form5500lookup

Form 5500 · Retirement plan · NEW BRITAIN, CT

POLAMER PRECISION INC

The filing calls this plan POLAMER PRECISION INC 401(K) PROFIT SHARING PLAN & TRUST.

POLAMER PRECISION INC of NEW BRITAIN, CT files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by SENTRY LIFE INSURANCE COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
SENTRY LIFE INSURANCE COMPANY
Contract year ends
Decemberas filed for plan year 2023

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 06-1497200 · plan 001 · plan year 2023, filed Oct 15, 2024

Participants at the start of the year
164
Contracts on file
1
Contract value
—
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with SENTRY LIFE INSURANCE COMPANY.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
SENTRY LIFE INSURANCE COMPANY—0December—$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
ERISA FIDUCIARY SERVICES, INC.
EIN 47-1637791
ERISA FIDUCIARY SERVICES, INC.
Contract administrator · Recordkeeping and information management · EIN 47-1637791
$9,330
paid directly by the plan
PAYCHEX, INC.
Contract administrator · Recordkeeping and information management · EIN 16-1124166
$9,310
paid directly by the plan
SMITH BROTHERS FINANCIAL, LLC
Contract administrator · Recordkeeping and information management · EIN 04-3046611
$5,625
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$7,245,492
Paid out in benefits
$706,035
Participants at the start of the year
164
Participants with account balances
175

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 47-1637791
ERISA FIDUCIARY SERVICES, INC.
Independent accountantEIN 11-1986323
MARCUM LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

Other plans filed by this employer

Employee Health PlanInsured benefit plan · 3 Schedule A contractsRenews ~Dec 1

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