FIRST TRUST CO LLC

909 SAINT JOSEPH ST STE
RAPID CITY, SD 57701

Business Stats

Policy History

Term Carrier LCM
2023

1.296
(Current: 1.320)
2022

-
2021

1.150
2021

1.620

Contacts

FWNC ZZNXL
Benefits Admin
(442) 880-0993
4212

d
(056) 511-6695
0b17

Industry Classification

Retirement Benefits

Financials

2021202020192018
BOY Assets: $ 395,316 $ 484,058 $ 893,602 $ 800,729
Liabilities: $ 0 $ 8 $ 373 $ 3
EE Contrib: $ 33,241 $ 16,474 $ 45,116 $ 44,939
Emp Contrib: $ 27,501 $ 91,208 $ 31,971 $ 2,503
Income/Loss: $ 35,140 $ 12,746 $ 88,432($ 44,260)
Total Income: $ 95,882 $ 672,196 $ 27,216 $ 7,312
Paid Benefits: $ 0 $ 7,542 $ 6 $ 4,299
Expenses: $ 0 $ 8 $ 0
  Commission: $ 3,208 $ 9,642 $ 5,423 $ 6,825
Net Income: $ 92,674 $ 36,445 $ 65,301 $ 9,889
Net Assets: $ 487,990 $ 965,777 $ 245,465 $ 833,589

Participants

2021202020192018
Total Participants:17077450
Active Part.:12921748
Retired Part.:dd57
Deceased Part.:8cfaba9

Insurance

No Insurance Coverage

Providers

No Providers

Features

    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.

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

    3B - Plan covering Self-Employed individuals.

    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.