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FORM 5500 DATA

A & R Logistics, Inc. Employee Savings Plan

Overview

Plan Information

  • Plan Year01/01/2017 — 12/31/2017
  • Date of Plan01/01/1991
  • Net Assets as of 12/31/2017 $34,294,577
  • Plan Number1
  • Plan Type Single Employer
  • Is the plan collectively bargained? No
  • Did the plan file for an extension of time or the DFVC Program?Yes
  • Plan Funding ArrangementInsurance Trust
  • Plan Benefit ArrangementInsurance Trust

Participant Information as of 12/31/2017

  • Active (Eligible) Participants1,009
  • Retired or separated participants receiving benefits6
  • Other retired or separated participants entitled to future benefits127
  • Subtotal1,142
  • Deceased participants whose beneficiaries are receiving or are entitled to receive benefits0
  • Total1,142
  • Total number of participants as of 01/01/20171,144
  • Number of participants with account balances1,054
  • Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested179

Expenses

  • Total Benefit Payments$0
  • Corrective Distributions$0
  • Administrative Service Providers$0
  • Other Expenses$0
  • Total Expenses$0
  • Total Transfers$0

Sponsor Information

  • Address8440 S. Tabler Road
  • CityMorris
  • StateIL
  • Zip60450
  • Telephone(815) 941-6562
  • EIN36-2593958
  • Industry Code484200
  • Named AdministratorBrenda Barnhart
  • Named Plan SponsorBrenda Barnhart

Audit Information

  • Audit StatusAudited
  • AuditorWipfli LLP
  • Auditor EIN39-0758449
  • Audit Opinion Disclaimer
  • Audit TypeLimited Scope Audit

Benefits Provided Under the Plan

Code Benefit Description
2E Profit-sharing A defined contribution plan that allows employer discretionary contributions. These plans often contain a 401(k) feature.
2F ERISA section 404(c) Plan This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
2G 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.
2J 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.
2K 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 contributions 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.
2S Automatic Enrollment Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
2T Participant-directed Account Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
3D 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.

Questions and Answers

Question Answer Amount
During the plan year did the employer fail to transmit to the plan any participant contributions within the time period described in 29 CFT 2510.3-102? No
Were any loans by the plan or fixed income obligations due the plan in default as of the close of plan year or classified during the year as uncollectible? Disregard participant loans secured by participant's account balance. No
Were any leases to which the plan was a party in default or classified during the year as uncollectible? No
Were there any nonexempt transactions with any party-in-interest? No
Was this plan covered by a fidelity bond? Yes $500,000
Did the plan have a loss, whether or not reimbursed by the plan's fidelity bond, that was caused by fraud or dishonesty? No
Did the plan hold any assets whose current value was neither readily determinable on an established market nor set by an independent third party appraiser? No
Did the plan receive any noncash contributions whose value was neither readily determinable on an established market nor set by an independent third party appraiser? No
Did the plan have assets held for investment? Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of plan assets? Yes
Were all the plan assets either distributed to participants or beneficiaries, transferred to another plan, or brought under the control of the PBGC? No
Has the plan failed to provide any benefit when due under the plan? No
If this is an individual account plan, was there a blackout period? No
If there was a blackout period, have you either provided the required notice or one of the exceptions to providing the notice applied under 29 CFR 2520.101-3? No

Financials

Income and Expense Statement

Income $8,535,795
Contributions $3,896,557
Cash Contributions $3,896,557
Cash from Employers $612,540
Cash from Participants $3,080,025
Others (including rollovers) $203,992
Noncash Contributions $0
Total Earnings on Investments $4,639,238
Total Interest $227,288
Interest-Bearing Cash $0
U.S. Government Securities $0
Corporate Debt Instruments $0
Loans (other than to participants) $0
Participant Loans $57,898
Interest from Other Investments $169,390
Total Dividends $78,524
Preferred Stock $0
Common Stock $0
Rents $0
Net gain (loss) on sale of assets $0
Aggregate Proceeds $0
Aggregate Carrying Amount $0
Total Unrealized Appreciation (depreciation) of assets $0
Real Estate $0
Other $0
Net investment gain (loss) from common/collective trusts $0
Net investment gain (loss) from pooled separate accounts $4,055,834
Net investment gain (loss) from master trust investment accounts $0
Net investment gain (loss) from 103-12 investment entities $0
Net investment gain (loss) from registered investment companies $277,592
Other Income $0
Expenses $2,369,163
Total Benefit Payments $2,296,870
Directly to participants or beneficiaries, including direct rollovers $2,296,870
To insurance carriers for the provision of benefits $0
Other Benefit Payment Fees $0
Corrective Distributions $4,546
Certain deemed distributions of participant loans $0
Interest expense $0
Total Administrative Expenses $67,747
Professional Fees $0
Contract Administrator Fees $37,498
Investment Advisory and management fees $29,624
Other Administrative Fees $625
Net Income $6,166,632
Transfers of Assets to this Plan $0
Transfers of Assets from this Plan $0

Asset and Liability Statement

12/31/2017 12/31/2016 Change YOY
Total Assets $34,294,577 $28,127,945 21.92%
Total noninterest-bearing cash $0 $0 0.0%
Receivables $0 $0 0.0%
Employer Contributions $0 $0 0.0%
Participant Contributions $0 $0 0.0%
Other Contributions $0 $0 0.0%
General Investments $0 $0 0.0%
Interest-bearing cash $0 $0 0.0%
U.S. Government Securities $0 $0 0.0%
Corporate Debt Instruments $0 $0 0.0%
Preferred $0 $0 0.0%
All Other $0 $0 0.0%
Corporate Stocks $0 $0 0.0%
Preferred $0 $0 0.0%
Common $0 $0 0.0%
Partnership/joint venture interests $0 $0 0.0%
Real estate (other than employer real property) $0 $0 0.0%
Loans (other than to participants) $0 $0 0.0%
Participants Loans $1,120,670 $976,526 14.76%
Value of interest in common/collective trusts $0 $0 0.0%
Value of interest in pooled separate accounts $0 $0 0.0%
Value of interest in master trust investment accounts $0 $0 0.0%
Value of interest in 103-12 investment entities $0 $0 0.0%
Value of interest in registered investment companies $27,488,937 $21,430,814 28.27%
Value of funds held in insurance co. general account $5,684,970 $5,720,605 -0.62%
Other Investments $0 $0 0.0%
Employer-related Investments $0 $0 0.0%
Employer Securities $0 $0 0.0%
Employer Real Property $0 $0 0.0%
Buildings and other property used in plan operation $0 $0 0.0%
Total Liabilities $0 $0 0.0%
Benefit Claims Payable (1) $0 $0 0.0%
Operating Payables (1) $0 $0 0.0%
Acquisition Indebtedness (1) $0 $0 0.0%
Other liabilities (1) $0 $0 0.0%
Net Assets $34,294,577 $28,127,945 21.92%

Service Providers

Persons Receiving Only Eligible Indirect Compensation

There is no information on eligible indirect compensation for this plan.

Other Service Providers Receiving Direct or Indirect Compensation

Name Nature of Service Relationship to Plan Sponsor Direct Compensation Paid by Plan Indirect Compensation Paid by Plan Total Compensation
Massachusetts Mutual Life Ins. Co. Investment management fees paid indirectly by plan, Sub-transfer agency fees, Distribution (12b-1) fees, Recordkeeping fees, Other insurance wrap fees, Soft dollars commissions, Other investment fees and expenses Contract Administrator $67,746 $0 $67,746
Lpl Financial Investment advisory (plan) Investment Advisor $0 $60,000 $60,000
American Century Investment management fees paid indirectly by plan Investment Provider $0 $0 $0
American Century Investment management fees paid indirectly by plan Investment Provider $0 $0 $0
American Funds Investment management fees paid indirectly by plan Investment Provider $0 $0 $0
American Funds Investment management fees paid indirectly by plan Investment Provider $0 $0 $0
American Funds Investment management fees paid indirectly by plan Investment Provider $0 $0 $0
Eaton Vance Investment management fees paid indirectly by plan Investment Provider $0 $0 $0
Franklintempleton Investment management fees paid indirectly by plan Investment Provider $0 $0 $0
Jp Morgan Investment management fees paid indirectly by plan Investment Provider $0 $0 $0
Mfs Investment Management Investment management fees paid indirectly by plan Investment Provider $0 $0 $0
Northern Funds Investment management fees paid indirectly by plan Investment Provider $0 $0 $0
Oppenheimer Investment management fees paid indirectly by plan Investment Provider $0 $0 $0
Oppenheimer Investment management fees paid indirectly by plan Investment Provider $0 $0 $0
Oppenheimer Investment management fees paid indirectly by plan Investment Provider $0 $0 $0
Oppenheimer Investment management fees paid indirectly by plan Investment Provider $0 $0 $0
T. Rowe Price Investment management fees paid indirectly by plan Investment Provider $0 $0 $0
T. Rowe Price Investment management fees paid indirectly by plan Investment Provider $0 $0 $0
T. Rowe Price Investment management fees paid indirectly by plan Investment Provider $0 $0 $0
T. Rowe Price Investment management fees paid indirectly by plan Investment Provider $0 $0 $0
T. Rowe Price Investment management fees paid indirectly by plan Investment Provider $0 $0 $0
T. Rowe Price Investment management fees paid indirectly by plan Investment Provider $0 $0 $0
T. Rowe Price Investment management fees paid indirectly by plan Investment Provider $0 $0 $0
T. Rowe Price Investment management fees paid indirectly by plan Investment Provider $0 $0 $0
Vanguard Investment management fees paid indirectly by plan Investment Provider $0 $0 $0
Weitz Investment management fees paid indirectly by plan Investment Provider $0 $0 $0
Total $67,746 $60,000 $127,746

Indirect Compensation

Name Source of Indirect Compensation* Nature of Service Description of Indirect Compensation Indirect Compensation Paid by Plan
Massachusetts Mutual Life Ins. Co. Sel Sm Cap Val Eq Wlgnbrwhnly Distribution (12b-1) fees, Other investment fees and expenses, Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Atlanta Cap Smid-Cap Eaton Vance Distribution (12b-1) fees, Sub-transfer agency fees Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Mm Retiresmart Conservative Distribution (12b-1) fees, Other investment fees and expenses, Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Mm Retiresmart Growth Distribution (12b-1) fees, Other investment fees and expenses, Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Mm Retiresmart Moderate Distribution (12b-1) fees, Other investment fees and expenses, Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Mm Retiresmart Moderate Growth Distribution (12b-1) fees, Other investment fees and expenses, Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Prem Inflat-Prot and Incm Barings Other investment fees and expenses, Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Prem U.S. Govt Money Mrkt Barings Other investment fees and expenses, Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Premier Core Bond Barings Distribution (12b-1) fees, Other investment fees and expenses, Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Int'L New Discovery Mfs Distribution (12b-1) fees, Sub-transfer agency fees Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Mm S&P 500 Index Northern Trust Other investment fees and expenses, Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Sel Gr Opportunities Sandsjsp Distribution (12b-1) fees, Other investment fees and expenses, Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Select Trpls Blue Chip Growth Other investment fees and expenses, Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Real Estate Ofi Distribution (12b-1) fees, Sub-transfer agency fees Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Select Strategic Bond Western Distribution (12b-1) fees, Other investment fees and expenses, Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Value American Century Sub-transfer agency fees Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Mm S&P Mid Cap Index Nrtn Tr Other investment fees and expenses, Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Mm Msci Eafe Intl Indx Nrtn Tr Distribution (12b-1) fees, Other investment fees and expenses, Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Mm Rsl 2000 Smcap Indx Nrtn Tr Other investment fees and expenses, Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Premier Global Ofi Other investment fees and expenses, Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. New Horizons T. Rowe Price Other insurance wrap fees, Sub-transfer agency fees Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Washington Mutual Invs American Distribution (12b-1) fees, Sub-transfer agency fees Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Equity Growth American Century Other insurance wrap fees, Sub-transfer agency fees Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Main Street Mid Cap Ofi Distribution (12b-1) fees, Sub-transfer agency fees Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Bond Index Northern Sub-transfer agency fees Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Cap World Grwth and Incm American Distribution (12b-1) fees, Sub-transfer agency fees Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Developing Markets Ofi Distribution (12b-1) fees, Sub-transfer agency fees Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Global Bond Templeton Distribution (12b-1) fees, Sub-transfer agency fees Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Gold & Spec Minerals Oppenheimer Distribution (12b-1) fees, Sub-transfer agency fees Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Mid Cap Value Jp Morgan Distribution (12b-1) fees, Sub-transfer agency fees Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Mm Sel T. Rowe Price Ret 2005 Sub-transfer agency fees Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Mm Sel T. Rowe Price Ret 2010 Sub-transfer agency fees Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Mm Sel T. Rowe Price Ret 2015 Sub-transfer agency fees Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Mm Sel T. Rowe Price Ret 2020 Sub-transfer agency fees Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Mm Sel T. Rowe Price Ret 2025 Sub-transfer agency fees Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Mm Sel T. Rowe Price Ret 2030 Sub-transfer agency fees Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Mm Sel T. Rowe Price Ret 2035 Sub-transfer agency fees Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Mm Sel T. Rowe Price Ret 2040 Sub-transfer agency fees Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Mm Sel T. Rowe Price Ret 2045 Sub-transfer agency fees Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Mm Sel T. Rowe Price Ret 2050 Sub-transfer agency fees Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Mm Sel T. Rowe Price Ret 2055 Sub-transfer agency fees Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Mutual Global Discovery Franklin Distribution (12b-1) fees, Sub-transfer agency fees Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. New World American Distribution (12b-1) fees, Sub-transfer agency fees Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Partners Value Weitz Sub-transfer agency fees Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Global Opportunities Ofi Distribution (12b-1) fees, Sub-transfer agency fees Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Balanced American Distribution (12b-1) fees, Sub-transfer agency fees Basis Points * Plan Assets $0
Lpl Financial Massachusetts Mutual Life Ins. Co. Investment advisory (plan) Plan Related Expenses $60,000
American Century Value American Century Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
American Century Equity Growth American Century Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
American Funds Balanced American Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
American Funds Washington Mutual Invs American Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
American Funds Cap World Grwth and Incm American Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
American Funds New World American Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
Eaton Vance Atlanta Cap Smid-Cap Eaton Vance Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
Franklintempleton Global Bond Templeton Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
Franklintempleton Mutual Global Discovery Franklin Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
Jp Morgan Mid Cap Value Jp Morgan Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
Mfs Investment Management Int'L New Discovery Mfs Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
Northern Funds Bond Index Northern Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
Oppenheimer Main Street Mid Cap Ofi Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
Oppenheimer Developing Markets Ofi Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
Oppenheimer Gold & Spec Minerals Oppenheimer Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
Oppenheimer Global Opportunities Ofi Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
Oppenheimer Real Estate Ofi Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
T. Rowe Price Mm Sel T. Rowe Price Ret 2040 Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
T. Rowe Price Mm Sel T. Rowe Price Ret 2010 Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
T. Rowe Price Mm Sel T. Rowe Price Ret 2020 Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
T. Rowe Price Mm Sel T. Rowe Price Ret 2030 Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
T. Rowe Price Mm Sel T. Rowe Price Ret 2050 Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
T. Rowe Price New Horizons T. Rowe Price Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
T. Rowe Price Mm Sel T. Rowe Price Ret 2005 Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
T. Rowe Price Mm Sel T. Rowe Price Ret 2015 Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
T. Rowe Price Mm Sel T. Rowe Price Ret 2025 Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
T. Rowe Price Mm Sel T. Rowe Price Ret 2035 Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
T. Rowe Price Mm Sel T. Rowe Price Ret 2055 Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
T. Rowe Price Mm Sel T. Rowe Price Ret 2045 Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
Vanguard Vanguard Lifestrategy Con Gr Fd Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
Vanguard Vanguard Lifestrategy Growth Fund Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
*As outlined by the Form 5500 Instructions for service providers with indirect compensation.

Service Providers Who Fail or Refuse to Provide Information

There are no service providers who failed or refused to provide information.

Termination Information on Accountants and Enrolled Actuaries

There is no termination information for this plan.

Investments

Investments

Name of Investment Investment Manager Type of Investment Dollar Value
Sia-W4 New Horizons Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $2,697,434
Sia-Xt Mm Sel T. Rowe Price Ret 203 Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $2,397,243
Sia-W1 Select Trp/Ls Blue Chip Grow Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $1,923,929
Sia-Cv Value Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $1,846,998
Sia-Ko Mm Sel T. Rowe Price Ret 202 Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $1,385,174
Sia-Od Premier Global Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $1,269,808
Sia-Zt Mm Sel T. Rowe Price Ret 204 Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $941,458
Sia-Vt Mm Sel T. Rowe Price Ret 202 Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $805,548
Sia-Lo Mm Sel T. Rowe Price Ret 203 Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $800,735
Sia-W8 Equity Growth Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $797,626
Sia-No Mm Sel T. Rowe Price Ret 205 Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $768,569
Sia-Pe Select Strategic Bond Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $719,255
Sia-Ut Mm Sel T. Rowe Price Ret 205 Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $564,915
Sia-Mo Mm Sel T. Rowe Price Ret 204 Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $556,116
Sia-C1 Main Street Mid Cap Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $546,483
Sia-Yx Mm S&P 500 Index Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $332,198
Sia-Y Prem Inflat-Prot and Incm Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $321,073
Sia-Cba Atlanta Cap Smid-Cap Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $254,279
Sia-Cce Mm Msci Eafe Intl Indx Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $245,751
Sia-Vy Cap World Grwth and Incm Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $245,121
Sia-Qw Bond Index Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $238,691
Sia-Cbp Mm Rsl 2000 Smcap Indx Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $222,211
Sia-Ad Sel Gr Opportunities Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $216,984
Sia-Qj Mid Cap Value Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $214,632
Sia-Vc Washington Mutual Invs Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $169,021
Sia-Cbw Mm S&P Mid Cap Index Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $167,069
Sia-C2 Real Estate Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $160,717
Sia-Jo Mm Sel T. Rowe Price Ret 201 Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $115,469
Sia-Ue Global Bond Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $110,003
Sia-C9 Developing Markets Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $105,919
Sia-Pi Gold & Spec Minerals Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $68,080
Sia-Kb Sel Sm Cap Val Eq Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $62,051
Sia-St Mm Sel T. Rowe Price Ret 201 Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $43,539
Sia-Vx New World Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $26,087
Sia-Oh Global Opportunities Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $12,849
Sia-Ag Prem U.S. Govt Money Mrkt Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $7,963
Sia-Ve Balanced Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $5,313
Sia-Oj Mutual Global Discovery Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $4,458
Sia-Wr Int'L New Discovery Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $2,845
Sia-Da Mm Retiresmart Moderate Grow Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $0
Sia-Dc Mm Retiresmart Conservative Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $0
Sia-De Mm Retiresmart Growth Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $0
Sia-Jr Partners Value Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $0
Sia-Dm Mm Retiresmart Moderate Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $0
Sia-Io Mm Sel T. Rowe Price Ret 200 Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $0
Sia-Ae Premier Core Bond Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $0
Total $21,373,614

Insurance Information

Insurance Information

Insurance Carrier Summary Persons Covered
Massachusetts Mutual Life Insurance Company 1,142
EIN 04-1590850
Industry Code 65935
Contract Number SF 51291
Contract Year 01/01/2017 — 12/31/2017
Value in General Account at Year End $0
Value in Separate Accounts at Year End $21,373,615
Insurance Fees and Commissions $0
Persons Receiving Commissions and Fees There are no brokers listed for this plan.
Allocated Funds
Type of Contract Unspecified
Basis of premium rates
Premiums paid to carrier $0
Premiums due but unpaid at the end of the year $0
If the carrier, service, or other organization incurred any specific costs in connection with the acquisition or retention of the contract or policy, enter amount $0
Specify the nature of the costs
Unallocated Funds
Type of Contract GROUP ANNUITY CONTRACT
Balance at the end of the previous year $5,720,605
Additions $4,578,961
Contributions Deposited during the year $3,692,565
Dividends and credits $0
Interest credited during the year $169,390
Transferred from separate account $0
Other $717,006
Total of Balance and Additions $10,299,566
Deductions $4,614,595
Disbursed from fund to pay benefits or purchase annuities during the year $393,199
Administration charge made by carrier $13,522
Transferred to Separate Account $4,163,259
Other $44,615
Balance at the end of the current year $5,684,971