Verland

212 Iris Rd
Sewickley, PA 15143

Business Stats

Policy History

Term Exp. Mod Carrier LCM
2023

1.050
2022

1.050
2021

1.050
2020
10-01-2019

1.240
2020
10-01-2020

1.240
2019

1.435
2019
10-01-2019

1.435
2018

1.435
2018

1.435
2017

1.391
2017

1.391
2016

1.391
2016

1.391
2015

1.344
2015

1.344
2014

-
2014

-
2013
10-01-2013

-
2012

-
2011

-
2010

-
2009

-

Contacts

Xnchoy FnExmaxa
Senior Principal
(440) 569-9866
fuiedmmwqsyqts@qsulr.aqk

TSNP BJHSTN
Benefits Admin
(005) 864-8557
f997

ROSOYA V. XMLSK, WC.
Benefits Admin
(356) 427-8767
96f

Industry Classification

Retirement Benefits

Financials

2021 2020 2019 2018 2017 2016 2015 2014 2013
BOY Assets: $ 12,083,567 $ 57,767,348 $ 9,556,669 70039722美元 $ 30,145,325 $ 7,484,942 $ 11,023,230 $ 14,312,033 $ 7,561,710
Liabilities: $ 0 $ 7 $ 77 $ 7 $ 7
EE Contrib: $ 963,020 $ 317,288 $ 219,403 $ 966,982 $ 505,536 $ 29,203 $ 560,961 $ 977,675 $ 370,744
Emp Contrib: $ 793,843 $ 793,566 $ 249,592 $ 438,693 $ 311,027 $ 852,863 $ 190,583 $ 751,317 $ 357,943
收益/损失: $ 2,362,072 $ 646,604 $ 1,655,600 ($ 303,856) $ 7,432,429 $ 484,193 ($ 42,459) $ 916,621 $ 8,487,291
Total Income: $ 4,291,418 $ 7,665,380 $ 2,724,934 $ 401,431 $ 6,350,289 $ 4,532,841 $ 881,144 $ 5,751,222 $ 7,809,049
Paid Benefits: $ 1,813,647 $ 1,303,930 $ 8,572 $ 1,302,435 $ 3,381,543 $ 1,362,896 $ 5,516,677 $ 3,064,523 $ 645,718
Expenses: $ 0 51美元 $ 28 $ 580 $ 6 $ 52
Commission: $ 2,210 $ 72,033 $ 16,896 $ 65,614 $ 23,449 $ 40,678 $ 54,035 $ 496,317 $ 74,907
Net Income: $ 2,440,371 $ 634,009 $ 7,421,682 ($ 119,036) $ 498,711 ($ 648,007) ($ 522,642) $ 750,895 $ 4,604,370
Net Assets: $ 14,523,938 $ 33,499,272 $ 11,882,519 $ 5,257,596 $ 19,947,641 $ 28,909,379 $ 77,372,443 $ 30,007,251 $ 65,774,221

Participants

2021 2020 2019 2018 2017 2016 2015 2014 2013
Total Participants: 745 634 223 541 066 951 900 600 802
Active Part.: 515 263 725 376 557 510 624 133 251
Retired Part.: 2 2 5d 9 24 44d 85 3d
Deceased Part.: 9 5 8 8 9 42 91 99 606

Insurance

ILPLJ OXOC JRRY & LGSGNLK CTNJKOMLM XNCKCQW
Renewal:06-30-2021
Covered:57
PENSION_EOY_SEP_ACCT_AMT: 0PENSION_PREM_PAID_TOT_AMT: 0

Retention:$ 0
Claims:$ 0
Loss Ratio:
Exp Rated Premium$ 0
Non-Exp Rated Premium:$ 0
Commission$ 0
Fees$ 0
WNFZIGYNMM FAOC EQFBDWSFJ IQQXPSR
Renewal:06-30-2021
Covered:0
PENSION_EOY_SEP_ACCT_AMT: 0PENSION_PREM_PAID_TOT_AMT: 0

Retention:$ 0
Claims:$ 0
Loss Ratio:
Exp Rated Premium$ 0
Non-Exp Rated Premium:$ 0
Commission$ 0
Fees$ 0

Providers

FLEIAKKMGK
ONE NATIONWIDE PLAZA
COLUMBUS, OH 43215
Contract Administrator
Recordkeeping and information management (computing, tabulating, data processing, etc.)
Custodial (other than securities)
Custodial (securities)
Participant loan processing
Other services
Shareholder servicing fees
Sub-transfer agency fees
Distribution (12b-1) fees
Compensation:$50,467
Relation:RECORD-KEEPER /ADMINISTRA
BCROJJMX GGR
2201 TIMBERLOCH PLACE SUITE 150
THE WOODLANDS, TX 77380
Plan Administrator
Recordkeeping and information management (computing, tabulating, data processing, etc.)
Consulting (pension)
Participant loan processing
Other services
Other (specify)
Compensation:$9,491
Relation:TPA
EMRDIKRKUU
Source: MEEDER INVESTMENTS
Contract Administrator
Recordkeeping and information management (computing, tabulating, data processing, etc.)
Custodial (other than securities)
Custodial (securities)
Participant loan processing
Other services
Shareholder servicing fees
Sub-transfer agency fees
Distribution (12b-1) fees
Compensation:ADVISORY SERVICE PROVIDER FEE

Features

    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 theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).

    2E- Profit-sharing

    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- Stock bonusCode 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.

    2L- Code section 403(b)(1) arrangement.

    2M- Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

    2T- Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

    3D- Pre-approved pension plan - A master, prototype, or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.