08-31$1,349,699
Value of total assets at beginning of year2019-08-31$1,652,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-08-31$15,980
Total interest from all sources2019-08-31$1,880
Total dividends received (eg from common stock, registered investment company shares)2019-08-31$47,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-08-31No
Was this plan covered by a fidelity bond2019-08-31Yes
Value of fidelity bond cover2019-08-31$166,000
If this is an individual account plan, was there a blackout period2019-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-08-31$0
Were there any nonexempt tranactions with any party-in-interest2019-08-31No
Participant contributions at end of year2019-08-31$19,929
Participant contributions at beginning of year2019-08-31$9,084
Assets. Other investments not covered elsewhere at end of year2019-08-31$86,076
Assets. Other investments not covered elsewhere at beginning of year2019-08-31$119,446
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-08-31$3,049
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-08-31$299
Total non interest bearing cash at end of year2019-08-31$0
Total non interest bearing cash at beginning of year2019-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Value of net income/loss2019-08-31$-302,902
Value of net assets at end of year (total assets less liabilities)2019-08-31$1,349,699
Value of net assets at beginning of year (total assets less liabilities)2019-08-31$1,652,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-08-31No
Were any leases to which the plan was party in default or uncollectible2019-08-31No
Investment advisory and management fees2019-08-31$15,980
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-08-31$835,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-08-31$1,000,642
Interest on participant loans2019-08-31$1,137
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-08-31$26,953
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-08-31$27,719
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-08-31$27,719
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-08-31$743
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-08-31$16,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-08-31No
Was there a failure to transmit to the plan any participant contributions2019-08-31Yes
Has the plan failed to provide any benefit when due under the plan2019-08-31No
Employer contributions (assets) at end of year2019-08-31$0
Employer contributions (assets) at beginning of year2019-08-31$0
Income. Dividends from common stock2019-08-31$47,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-08-31$338,742
Assets. Corporate common stocks other than exployer securities at end of year2019-08-31$378,171
Assets. Corporate common stocks other than exployer securities at beginning of year2019-08-31$495,411
Did the plan have assets held for investment2019-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-08-31No
Aggregate proceeds on sale of assets2019-08-31$-9,094
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-08-31No
Opinion of an independent qualified public accountant for this plan2019-08-31Unqualified
Accountancy firm name2019-08-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2019-08-31431947695
2018 : ACCEL RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-08-31$37,283
Total unrealized appreciation/depreciation of assets2018-08-31$37,283
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$0
Total income from all sources (including contributions)2018-08-31$94,802
Total loss/gain on sale of assets2018-08-31$18,309
Total of all expenses incurred2018-08-31$68,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-08-31$53,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-08-31$0
Value of total assets at end of year2018-08-31$1,652,601
Value of total assets at beginning of year2018-08-31$1,625,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-08-31$14,389
Total interest from all sources2018-08-31$1,136
Total dividends received (eg from common stock, registered investment company shares)2018-08-31$41,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-08-31No
Was this plan covered by a fidelity bond2018-08-31Yes
Value of fidelity bond cover2018-08-31$165,000
If this is an individual account plan, was there a blackout period2018-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-08-31$0
Were there any nonexempt tranactions with any party-in-interest2018-08-31No
Participant contributions at end of year2018-08-31$9,084
Participant contributions at beginning of year2018-08-31$11,535
Assets. Other investments not covered elsewhere at end of year2018-08-31$119,446
Assets. Other investments not covered elsewhere at beginning of year2018-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-08-31$299
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-08-31$0
Total non interest bearing cash at end of year2018-08-31$0
Total non interest bearing cash at beginning of year2018-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Value of net income/loss2018-08-31$26,650
Value of net assets at end of year (total assets less liabilities)2018-08-31$1,652,601
Value of net assets at beginning of year (total assets less liabilities)2018-08-31$1,625,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-08-31No
Were any leases to which the plan was party in default or uncollectible2018-08-31No
Investment advisory and management fees2018-08-31$14,389
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-08-31$1,000,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-08-31$1,317,380
Interest on participant loans2018-08-31$577
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-08-31$27,719
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-08-31$65,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-08-31$65,534
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-08-31$559
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-08-31$-3,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-08-31Yes
Was there a failure to transmit to the plan any participant contributions2018-08-31Yes
Has the plan failed to provide any benefit when due under the plan2018-08-31No
Employer contributions (assets) at end of year2018-08-31$0
Employer contributions (assets) at beginning of year2018-08-31$231,502
Income. Dividends from common stock2018-08-31$41,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-08-31$53,763
Assets. Corporate common stocks other than exployer securities at end of year2018-08-31$495,411
Assets. Corporate common stocks other than exployer securities at beginning of year2018-08-31$0
Did the plan have assets held for investment2018-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-08-31No
Aggregate proceeds on sale of assets2018-08-31$18,309
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-08-31No
Opinion of an independent qualified public accountant for this plan2018-08-31Unqualified
Accountancy firm name2018-08-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2018-08-31431947695
2017 : ACCEL RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total income from all sources (including contributions)2017-08-31$355,797
Total loss/gain on sale of assets2017-08-31$0
Total of all expenses incurred2017-08-31$64,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$51,951
Expenses. Certain deemed distributions of participant loans2017-08-31$2,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$232,742
Value of total assets at end of year2017-08-31$1,625,951
Value of total assets at beginning of year2017-08-31$1,334,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$10,419
Total interest from all sources2017-08-31$732
Total dividends received (eg from common stock, registered investment company shares)2017-08-31$27,932
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-08-31$27,932
Was this plan covered by a fidelity bond2017-08-31Yes
Value of fidelity bond cover2017-08-31$165,000
If this is an individual account plan, was there a blackout period2017-08-31No
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Participant contributions at end of year2017-08-31$11,535
Participant contributions at beginning of year2017-08-31$23,940
Total non interest bearing cash at end of year2017-08-31$0
Total non interest bearing cash at beginning of year2017-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Value of net income/loss2017-08-31$291,070
Value of net assets at end of year (total assets less liabilities)2017-08-31$1,625,951
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$1,334,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Investment advisory and management fees2017-08-31$10,419
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-08-31$1,317,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-08-31$1,119,663
Interest on participant loans2017-08-31$732
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-08-31$65,534
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-08-31$7,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-08-31$7,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-08-31$94,391
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31Yes
Was there a failure to transmit to the plan any participant contributions2017-08-31Yes
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Contributions received in cash from employer2017-08-31$232,742
Employer contributions (assets) at end of year2017-08-31$231,502
Employer contributions (assets) at beginning of year2017-08-31$183,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-08-31$51,951
Did the plan have assets held for investment2017-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-08-31No
Opinion of an independent qualified public accountant for this plan2017-08-31Unqualified
Accountancy firm name2017-08-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2017-08-31431947695
2016 : ACCEL RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total income from all sources (including contributions)2016-08-31$267,514
Total loss/gain on sale of assets2016-08-31$0
Total of all expenses incurred2016-08-31$37,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$28,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$183,505
Value of total assets at end of year2016-08-31$1,334,881
Value of total assets at beginning of year2016-08-31$1,104,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-08-31$8,506
Total interest from all sources2016-08-31$1,802
Total dividends received (eg from common stock, registered investment company shares)2016-08-31$48,112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-08-31$48,112
Was this plan covered by a fidelity bond2016-08-31Yes
Value of fidelity bond cover2016-08-31$140,000
If this is an individual account plan, was there a blackout period2016-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-08-31$0
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Participant contributions at end of year2016-08-31$23,940
Participant contributions at beginning of year2016-08-31$44,584
Participant contributions at end of year2016-08-31$0
Participant contributions at beginning of year2016-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-08-31$0
Total non interest bearing cash at end of year2016-08-31$0
Total non interest bearing cash at beginning of year2016-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Value of net income/loss2016-08-31$230,097
Value of net assets at end of year (total assets less liabilities)2016-08-31$1,334,881
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$1,104,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Investment advisory and management fees2016-08-31$8,506
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-08-31$1,119,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-08-31$1,037,564
Interest on participant loans2016-08-31$1,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-08-31$7,773
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-08-31$22,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-08-31$22,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-08-31$34,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31Yes
Was there a failure to transmit to the plan any participant contributions2016-08-31Yes
Has the plan failed to provide any benefit when due under the plan2016-08-31No
Contributions received in cash from employer2016-08-31$183,505
Employer contributions (assets) at end of year2016-08-31$183,505
Employer contributions (assets) at beginning of year2016-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-08-31$28,911
Did the plan have assets held for investment2016-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-08-31No
Opinion of an independent qualified public accountant for this plan2016-08-31Unqualified
Accountancy firm name2016-08-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2016-08-31431947695
2015 : ACCEL RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total income from all sources (including contributions)2015-08-31$-42,276
Total loss/gain on sale of assets2015-08-31$0
Total of all expenses incurred2015-08-31$83,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$73,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$0
Value of total assets at end of year2015-08-31$1,104,784
Value of total assets at beginning of year2015-08-31$1,230,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-31$9,369
Total interest from all sources2015-08-31$1,976
Total dividends received (eg from common stock, registered investment company shares)2015-08-31$56,668
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-08-31$56,668
Was this plan covered by a fidelity bond2015-08-31Yes
Value of fidelity bond cover2015-08-31$130,000
If this is an individual account plan, was there a blackout period2015-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-08-31$0
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Participant contributions at end of year2015-08-31$44,584
Participant contributions at beginning of year2015-08-31$37,904
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Value of net income/loss2015-08-31$-125,300
Value of net assets at end of year (total assets less liabilities)2015-08-31$1,104,784
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$1,230,084
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Investment advisory and management fees2015-08-31$9,369
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-08-31$1,037,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-08-31$1,077,240
Interest earned on other investments2015-08-31$1,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-08-31$22,636
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-08-31$8,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-08-31$8,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-08-31$-100,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31Yes
Was there a failure to transmit to the plan any participant contributions2015-08-31Yes
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Employer contributions (assets) at end of year2015-08-31$0
Employer contributions (assets) at beginning of year2015-08-31$106,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-08-31$73,655
Did the plan have assets held for investment2015-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-31No
Opinion of an independent qualified public accountant for this plan2015-08-31Unqualified
Accountancy firm name2015-08-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2015-08-31431947695
2014 : ACCEL RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$59
Total income from all sources (including contributions)2014-08-31$224,464
Total loss/gain on sale of assets2014-08-31$0
Total of all expenses incurred2014-08-31$73,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$63,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$106,815
Value of total assets at end of year2014-08-31$1,230,084
Value of total assets at beginning of year2014-08-31$1,079,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$10,302
Total interest from all sources2014-08-31$1,374
Total dividends received (eg from common stock, registered investment company shares)2014-08-31$15,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-08-31$15,855
Was this plan covered by a fidelity bond2014-08-31Yes
Value of fidelity bond cover2014-08-31$130,000
If this is an individual account plan, was there a blackout period2014-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-08-31$0
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Participant contributions at end of year2014-08-31$37,904
Participant contributions at beginning of year2014-08-31$30,848
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-08-31$59
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net income/loss2014-08-31$150,643
Value of net assets at end of year (total assets less liabilities)2014-08-31$1,230,084
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$1,079,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Investment advisory and management fees2014-08-31$10,302
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-08-31$1,077,240
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-08-31$570,094
Interest on participant loans2014-08-31$1,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-08-31$8,125
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-08-31$477,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-08-31$477,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-08-31$100,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31Yes
Was there a failure to transmit to the plan any participant contributions2014-08-31Yes
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Contributions received in cash from employer2014-08-31$106,815
Employer contributions (assets) at end of year2014-08-31$106,815
Employer contributions (assets) at beginning of year2014-08-31$865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-08-31$63,519
Did the plan have assets held for investment2014-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31No
Opinion of an independent qualified public accountant for this plan2014-08-31Unqualified
Accountancy firm name2014-08-31HENRY & HORNE, LLP
Accountancy firm EIN2014-08-31860133881
2013 : ACCEL RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-08-31$0
Total transfer of assets to this plan2013-08-31$0
Total transfer of assets from this plan2013-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$59
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total income from all sources (including contributions)2013-08-31$78,866
Total loss/gain on sale of assets2013-08-31$0
Total of all expenses incurred2013-08-31$117,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-31$108,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-31$865
Value of total assets at end of year2013-08-31$1,079,500
Value of total assets at beginning of year2013-08-31$1,117,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-31$8,334
Total interest from all sources2013-08-31$2,044
Total dividends received (eg from common stock, registered investment company shares)2013-08-31$26,358
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-08-31$26,358
Was this plan covered by a fidelity bond2013-08-31Yes
Value of fidelity bond cover2013-08-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-08-31$0
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Participant contributions at end of year2013-08-31$30,848
Participant contributions at beginning of year2013-08-31$36,697
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-08-31$648
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-08-31$59
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Value of net income/loss2013-08-31$-38,460
Value of net assets at end of year (total assets less liabilities)2013-08-31$1,079,441
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$1,117,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Investment advisory and management fees2013-08-31$8,334
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-08-31$570,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-08-31$995,792
Interest on participant loans2013-08-31$2,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-08-31$477,693
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-08-31$22,909
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-08-31$22,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-08-31$49,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31Yes
Was there a failure to transmit to the plan any participant contributions2013-08-31Yes
Has the plan failed to provide any benefit when due under the plan2013-08-31No
Contributions received in cash from employer2013-08-31$865
Employer contributions (assets) at end of year2013-08-31$865
Employer contributions (assets) at beginning of year2013-08-31$62,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-08-31$108,344
Did the plan have assets held for investment2013-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-31No
Opinion of an independent qualified public accountant for this plan2013-08-31Unqualified
Accountancy firm name2013-08-31HENRY & HORNE, LLP
Accountancy firm EIN2013-08-31860133881
2012 : ACCEL RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-08-31$0
Total transfer of assets to this plan2012-08-31$0
Total transfer of assets from this plan2012-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$388
Total income from all sources (including contributions)2012-08-31$179,493
Total loss/gain on sale of assets2012-08-31$0
Total of all expenses incurred2012-08-31$56,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-08-31$54,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$63,329
Value of total assets at end of year2012-08-31$1,117,901
Value of total assets at beginning of year2012-08-31$995,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-08-31$2,030
Total interest from all sources2012-08-31$1,925
Total dividends received (eg from common stock, registered investment company shares)2012-08-31$18,036
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-08-31$18,036
Was this plan covered by a fidelity bond2012-08-31Yes
Value of fidelity bond cover2012-08-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-08-31$0
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Participant contributions at end of year2012-08-31$36,697
Participant contributions at beginning of year2012-08-31$31,426
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-08-31$2,374
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-08-31$388
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Value of net income/loss2012-08-31$122,725
Value of net assets at end of year (total assets less liabilities)2012-08-31$1,117,901
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$995,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Investment advisory and management fees2012-08-31$2,030
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-08-31$995,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-08-31$824,079
Interest on participant loans2012-08-31$1,925
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-08-31$22,909
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-08-31$23,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-08-31$23,650
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-08-31$96,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31No
Was there a failure to transmit to the plan any participant contributions2012-08-31Yes
Has the plan failed to provide any benefit when due under the plan2012-08-31No
Contributions received in cash from employer2012-08-31$63,329
Employer contributions (assets) at end of year2012-08-31$62,503
Employer contributions (assets) at beginning of year2012-08-31$116,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-08-31$52,364
Did the plan have assets held for investment2012-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-08-31No
Opinion of an independent qualified public accountant for this plan2012-08-31Unqualified
Accountancy firm name2012-08-31HENRY & HORNE, LLP
Accountancy firm EIN2012-08-31860133881
2011 : ACCEL RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$388
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total income from all sources (including contributions)2011-08-31$214,940
Total loss/gain on sale of assets2011-08-31$0
Total of all expenses incurred2011-08-31$37,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$33,309
Expenses. Certain deemed distributions of participant loans2011-08-31$4,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$118,414
Value of total assets at end of year2011-08-31$995,564
Value of total assets at beginning of year2011-08-31$817,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$10
Total interest from all sources2011-08-31$1,107
Total dividends received (eg from common stock, registered investment company shares)2011-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Was this plan covered by a fidelity bond2011-08-31Yes
Value of fidelity bond cover2011-08-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-08-31$0
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Participant contributions at end of year2011-08-31$31,426
Participant contributions at beginning of year2011-08-31$46,882
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-08-31$1,126
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-08-31$388
Administrative expenses (other) incurred2011-08-31$10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net income/loss2011-08-31$177,606
Value of net assets at end of year (total assets less liabilities)2011-08-31$995,176
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$817,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-08-31$824,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-08-31$708,664
Interest on participant loans2011-08-31$1,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-08-31$23,650
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-08-31$60,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-08-31$60,898
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-08-31$95,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31No
Was there a failure to transmit to the plan any participant contributions2011-08-31Yes
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Contributions received in cash from employer2011-08-31$118,414
Employer contributions (assets) at end of year2011-08-31$116,409
Employer contributions (assets) at beginning of year2011-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-08-31$33,309
Did the plan have assets held for investment2011-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31No
Opinion of an independent qualified public accountant for this plan2011-08-31Unqualified
Accountancy firm name2011-08-31HENRY & HORNE, LLP
Accountancy firm EIN2011-08-31860133881
2010 : ACCEL RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-08-31$0

Form 5500 Responses for ACCEL RETIREMENT PLAN

2022: ACCEL RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ACCEL RETIREMENT PLAN 2021 form 5500 responses
2021-09-01Type of plan entitySingle employer plan
2021-09-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-09-01Plan funding arrangement – TrustYes
2021-09-01Plan benefit arrangement - TrustYes
2020: ACCEL RETIREMENT PLAN 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Plan funding arrangement – TrustYes
2020-09-01Plan benefit arrangement - TrustYes
2019: ACCEL RETIREMENT PLAN 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement - TrustYes
2018: ACCEL RETIREMENT PLAN 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Submission has been amendedNo
2018-09-01This submission is the final filingNo
2018-09-01This return/report is a short plan year return/report (less than 12 months)No
2018-09-01Plan is a collectively bargained planNo
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement - TrustYes
2017: ACCEL RETIREMENT PLAN 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)No
2017-09-01Plan is a collectively bargained planNo
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement - TrustYes
2016: ACCEL RETIREMENT PLAN 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement - TrustYes
2015: ACCEL RETIREMENT PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement - TrustYes
2014: ACCEL RETIREMENT PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement - TrustYes
2013: ACCEL RETIREMENT PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement - TrustYes
2012: ACCEL RETIREMENT PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement - TrustYes
2011: ACCEL RETIREMENT PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement - TrustYes
2010: ACCEL RETIREMENT PLAN 2010 form 5500 responses
2010-09-01Type of plan entitySingle employer plan
2010-09-01Submission has been amendedNo
2010-09-01This submission is the final filingNo
2010-09-01This return/report is a short plan year return/report (less than 12 months)No
2010-09-01Plan is a collectively bargained planNo
2010-09-01Plan funding arrangement – TrustYes
2010-09-01Plan benefit arrangement - TrustYes
2009: ACCEL RETIREMENT PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513580000
Policy instance 1
Insurance contract or identification number513580000
Number of Individuals Covered101
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $32
Total amount of fees paid to insurance companyUSD $874
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees874
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $32
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513580000
Policy instance 1
Insurance contract or identification number513580000
Number of Individuals Covered112
Insurance policy start date2021-09-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $6
Total amount of fees paid to insurance companyUSD $331
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees331
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $6
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513580000
Policy instance 1
Insurance contract or identification number513580000
Number of Individuals Covered111
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $14
Total amount of fees paid to insurance companyUSD $1,064
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1064
Additional information about fees paid to insurance brokerTPA FEES AND OTHER ALLOWANCES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $14
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513580000
Policy instance 1
Insurance contract or identification number513580000
Number of Individuals Covered110
Insurance policy start date2020-02-18
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $7
Total amount of fees paid to insurance companyUSD $3,818
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7
Additional information about fees paid to insurance brokerBROKER COMMISSIONS
Insurance broker organization code?3
Amount paid for insurance broker fees3818

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