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FORM 5500 DATA

A&R Logistics, Inc. Employees Savings Plan

Overview

Plan Information

  • Plan Year01/01/2019 — 12/31/2019
  • Date of Plan01/01/1991
  • Net Assets as of 12/31/2019 $41,244,439
  • 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 12/31/2019

  • Active (Eligible) Participants1,099
  • Retired or separated participants receiving benefits6
  • Other retired or separated participants entitled to future benefits144
  • Subtotal1,249
  • Deceased participants whose beneficiaries are receiving or are entitled to receive benefits1
  • Total1,250
  • Total number of participants as of 01/01/20191,186
  • Number of participants with account balances1,139
  • Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested254

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? No
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 $11,403,907
Contributions $4,450,711
Cash Contributions $4,450,711
Cash from Employers $630,079
Cash from Participants $3,524,709
Others (including rollovers) $295,923
Noncash Contributions $0
Total Earnings on Investments $6,953,196
Total Interest $265,947
Interest-Bearing Cash $0
U.S. Government Securities $0
Corporate Debt Instruments $0
Loans (other than to participants) $0
Participant Loans $101,455
Interest from Other Investments $164,492
Total Dividends $173,303
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 $5,516,083
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 $997,863
Other Income $0
Expenses $3,771,326
Total Benefit Payments $3,662,860
Directly to participants or beneficiaries, including direct rollovers $3,662,860
To insurance carriers for the provision of benefits $0
Other Benefit Payment Fees $0
Corrective Distributions $2,183
Certain deemed distributions of participant loans $0
Interest expense $0
Total Administrative Expenses $106,283
Professional Fees $0
Contract Administrator Fees $47,708
Investment Advisory and management fees $58,275
Other Administrative Fees $300
Net Income $7,632,581
Transfers of Assets to this Plan $0
Transfers of Assets from this Plan $0

Asset and Liability Statement

12/31/2019 12/31/2018 Change YOY
Total Assets $41,244,439 $33,611,858 22.71%
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 $1,541,984 $1,393,982 10.62%
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 $34,092,184 $26,563,596 28.34%
Value of funds held in insurance co. general account $5,610,271 $5,654,280 -0.78%
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 $41,244,439 $33,611,858 22.71%

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. Other services, Investment management fees paid indirectly by plan, Sub-transfer agency fees, Float revenue, Distribution (12b-1) fees, Recordkeeping fees, Other insurance wrap fees, Soft dollars commissions, Other investment fees and expenses Contract Administrator $106,283 $0 $106,283
Lpl Financial RP 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 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
Cohen & Steers Investment management fees paid indirectly by plan Investment Provider $0 $0 $0
Dimensional Fund Advisors 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
Harbor Investment management fees paid indirectly by plan Investment Provider $0 $0 $0
Invesco Investment management fees paid indirectly by plan Investment Provider $0 $0 $0
Invesco Investment management fees paid indirectly by plan Investment Provider $0 $0 $0
Invesco 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
Legg Mason 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
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
Total $106,283 $60,000 $166,283

Indirect Compensation

Name Source of Indirect Compensation* Nature of Service Description of Indirect Compensation Indirect Compensation Paid by Plan
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. Atlanta Cap Smid-Cap Eaton Vance Distribution (12b-1) fees, Sub-transfer agency fees 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. 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. 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 Mid Cap Gr Trpfrontier 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. Gold & Special Mnrls Invesco Opp 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. Clearbridge Small Cap Fund Sub-transfer agency fees Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Cohen & Steers Real Est Scrts Fd 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. Harbor Small Cap Value Fund 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. Millennium Trust Company, LLC Other services Referral Fee $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. 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 Invesco 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. Global Bond Templeton Distribution (12b-1) 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. Mm Sel T. Rowe Price Ret 2005 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 Sel T. Rowe Price Ret 2010 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 Sel T. Rowe Price Ret 2015 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 Sel T. Rowe Price Ret 2020 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 Sel T. Rowe Price Ret 2025 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 Sel T. Rowe Price Ret 2030 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 Sel T. Rowe Price Ret 2035 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 Sel T. Rowe Price Ret 2040 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 Sel T. Rowe Price Ret 2045 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 Sel T. Rowe Price Ret 2050 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 Sel T. Rowe Price Ret 2055 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. Global Opps Invesco Oppenheimer Distribution (12b-1) fees, Sub-transfer agency fees Basis Points * Plan Assets $0
Massachusetts Mutual Life Ins. Co. Dvlpng Mrkts Invesco Oppenheimer 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
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. New World American Distribution (12b-1) fees, Sub-transfer agency fees Basis Points * Plan Assets $0
Lpl Financial RP Massachusetts Mutual Life Ins. Co. Investment advisory (plan) Plan Related Expenses $60,000
American Century Equity Growth American Century 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
American Funds Washington Mutual Invs American 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
Cohen & Steers Cohen & Steers Real Est Scrts Fd Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
Dimensional Fund Advisors Dfa International Core Equity Fund Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
Dimensional Fund Advisors Dfa Us Large Cap Value 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
Harbor Harbor Small Cap Value Fund Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
Invesco Gold & Special Mnrls Invesco Opp Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
Invesco Global Opps Invesco Oppenheimer Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
Invesco Dvlpng Mrkts Invesco Oppenheimer 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
Legg Mason Clearbridge Small Cap Fund 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
T. Rowe Price New Horizons T. Rowe Price 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
Vanguard Vanguard Lifestrategy Income Fund Investment management fees paid indirectly by plan Basis Points * Plan Assets $0
Vanguard Vanguard Lifestrategy Mod Gr Fd 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 $3,888,884
Sia-Xt Mm Sel T. Rowe Price Ret 203 Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $2,547,829
Sia-W1 Select Trp/Ls Blue Chip Grow Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $2,412,215
Sia-Ko Mm Sel T. Rowe Price Ret 202 Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $2,000,235
Sia-Cjz Dfa Us Large Cap Value Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $1,905,303
Sia-No Mm Sel T. Rowe Price Ret 205 Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $1,304,235
Sia-Od Premier Global Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $1,252,799
Sia-Zt Mm Sel T. Rowe Price Ret 204 Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $1,236,542
Sia-Lo Mm Sel T. Rowe Price Ret 203 Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $1,204,380
Sia-W8 Equity Growth Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $1,046,910
Sia-Vt Mm Sel T. Rowe Price Ret 202 Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $1,045,052
Sia-Pe Select Strategic Bond Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $931,617
Sia-Ut Mm Sel T. Rowe Price Ret 205 Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $930,155
Sia-Mo Mm Sel T. Rowe Price Ret 204 Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $811,769
Sia-W9 Select Mid Cap Gr Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $624,337
Sia-Yx Mm S&P 500 Index Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $524,719
Sia-Ad Sel Gr Opportunities Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $434,057
Sia-Cba Atlanta Cap Smid-Cap Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $381,289
Sia-Y Prem Inflat-Prot and Incm Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $380,071
Sia-Cce Mm Msci Eafe Intl Indx Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $309,640
Sia-Vc Washington Mutual Invs Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $277,502
Sia-Vy Cap World Grwth and Incm Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $274,263
Sia-Cbp Mm Rsl 2000 Smcap Indx Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $274,020
Sia-Qw Bond Index Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $261,350
Sia-Qj Mid Cap Value Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $237,830
Sia-Cbw Mm S&P Mid Cap Index Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $195,991
Sia-Ue Global Bond Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $142,929
Sia-Jo Mm Sel T. Rowe Price Ret 201 Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $137,379
Sia-Ve Balanced Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $127,779
Sia-Pi Gold & Special Mnrls Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $116,501
Sia-C9 Dvlpng Mrkts Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $82,230
Sia-Oh Global Opps Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $43,461
Sia-Vx New World Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $43,321
Sia-St Mm Sel T. Rowe Price Ret 201 Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $31,175
Sia-Ag Prem U.S. Govt Money Mrkt Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $8,231
Sia-Wr Int'L New Discovery Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $5,879
Sia-Io Mm Sel T. Rowe Price Ret 200 Massachusetts Mutual Life Insurance DFE: Pooled Separate Account $0
Total $27,431,879

Insurance Information

Insurance Information

Insurance Carrier Summary Persons Covered
Massachusetts Mutual Life Insurance Company 1,250
EIN 04-1590850
Industry Code 65935
Contract Number SF 51291
Contract Year 01/01/2019 — 12/31/2019
Value in General Account at Year End $0
Value in Separate Accounts at Year End $27,431,880
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 $5,654,280
Additions $5,319,996
Contributions Deposited during the year $4,154,788
Dividends and credits $0
Interest credited during the year $164,492
Transferred from separate account $46,016
Other $954,700
Total of Balance and Additions $10,974,276
Deductions $5,364,005
Disbursed from fund to pay benefits or purchase annuities during the year $582,512
Administration charge made by carrier $14,686
Transferred to Separate Account $4,720,002
Other $46,805
Balance at the end of the current year $5,610,271