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THE HY-VEE AND AFFILIATES 401(K) PLAN 401k Plan overview

Plan NameTHE HY-VEE AND AFFILIATES 401(K) PLAN
Plan identification number 002

THE HY-VEE AND AFFILIATES 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • 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.
  • 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 contribtions 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HY-VEE, INC. has sponsored the creation of one or more 401k plans.

Company Name:HY-VEE, INC.
Employer identification number (EIN):420325638
NAIC Classification:445110
NAIC Description:Supermarkets and Other Grocery (except Convenience) Stores

Additional information about HY-VEE, INC.

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 1938-01-03
Company Identification Number: 019862
Legal Registered Office Address: 400 E COURT AVE

DES MOINES
United States of America (USA)
50309

More information about HY-VEE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HY-VEE AND AFFILIATES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-10-04
0022020-09-28
0022019-09-30
0022018-10-01
0022017-10-02MICHAEL SKOKAN MICHAEL SKOKAN2019-03-12
0022016-10-03MICHAEL SKOKAN MICHAEL SKOKAN2018-03-20
0022015-09-28MICHAEL SKOKAN MICHAEL SKOKAN2017-03-27
0022014-09-29MICHAEL SKOKAN MICHAEL SKOKAN2016-02-26
0022013-09-30MICHAEL SKOKAN MICHAEL SKOKAN2015-03-25
0022012-10-01MICHAEL SKOKAN MICHAEL SKOKAN2014-01-31
0022011-10-03MICHAEL SKOKAN MICHAEL SKOKAN2013-03-11
0022010-10-04MICHAEL SKOKAN
0022009-09-28MICHAEL SKOKAN

Plan Statistics for THE HY-VEE AND AFFILIATES 401(K) PLAN

401k plan membership statisitcs for THE HY-VEE AND AFFILIATES 401(K) PLAN

Measure Date Value
2021: THE HY-VEE AND AFFILIATES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-0478,897
Total number of active participants reported on line 7a of the Form 55002021-10-0462,381
Number of retired or separated participants receiving benefits2021-10-04135
Number of other retired or separated participants entitled to future benefits2021-10-0417,328
Total of all active and inactive participants2021-10-0479,844
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-04378
Total participants2021-10-0480,222
Number of participants with account balances2021-10-0457,780
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-046
2020: THE HY-VEE AND AFFILIATES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-09-2876,764
Total number of active participants reported on line 7a of the Form 55002020-09-2869,384
Number of retired or separated participants receiving benefits2020-09-28149
Number of other retired or separated participants entitled to future benefits2020-09-2814,572
Total of all active and inactive participants2020-09-2884,105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-09-28348
Total participants2020-09-2884,453
Number of participants with account balances2020-09-2855,390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-09-285
2019: THE HY-VEE AND AFFILIATES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-09-3073,938
Total number of active participants reported on line 7a of the Form 55002019-09-3065,775
Number of retired or separated participants receiving benefits2019-09-30163
Number of other retired or separated participants entitled to future benefits2019-09-3012,785
Total of all active and inactive participants2019-09-3078,723
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-09-30310
Total participants2019-09-3079,033
Number of participants with account balances2019-09-3052,543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-09-304,923
2018: THE HY-VEE AND AFFILIATES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-0171,669
Total number of active participants reported on line 7a of the Form 55002018-10-0165,521
Number of retired or separated participants receiving benefits2018-10-01183
Number of other retired or separated participants entitled to future benefits2018-10-0110,680
Total of all active and inactive participants2018-10-0176,384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-01301
Total participants2018-10-0176,685
Number of participants with account balances2018-10-0152,024
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-014,340
2017: THE HY-VEE AND AFFILIATES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-0270,691
Total number of active participants reported on line 7a of the Form 55002017-10-0264,727
Number of retired or separated participants receiving benefits2017-10-02187
Number of other retired or separated participants entitled to future benefits2017-10-029,619
Total of all active and inactive participants2017-10-0274,533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-02256
Total participants2017-10-0274,789
Number of participants with account balances2017-10-0249,368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-025,272
2016: THE HY-VEE AND AFFILIATES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-0368,827
Total number of active participants reported on line 7a of the Form 55002016-10-0365,631
Number of retired or separated participants receiving benefits2016-10-03176
Number of other retired or separated participants entitled to future benefits2016-10-038,145
Total of all active and inactive participants2016-10-0373,952
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-03220
Total participants2016-10-0374,172
Number of participants with account balances2016-10-0349,422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-034,394
2015: THE HY-VEE AND AFFILIATES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-2861,975
Total number of active participants reported on line 7a of the Form 55002015-09-2865,350
Number of retired or separated participants receiving benefits2015-09-28184
Number of other retired or separated participants entitled to future benefits2015-09-286,707
Total of all active and inactive participants2015-09-2872,241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-28203
Total participants2015-09-2872,444
Number of participants with account balances2015-09-2846,231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-283,432
2014: THE HY-VEE AND AFFILIATES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-2960,607
Total number of active participants reported on line 7a of the Form 55002014-09-2964,036
Number of retired or separated participants receiving benefits2014-09-29180
Number of other retired or separated participants entitled to future benefits2014-09-295,492
Total of all active and inactive participants2014-09-2969,708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-29156
Total participants2014-09-2969,864
Number of participants with account balances2014-09-2942,412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-09-292,872
2013: THE HY-VEE AND AFFILIATES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-3055,844
Total number of active participants reported on line 7a of the Form 55002013-09-3059,125
Number of retired or separated participants receiving benefits2013-09-30176
Number of other retired or separated participants entitled to future benefits2013-09-304,942
Total of all active and inactive participants2013-09-3064,243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-30145
Total participants2013-09-3064,388
Number of participants with account balances2013-09-3038,374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-302,273
2012: THE HY-VEE AND AFFILIATES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-0151,340
Total number of active participants reported on line 7a of the Form 55002012-10-0154,959
Number of retired or separated participants receiving benefits2012-10-01163
Number of other retired or separated participants entitled to future benefits2012-10-014,161
Total of all active and inactive participants2012-10-0159,283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-01133
Total participants2012-10-0159,416
Number of participants with account balances2012-10-0134,221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-014,572
2011: THE HY-VEE AND AFFILIATES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-0348,947
Total number of active participants reported on line 7a of the Form 55002011-10-0350,434
Number of retired or separated participants receiving benefits2011-10-03161
Number of other retired or separated participants entitled to future benefits2011-10-033,815
Total of all active and inactive participants2011-10-0354,410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-03128
Total participants2011-10-0354,538
Number of participants with account balances2011-10-0330,901
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-033,215
2010: THE HY-VEE AND AFFILIATES 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-0451,611
Total number of active participants reported on line 7a of the Form 55002010-10-0449,106
Number of retired or separated participants receiving benefits2010-10-04162
Number of other retired or separated participants entitled to future benefits2010-10-045,344
Total of all active and inactive participants2010-10-0454,612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-04119
Total participants2010-10-0454,731
Number of participants with account balances2010-10-0428,359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-047,168
2009: THE HY-VEE AND AFFILIATES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-2845,523
Total number of active participants reported on line 7a of the Form 55002009-09-2845,816
Number of retired or separated participants receiving benefits2009-09-28167
Number of other retired or separated participants entitled to future benefits2009-09-285,380
Total of all active and inactive participants2009-09-2851,363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-28112
Total participants2009-09-2851,475
Number of participants with account balances2009-09-2829,335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-286,704

Financial Data on THE HY-VEE AND AFFILIATES 401(K) PLAN

Measure Date Value
2022 : THE HY-VEE AND AFFILIATES 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-10-02$-12,051,907
Total unrealized appreciation/depreciation of assets2022-10-02$-12,051,907
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-02$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-02$0
Total income from all sources (including contributions)2022-10-02$-248,094,720
Total loss/gain on sale of assets2022-10-02$37,241,474
Total of all expenses incurred2022-10-02$231,509,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-10-02$228,181,967
Expenses. Certain deemed distributions of participant loans2022-10-02$29,464
Value of total corrective distributions2022-10-02$53,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-10-02$156,336,592
Value of total assets at end of year2022-10-02$2,233,178,250
Value of total assets at beginning of year2022-10-02$2,712,782,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-10-02$3,244,934
Total interest from all sources2022-10-02$2,013,588
Total dividends received (eg from common stock, registered investment company shares)2022-10-02$2,141,164
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-10-02No
Total dividends received from registered investment company shares (eg mutual funds)2022-10-02$2,141,164
Was this plan covered by a fidelity bond2022-10-02Yes
Value of fidelity bond cover2022-10-02$2,000,000
If this is an individual account plan, was there a blackout period2022-10-02No
Were there any nonexempt tranactions with any party-in-interest2022-10-02No
Contributions received from participants2022-10-02$106,925,291
Participant contributions at end of year2022-10-02$43,706,114
Participant contributions at beginning of year2022-10-02$43,986,772
Participant contributions at end of year2022-10-02$-994
Participant contributions at beginning of year2022-10-02$214,546
Assets. Other investments not covered elsewhere at end of year2022-10-02$22,808,926
Assets. Other investments not covered elsewhere at beginning of year2022-10-02$27,218,305
Income. Received or receivable in cash from other sources (including rollovers)2022-10-02$14,024,138
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-10-02$80,774
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-10-02$-3,727
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-10-02$-5,540
Other income not declared elsewhere2022-10-02$-5,725,804
Administrative expenses (other) incurred2022-10-02$205
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-02No
Value of net income/loss2022-10-02$-479,604,644
Value of net assets at end of year (total assets less liabilities)2022-10-02$2,233,178,250
Value of net assets at beginning of year (total assets less liabilities)2022-10-02$2,712,782,894
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-10-02No
Were any loans by the plan or fixed income obligations due to the plan in default2022-10-02No
Were any leases to which the plan was party in default or uncollectible2022-10-02No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-10-02$96,617,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-10-02$133,482,707
Value of interest in pooled separate accounts at end of year2022-10-02$509,590,480
Value of interest in pooled separate accounts at beginning of year2022-10-02$626,352,581
Interest on participant loans2022-10-02$2,013,588
Value of interest in common/collective trusts at end of year2022-10-02$1,347,713,377
Value of interest in common/collective trusts at beginning of year2022-10-02$1,657,358,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-10-02$-30,018,880
Net investment gain/loss from pooled separate accounts2022-10-02$-86,887,063
Net investment gain or loss from common/collective trusts2022-10-02$-311,143,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-10-02No
Was there a failure to transmit to the plan any participant contributions2022-10-02Yes
Has the plan failed to provide any benefit when due under the plan2022-10-02No
Assets. Invements in employer securities at end of year2022-10-02$177,427,648
Assets. Invements in employer securities at beginning of year2022-10-02$189,723,068
Contributions received in cash from employer2022-10-02$35,387,163
Employer contributions (assets) at end of year2022-10-02$35,318,473
Employer contributions (assets) at beginning of year2022-10-02$34,452,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-10-02$228,101,193
Contract administrator fees2022-10-02$3,244,729
Did the plan have assets held for investment2022-10-02Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-02No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-10-02No
Aggregate proceeds on sale of assets2022-10-02$86,089,656
Aggregate carrying amount (costs) on sale of assets2022-10-02$48,848,182
Opinion of an independent qualified public accountant for this plan2022-10-02Unqualified
Accountancy firm name2022-10-02RSM US LLP
Accountancy firm EIN2022-10-02420714325
2021 : THE HY-VEE AND AFFILIATES 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-10-03$27,264,239
Total unrealized appreciation/depreciation of assets2021-10-03$27,264,239
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-03$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-03$0
Total income from all sources (including contributions)2021-10-03$640,002,968
Total loss/gain on sale of assets2021-10-03$1,451,166
Total of all expenses incurred2021-10-03$200,606,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-10-03$197,040,741
Expenses. Certain deemed distributions of participant loans2021-10-03$139,038
Value of total corrective distributions2021-10-03$10,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-10-03$152,975,823
Value of total assets at end of year2021-10-03$2,712,782,894
Value of total assets at beginning of year2021-10-03$2,273,386,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-10-03$3,416,561
Total interest from all sources2021-10-03$2,214,701
Total dividends received (eg from common stock, registered investment company shares)2021-10-03$1,395,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-10-03No
Total dividends received from registered investment company shares (eg mutual funds)2021-10-03$1,395,498
Was this plan covered by a fidelity bond2021-10-03Yes
Value of fidelity bond cover2021-10-03$2,000,000
If this is an individual account plan, was there a blackout period2021-10-03No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-10-03$0
Were there any nonexempt tranactions with any party-in-interest2021-10-03No
Contributions received from participants2021-10-03$99,866,749
Participant contributions at end of year2021-10-03$43,986,772
Participant contributions at beginning of year2021-10-03$45,574,778
Participant contributions at end of year2021-10-03$214,546
Participant contributions at beginning of year2021-10-03$51,275
Assets. Other investments not covered elsewhere at end of year2021-10-03$27,218,305
Assets. Other investments not covered elsewhere at beginning of year2021-10-03$22,307,365
Income. Received or receivable in cash from other sources (including rollovers)2021-10-03$18,656,696
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-10-03$2,811
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-10-03$-5,540
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-10-03$-38,512
Other income not declared elsewhere2021-10-03$6,411,637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-03No
Value of net income/loss2021-10-03$439,396,277
Value of net assets at end of year (total assets less liabilities)2021-10-03$2,712,782,894
Value of net assets at beginning of year (total assets less liabilities)2021-10-03$2,273,386,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-10-03No
Were any loans by the plan or fixed income obligations due to the plan in default2021-10-03No
Were any leases to which the plan was party in default or uncollectible2021-10-03No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-10-03$133,482,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-10-03$102,162,921
Value of interest in pooled separate accounts at end of year2021-10-03$626,352,581
Value of interest in pooled separate accounts at beginning of year2021-10-03$504,373,711
Interest on participant loans2021-10-03$2,214,701
Value of interest in common/collective trusts at end of year2021-10-03$1,657,358,077
Value of interest in common/collective trusts at beginning of year2021-10-03$1,371,266,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-10-03$22,072,972
Net investment gain/loss from pooled separate accounts2021-10-03$152,093,216
Net investment gain or loss from common/collective trusts2021-10-03$274,123,716
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-10-03No
Was there a failure to transmit to the plan any participant contributions2021-10-03Yes
Has the plan failed to provide any benefit when due under the plan2021-10-03No
Assets. Invements in employer securities at end of year2021-10-03$189,723,068
Assets. Invements in employer securities at beginning of year2021-10-03$198,018,266
Contributions received in cash from employer2021-10-03$34,452,378
Employer contributions (assets) at end of year2021-10-03$34,452,378
Employer contributions (assets) at beginning of year2021-10-03$29,670,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-10-03$197,037,930
Contract administrator fees2021-10-03$3,416,561
Did the plan have assets held for investment2021-10-03Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-03No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-10-03No
Aggregate proceeds on sale of assets2021-10-03$36,956,252
Aggregate carrying amount (costs) on sale of assets2021-10-03$35,505,086
Opinion of an independent qualified public accountant for this plan2021-10-03Disclaimer
Accountancy firm name2021-10-03RSM US LLP
Accountancy firm EIN2021-10-03420714325
2020 : THE HY-VEE AND AFFILIATES 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-09-27$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-09-27$30,247,698
Total unrealized appreciation/depreciation of assets2020-09-27$30,247,698
Total transfer of assets to this plan2020-09-27$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-27$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-27$0
Expenses. Interest paid2020-09-27$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-09-27$0
Total income from all sources (including contributions)2020-09-27$324,137,216
Total loss/gain on sale of assets2020-09-27$1,091,090
Total of all expenses incurred2020-09-27$193,291,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-27$189,670,002
Expenses. Certain deemed distributions of participant loans2020-09-27$186,740
Value of total corrective distributions2020-09-27$2,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-27$129,881,263
Value of total assets at end of year2020-09-27$2,273,386,617
Value of total assets at beginning of year2020-09-27$2,142,540,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-27$3,431,864
Total income from rents2020-09-27$0
Total interest from all sources2020-09-27$2,589,389
Total dividends received (eg from common stock, registered investment company shares)2020-09-27$1,891,259
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-27No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-27$1,891,259
Administrative expenses professional fees incurred2020-09-27$0
Was this plan covered by a fidelity bond2020-09-27Yes
Value of fidelity bond cover2020-09-27$2,000,000
If this is an individual account plan, was there a blackout period2020-09-27No
Were there any nonexempt tranactions with any party-in-interest2020-09-27No
Contributions received from participants2020-09-27$92,069,997
Participant contributions at end of year2020-09-27$45,574,778
Participant contributions at beginning of year2020-09-27$47,370,011
Participant contributions at end of year2020-09-27$51,275
Participant contributions at beginning of year2020-09-27$-575
Assets. Other investments not covered elsewhere at end of year2020-09-27$22,307,365
Assets. Other investments not covered elsewhere at beginning of year2020-09-27$14,730,702
Income. Received or receivable in cash from other sources (including rollovers)2020-09-27$8,140,327
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-09-27$55,580
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-09-27$-38,512
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-09-27$-250
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-09-27$0
Other income not declared elsewhere2020-09-27$3,646,233
Administrative expenses (other) incurred2020-09-27$0
Liabilities. Value of operating payables at beginning of year2020-09-27$0
Total non interest bearing cash at end of year2020-09-27$0
Total non interest bearing cash at beginning of year2020-09-27$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-27No
Income. Non cash contributions2020-09-27$0
Value of net income/loss2020-09-27$130,845,851
Value of net assets at end of year (total assets less liabilities)2020-09-27$2,273,386,617
Value of net assets at beginning of year (total assets less liabilities)2020-09-27$2,142,540,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-27No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-27No
Were any leases to which the plan was party in default or uncollectible2020-09-27No
Investment advisory and management fees2020-09-27$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-27$102,162,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-27$143,972,748
Value of interest in pooled separate accounts at end of year2020-09-27$504,373,711
Value of interest in pooled separate accounts at beginning of year2020-09-27$512,793,940
Interest on participant loans2020-09-27$2,589,389
Income. Interest from loans (other than to participants)2020-09-27$0
Interest earned on other investments2020-09-27$0
Income. Interest from US Government securities2020-09-27$0
Income. Interest from corporate debt instruments2020-09-27$0
Value of interest in common/collective trusts at end of year2020-09-27$1,371,266,142
Value of interest in common/collective trusts at beginning of year2020-09-27$1,204,289,852
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-27$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-27$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-27$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-09-27$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-27$12,467,917
Net investment gain/loss from pooled separate accounts2020-09-27$25,480,452
Net investment gain or loss from common/collective trusts2020-09-27$116,841,915
Net gain/loss from 103.12 investment entities2020-09-27$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-27No
Was there a failure to transmit to the plan any participant contributions2020-09-27No
Has the plan failed to provide any benefit when due under the plan2020-09-27No
Assets. Invements in employer securities at end of year2020-09-27$198,018,266
Assets. Invements in employer securities at beginning of year2020-09-27$190,139,848
Contributions received in cash from employer2020-09-27$29,670,939
Employer contributions (assets) at end of year2020-09-27$29,670,671
Employer contributions (assets) at beginning of year2020-09-27$29,244,490
Income. Dividends from preferred stock2020-09-27$0
Income. Dividends from common stock2020-09-27$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-27$189,614,422
Contract administrator fees2020-09-27$3,431,864
Liabilities. Value of benefit claims payable at beginning of year2020-09-27$0
Did the plan have assets held for investment2020-09-27Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-27No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-27No
Aggregate proceeds on sale of assets2020-09-27$29,879,063
Aggregate carrying amount (costs) on sale of assets2020-09-27$28,787,973
Liabilities. Value of acquisition indebtedness at beginning of year2020-09-27$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-27Yes
Opinion of an independent qualified public accountant for this plan2020-09-27Disclaimer
Accountancy firm name2020-09-27RSM US LLP
Accountancy firm EIN2020-09-27420714325
2019 : THE HY-VEE AND AFFILIATES 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-09-29$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-09-29$20,031,093
Total unrealized appreciation/depreciation of assets2019-09-29$20,031,093
Total transfer of assets to this plan2019-09-29$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-29$0
Expenses. Interest paid2019-09-29$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-09-29$0
Total income from all sources (including contributions)2019-09-29$223,270,115
Total loss/gain on sale of assets2019-09-29$1,049,143
Total of all expenses incurred2019-09-29$158,502,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-29$154,982,297
Expenses. Certain deemed distributions of participant loans2019-09-29$120,373
Value of total corrective distributions2019-09-29$14,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-29$130,999,826
Value of total assets at end of year2019-09-29$2,142,540,766
Value of total assets at beginning of year2019-09-29$2,077,773,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-29$3,385,910
Total income from rents2019-09-29$0
Total interest from all sources2019-09-29$2,416,777
Total dividends received (eg from common stock, registered investment company shares)2019-09-29$1,601,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-29No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-29$1,601,564
Administrative expenses professional fees incurred2019-09-29$0
Was this plan covered by a fidelity bond2019-09-29Yes
Value of fidelity bond cover2019-09-29$2,000,000
If this is an individual account plan, was there a blackout period2019-09-29No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-29$0
Were there any nonexempt tranactions with any party-in-interest2019-09-29No
Contributions received from participants2019-09-29$88,413,619
Participant contributions at end of year2019-09-29$47,370,011
Participant contributions at beginning of year2019-09-29$44,703,711
Participant contributions at end of year2019-09-29$-575
Participant contributions at beginning of year2019-09-29$24,296
Assets. Other investments not covered elsewhere at end of year2019-09-29$14,730,702
Assets. Other investments not covered elsewhere at beginning of year2019-09-29$14,436,887
Income. Received or receivable in cash from other sources (including rollovers)2019-09-29$13,331,282
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-09-29$3,712
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-09-29$-250
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-09-29$-11,195
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-09-29$0
Other income not declared elsewhere2019-09-29$234,437
Administrative expenses (other) incurred2019-09-29$0
Liabilities. Value of operating payables at beginning of year2019-09-29$0
Total non interest bearing cash at end of year2019-09-29$0
Total non interest bearing cash at beginning of year2019-09-29$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-29No
Income. Non cash contributions2019-09-29$0
Value of net income/loss2019-09-29$64,767,369
Value of net assets at end of year (total assets less liabilities)2019-09-29$2,142,540,766
Value of net assets at beginning of year (total assets less liabilities)2019-09-29$2,077,773,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-29No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-29No
Were any leases to which the plan was party in default or uncollectible2019-09-29No
Investment advisory and management fees2019-09-29$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-29$143,972,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-29$138,342,731
Value of interest in pooled separate accounts at end of year2019-09-29$512,793,940
Value of interest in pooled separate accounts at beginning of year2019-09-29$516,616,968
Interest on participant loans2019-09-29$2,416,777
Income. Interest from loans (other than to participants)2019-09-29$0
Interest earned on other investments2019-09-29$0
Income. Interest from US Government securities2019-09-29$0
Income. Interest from corporate debt instruments2019-09-29$0
Value of interest in common/collective trusts at end of year2019-09-29$1,204,289,852
Value of interest in common/collective trusts at beginning of year2019-09-29$1,145,116,301
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-09-29$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-29$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-29$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-09-29$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-29$5,118,685
Net investment gain/loss from pooled separate accounts2019-09-29$16,728,892
Net investment gain or loss from common/collective trusts2019-09-29$45,089,698
Net gain/loss from 103.12 investment entities2019-09-29$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-29No
Was there a failure to transmit to the plan any participant contributions2019-09-29No
Has the plan failed to provide any benefit when due under the plan2019-09-29No
Assets. Invements in employer securities at end of year2019-09-29$190,139,848
Assets. Invements in employer securities at beginning of year2019-09-29$190,334,787
Contributions received in cash from employer2019-09-29$29,254,925
Employer contributions (assets) at end of year2019-09-29$29,244,490
Employer contributions (assets) at beginning of year2019-09-29$28,208,911
Income. Dividends from preferred stock2019-09-29$0
Income. Dividends from common stock2019-09-29$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-29$154,978,585
Contract administrator fees2019-09-29$3,385,910
Liabilities. Value of benefit claims payable at beginning of year2019-09-29$0
Did the plan have assets held for investment2019-09-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-29No
Aggregate proceeds on sale of assets2019-09-29$30,238,535
Aggregate carrying amount (costs) on sale of assets2019-09-29$29,189,392
Liabilities. Value of acquisition indebtedness at beginning of year2019-09-29$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-29Yes
Opinion of an independent qualified public accountant for this plan2019-09-29Disclaimer
Accountancy firm name2019-09-29RSM US LLP
Accountancy firm EIN2019-09-29420714325
2018 : THE HY-VEE AND AFFILIATES 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-09-30$22,240,274
Total unrealized appreciation/depreciation of assets2018-09-30$22,240,274
Total transfer of assets to this plan2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Expenses. Interest paid2018-09-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-09-30$0
Total income from all sources (including contributions)2018-09-30$304,820,891
Total loss/gain on sale of assets2018-09-30$908,728
Total of all expenses incurred2018-09-30$134,785,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$131,153,308
Expenses. Certain deemed distributions of participant loans2018-09-30$202,317
Value of total corrective distributions2018-09-30$6,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$117,878,951
Value of total assets at end of year2018-09-30$2,077,773,397
Value of total assets at beginning of year2018-09-30$1,907,738,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$3,423,581
Total income from rents2018-09-30$0
Total interest from all sources2018-09-30$1,958,971
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$1,318,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$1,318,041
Administrative expenses professional fees incurred2018-09-30$0
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$2,000,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$82,778,233
Participant contributions at end of year2018-09-30$44,703,711
Participant contributions at beginning of year2018-09-30$41,095,262
Participant contributions at end of year2018-09-30$24,296
Participant contributions at beginning of year2018-09-30$-1,465
Assets. Other investments not covered elsewhere at end of year2018-09-30$14,436,887
Assets. Other investments not covered elsewhere at beginning of year2018-09-30$13,486,166
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$6,891,781
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-09-30$3,058
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-09-30$-11,195
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-09-30$1,038
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-09-30$0
Other income not declared elsewhere2018-09-30$2,057,713
Administrative expenses (other) incurred2018-09-30$0
Liabilities. Value of operating payables at beginning of year2018-09-30$0
Total non interest bearing cash at end of year2018-09-30$0
Total non interest bearing cash at beginning of year2018-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Income. Non cash contributions2018-09-30$0
Value of net income/loss2018-09-30$170,035,045
Value of net assets at end of year (total assets less liabilities)2018-09-30$2,077,773,397
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$1,907,738,352
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Investment advisory and management fees2018-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$138,342,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$101,439,892
Value of interest in pooled separate accounts at end of year2018-09-30$516,616,968
Value of interest in pooled separate accounts at beginning of year2018-09-30$490,121,961
Interest on participant loans2018-09-30$1,958,971
Income. Interest from loans (other than to participants)2018-09-30$0
Interest earned on other investments2018-09-30$0
Income. Interest from US Government securities2018-09-30$0
Income. Interest from corporate debt instruments2018-09-30$0
Value of interest in common/collective trusts at end of year2018-09-30$1,145,116,301
Value of interest in common/collective trusts at beginning of year2018-09-30$1,049,026,978
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$9,558,707
Net investment gain/loss from pooled separate accounts2018-09-30$59,030,228
Net investment gain or loss from common/collective trusts2018-09-30$89,869,278
Net gain/loss from 103.12 investment entities2018-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Assets. Invements in employer securities at end of year2018-09-30$190,334,787
Assets. Invements in employer securities at beginning of year2018-09-30$184,983,568
Contributions received in cash from employer2018-09-30$28,208,937
Employer contributions (assets) at end of year2018-09-30$28,208,911
Employer contributions (assets) at beginning of year2018-09-30$27,584,952
Income. Dividends from preferred stock2018-09-30$0
Income. Dividends from common stock2018-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$131,150,250
Contract administrator fees2018-09-30$3,423,581
Liabilities. Value of benefit claims payable at beginning of year2018-09-30$0
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Aggregate proceeds on sale of assets2018-09-30$21,769,856
Aggregate carrying amount (costs) on sale of assets2018-09-30$20,861,128
Liabilities. Value of acquisition indebtedness at beginning of year2018-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30RSM US LLP
Accountancy firm EIN2018-09-30420714325
2017 : THE HY-VEE AND AFFILIATES 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-10-01$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-10-01$22,593,577
Total unrealized appreciation/depreciation of assets2017-10-01$22,593,577
Total transfer of assets to this plan2017-10-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-01$0
Expenses. Interest paid2017-10-01$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-10-01$0
Total income from all sources (including contributions)2017-10-01$345,803,759
Total loss/gain on sale of assets2017-10-01$948,292
Total of all expenses incurred2017-10-01$120,199,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-10-01$116,969,126
Expenses. Certain deemed distributions of participant loans2017-10-01$61,030
Value of total corrective distributions2017-10-01$9,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-10-01$114,852,014
Value of total assets at end of year2017-10-01$1,907,738,352
Value of total assets at beginning of year2017-10-01$1,682,133,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-10-01$3,159,072
Total income from rents2017-10-01$0
Total interest from all sources2017-10-01$1,741,605
Total dividends received (eg from common stock, registered investment company shares)2017-10-01$945,507
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-10-01No
Total dividends received from registered investment company shares (eg mutual funds)2017-10-01$945,507
Administrative expenses professional fees incurred2017-10-01$0
Was this plan covered by a fidelity bond2017-10-01Yes
Value of fidelity bond cover2017-10-01$2,000,000
If this is an individual account plan, was there a blackout period2017-10-01No
Were there any nonexempt tranactions with any party-in-interest2017-10-01No
Contributions received from participants2017-10-01$77,284,674
Participant contributions at end of year2017-10-01$41,095,262
Participant contributions at beginning of year2017-10-01$38,547,123
Participant contributions at end of year2017-10-01$-1,465
Participant contributions at beginning of year2017-10-01$-605
Assets. Other investments not covered elsewhere at end of year2017-10-01$13,486,166
Assets. Other investments not covered elsewhere at beginning of year2017-10-01$13,467,342
Income. Received or receivable in cash from other sources (including rollovers)2017-10-01$9,982,388
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-10-01$8,036
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-10-01$1,038
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-10-01$-1,709
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-10-01$0
Other income not declared elsewhere2017-10-01$668,111
Administrative expenses (other) incurred2017-10-01$0
Liabilities. Value of operating payables at beginning of year2017-10-01$0
Total non interest bearing cash at end of year2017-10-01$0
Total non interest bearing cash at beginning of year2017-10-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-01No
Income. Non cash contributions2017-10-01$0
Value of net income/loss2017-10-01$225,604,676
Value of net assets at end of year (total assets less liabilities)2017-10-01$1,907,738,352
Value of net assets at beginning of year (total assets less liabilities)2017-10-01$1,682,133,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-10-01No
Were any loans by the plan or fixed income obligations due to the plan in default2017-10-01No
Were any leases to which the plan was party in default or uncollectible2017-10-01No
Investment advisory and management fees2017-10-01$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-10-01$101,439,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-10-01$53,712,455
Value of interest in pooled separate accounts at end of year2017-10-01$490,121,961
Value of interest in pooled separate accounts at beginning of year2017-10-01$448,683,442
Interest on participant loans2017-10-01$1,741,605
Income. Interest from loans (other than to participants)2017-10-01$0
Interest earned on other investments2017-10-01$0
Income. Interest from US Government securities2017-10-01$0
Income. Interest from corporate debt instruments2017-10-01$0
Value of interest in common/collective trusts at end of year2017-10-01$1,049,026,978
Value of interest in common/collective trusts at beginning of year2017-10-01$925,092,480
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-10-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-10-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-10-01$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-10-01$19,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-10-01$14,592,255
Net investment gain/loss from pooled separate accounts2017-10-01$69,039,897
Net investment gain or loss from common/collective trusts2017-10-01$120,422,501
Net gain/loss from 103.12 investment entities2017-10-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-10-01No
Was there a failure to transmit to the plan any participant contributions2017-10-01No
Has the plan failed to provide any benefit when due under the plan2017-10-01No
Assets. Invements in employer securities at end of year2017-10-01$184,983,568
Assets. Invements in employer securities at beginning of year2017-10-01$176,665,880
Contributions received in cash from employer2017-10-01$27,584,952
Employer contributions (assets) at end of year2017-10-01$27,584,952
Employer contributions (assets) at beginning of year2017-10-01$25,967,268
Income. Dividends from preferred stock2017-10-01$0
Income. Dividends from common stock2017-10-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-10-01$116,941,965
Contract administrator fees2017-10-01$3,159,072
Liabilities. Value of benefit claims payable at beginning of year2017-10-01$0
Did the plan have assets held for investment2017-10-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-10-01No
Aggregate proceeds on sale of assets2017-10-01$22,263,311
Aggregate carrying amount (costs) on sale of assets2017-10-01$21,315,019
Liabilities. Value of acquisition indebtedness at beginning of year2017-10-01$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-10-01Yes
Opinion of an independent qualified public accountant for this plan2017-10-01Disclaimer
Accountancy firm name2017-10-01RSM US LLP
Accountancy firm EIN2017-10-01420714325
2016 : THE HY-VEE AND AFFILIATES 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-10-02$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-10-02$26,228,299
Total unrealized appreciation/depreciation of assets2016-10-02$26,228,299
Total transfer of assets to this plan2016-10-02$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-02$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-02$0
Expenses. Interest paid2016-10-02$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-10-02$0
Total income from all sources (including contributions)2016-10-02$259,869,074
Total loss/gain on sale of assets2016-10-02$957,141
Total of all expenses incurred2016-10-02$99,595,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-10-02$98,248,301
Expenses. Certain deemed distributions of participant loans2016-10-02$146,542
Value of total corrective distributions2016-10-02$775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-10-02$105,125,704
Value of total assets at end of year2016-10-02$1,682,133,676
Value of total assets at beginning of year2016-10-02$1,521,860,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-10-02$1,199,840
Total income from rents2016-10-02$0
Total interest from all sources2016-10-02$1,576,738
Total dividends received (eg from common stock, registered investment company shares)2016-10-02$672,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-10-02No
Total dividends received from registered investment company shares (eg mutual funds)2016-10-02$672,585
Administrative expenses professional fees incurred2016-10-02$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-10-02$238
Was this plan covered by a fidelity bond2016-10-02Yes
Value of fidelity bond cover2016-10-02$2,000,000
If this is an individual account plan, was there a blackout period2016-10-02No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-10-02$0
Were there any nonexempt tranactions with any party-in-interest2016-10-02No
Contributions received from participants2016-10-02$71,470,128
Participant contributions at end of year2016-10-02$38,547,123
Participant contributions at beginning of year2016-10-02$38,102,952
Participant contributions at end of year2016-10-02$-605
Participant contributions at beginning of year2016-10-02$0
Assets. Other investments not covered elsewhere at end of year2016-10-02$13,467,342
Assets. Other investments not covered elsewhere at beginning of year2016-10-02$0
Income. Received or receivable in cash from other sources (including rollovers)2016-10-02$7,687,553
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-10-02$1,063
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-10-02$-1,709
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-10-02$-9,770
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-10-02$0
Other income not declared elsewhere2016-10-02$331,388
Administrative expenses (other) incurred2016-10-02$0
Liabilities. Value of operating payables at beginning of year2016-10-02$0
Total non interest bearing cash at end of year2016-10-02$0
Total non interest bearing cash at beginning of year2016-10-02$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-02No
Income. Non cash contributions2016-10-02$0
Value of net income/loss2016-10-02$160,273,616
Value of net assets at end of year (total assets less liabilities)2016-10-02$1,682,133,676
Value of net assets at beginning of year (total assets less liabilities)2016-10-02$1,521,860,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-10-02No
Were any loans by the plan or fixed income obligations due to the plan in default2016-10-02No
Were any leases to which the plan was party in default or uncollectible2016-10-02No
Investment advisory and management fees2016-10-02$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-10-02$53,712,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-10-02$46,196,836
Value of interest in pooled separate accounts at end of year2016-10-02$448,683,442
Value of interest in pooled separate accounts at beginning of year2016-10-02$401,058,498
Interest on participant loans2016-10-02$1,576,738
Income. Interest from loans (other than to participants)2016-10-02$0
Interest earned on other investments2016-10-02$0
Income. Interest from US Government securities2016-10-02$0
Income. Interest from corporate debt instruments2016-10-02$0
Value of interest in common/collective trusts at end of year2016-10-02$925,092,480
Value of interest in common/collective trusts at beginning of year2016-10-02$842,008,425
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-10-02$201,012
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-10-02$201,012
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-10-02$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-10-02$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-10-02$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-10-02$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-10-02$5,729,718
Net investment gain/loss from pooled separate accounts2016-10-02$48,162,722
Net investment gain or loss from common/collective trusts2016-10-02$71,084,779
Net gain/loss from 103.12 investment entities2016-10-02$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-10-02No
Was there a failure to transmit to the plan any participant contributions2016-10-02Yes
Has the plan failed to provide any benefit when due under the plan2016-10-02No
Assets. Invements in employer securities at end of year2016-10-02$176,665,880
Assets. Invements in employer securities at beginning of year2016-10-02$162,978,719
Contributions received in cash from employer2016-10-02$25,968,023
Employer contributions (assets) at end of year2016-10-02$25,967,268
Employer contributions (assets) at beginning of year2016-10-02$22,527,873
Income. Dividends from preferred stock2016-10-02$0
Income. Dividends from common stock2016-10-02$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-10-02$98,247,238
Contract administrator fees2016-10-02$1,199,840
Assets. Corporate common stocks other than exployer securities at beginning of year2016-10-02$8,795,277
Liabilities. Value of benefit claims payable at beginning of year2016-10-02$0
Did the plan have assets held for investment2016-10-02Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-02Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-10-02No
Aggregate proceeds on sale of assets2016-10-02$16,608,469
Aggregate carrying amount (costs) on sale of assets2016-10-02$15,651,328
Liabilities. Value of acquisition indebtedness at beginning of year2016-10-02$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-10-02Yes
Opinion of an independent qualified public accountant for this plan2016-10-02Disclaimer
Accountancy firm name2016-10-02RSM US LLP
Accountancy firm EIN2016-10-02420714325
2015 : THE HY-VEE AND AFFILIATES 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-09-27$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-09-27$20,711,116
Total unrealized appreciation/depreciation of assets2015-09-27$20,711,116
Total transfer of assets to this plan2015-09-27$1,972,860
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-27$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-27$0
Expenses. Interest paid2015-09-27$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-09-27$0
Total income from all sources (including contributions)2015-09-27$110,949,199
Total loss/gain on sale of assets2015-09-27$905,914
Total of all expenses incurred2015-09-27$104,327,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-27$103,168,244
Expenses. Certain deemed distributions of participant loans2015-09-27$76,832
Value of total corrective distributions2015-09-27$11,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-27$90,228,443
Value of total assets at end of year2015-09-27$1,521,860,060
Value of total assets at beginning of year2015-09-27$1,513,265,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-27$1,070,654
Total income from rents2015-09-27$0
Total interest from all sources2015-09-27$1,505,153
Total dividends received (eg from common stock, registered investment company shares)2015-09-27$759,067
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-27No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-27$592,070
Administrative expenses professional fees incurred2015-09-27$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-09-27$238
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-09-27$25
Was this plan covered by a fidelity bond2015-09-27Yes
Value of fidelity bond cover2015-09-27$2,000,000
If this is an individual account plan, was there a blackout period2015-09-27Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-27$0
Were there any nonexempt tranactions with any party-in-interest2015-09-27No
Contributions received from participants2015-09-27$61,280,102
Participant contributions at end of year2015-09-27$38,102,952
Participant contributions at beginning of year2015-09-27$37,034,410
Participant contributions at end of year2015-09-27$0
Participant contributions at beginning of year2015-09-27$8,291
Income. Received or receivable in cash from other sources (including rollovers)2015-09-27$6,339,250
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-09-27$3,327
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-27$-9,770
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-27$-26,448
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-09-27$0
Other income not declared elsewhere2015-09-27$249,204
Administrative expenses (other) incurred2015-09-27$0
Liabilities. Value of operating payables at beginning of year2015-09-27$0
Total non interest bearing cash at end of year2015-09-27$0
Total non interest bearing cash at beginning of year2015-09-27$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-27No
Income. Non cash contributions2015-09-27$0
Value of net income/loss2015-09-27$6,621,968
Value of net assets at end of year (total assets less liabilities)2015-09-27$1,521,860,060
Value of net assets at beginning of year (total assets less liabilities)2015-09-27$1,513,265,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-27No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-27No
Were any leases to which the plan was party in default or uncollectible2015-09-27No
Investment advisory and management fees2015-09-27$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-27$46,196,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-27$50,521,377
Value of interest in pooled separate accounts at end of year2015-09-27$401,058,498
Value of interest in pooled separate accounts at beginning of year2015-09-27$384,517,286
Interest on participant loans2015-09-27$1,505,153
Income. Interest from loans (other than to participants)2015-09-27$0
Interest earned on other investments2015-09-27$0
Income. Interest from US Government securities2015-09-27$0
Income. Interest from corporate debt instruments2015-09-27$0
Value of interest in master investment trust accounts at end of year2015-09-27$0
Value of interest in master investment trust accounts at beginning of year2015-09-27$0
Value of interest in common/collective trusts at end of year2015-09-27$842,008,425
Value of interest in common/collective trusts at beginning of year2015-09-27$858,720,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-27$201,012
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-27$37,179
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-27$37,179
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-09-27$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-27$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-27$1,865
Expenses. Payments to insurance carriers foe the provision of benefits2015-09-27$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-27$-6,329,007
Net investment gain/loss from pooled separate accounts2015-09-27$11,549,380
Net investment gain or loss from common/collective trusts2015-09-27$-8,630,071
Net gain/loss from 103.12 investment entities2015-09-27$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-27No
Was there a failure to transmit to the plan any participant contributions2015-09-27Yes
Has the plan failed to provide any benefit when due under the plan2015-09-27No
Assets. Invements in employer securities at end of year2015-09-27$162,978,719
Assets. Invements in employer securities at beginning of year2015-09-27$153,935,362
Contributions received in cash from employer2015-09-27$22,609,091
Employer contributions (assets) at end of year2015-09-27$22,527,873
Employer contributions (assets) at beginning of year2015-09-27$17,559,089
Income. Dividends from preferred stock2015-09-27$-432
Income. Dividends from common stock2015-09-27$167,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-27$103,164,917
Contract administrator fees2015-09-27$1,070,654
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-09-27Yes
Assets. Corporate common stocks other than exployer securities at end of year2015-09-27$8,795,277
Assets. Corporate common stocks other than exployer securities at beginning of year2015-09-27$10,956,601
Liabilities. Value of benefit claims payable at beginning of year2015-09-27$0
Did the plan have assets held for investment2015-09-27Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-27Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-27No
Aggregate proceeds on sale of assets2015-09-27$15,161,232
Aggregate carrying amount (costs) on sale of assets2015-09-27$14,255,318
Liabilities. Value of acquisition indebtedness at beginning of year2015-09-27$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-27Yes
Opinion of an independent qualified public accountant for this plan2015-09-27Disclaimer
Accountancy firm name2015-09-27MCGLADREY LLP
Accountancy firm EIN2015-09-27420714325
2014 : THE HY-VEE AND AFFILIATES 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-09-28$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-09-28$22,415,632
Total unrealized appreciation/depreciation of assets2014-09-28$22,415,632
Total transfer of assets to this plan2014-09-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-28$164,992
Expenses. Interest paid2014-09-28$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-09-28$0
Total income from all sources (including contributions)2014-09-28$216,621,819
Total loss/gain on sale of assets2014-09-28$1,086,761
Total of all expenses incurred2014-09-28$92,288,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-28$91,758,406
Expenses. Certain deemed distributions of participant loans2014-09-28$24,812
Value of total corrective distributions2014-09-28$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-28$75,038,896
Value of total assets at end of year2014-09-28$1,513,265,232
Value of total assets at beginning of year2014-09-28$1,389,097,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-28$505,600
Total income from rents2014-09-28$0
Total interest from all sources2014-09-28$1,453,909
Total dividends received (eg from common stock, registered investment company shares)2014-09-28$178,674
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-28No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-28$20,591
Administrative expenses professional fees incurred2014-09-28$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-09-28$25
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-09-28$19
Was this plan covered by a fidelity bond2014-09-28Yes
Value of fidelity bond cover2014-09-28$2,000,000
If this is an individual account plan, was there a blackout period2014-09-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-28$0
Were there any nonexempt tranactions with any party-in-interest2014-09-28No
Contributions received from participants2014-09-28$52,637,210
Participant contributions at end of year2014-09-28$37,034,410
Participant contributions at beginning of year2014-09-28$34,115,639
Participant contributions at end of year2014-09-28$8,291
Participant contributions at beginning of year2014-09-28$0
Income. Received or receivable in cash from other sources (including rollovers)2014-09-28$2,842,307
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-09-28$507
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-28$-26,448
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-28$-694
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-09-28$164,992
Other income not declared elsewhere2014-09-28$-51,481
Administrative expenses (other) incurred2014-09-28$0
Liabilities. Value of operating payables at beginning of year2014-09-28$0
Total non interest bearing cash at end of year2014-09-28$0
Total non interest bearing cash at beginning of year2014-09-28$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-28No
Income. Non cash contributions2014-09-28$0
Value of net income/loss2014-09-28$124,333,001
Value of net assets at end of year (total assets less liabilities)2014-09-28$1,513,265,232
Value of net assets at beginning of year (total assets less liabilities)2014-09-28$1,388,932,231
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-28No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-28No
Were any leases to which the plan was party in default or uncollectible2014-09-28No
Investment advisory and management fees2014-09-28$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-28$50,521,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-28$10,098,392
Value of interest in pooled separate accounts at end of year2014-09-28$384,517,286
Value of interest in pooled separate accounts at beginning of year2014-09-28$389,201,635
Interest on participant loans2014-09-28$1,453,897
Income. Interest from loans (other than to participants)2014-09-28$0
Interest earned on other investments2014-09-28$12
Income. Interest from US Government securities2014-09-28$0
Income. Interest from corporate debt instruments2014-09-28$0
Value of interest in common/collective trusts at end of year2014-09-28$858,720,195
Value of interest in common/collective trusts at beginning of year2014-09-28$782,415,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-28$37,179
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-28$141,602
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-28$141,602
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-09-28$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-28$1,865
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-28$2,406,548
Expenses. Payments to insurance carriers foe the provision of benefits2014-09-28$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-28$-1,890,823
Net investment gain/loss from pooled separate accounts2014-09-28$44,131,041
Net investment gain or loss from common/collective trusts2014-09-28$74,259,210
Net gain/loss from 103.12 investment entities2014-09-28$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-28No
Was there a failure to transmit to the plan any participant contributions2014-09-28No
Has the plan failed to provide any benefit when due under the plan2014-09-28No
Assets. Invements in employer securities at end of year2014-09-28$153,935,362
Assets. Invements in employer securities at beginning of year2014-09-28$143,562,496
Contributions received in cash from employer2014-09-28$19,559,379
Employer contributions (assets) at end of year2014-09-28$17,559,089
Employer contributions (assets) at beginning of year2014-09-28$17,728,219
Income. Dividends from preferred stock2014-09-28$0
Income. Dividends from common stock2014-09-28$158,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-28$91,757,899
Contract administrator fees2014-09-28$505,600
Assets. Corporate common stocks other than exployer securities at end of year2014-09-28$10,956,601
Assets. Corporate common stocks other than exployer securities at beginning of year2014-09-28$9,428,003
Liabilities. Value of benefit claims payable at beginning of year2014-09-28$0
Did the plan have assets held for investment2014-09-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-28Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-28No
Aggregate proceeds on sale of assets2014-09-28$23,516,970
Aggregate carrying amount (costs) on sale of assets2014-09-28$22,430,209
Liabilities. Value of acquisition indebtedness at beginning of year2014-09-28$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-28Yes
Opinion of an independent qualified public accountant for this plan2014-09-28Disclaimer
Accountancy firm name2014-09-28MCGLADREY LLC
Accountancy firm EIN2014-09-28420714325
2013 : THE HY-VEE AND AFFILIATES 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-09-29$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-09-29$21,847,998
Total unrealized appreciation/depreciation of assets2013-09-29$21,847,998
Total transfer of assets to this plan2013-09-29$4,166,034
Total transfer of assets from this plan2013-09-29$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-29$164,992
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-29$223,777
Expenses. Interest paid2013-09-29$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-09-29$0
Total income from all sources (including contributions)2013-09-29$250,611,985
Total loss/gain on sale of assets2013-09-29$670,278
Total of all expenses incurred2013-09-29$67,652,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-29$67,039,634
Expenses. Certain deemed distributions of participant loans2013-09-29$59,267
Value of total corrective distributions2013-09-29$162,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-29$69,131,241
Value of total assets at end of year2013-09-29$1,389,097,223
Value of total assets at beginning of year2013-09-29$1,202,030,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-29$390,801
Total income from rents2013-09-29$0
Total interest from all sources2013-09-29$1,411,618
Total dividends received (eg from common stock, registered investment company shares)2013-09-29$191,703
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-29No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-29$17,458
Administrative expenses professional fees incurred2013-09-29$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-09-29$19
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-09-29$177
Was this plan covered by a fidelity bond2013-09-29Yes
Value of fidelity bond cover2013-09-29$2,000,000
If this is an individual account plan, was there a blackout period2013-09-29Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-29$0
Were there any nonexempt tranactions with any party-in-interest2013-09-29No
Contributions received from participants2013-09-29$47,305,500
Participant contributions at end of year2013-09-29$34,115,639
Participant contributions at beginning of year2013-09-29$31,482,997
Participant contributions at end of year2013-09-29$0
Participant contributions at beginning of year2013-09-29$0
Income. Received or receivable in cash from other sources (including rollovers)2013-09-29$4,097,222
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-09-29$4,964
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-29$-694
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-29$927
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-09-29$164,992
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-09-29$223,777
Other income not declared elsewhere2013-09-29$-51,237
Administrative expenses (other) incurred2013-09-29$0
Liabilities. Value of operating payables at beginning of year2013-09-29$0
Total non interest bearing cash at end of year2013-09-29$0
Total non interest bearing cash at beginning of year2013-09-29$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-29No
Income. Non cash contributions2013-09-29$0
Value of net income/loss2013-09-29$182,959,941
Value of net assets at end of year (total assets less liabilities)2013-09-29$1,388,932,231
Value of net assets at beginning of year (total assets less liabilities)2013-09-29$1,201,806,256
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-29No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-29No
Were any leases to which the plan was party in default or uncollectible2013-09-29No
Investment advisory and management fees2013-09-29$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-29$10,098,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-29$5,191,565
Value of interest in pooled separate accounts at end of year2013-09-29$389,201,635
Value of interest in pooled separate accounts at beginning of year2013-09-29$332,663,190
Interest on participant loans2013-09-29$1,324,115
Income. Interest from loans (other than to participants)2013-09-29$0
Interest earned on other investments2013-09-29$87,503
Income. Interest from US Government securities2013-09-29$0
Income. Interest from corporate debt instruments2013-09-29$0
Value of interest in common/collective trusts at end of year2013-09-29$782,415,364
Value of interest in common/collective trusts at beginning of year2013-09-29$667,995,032
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-29$141,602
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-29$159,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-29$159,240
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-29$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-29$2,406,548
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-29$6,422,397
Expenses. Payments to insurance carriers foe the provision of benefits2013-09-29$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-29$50,971
Net investment gain/loss from pooled separate accounts2013-09-29$58,848,341
Net investment gain or loss from common/collective trusts2013-09-29$98,511,072
Net gain/loss from 103.12 investment entities2013-09-29$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-29No
Was there a failure to transmit to the plan any participant contributions2013-09-29No
Has the plan failed to provide any benefit when due under the plan2013-09-29No
Assets. Invements in employer securities at end of year2013-09-29$143,562,496
Assets. Invements in employer securities at beginning of year2013-09-29$133,415,604
Contributions received in cash from employer2013-09-29$17,728,519
Employer contributions (assets) at end of year2013-09-29$17,728,219
Employer contributions (assets) at beginning of year2013-09-29$16,118,175
Income. Dividends from preferred stock2013-09-29$0
Income. Dividends from common stock2013-09-29$174,245
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-29$67,034,670
Contract administrator fees2013-09-29$390,801
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-09-29Yes
Assets. Corporate common stocks other than exployer securities at end of year2013-09-29$9,428,003
Assets. Corporate common stocks other than exployer securities at beginning of year2013-09-29$8,580,729
Liabilities. Value of benefit claims payable at beginning of year2013-09-29$0
Did the plan have assets held for investment2013-09-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-29Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-29No
Aggregate proceeds on sale of assets2013-09-29$10,376,267
Aggregate carrying amount (costs) on sale of assets2013-09-29$9,705,989
Liabilities. Value of acquisition indebtedness at beginning of year2013-09-29$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-29Yes
Opinion of an independent qualified public accountant for this plan2013-09-29Disclaimer
Accountancy firm name2013-09-29MCGLADREY LLP
Accountancy firm EIN2013-09-29420714325
2012 : THE HY-VEE AND AFFILIATES 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-09-30$19,149,777
Total unrealized appreciation/depreciation of assets2012-09-30$19,149,777
Total transfer of assets to this plan2012-09-30$0
Total transfer of assets from this plan2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$223,777
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$221,438
Expenses. Interest paid2012-09-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-09-30$0
Total income from all sources (including contributions)2012-09-30$252,080,696
Total loss/gain on sale of assets2012-09-30$836,523
Total of all expenses incurred2012-09-30$70,240,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$69,522,017
Expenses. Certain deemed distributions of participant loans2012-09-30$117,498
Value of total corrective distributions2012-09-30$224,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$61,841,300
Value of total assets at end of year2012-09-30$1,202,030,033
Value of total assets at beginning of year2012-09-30$1,020,187,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$376,939
Total income from rents2012-09-30$0
Total interest from all sources2012-09-30$1,520,419
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$166,633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$21,091
Administrative expenses professional fees incurred2012-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-09-30$177
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-09-30$1,275
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$2,000,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$42,885,007
Participant contributions at end of year2012-09-30$31,482,997
Participant contributions at beginning of year2012-09-30$30,089,962
Participant contributions at end of year2012-09-30$0
Participant contributions at beginning of year2012-09-30$0
Assets. Other investments not covered elsewhere at end of year2012-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2012-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$2,838,118
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-09-30$976
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$927
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-09-30$223,777
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-09-30$221,438
Other income not declared elsewhere2012-09-30$-19,711
Administrative expenses (other) incurred2012-09-30$0
Liabilities. Value of operating payables at beginning of year2012-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Income. Non cash contributions2012-09-30$0
Value of net income/loss2012-09-30$181,840,048
Value of net assets at end of year (total assets less liabilities)2012-09-30$1,201,806,256
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$1,019,966,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Investment advisory and management fees2012-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$5,191,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$3,540,473
Value of interest in pooled separate accounts at end of year2012-09-30$332,663,190
Value of interest in pooled separate accounts at beginning of year2012-09-30$264,478,875
Interest on participant loans2012-09-30$1,259,196
Income. Interest from loans (other than to participants)2012-09-30$0
Interest earned on other investments2012-09-30$260,487
Income. Interest from US Government securities2012-09-30$0
Income. Interest from corporate debt instruments2012-09-30$0
Value of interest in common/collective trusts at end of year2012-09-30$667,995,032
Value of interest in common/collective trusts at beginning of year2012-09-30$567,600,503
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$159,240
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$804
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$804
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$736
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$6,422,397
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$8,496,306
Expenses. Payments to insurance carriers foe the provision of benefits2012-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$89,817
Net investment gain/loss from pooled separate accounts2012-09-30$61,096,471
Net investment gain or loss from common/collective trusts2012-09-30$107,399,467
Net gain/loss from 103.12 investment entities2012-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Assets. Invements in employer securities at end of year2012-09-30$133,415,604
Assets. Invements in employer securities at beginning of year2012-09-30$124,798,381
Contributions received in cash from employer2012-09-30$16,118,175
Employer contributions (assets) at end of year2012-09-30$16,118,175
Employer contributions (assets) at beginning of year2012-09-30$14,872,978
Income. Dividends from preferred stock2012-09-30$4
Income. Dividends from common stock2012-09-30$145,538
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$69,521,041
Contract administrator fees2012-09-30$376,939
Assets. Corporate common stocks other than exployer securities at end of year2012-09-30$8,580,729
Assets. Corporate common stocks other than exployer securities at beginning of year2012-09-30$6,308,089
Liabilities. Value of benefit claims payable at beginning of year2012-09-30$0
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Aggregate proceeds on sale of assets2012-09-30$15,266,091
Aggregate carrying amount (costs) on sale of assets2012-09-30$14,429,568
Liabilities. Value of acquisition indebtedness at beginning of year2012-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30MCGLADREY LLP
Accountancy firm EIN2012-09-30420714325
2011 : THE HY-VEE AND AFFILIATES 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-10-02$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-10-02$17,397,617
Total unrealized appreciation/depreciation of assets2011-10-02$17,397,617
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-02$221,438
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-02$4,982,228
Expenses. Interest paid2011-10-02$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-10-02$0
Total income from all sources (including contributions)2011-10-02$81,032,034
Total loss/gain on sale of assets2011-10-02$47,970,999
Total of all expenses incurred2011-10-02$62,954,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-10-02$61,830,317
Expenses. Certain deemed distributions of participant loans2011-10-02$60,418
Value of total corrective distributions2011-10-02$19,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-10-02$56,708,987
Value of total assets at end of year2011-10-02$1,020,187,646
Value of total assets at beginning of year2011-10-02$1,006,870,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-10-02$1,043,530
Total income from rents2011-10-02$0
Total interest from all sources2011-10-02$3,650,264
Total dividends received (eg from common stock, registered investment company shares)2011-10-02$3,382,523
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-10-02No
Total dividends received from registered investment company shares (eg mutual funds)2011-10-02$26,248
Administrative expenses professional fees incurred2011-10-02$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-10-02$1,275
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-10-02$31,143,356
Was this plan covered by a fidelity bond2011-10-02Yes
Value of fidelity bond cover2011-10-02$2,000,000
If this is an individual account plan, was there a blackout period2011-10-02No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-10-02$0
Were there any nonexempt tranactions with any party-in-interest2011-10-02No
Contributions received from participants2011-10-02$39,370,217
Participant contributions at end of year2011-10-02$30,089,962
Participant contributions at beginning of year2011-10-02$26,599,464
Participant contributions at end of year2011-10-02$0
Income. Received or receivable in cash from other sources (including rollovers)2011-10-02$2,260,467
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-10-02$3,281
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-10-02$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-10-02$1,075,586
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-10-02$221,438
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-10-02$4,982,228
Other income not declared elsewhere2011-10-02$16,587
Administrative expenses (other) incurred2011-10-02$0
Liabilities. Value of operating payables at beginning of year2011-10-02$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-02No
Income. Non cash contributions2011-10-02$0
Value of net income/loss2011-10-02$18,077,922
Value of net assets at end of year (total assets less liabilities)2011-10-02$1,019,966,208
Value of net assets at beginning of year (total assets less liabilities)2011-10-02$1,001,888,286
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-10-02No
Were any loans by the plan or fixed income obligations due to the plan in default2011-10-02No
Were any leases to which the plan was party in default or uncollectible2011-10-02No
Investment advisory and management fees2011-10-02$657,049
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-10-02$3,540,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-10-02$2,073,594
Value of interest in pooled separate accounts at end of year2011-10-02$264,478,875
Value of interest in pooled separate accounts at beginning of year2011-10-02$392,525,278
Interest on participant loans2011-10-02$1,346,345
Income. Interest from loans (other than to participants)2011-10-02$0
Interest earned on other investments2011-10-02$365,118
Income. Interest from US Government securities2011-10-02$226,176
Income. Interest from corporate debt instruments2011-10-02$1,705,858
Value of interest in common/collective trusts at end of year2011-10-02$567,600,503
Value of interest in common/collective trusts at beginning of year2011-10-02$50,821,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-10-02$804
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-10-02$7,711,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-10-02$7,711,887
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-10-02$6,767
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-10-02$8,496,306
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-10-02$11,193,799
Expenses. Payments to insurance carriers foe the provision of benefits2011-10-02$0
Asset value of US Government securities at beginning of year2011-10-02$11,643,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-10-02$-14,773
Net investment gain/loss from pooled separate accounts2011-10-02$9,159,918
Net investment gain or loss from common/collective trusts2011-10-02$-57,240,088
Net gain/loss from 103.12 investment entities2011-10-02$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-10-02No
Was there a failure to transmit to the plan any participant contributions2011-10-02No
Has the plan failed to provide any benefit when due under the plan2011-10-02No
Assets. Invements in employer securities at end of year2011-10-02$124,798,381
Assets. Invements in employer securities at beginning of year2011-10-02$118,995,725
Contributions received in cash from employer2011-10-02$15,078,303
Employer contributions (assets) at end of year2011-10-02$14,872,978
Employer contributions (assets) at beginning of year2011-10-02$14,143,196
Income. Dividends from preferred stock2011-10-02$1,089,403
Income. Dividends from common stock2011-10-02$2,266,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-10-02$61,827,036
Asset. Corporate debt instrument preferred debt at beginning of year2011-10-02$34,598,870
Asset. Corporate debt instrument debt (other) at beginning of year2011-10-02$40,657,958
Contract administrator fees2011-10-02$386,481
Assets. Corporate common stocks other than exployer securities at end of year2011-10-02$6,308,089
Assets. Corporate common stocks other than exployer securities at beginning of year2011-10-02$263,687,205
Liabilities. Value of benefit claims payable at beginning of year2011-10-02$0
Did the plan have assets held for investment2011-10-02Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-02No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-10-02No
Aggregate proceeds on sale of assets2011-10-02$385,111,725
Aggregate carrying amount (costs) on sale of assets2011-10-02$337,140,726
Liabilities. Value of acquisition indebtedness at beginning of year2011-10-02$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-10-02Yes
Opinion of an independent qualified public accountant for this plan2011-10-02Disclaimer
Accountancy firm name2011-10-02MCGLADREY AND PULLEN, LLP
Accountancy firm EIN2011-10-02420714325
2010 : THE HY-VEE AND AFFILIATES 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-10-03$0

Form 5500 Responses for THE HY-VEE AND AFFILIATES 401(K) PLAN

2021: THE HY-VEE AND AFFILIATES 401(K) PLAN 2021 form 5500 responses
2021-10-04Type of plan entitySingle employer plan
2021-10-04Submission has been amendedNo
2021-10-04This submission is the final filingNo
2021-10-04This return/report is a short plan year return/report (less than 12 months)Yes
2021-10-04Plan is a collectively bargained planNo
2021-10-04Plan funding arrangement – InsuranceYes
2021-10-04Plan funding arrangement – TrustYes
2021-10-04Plan benefit arrangement – InsuranceYes
2021-10-04Plan benefit arrangement - TrustYes
2020: THE HY-VEE AND AFFILIATES 401(K) PLAN 2020 form 5500 responses
2020-09-28Type of plan entitySingle employer plan
2020-09-28Submission has been amendedNo
2020-09-28This submission is the final filingNo
2020-09-28This return/report is a short plan year return/report (less than 12 months)No
2020-09-28Plan is a collectively bargained planNo
2020-09-28Plan funding arrangement – InsuranceYes
2020-09-28Plan funding arrangement – TrustYes
2020-09-28Plan benefit arrangement – InsuranceYes
2020-09-28Plan benefit arrangement - TrustYes
2019: THE HY-VEE AND AFFILIATES 401(K) PLAN 2019 form 5500 responses
2019-09-30Type of plan entitySingle employer plan
2019-09-30Submission has been amendedNo
2019-09-30This submission is the final filingNo
2019-09-30This return/report is a short plan year return/report (less than 12 months)Yes
2019-09-30Plan is a collectively bargained planNo
2019-09-30Plan funding arrangement – InsuranceYes
2019-09-30Plan funding arrangement – TrustYes
2019-09-30Plan benefit arrangement – InsuranceYes
2019-09-30Plan benefit arrangement - TrustYes
2018: THE HY-VEE AND AFFILIATES 401(K) PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: THE HY-VEE AND AFFILIATES 401(K) PLAN 2017 form 5500 responses
2017-10-02Type of plan entitySingle employer plan
2017-10-02Submission has been amendedNo
2017-10-02This submission is the final filingNo
2017-10-02This return/report is a short plan year return/report (less than 12 months)Yes
2017-10-02Plan is a collectively bargained planNo
2017-10-02Plan funding arrangement – InsuranceYes
2017-10-02Plan funding arrangement – TrustYes
2017-10-02Plan benefit arrangement – InsuranceYes
2017-10-02Plan benefit arrangement - TrustYes
2016: THE HY-VEE AND AFFILIATES 401(K) PLAN 2016 form 5500 responses
2016-10-03Type of plan entitySingle employer plan
2016-10-03Submission has been amendedNo
2016-10-03This submission is the final filingNo
2016-10-03This return/report is a short plan year return/report (less than 12 months)Yes
2016-10-03Plan is a collectively bargained planNo
2016-10-03Plan funding arrangement – InsuranceYes
2016-10-03Plan funding arrangement – TrustYes
2016-10-03Plan benefit arrangement – InsuranceYes
2016-10-03Plan benefit arrangement - TrustYes
2015: THE HY-VEE AND AFFILIATES 401(K) PLAN 2015 form 5500 responses
2015-09-28Type of plan entitySingle employer plan
2015-09-28Submission has been amendedNo
2015-09-28This submission is the final filingNo
2015-09-28This return/report is a short plan year return/report (less than 12 months)No
2015-09-28Plan is a collectively bargained planNo
2015-09-28Plan funding arrangement – InsuranceYes
2015-09-28Plan funding arrangement – TrustYes
2015-09-28Plan benefit arrangement – InsuranceYes
2015-09-28Plan benefit arrangement - TrustYes
2014: THE HY-VEE AND AFFILIATES 401(K) PLAN 2014 form 5500 responses
2014-09-29Type of plan entitySingle employer plan
2014-09-29Submission has been amendedNo
2014-09-29This submission is the final filingNo
2014-09-29This return/report is a short plan year return/report (less than 12 months)Yes
2014-09-29Plan is a collectively bargained planNo
2014-09-29Plan funding arrangement – InsuranceYes
2014-09-29Plan funding arrangement – TrustYes
2014-09-29Plan benefit arrangement – InsuranceYes
2014-09-29Plan benefit arrangement - TrustYes
2013: THE HY-VEE AND AFFILIATES 401(K) PLAN 2013 form 5500 responses
2013-09-30Type of plan entitySingle employer plan
2013-09-30Submission has been amendedNo
2013-09-30This submission is the final filingNo
2013-09-30This return/report is a short plan year return/report (less than 12 months)Yes
2013-09-30Plan is a collectively bargained planNo
2013-09-30Plan funding arrangement – InsuranceYes
2013-09-30Plan funding arrangement – TrustYes
2013-09-30Plan benefit arrangement – InsuranceYes
2013-09-30Plan benefit arrangement - TrustYes
2012: THE HY-VEE AND AFFILIATES 401(K) PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: THE HY-VEE AND AFFILIATES 401(K) PLAN 2011 form 5500 responses
2011-10-03Type of plan entitySingle employer plan
2011-10-03Submission has been amendedNo
2011-10-03This submission is the final filingNo
2011-10-03This return/report is a short plan year return/report (less than 12 months)Yes
2011-10-03Plan is a collectively bargained planNo
2011-10-03Plan funding arrangement – InsuranceYes
2011-10-03Plan funding arrangement – TrustYes
2011-10-03Plan benefit arrangement – InsuranceYes
2011-10-03Plan benefit arrangement - TrustYes
2010: THE HY-VEE AND AFFILIATES 401(K) PLAN 2010 form 5500 responses
2010-10-04Type of plan entitySingle employer plan
2010-10-04Submission has been amendedYes
2010-10-04This submission is the final filingNo
2010-10-04This return/report is a short plan year return/report (less than 12 months)Yes
2010-10-04Plan is a collectively bargained planNo
2010-10-04Plan funding arrangement – InsuranceYes
2010-10-04Plan funding arrangement – TrustYes
2010-10-04Plan benefit arrangement – InsuranceYes
2010-10-04Plan benefit arrangement - TrustYes
2009: THE HY-VEE AND AFFILIATES 401(K) PLAN 2009 form 5500 responses
2009-09-28Type of plan entitySingle employer plan
2009-09-28Submission has been amendedNo
2009-09-28This submission is the final filingNo
2009-09-28This return/report is a short plan year return/report (less than 12 months)No
2009-09-28Plan is a collectively bargained planNo
2009-09-28Plan funding arrangement – InsuranceYes
2009-09-28Plan funding arrangement – TrustYes
2009-09-28Plan benefit arrangement – InsuranceYes
2009-09-28Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number413056
Policy instance 1
Insurance contract or identification number413056
Number of Individuals Covered80222
Insurance policy start date2021-10-04
Insurance policy end date2022-10-02
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number413056
Policy instance 1
Insurance contract or identification number413056
Number of Individuals Covered84453
Insurance policy start date2020-09-28
Insurance policy end date2021-10-03
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number413056
Policy instance 1
Insurance contract or identification number413056
Number of Individuals Covered79033
Insurance policy start date2019-09-30
Insurance policy end date2020-09-27
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number413056
Policy instance 1
Insurance contract or identification number413056
Number of Individuals Covered76685
Insurance policy start date2018-10-01
Insurance policy end date2019-09-29
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number413056
Policy instance 1
Insurance contract or identification number413056
Number of Individuals Covered74789
Insurance policy start date2017-10-02
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number413056
Policy instance 1
Insurance contract or identification number413056
Number of Individuals Covered72444
Insurance policy start date2015-09-28
Insurance policy end date2016-10-02
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number413056
Policy instance 1
Insurance contract or identification number413056
Number of Individuals Covered69864
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number413056
Policy instance 1
Insurance contract or identification number413056
Number of Individuals Covered64388
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number413056
Policy instance 1
Insurance contract or identification number413056
Number of Individuals Covered59416
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441550
Policy instance 1
Insurance contract or identification number441550
Number of Individuals Covered0
Insurance policy start date2011-10-01
Insurance policy end date2012-04-23
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441547
Policy instance 6
Insurance contract or identification number441547
Number of Individuals Covered0
Insurance policy start date2011-10-01
Insurance policy end date2012-04-23
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441548
Policy instance 5
Insurance contract or identification number441548
Number of Individuals Covered0
Insurance policy start date2011-10-01
Insurance policy end date2012-04-23
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number413056
Policy instance 4
Insurance contract or identification number413056
Number of Individuals Covered54538
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441551
Policy instance 3
Insurance contract or identification number441551
Number of Individuals Covered0
Insurance policy start date2011-10-01
Insurance policy end date2012-04-23
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441552
Policy instance 2
Insurance contract or identification number441552
Number of Individuals Covered0
Insurance policy start date2011-10-01
Insurance policy end date2012-04-23
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441551
Policy instance 5
Insurance contract or identification number441551
Number of Individuals Covered113
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441550
Policy instance 7
Insurance contract or identification number441550
Number of Individuals Covered172
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number366036
Policy instance 4
Insurance contract or identification number366036
Number of Individuals Covered0
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number413056
Policy instance 3
Insurance contract or identification number413056
Number of Individuals Covered53583
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441547
Policy instance 2
Insurance contract or identification number441547
Number of Individuals Covered119
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441548
Policy instance 1
Insurance contract or identification number441548
Number of Individuals Covered173
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441552
Policy instance 6
Insurance contract or identification number441552
Number of Individuals Covered571
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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