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Overview

Plan Information

  • Plan Year01/01/2019 — 12/31/2019
  • Date of Plan06/01/2007
  • Net Assets as of 12/31/2019 $7,145,213
  • 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) Participants136
  • Retired or separated participants receiving benefits3
  • Other retired or separated participants entitled to future benefits22
  • Subtotal161
  • Deceased participants whose beneficiaries are receiving or are entitled to receive benefits0
  • Total161
  • Total number of participants as of 01/01/2019172
  • Number of participants with account balances132
  • Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested0

Expenses

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

Sponsor Information

  • Address752 Kasota Circle
  • CityMinneapolis
  • StateMN
  • Zip55414
  • Telephone(612) 617-3329
  • EIN20-8832588
  • Industry Code424400

Audit Information

  • Audit StatusAudited
  • AuditorBoyum & Barenscheer PLLP
  • Auditor EIN41-6192096
  • Audit Opinion Disclaimer
  • Audit TypeLimited Scope Audit

Benefits Provided Under the Plan

Code Benefit Description
2A 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 threshold or additional rate allowed under the permitted disparity rules of section 401(l)
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? Yes $10,013
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 $1,000,000
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 $1,760,070
Contributions $556,580
Cash Contributions $556,580
Cash from Employers $191,513
Cash from Participants $363,455
Others (including rollovers) $1,612
Noncash Contributions $0
Total Earnings on Investments $1,203,490
Total Interest $16,794
Interest-Bearing Cash $0
U.S. Government Securities $0
Corporate Debt Instruments $0
Loans (other than to participants) $0
Participant Loans $0
Interest from Other Investments $16,794
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 $0
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 $1,186,696
Other Income $0
Expenses $580,300
Total Benefit Payments $575,897
Directly to participants or beneficiaries, including direct rollovers $575,897
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 $4,403
Professional Fees $2,353
Contract Administrator Fees $0
Investment Advisory and management fees $2,050
Other Administrative Fees $0
Net Income $1,179,770
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 $7,145,213 $5,965,443 19.78%
Total noninterest-bearing cash $0 $0 0.0%
Receivables $25,825 $11,742 119.94%
Employer Contributions $13,802 $11,742 17.54%
Participant Contributions $12,023 $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 $0 $0 0.0%
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 $6,785,075 $4,951,254 37.04%
Value of funds held in insurance co. general account $334,313 $1,002,447 -66.65%
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 $7,145,213 $5,965,443 19.78%

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
Midwest Pension & Profit Sharing SE Contract Administrator, Plan Administrator, Insurance brokerage commissions and fees NONE $0 $11,646 $11,646
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 $4,403 $0 $4,403
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
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
Ivy Funds 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
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
Mfs Investment Management Investment management fees paid indirectly by plan Investment Provider $0 $0 $0
Envestnet Retirement Solutions, LLC Investment advisory (plan) Investment Advisor $0 $0 $0
Total $4,403 $11,646 $16,049

Indirect Compensation

Name Source of Indirect Compensation* Nature of Service Description of Indirect Compensation Indirect Compensation Paid by Plan
Pioneer Equity Income Pioneer Investment management fees paid indirectly by plan Basis Points X Plan Assets $0
Ivy Funds Small Cap Growth Ivy 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
American Funds Balanced American 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
Jp Morgan Mid Cap Value Jp Morgan 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 Intl Growth Invesco Oppenheimer 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
Invesco Dvlpng Mrkts Invesco Oppenheimer 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
Massachusetts Mutual Life Insurance Growth Mfs Sub-transfer agency fees, 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 Balanced American Sub-transfer agency fees Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Balanced American Distribution (12b-1) fees Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Small Cap Growth Ivy Sub-transfer agency fees Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Small Cap Growth Ivy 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 Mid Cap Value Jp Morgan Sub-transfer agency fees Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Mid Cap Value Jp Morgan Distribution (12b-1) fees 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 Core Bond Barings Investment management fees paid indirectly by plan Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Premier Core Bond Barings Distribution (12b-1) fees 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 2005 Investment management fees paid indirectly by plan 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 2015 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 2025 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 2035 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 2045 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 2055 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 Mm Sel T Rowe Price Ret 2005 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 2015 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 2025 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 2035 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 2045 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 2055 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 2005 Other investment fees and expenses 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 2015 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 2025 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 2035 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 2045 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 2055 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 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 Select Mid Cap Gr Trp Frontier Distribution (12b-1) 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 Mm Msci Eafe Intl Indx Nrtn Tr Distribution (12b-1) 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 Intl Growth Invesco Oppenheimer Sub-transfer agency fees 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 Intl Growth Invesco Oppenheimer Distribution (12b-1) fees Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Mm S&P 500 Index Northern Trust Distribution (12b-1) fees Basis Points X Plan Assets $0
Massachusetts Mutual Life Insurance Real Estate Invesco Oppenheimer Distribution (12b-1) 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
Massachusetts Mutual Life Insurance Dvlpng Mrkts Invesco Oppenheimer Distribution (12b-1) 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 Distribution (12b-1) fees 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 Shg Svcs Massachusetts Mutual Life Insurance Contract Administrator, Plan Administrator Expense Reimbursement for Third Party Admin $11,646
*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-Vo Fndmntl Invstrs Massachusetts Mutual Life Ins Co DFE: Pooled Separate Account $778,881
Sia-Ko Mm Sel T Rowe Price Ret 2025 Massachusetts Mutual Life Ins Co DFE: Pooled Separate Account $556,152
Sia-Jds Growth Mfs Massachusetts Mutual Life Ins Co DFE: Pooled Separate Account $553,259
Sia-Tj Washington Mutual Invs Massachusetts Mutual Life Ins Co DFE: Pooled Separate Account $523,331
Sia-Ae Premier Core Bond Massachusetts Mutual Life Ins Co DFE: Pooled Separate Account $517,395
Sia-D6 International Growth Massachusetts Mutual Life Ins Co DFE: Pooled Separate Account $497,082
Sia Lo Mm Sel T Rowe Price Ret 2035 Massachusetts Mutual Life Ins Co DFE: Pooled Separate Account $483,898
Sia-B2 Small Cap Index Massachusetts Mutual Life Ins Co DFE: Pooled Separate Account $319,137
Sia-B8 Mid Cap Index Massachusetts Mutual Life Ins Co DFE: Pooled Separate Account $279,638
Sia-Ax Mm S&P 500 Index Massachusetts Mutual Life Ins Co DFE: Pooled Separate Account $272,086
Sia-Y4 Prem Inflat-Prot and Incm Massachusetts Mutual Life Ins Co DFE: Pooled Separate Account $237,821
Sia-Tk Balanced Massachusetts Mutual Life Ins Co DFE: Pooled Separate Account $233,267
Sia-W1 Select Trp/Ls Blue Chip Grow Massachusetts Mutual Life Ins Co DFE: Pooled Separate Account $178,853
Sia-At Select Mid Cap Gr Massachusetts Mutual Life Ins Co DFE: Pooled Separate Account $154,880
Sia-Jkc Equity Income Massachusetts Mutual Life Ins Co DFE: Pooled Separate Account $149,519
Sia-C9 Developing Markets Massachusetts Mutual Life Ins Co DFE: Pooled Separate Account $149,402
Sia-C2 Real Estate Massachusetts Mutual Life Ins Co DFE: Pooled Separate Account $121,156
Sia-Jo Mm Sel T Rowe Price Ret 2015 Massachusetts Mutual Life Ins Co DFE: Pooled Separate Account $116,217
Sia-Mo Mm Sel T Rowe Price Ret 2045 Massachusetts Mutual Life Ins Co DFE: Pooled Separate Account $115,012
Sia-Jc9 Small Cap Growth Massachusetts Mutual Life Ins Co DFE: Pooled Separate Account $106,795
Sia-Cce Mm Msci Eafe Intl Indx Massachusetts Mutual Life Ins Co DFE: Pooled Separate Account $92,075
Sia-Pf Mid Cap Value Massachusetts Mutual Life Ins Co DFE: Pooled Separate Account $79,594
Sia-Jzc Small Cap Value Massachusetts Mutual Life Ins Co DFE: Pooled Separate Account $76,415
Sia-Vt Mm Sel T Rowe Price Ret 2020 Massachusetts Mutual Life Ins Co DFE: Pooled Separate Account $73,105
Sia-Zt Mm Sel T Rowe Price Ret 2040 Massachusetts Mutual Life Ins Co DFE: Pooled Separate Account $52,783
Sia-Crm Mm Sel T Rowe Price Ret 206 Massachusetts Mutual Life Ins Co DFE: Pooled Separate Account $18,413
Sia-Io Mm Sel T Rowe Price Ret 2005 Massachusetts Mutual Life Ins Co DFE: Pooled Separate Account $18,030
Sia-Xt Mm Sel T Rowe Price Ret 2030 Massachusetts Mutual Life Ins Co DFE: Pooled Separate Account $12,603
Sia-Ut Mm Sel T Rowe Price Ret 2050 Massachusetts Mutual Life Ins Co DFE: Pooled Separate Account $9,929
Sia-No Mm Sel T Rowe Price Ret 2055 Massachusetts Mutual Life Ins Co DFE: Pooled Separate Account $8,347
Total $6,785,075

Insurance Information

Insurance Information

Insurance Carrier Summary Persons Covered
Massachusetts Mutual Life Insurance Company 161
EIN 04-1590850
Industry Code 65935
Contract Number RM 84516-1
Contract Year 01/01/2019 — 12/31/2019
Value in General Account at Year End $0
Value in Separate Accounts at Year End $6,785,075
Insurance Fees and Commissions $16,214
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 Street Ste 630 Minneapolis, MN 55402 Insurance Agent or Broker $16,214 $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 $1,002,447
Additions $559,355
Contributions Deposited during the year $542,487
Dividends and credits $0
Interest credited during the year $16,794
Transferred from separate account $0
Other $74
Total of Balance and Additions $1,561,802
Deductions $1,227,489
Disbursed from fund to pay benefits or purchase annuities during the year $19,351
Administration charge made by carrier $374
Transferred to Separate Account $1,207,764
Other $0
Balance at the end of the current year $334,313