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Home>401K Directory>Nebraskaland Kansasland Retirement Plan>Form 5500

Nebraskaland-Kansasland Tire Group

Plan Rating
OverviewFinancialsService ProvidersInvestmentsInsurance Information
FORM 5500 DATA

Nebraskaland-Kansasland Retirement Plan

Form 5500 Year:

Plan Rating
OverviewFinancialsService ProvidersInvestmentsInsurance Information

Overview

Plan Information

  • Plan Year01/01/2019 — 12/31/2019
  • Date of Plan01/01/1996
  • Net Assets as of 12/31/2019 $11,843,080
  • 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) Participants305
  • Retired or separated participants receiving benefits8
  • Other retired or separated participants entitled to future benefits31
  • Subtotal344
  • Deceased participants whose beneficiaries are receiving or are entitled to receive benefits0
  • Total344
  • Total number of participants as of 01/01/2019384
  • Number of participants with account balances236
  • Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested18

Expenses

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

Sponsor Information

  • AddressHighway 283 At 1-80 - Po Box 96
  • CityLexington
  • StateNE
  • Zip68850-0096
  • Telephone(308) 324-2338
  • EIN47-0561185
  • Industry Code441300

Audit Information

  • Audit StatusAudited
  • AuditorBkd, LLP
  • Auditor EIN44-0160260
  • 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.
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.
3H Controlled Group Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

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 $2,701,682
Contributions $838,574
Cash Contributions $838,574
Cash from Employers $229,551
Cash from Participants $608,992
Others (including rollovers) $31
Noncash Contributions $0
Total Earnings on Investments $1,775,983
Total Interest $16,148
Interest-Bearing Cash $0
U.S. Government Securities $0
Corporate Debt Instruments $0
Loans (other than to participants) $0
Participant Loans $16,148
Interest from Other Investments $0
Total Dividends $0
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 $1,759,835
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 $0
Other Income $87,125
Expenses $792,951
Total Benefit Payments $764,878
Directly to participants or beneficiaries, including direct rollovers $764,878
To insurance carriers for the provision of benefits $0
Other Benefit Payment Fees $0
Corrective Distributions $0
Certain deemed distributions of participant loans $0
Interest expense $0
Total Administrative Expenses $28,073
Professional Fees $0
Contract Administrator Fees $24,497
Investment Advisory and management fees $0
Other Administrative Fees $3,576
Net Income $1,908,731
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 $11,844,862 $9,935,796 19.21%
Total noninterest-bearing cash $100 $29,036 -99.66%
Receivables $67,007 $23,260 188.08%
Employer Contributions $24,544 $23,260 5.52%
Participant Contributions $42,463 $0 0.0%
Other Contributions $0 $0 0.0%
General Investments $8 $7 14.29%
Interest-bearing cash $8 $7 14.29%
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 $239,540 $240,903 -0.57%
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 $9,118,644 $6,640,555 37.32%
Value of funds held in insurance co. general account $2,419,563 $3,002,035 -19.40%
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 $1,782 $1,447 23.15%
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) $1,782 $1,447 23.15%
Net Assets $11,843,080 $9,934,349 19.21%

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
Massachussetts Mutual Life Insuranc Other services, Investment management fees paid indirectly by plan, Sub-transfer agency fees, Float revenue, Distribution (12b-1) fees, Recordkeeping fees, Soft dollars commissions, Other investment fees and expenses Contract Administrator $27,739 $0 $27,739
Midwest Pension & Profit Sharing SE Contract Administrator, Insurance brokerage commissions and fees NONE $0 $12,141 $12,141
Baron 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
Pioneer Investment management fees paid indirectly by plan Investment Provider $0 $0 $0
Columbia Investment management fees paid indirectly by plan Investment Provider $0 $0 $0
Columbia Investment management fees paid indirectly by plan Investment Provider $0 $0 $0
Goldman Sachs 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
American Century 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
Envestnet Retirement Solutions LLC Investment advisory (plan) Investment Adviser $0 $0 $0
Total $27,739 $12,141 $39,880

Indirect Compensation

Name Source of Indirect Compensation* Nature of Service Description of Indirect Compensation Indirect Compensation Paid by Plan
Baron Growth Baron Investment management fees paid indirectly by plan Basis Points X Plan Assets $0
Pioneer Equity Income Pioneer Investment management fees paid indirectly by plan Basis Points X Plan Assets $0
Columbia Mid Cap Index Columbia Investment management fees paid indirectly by plan Basis Points X Plan Assets $0
Columbia Small Cap Index Columbia Investment management fees paid indirectly by plan Basis Points X Plan Assets $0
Mfs Investment Management Growth Mfs Investment management fees paid indirectly by plan Basis Points X Plan Assets $0
American Funds Fndmntl Invstrs American Investment management fees paid indirectly by plan Basis Points X Plan Assets $0
Invesco Real Estate Invesco Oppenheimer Investment management fees paid indirectly by plan Basis Points X Plan Assets $0
Mfs Investment Management Utilities Mfs Investment management fees paid indirectly by plan Basis Points X Plan Assets $0
Invesco Dvlpng Mrkts Invesco Oppenheimer Investment management fees paid indirectly by plan Basis Points X Plan Assets $0
American Funds Euro Pacific Growth American Investment management fees paid indirectly by plan Basis Points X Plan Assets $0
Goldman Sachs Small Cap Value Goldman Sachs Investment management fees paid indirectly by plan Basis Points X Plan Assets $0
American Funds Washington Mutual Invs American Investment management fees paid indirectly by plan Basis Points X Plan Assets $0
American Century Mid Cap Value American Century Investment management fees paid indirectly by plan Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Growth Mfs Sub-transfer agency fees Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Growth Mfs Distribution (12b-1) fees Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Growth Baron Sub-transfer agency fees Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Growth Baron Distribution (12b-1) fees Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Millennium Trust Company LLC Other services Referral Fee $0
Massachusetts Mutual Life Insurance Utilities Mfs Sub-transfer agency fees Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Utilities Mfs Distribution (12b-1) fees Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Equity Income Pioneer Sub-transfer agency fees Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Equity Income Pioneer Distribution (12b-1) fees Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Mid Cap Index Columbia Sub-transfer agency fees Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Mid Cap Index Columbia Distribution (12b-1) fees Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Premier Balanced Barings Investment management fees paid indirectly by plan Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Fndmntl Invstrs American Sub-transfer agency fees Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Small Cap Index Columbia Sub-transfer agency fees Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Fndmntl Invstrs American Distribution (12b-1) fees Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Small Cap Index Columbia Distribution (12b-1) fees Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Premier Balanced Barings Other investment fees and expenses Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Premier Core Bond Barings Investment management fees paid indirectly by plan Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Premier Core Bond Barings Other investment fees and expenses Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Mm Sel T Rowe Price Ret 2010 Investment management fees paid indirectly by plan Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Mm Sel T Rowe Price Ret 2020 Investment management fees paid indirectly by plan Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Mm Sel T Rowe Price Ret 2030 Investment management fees paid indirectly by plan Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Mm Sel T Rowe Price Ret 2040 Investment management fees paid indirectly by plan Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Mm Sel T Rowe Price Ret 2050 Investment management fees paid indirectly by plan Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Mm Sel T Rowe Price Ret 2060 Investment management fees paid indirectly by plan Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Select Trpls Blue Chip Growth Investment management fees paid indirectly by plan Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Euro Pacific Growth American Sub-transfer agency fees Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Euro Pacific Growth American Distribution (12b-1) fees Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Mm Sel T Rowe Price Ret 2010 Distribution (12b-1) fees Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Mm Sel T Rowe Price Ret 2020 Distribution (12b-1) fees Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Mm Sel T Rowe Price Ret 2030 Distribution (12b-1) fees Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Mm Sel T Rowe Price Ret 2040 Distribution (12b-1) fees Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Mm Sel T Rowe Price Ret 2050 Distribution (12b-1) fees Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Mm Sel T Rowe Price Ret 2060 Distribution (12b-1) fees Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Mm Sel T Rowe Price Ret 2010 Other investment fees and expenses Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Mm Sel T Rowe Price Ret 2020 Other investment fees and expenses Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Mm Sel T Rowe Price Ret 2030 Other investment fees and expenses Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Mm Sel T Rowe Price Ret 2040 Other investment fees and expenses Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Mm Sel T Rowe Price Ret 2050 Other investment fees and expenses Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Mm Sel T Rowe Price Ret 2060 Other investment fees and expenses Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Select Trpls Blue Chip Growth Other investment fees and expenses Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Premier Intl Equity Invesco Investment management fees paid indirectly by plan Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Premier Intl Equity Invesco Other investment fees and expenses Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Select Mid Cap Gr Trp Frontier Investment management fees paid indirectly by plan Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Small Cap Value Goldman Sachs Sub-transfer agency fees Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Small Cap Value Goldman Sachs Distribution (12b-1) fees Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Select Mid Cap Gr Trp Frontier Other investment fees and expenses Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Mm Msci Eafe Intl Indx Nrtn Tr Investment management fees paid indirectly by plan Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Mid Cap Value American Century Sub-transfer agency fees Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Mm Msci Eafe Intl Indx Nrtn Tr Other investment fees and expenses Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Mm S&P 500 Index Northern Trust Investment management fees paid indirectly by plan Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Real Estate Invesco Oppenheimer Sub-transfer agency fees Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Washington Mutual Invs American Sub-transfer agency fees Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Washington Mutual Invs American Distribution (12b-1) fees Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Mm S&P 500 Index Northern Trust Other investment fees and expenses Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Dvlpng Mrkts Invesco Oppenheimer Sub-transfer agency fees Basis Points X Plan Assets $0
Envestnet Retirement Solutions LLC Massachusetts Mutual Life Insurance Investment advisory (plan) Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Prem Inflat Prot and Incm Barings Investment management fees paid indirectly by plan Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Prem Us Govt Money Mrkt Barings Investment management fees paid indirectly by plan Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Prem Inflat Prot and Incm Barings Other investment fees and expenses Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Prem Us Govt Money Mrkt Barings Other investment fees and expenses Basis Points X Plan Assets $0
Midwest Pension & Profit Sharing SE Massachusetts Mutual Life Insurance Contract Administrator Expense Reimbursement To Third Party $12,141
*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-W1 (Select Trp/Ls Blue Chip Gro Massachusetts Mutual Life Insurance Company DFE: Pooled Separate Account $1,895,766
Sia-Qt (Retirement 2040) Massachusetts Mutual Life Insurance Company DFE: Pooled Separate Account $1,077,280
Sia-Pt (Mm Sel T Rowe Price Ret 203 Massachusetts Mutual Life Insurance Company DFE: Pooled Separate Account $1,011,560
Sia-Kt (Washington Mutual Invs) Massachusetts Mutual Life Insurance Company DFE: Pooled Separate Account $888,789
Sia-E (Premier Core Bond) Massachusetts Mutual Life Insurance Company DFE: Pooled Separate Account $594,484
Sia-Jdt (Growth) Massachusetts Mutual Life Insurance Company DFE: Pooled Separate Account $433,739
Sia-M (Premier Balanced) Massachusetts Mutual Life Insurance Company DFE: Pooled Separate Account $429,482
Sia-Kr (Euro Pacific Growth) Massachusetts Mutual Life Insurance Company DFE: Pooled Separate Account $386,574
Sia-Cca (Mm Msci Eafe Intl Indx) Massachusetts Mutual Life Insurance Company DFE: Pooled Separate Account $340,662
Sia-B2 (Small Cap Index) Massachusetts Mutual Life Insurance Company DFE: Pooled Separate Account $323,880
Sia-Wy (Growth) Massachusetts Mutual Life Insurance Company DFE: Pooled Separate Account $243,337
Sia-Cdj (Mid Cap Value) Massachusetts Mutual Life Insurance Company DFE: Pooled Separate Account $237,303
Sia-Lt (Mm Sel T Rowe Price Ret 202 Massachusetts Mutual Life Insurance Company DFE: Pooled Separate Account $201,724
Sia-X (Mm S&P 500 Index) Massachusetts Mutual Life Insurance Company DFE: Pooled Separate Account $191,938
Sia-Ki (Fndmntl Invstrs) Massachusetts Mutual Life Insurance Company DFE: Pooled Separate Account $172,942
Sia-W9 (Select Mid Cap Gr) Massachusetts Mutual Life Insurance Company DFE: Pooled Separate Account $123,327
Sia-Ft (Mm Sel T Rowe Price Ret 201 Massachusetts Mutual Life Insurance Company DFE: Pooled Separate Account $103,809
Sia-Ot (Mm Sel T Rowe Price Ret 205 Massachusetts Mutual Life Insurance Company DFE: Pooled Separate Account $101,391
Sia-B8 (Mid Cap Index) Massachusetts Mutual Life Insurance Company DFE: Pooled Separate Account $98,597
Sia-C (Developing Markets) Massachusetts Mutual Life Insurance Company DFE: Pooled Separate Account $70,903
Sia-Cb (Real Estate) Massachusetts Mutual Life Insurance Company DFE: Pooled Separate Account $57,249
Sia-Jzc (Small Cap Value) Massachusetts Mutual Life Insurance Company DFE: Pooled Separate Account $46,263
Sia-Vu (Utilities) Massachusetts Mutual Life Insurance Company DFE: Pooled Separate Account $40,437
Sia-Jkc (Equity Income) Massachusetts Mutual Life Insurance Company DFE: Pooled Separate Account $21,615
Sia-Crk (Mm Sel T Rowe Price Ret 20 Massachusetts Mutual Life Insurance Company DFE: Pooled Separate Account $19,947
Sia-Y (Prem Inflat-Prot and Incm Massachusetts Mutual Life Insurance Company DFE: Pooled Separate Account $5,644
Sia-I (Premier Int'L Equity) Massachusetts Mutual Life Insurance Company DFE: Pooled Separate Account $0
Total $9,118,642

Insurance Information

Insurance Information

Insurance Carrier Summary Persons Covered
Massachusetts Mutual Life Insurance Company 344
EIN 04-1590850
Industry Code 65935
Contract Number RM 83061
Contract Year 01/01/2019 — 12/31/2019
Value in General Account at Year End $0
Value in Separate Accounts at Year End $9,118,644
Insurance Fees and Commissions $21,690
Persons Receiving Commissions and Fees
Agent/Broker Organization Code Commissions Paid Fees Paid Purpose of Fees Paid
Midwest Pension & Profit Sharing Sv 121 S 8th St Ste 630 Minneapolis, MN 55402 Insurance Agent or Broker $21,690 $0 INSURANCE AGENT OR BROKER
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 $3,002,042
Additions $1,047,095
Contributions Deposited during the year $825,637
Dividends and credits $0
Interest credited during the year $87,125
Transferred from separate account $0
Other $134,333
Total of Balance and Additions $4,049,137
Deductions $1,629,566
Disbursed from fund to pay benefits or purchase annuities during the year $438,076
Administration charge made by carrier $6,350
Transferred to Separate Account $1,143,081
Other $42,059
Balance at the end of the current year $2,419,571