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AMERITAS 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameAMERITAS 401(K) RETIREMENT PLAN
Plan identification number 333

AMERITAS 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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)).
  • Life insurance

401k Sponsoring company profile

AMERITAS HOLDING COMPANY has sponsored the creation of one or more 401k plans.

Company Name:AMERITAS HOLDING COMPANY
Employer identification number (EIN):470806844
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERITAS 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332022-01-01CRYSTAL A. MEYER2023-08-24 CRYSTAL A. MEYER2023-08-24
3332021-01-01CRYSTAL MEYER2022-09-23 CRYSTAL MEYER2022-09-23
3332020-01-01APRIL RIMPLEY2021-08-12 APRIL RIMPLEY
3332019-01-01APRIL RIMPLEY2020-08-28 APRIL RIMPLEY2020-08-28
3332018-01-01
3332017-01-01APRIL RIMPLEY
3332016-01-01APRIL RIMPLEY
3332015-01-01KENT E. MATTSON KENT E. MATTSON2016-07-28
3332014-01-01KENT E. MATTSON KENT E. MATTSON2015-07-27
3332013-01-01KENT E. MATTSON KENT E. MATTSON2014-07-28
3332012-01-01KENT E. MATTSON KENT E. MATTSON2013-07-26
3332011-01-01KENT E. MATTSON KENT E. MATTSON2012-10-10
3332009-01-01KENT E. MATTSON KENT E. MATTSON2010-10-07

Plan Statistics for AMERITAS 401(K) RETIREMENT PLAN

401k plan membership statisitcs for AMERITAS 401(K) RETIREMENT PLAN

Measure Date Value
2022: AMERITAS 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,541
Total number of active participants reported on line 7a of the Form 55002022-01-012,376
Number of other retired or separated participants entitled to future benefits2022-01-011,434
Total of all active and inactive participants2022-01-013,810
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0153
Total participants2022-01-013,863
Number of participants with account balances2022-01-013,779
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01174
2021: AMERITAS 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,586
Total number of active participants reported on line 7a of the Form 55002021-01-012,154
Number of other retired or separated participants entitled to future benefits2021-01-011,349
Total of all active and inactive participants2021-01-013,503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0138
Total participants2021-01-013,541
Number of participants with account balances2021-01-013,537
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01186
2020: AMERITAS 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,636
Total number of active participants reported on line 7a of the Form 55002020-01-012,323
Number of other retired or separated participants entitled to future benefits2020-01-011,225
Total of all active and inactive participants2020-01-013,548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0137
Total participants2020-01-013,585
Number of participants with account balances2020-01-013,553
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0198
2019: AMERITAS 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,609
Total number of active participants reported on line 7a of the Form 55002019-01-012,356
Number of other retired or separated participants entitled to future benefits2019-01-011,222
Total of all active and inactive participants2019-01-013,578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0148
Total participants2019-01-013,626
Number of participants with account balances2019-01-013,600
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01165
2018: AMERITAS 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,508
Total number of active participants reported on line 7a of the Form 55002018-01-012,381
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011,178
Total of all active and inactive participants2018-01-013,559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0135
Total participants2018-01-013,594
Number of participants with account balances2018-01-013,563
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01203
2017: AMERITAS 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,340
Total number of active participants reported on line 7a of the Form 55002017-01-012,324
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011,140
Total of all active and inactive participants2017-01-013,464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0130
Total participants2017-01-013,494
Number of participants with account balances2017-01-013,464
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01208
2016: AMERITAS 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,298
Total number of active participants reported on line 7a of the Form 55002016-01-012,373
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01892
Total of all active and inactive participants2016-01-013,265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0130
Total participants2016-01-013,295
Number of participants with account balances2016-01-013,256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01110
2015: AMERITAS 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,225
Total number of active participants reported on line 7a of the Form 55002015-01-012,265
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01989
Total of all active and inactive participants2015-01-013,254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0134
Total participants2015-01-013,288
Number of participants with account balances2015-01-013,253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01129
2014: AMERITAS 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,181
Total number of active participants reported on line 7a of the Form 55002014-01-012,327
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01862
Total of all active and inactive participants2014-01-013,189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0136
Total participants2014-01-013,225
Number of participants with account balances2014-01-013,187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01106
2013: AMERITAS 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,178
Total number of active participants reported on line 7a of the Form 55002013-01-012,247
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01904
Total of all active and inactive participants2013-01-013,151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0122
Total participants2013-01-013,173
Number of participants with account balances2013-01-013,139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0190
2012: AMERITAS 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,164
Total number of active participants reported on line 7a of the Form 55002012-01-012,354
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01815
Total of all active and inactive participants2012-01-013,169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-013,170
Number of participants with account balances2012-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013,165
2011: AMERITAS 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,236
Total number of active participants reported on line 7a of the Form 55002011-01-012,366
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01821
Total of all active and inactive participants2011-01-013,187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-013,188
Number of participants with account balances2011-01-013,142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0129
2009: AMERITAS 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,383
Total number of active participants reported on line 7a of the Form 55002009-01-012,468
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01775
Total of all active and inactive participants2009-01-013,243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-013,245
Number of participants with account balances2009-01-013,227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01151

Financial Data on AMERITAS 401(K) RETIREMENT PLAN

Measure Date Value
2022 : AMERITAS 401(K) RETIREMENT PLAN 2022 401k financial data
Total transfer of assets to this plan2022-12-31$9,035,486
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,382
Total income from all sources (including contributions)2022-12-31$-94,678,114
Total of all expenses incurred2022-12-31$58,017,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$57,857,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$36,904,530
Value of total assets at end of year2022-12-31$636,213,960
Value of total assets at beginning of year2022-12-31$779,870,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$159,838
Total interest from all sources2022-12-31$5,338,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$159,838
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$16,791,292
Participant contributions at end of year2022-12-31$5,053,464
Participant contributions at beginning of year2022-12-31$5,021,886
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,441,369
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$3,382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-152,695,231
Value of net assets at end of year (total assets less liabilities)2022-12-31$636,210,578
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$779,870,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$476,836,449
Value of interest in pooled separate accounts at beginning of year2022-12-31$624,115,233
Interest on participant loans2022-12-31$252,032
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$5,086,898
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$154,316,990
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$150,733,204
Net investment gain/loss from pooled separate accounts2022-12-31$-136,921,574
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$15,671,869
Employer contributions (assets) at end of year2022-12-31$7,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$57,857,279
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2022-12-31341818258
2021 : AMERITAS 401(K) RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$132,719,572
Total of all expenses incurred2021-12-31$60,977,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$60,866,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$35,582,878
Value of total assets at end of year2021-12-31$779,870,323
Value of total assets at beginning of year2021-12-31$708,127,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$110,685
Total interest from all sources2021-12-31$5,439,968
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$110,685
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$15,275,036
Participant contributions at end of year2021-12-31$5,021,886
Participant contributions at beginning of year2021-12-31$5,619,924
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,687,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$71,742,568
Value of net assets at end of year (total assets less liabilities)2021-12-31$779,870,323
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$708,127,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$624,115,233
Value of interest in pooled separate accounts at beginning of year2021-12-31$554,380,098
Interest on participant loans2021-12-31$270,969
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$5,168,999
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$150,733,204
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$148,127,302
Net investment gain/loss from pooled separate accounts2021-12-31$91,696,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$13,619,967
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$60,866,319
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2021-12-31341818258
2020 : AMERITAS 401(K) RETIREMENT PLAN 2020 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,018
Total income from all sources (including contributions)2020-12-31$124,361,951
Total of all expenses incurred2020-12-31$45,943,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$45,828,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$30,647,176
Value of total assets at end of year2020-12-31$708,127,755
Value of total assets at beginning of year2020-12-31$629,710,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$114,815
Total interest from all sources2020-12-31$5,482,341
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$114,815
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$14,206,777
Participant contributions at end of year2020-12-31$5,619,924
Participant contributions at beginning of year2020-12-31$6,563,057
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,000,794
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,018
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$78,418,732
Value of net assets at end of year (total assets less liabilities)2020-12-31$708,127,755
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$629,709,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$554,380,098
Value of interest in pooled separate accounts at beginning of year2020-12-31$484,009,156
Interest on participant loans2020-12-31$324,953
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$5,157,388
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$148,127,302
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$139,098,941
Net investment gain/loss from pooled separate accounts2020-12-31$88,232,434
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$13,439,605
Employer contributions (assets) at end of year2020-12-31$431
Employer contributions (assets) at beginning of year2020-12-31$38,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$45,828,404
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2020-12-31341818258
2019 : AMERITAS 401(K) RETIREMENT PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,018
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$15,167
Total income from all sources (including contributions)2019-12-31$136,890,174
Total of all expenses incurred2019-12-31$43,465,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$43,350,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$30,565,129
Value of total assets at end of year2019-12-31$629,710,041
Value of total assets at beginning of year2019-12-31$536,299,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$115,191
Total interest from all sources2019-12-31$5,432,255
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$115,191
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$14,039,342
Participant contributions at end of year2019-12-31$6,563,057
Participant contributions at beginning of year2019-12-31$6,627,849
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,342,565
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,018
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$15,167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$93,424,232
Value of net assets at end of year (total assets less liabilities)2019-12-31$629,709,023
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$536,284,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$484,009,156
Value of interest in pooled separate accounts at beginning of year2019-12-31$393,971,774
Interest on participant loans2019-12-31$374,088
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$5,058,167
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$139,098,941
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$135,513,827
Net investment gain/loss from pooled separate accounts2019-12-31$100,892,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$13,183,222
Employer contributions (assets) at end of year2019-12-31$38,887
Employer contributions (assets) at beginning of year2019-12-31$186,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$43,350,751
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2019-12-31341818258
2018 : AMERITAS 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$15,167
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$447
Total income from all sources (including contributions)2018-12-31$14,714,748
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$36,590,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$36,467,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$28,535,975
Value of total assets at end of year2018-12-31$536,299,958
Value of total assets at beginning of year2018-12-31$558,160,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$122,633
Total interest from all sources2018-12-31$5,118,534
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$122,633
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$13,599,485
Participant contributions at end of year2018-12-31$6,627,849
Participant contributions at beginning of year2018-12-31$6,866,859
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,228,353
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$15,167
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-21,875,364
Value of net assets at end of year (total assets less liabilities)2018-12-31$536,284,791
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$558,160,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$393,971,774
Value of interest in pooled separate accounts at beginning of year2018-12-31$420,893,050
Interest on participant loans2018-12-31$331,616
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4,786,918
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$135,513,827
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$130,385,429
Net investment gain/loss from pooled separate accounts2018-12-31$-18,939,761
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$12,708,137
Employer contributions (assets) at end of year2018-12-31$186,508
Employer contributions (assets) at beginning of year2018-12-31$15,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$36,467,479
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2018-12-31341818258
2017 : AMERITAS 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$3,479,347
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$447
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$139
Total income from all sources (including contributions)2017-12-31$106,637,665
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$44,535,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$44,420,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$28,028,259
Value of total assets at end of year2017-12-31$558,160,602
Value of total assets at beginning of year2017-12-31$492,578,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$114,834
Total interest from all sources2017-12-31$5,033,891
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$114,834
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$13,267,605
Participant contributions at end of year2017-12-31$6,866,859
Participant contributions at beginning of year2017-12-31$7,281,005
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,681,596
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$447
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$139
Other income not declared elsewhere2017-12-31$5,612
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$62,102,221
Value of net assets at end of year (total assets less liabilities)2017-12-31$558,160,155
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$492,578,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$420,893,050
Value of interest in pooled separate accounts at beginning of year2017-12-31$354,859,223
Interest on participant loans2017-12-31$312,694
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$4,721,197
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$130,385,429
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$130,418,766
Net investment gain/loss from pooled separate accounts2017-12-31$73,569,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$12,079,058
Employer contributions (assets) at end of year2017-12-31$15,264
Employer contributions (assets) at beginning of year2017-12-31$19,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$44,420,610
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2017-12-31341818258
2016 : AMERITAS 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$492,931
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$139
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$873
Total income from all sources (including contributions)2016-12-31$62,368,602
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$45,677,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$45,574,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$29,741,312
Value of total assets at end of year2016-12-31$492,578,726
Value of total assets at beginning of year2016-12-31$475,395,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$103,100
Total interest from all sources2016-12-31$4,866,450
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$103,100
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$13,016,966
Participant contributions at end of year2016-12-31$7,281,005
Participant contributions at beginning of year2016-12-31$7,646,775
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$4,566,224
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$139
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$16,691,000
Value of net assets at end of year (total assets less liabilities)2016-12-31$492,578,587
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$475,394,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$354,859,223
Value of interest in pooled separate accounts at beginning of year2016-12-31$342,358,749
Interest on participant loans2016-12-31$314,350
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$4,552,100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$130,418,766
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$125,390,005
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$83,715
Net investment gain/loss from pooled separate accounts2016-12-31$27,760,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$12,158,122
Employer contributions (assets) at end of year2016-12-31$19,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$45,490,787
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2016-12-31341818258
2015 : AMERITAS 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$873
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$29,517,162
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$32,222,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$32,166,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$27,904,635
Value of total assets at end of year2015-12-31$475,395,529
Value of total assets at beginning of year2015-12-31$478,100,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$56,424
Total interest from all sources2015-12-31$4,900,547
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$56,424
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$13,416,840
Participant contributions at end of year2015-12-31$7,646,775
Participant contributions at beginning of year2015-12-31$8,121,727
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,903,846
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$16,177
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,705,539
Value of net assets at end of year (total assets less liabilities)2015-12-31$475,394,656
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$478,100,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$342,358,749
Value of interest in pooled separate accounts at beginning of year2015-12-31$345,991,493
Interest on participant loans2015-12-31$333,924
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$4,566,623
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$125,390,005
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$123,968,753
Net investment gain/loss from pooled separate accounts2015-12-31$-3,288,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$12,583,949
Employer contributions (assets) at beginning of year2015-12-31$2,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$32,166,277
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2015-12-31341818258
2014 : AMERITAS 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,121
Total income from all sources (including contributions)2014-12-31$54,064,036
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$36,399,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$36,329,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$25,854,546
Value of total assets at end of year2014-12-31$478,100,195
Value of total assets at beginning of year2014-12-31$460,438,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$70,825
Total interest from all sources2014-12-31$4,962,375
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$12,558,657
Participant contributions at end of year2014-12-31$8,121,727
Participant contributions at beginning of year2014-12-31$7,940,910
Participant contributions at beginning of year2014-12-31$30
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,299,140
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$16,177
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$29,480
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$2,121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$17,664,176
Value of net assets at end of year (total assets less liabilities)2014-12-31$478,100,195
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$460,436,019
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$345,991,493
Value of interest in pooled separate accounts at beginning of year2014-12-31$330,957,878
Interest on participant loans2014-12-31$344,682
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$4,617,693
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$123,968,753
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$121,489,848
Net investment gain/loss from pooled separate accounts2014-12-31$23,247,115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$11,996,749
Employer contributions (assets) at end of year2014-12-31$2,045
Employer contributions (assets) at beginning of year2014-12-31$19,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$36,329,035
Contract administrator fees2014-12-31$70,825
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2014-12-31341818258
2013 : AMERITAS 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,121
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$24,316
Total income from all sources (including contributions)2013-12-31$95,729,242
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$31,838,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$31,763,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$26,676,393
Value of total assets at end of year2013-12-31$460,438,140
Value of total assets at beginning of year2013-12-31$396,569,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$75,130
Total interest from all sources2013-12-31$5,104,939
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$12,687,668
Participant contributions at end of year2013-12-31$7,940,910
Participant contributions at beginning of year2013-12-31$7,107,159
Participant contributions at end of year2013-12-31$30
Participant contributions at beginning of year2013-12-31$1,200
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,251,270
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$29,480
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$2,121
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$24,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$63,890,550
Value of net assets at end of year (total assets less liabilities)2013-12-31$460,436,019
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$396,545,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$330,957,878
Value of interest in pooled separate accounts at beginning of year2013-12-31$269,917,349
Interest on participant loans2013-12-31$320,533
Interest earned on other investments2013-12-31$4,784,406
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$121,489,848
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$119,478,994
Net investment gain/loss from pooled separate accounts2013-12-31$63,947,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$11,737,455
Employer contributions (assets) at end of year2013-12-31$19,994
Employer contributions (assets) at beginning of year2013-12-31$65,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$31,763,562
Contract administrator fees2013-12-31$75,130
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2013-12-31341818258
2012 : AMERITAS 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$24,316
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$11,707
Total income from all sources (including contributions)2012-12-31$65,123,842
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$19,731,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$19,592,215
Expenses. Certain deemed distributions of participant loans2012-12-31$73,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$26,865,065
Value of total assets at end of year2012-12-31$396,569,785
Value of total assets at beginning of year2012-12-31$351,164,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$65,326
Total interest from all sources2012-12-31$5,105,005
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$12,749,946
Participant contributions at end of year2012-12-31$7,107,159
Participant contributions at beginning of year2012-12-31$6,739,417
Participant contributions at end of year2012-12-31$1,200
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$13,175
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,474,715
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$24,316
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$11,707
Other income not declared elsewhere2012-12-31$56
Administrative expenses (other) incurred2012-12-31$65,326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$45,392,655
Value of net assets at end of year (total assets less liabilities)2012-12-31$396,545,469
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$351,152,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$269,917,349
Value of interest in pooled separate accounts at beginning of year2012-12-31$232,275,596
Interest on participant loans2012-12-31$297,505
Interest earned on other investments2012-12-31$4,807,500
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$119,478,994
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$112,119,355
Net investment gain/loss from pooled separate accounts2012-12-31$33,153,716
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$11,640,404
Employer contributions (assets) at end of year2012-12-31$65,083
Employer contributions (assets) at beginning of year2012-12-31$16,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$19,592,215
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2012-12-31341818258
2011 : AMERITAS 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$11,707
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$235
Total income from all sources (including contributions)2011-12-31$23,325,479
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$16,713,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$16,639,212
Value of total corrective distributions2011-12-31$7,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$24,491,348
Value of total assets at end of year2011-12-31$351,164,521
Value of total assets at beginning of year2011-12-31$344,540,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$66,510
Total interest from all sources2011-12-31$5,039,511
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$12,329,118
Participant contributions at end of year2011-12-31$6,739,417
Participant contributions at beginning of year2011-12-31$6,108,057
Participant contributions at beginning of year2011-12-31$3,417
Assets. Other investments not covered elsewhere at end of year2011-12-31$13,175
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$17,477
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,009,187
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$11,707
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$235
Other income not declared elsewhere2011-12-31$-4,302
Administrative expenses (other) incurred2011-12-31$66,510
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$6,612,449
Value of net assets at end of year (total assets less liabilities)2011-12-31$351,152,814
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$344,540,365
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$232,275,596
Value of interest in pooled separate accounts at beginning of year2011-12-31$232,747,965
Interest on participant loans2011-12-31$293,372
Interest earned on other investments2011-12-31$4,746,139
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$112,119,355
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$105,641,835
Net investment gain/loss from pooled separate accounts2011-12-31$-6,201,078
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$11,153,043
Employer contributions (assets) at end of year2011-12-31$16,978
Employer contributions (assets) at beginning of year2011-12-31$21,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$16,639,212
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2011-12-31341818258
2010 : AMERITAS 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$235
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$32
Total income from all sources (including contributions)2010-12-31$57,939,451
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$14,827,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$14,774,823
Expenses. Certain deemed distributions of participant loans2010-12-31$11,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$23,953,640
Value of total assets at end of year2010-12-31$344,540,600
Value of total assets at beginning of year2010-12-31$301,428,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$41,646
Total interest from all sources2010-12-31$5,190,785
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$12,294,589
Participant contributions at end of year2010-12-31$6,108,057
Participant contributions at beginning of year2010-12-31$5,278,603
Participant contributions at end of year2010-12-31$3,417
Participant contributions at beginning of year2010-12-31$402
Assets. Other investments not covered elsewhere at end of year2010-12-31$17,477
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$17,688
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$765,829
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$235
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$32
Other income not declared elsewhere2010-12-31$-460
Administrative expenses (other) incurred2010-12-31$41,646
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$43,111,834
Value of net assets at end of year (total assets less liabilities)2010-12-31$344,540,365
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$301,428,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$232,747,965
Value of interest in pooled separate accounts at beginning of year2010-12-31$196,071,794
Interest on participant loans2010-12-31$290,950
Interest earned on other investments2010-12-31$4,899,835
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$105,641,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$100,046,072
Net investment gain/loss from pooled separate accounts2010-12-31$28,795,486
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$10,893,222
Employer contributions (assets) at end of year2010-12-31$21,849
Employer contributions (assets) at beginning of year2010-12-31$14,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$14,774,823
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2010-12-31341818258
2009 : AMERITAS 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for AMERITAS 401(K) RETIREMENT PLAN

2022: AMERITAS 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AMERITAS 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AMERITAS 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AMERITAS 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AMERITAS 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AMERITAS 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AMERITAS 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AMERITAS 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AMERITAS 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AMERITAS 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AMERITAS 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AMERITAS 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: AMERITAS 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number600011
Policy instance 1
Insurance contract or identification number600011
Number of Individuals Covered3779
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number600011
Policy instance 1
Insurance contract or identification number600011
Number of Individuals Covered3537
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number600011
Policy instance 1
Insurance contract or identification number600011
Number of Individuals Covered3553
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number600011
Policy instance 1
Insurance contract or identification number600011
Number of Individuals Covered3600
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number600011
Policy instance 1
Insurance contract or identification number600011
Number of Individuals Covered3563
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 Administration1
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
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number600011
Policy instance 1
Insurance contract or identification number600011
Number of Individuals Covered3464
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 Administration1
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
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number600011
Policy instance 1
Insurance contract or identification number600011
Number of Individuals Covered3253
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 Administration1
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
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number600011
Policy instance 1
Insurance contract or identification number600011
Number of Individuals Covered3187
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 Administration1
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
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number600011
Policy instance 1
Insurance contract or identification number600011
Number of Individuals Covered3139
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 Administration1
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
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number600011
Policy instance 1
Insurance contract or identification number600011
Number of Individuals Covered3165
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 Administration1
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
ACACIA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60038 )
Policy contract numberU00003498K
Policy instance 2
Insurance contract or identification numberU00003498K
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-02-17
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 BenefitYes
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
ACACIA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60038 )
Policy contract numberU00003498K
Policy instance 2
Insurance contract or identification numberU00003498K
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 BenefitYes
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
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number600011
Policy instance 1
Insurance contract or identification number600011
Number of Individuals Covered3142
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 Administration1
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
ACACIA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60038 )
Policy contract numberU00003498K
Policy instance 3
Insurance contract or identification numberU00003498K
Number of Individuals Covered1
Insurance policy start date2010-05-28
Insurance policy end date2010-12-31
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 BenefitYes
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
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberP4321
Policy instance 2
Insurance contract or identification numberP4321
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-05-28
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 BenefitYes
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
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number600011
Policy instance 1
Insurance contract or identification number600011
Number of Individuals Covered3207
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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 Administration1
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

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