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SECURITY BENEFIT GROUP ASSOICATES PENSION PLAN 401k Plan overview

Plan NameSECURITY BENEFIT GROUP ASSOICATES PENSION PLAN
Plan identification number 001

SECURITY BENEFIT GROUP ASSOICATES PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SECURITY BENEFIT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:SECURITY BENEFIT CORPORATION
Employer identification number (EIN):481202239
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SECURITY BENEFIT GROUP ASSOICATES PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JIM JANOUSEK JIM JANOUSEK2018-09-11
0012016-01-01JIM JANOUSEK JIM JANOUSEK2017-08-01
0012015-01-01JIM JANOUSEK JIM JANOUSEK2016-07-29
0012014-01-01JIM JANOUSEK JIM JANOUSEK2015-08-17

Plan Statistics for SECURITY BENEFIT GROUP ASSOICATES PENSION PLAN

401k plan membership statisitcs for SECURITY BENEFIT GROUP ASSOICATES PENSION PLAN

Measure Date Value
2022: SECURITY BENEFIT GROUP ASSOICATES PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-3160,829,307
Acturial value of plan assets2022-12-3155,746,579
Funding target for retired participants and beneficiaries receiving payment2022-12-3123,650,257
Number of terminated vested participants2022-12-31101
Fundng target for terminated vested participants2022-12-317,379,349
Active participant vested funding target2022-12-318,008,479
Number of active participants2022-12-31177
Total funding liabilities for active participants2022-12-318,176,246
Total participant count2022-12-31524
Total funding target for all participants2022-12-3139,205,852
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01519
Total number of active participants reported on line 7a of the Form 55002022-01-01156
Number of retired or separated participants receiving benefits2022-01-01244
Number of other retired or separated participants entitled to future benefits2022-01-0196
Total of all active and inactive participants2022-01-01496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0122
Total participants2022-01-01518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SECURITY BENEFIT GROUP ASSOICATES PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3153,755,153
Acturial value of plan assets2021-12-3149,339,696
Funding target for retired participants and beneficiaries receiving payment2021-12-3123,093,293
Number of terminated vested participants2021-12-3199
Fundng target for terminated vested participants2021-12-316,976,069
Active participant vested funding target2021-12-317,871,542
Number of active participants2021-12-31192
Total funding liabilities for active participants2021-12-318,051,032
Total participant count2021-12-31526
Total funding target for all participants2021-12-3138,120,394
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01522
Total number of active participants reported on line 7a of the Form 55002021-01-01177
Number of retired or separated participants receiving benefits2021-01-01226
Number of other retired or separated participants entitled to future benefits2021-01-0199
Total of all active and inactive participants2021-01-01502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0117
Total participants2021-01-01519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SECURITY BENEFIT GROUP ASSOICATES PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3149,084,510
Acturial value of plan assets2020-12-3147,283,053
Funding target for retired participants and beneficiaries receiving payment2020-12-3122,043,525
Number of terminated vested participants2020-12-31101
Fundng target for terminated vested participants2020-12-317,138,644
Active participant vested funding target2020-12-319,042,768
Number of active participants2020-12-31203
Total funding liabilities for active participants2020-12-319,248,104
Total participant count2020-12-31527
Total funding target for all participants2020-12-3138,430,273
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Additional cash requirement2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01523
Total number of active participants reported on line 7a of the Form 55002020-01-01192
Number of retired or separated participants receiving benefits2020-01-01215
Number of other retired or separated participants entitled to future benefits2020-01-0196
Total of all active and inactive participants2020-01-01503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0119
Total participants2020-01-01522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SECURITY BENEFIT GROUP ASSOICATES PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3152,444,985
Acturial value of plan assets2019-12-3155,551,137
Funding target for retired participants and beneficiaries receiving payment2019-12-3118,458,299
Number of terminated vested participants2019-12-31305
Fundng target for terminated vested participants2019-12-3117,213,814
Active participant vested funding target2019-12-319,543,036
Number of active participants2019-12-31221
Total funding liabilities for active participants2019-12-319,757,734
Total participant count2019-12-31714
Total funding target for all participants2019-12-3145,429,847
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-311,640,177
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-311,734,815
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Additional cash requirement2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01710
Total number of active participants reported on line 7a of the Form 55002019-01-01203
Number of retired or separated participants receiving benefits2019-01-01204
Number of other retired or separated participants entitled to future benefits2019-01-0199
Total of all active and inactive participants2019-01-01506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0117
Total participants2019-01-01523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: SECURITY BENEFIT GROUP ASSOICATES PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3155,124,127
Acturial value of plan assets2018-12-3152,151,412
Funding target for retired participants and beneficiaries receiving payment2018-12-3116,374,103
Number of terminated vested participants2018-12-31319
Fundng target for terminated vested participants2018-12-3116,625,949
Active participant vested funding target2018-12-318,704,093
Number of active participants2018-12-31221
Total funding liabilities for active participants2018-12-318,923,631
Total participant count2018-12-31715
Total funding target for all participants2018-12-3141,923,683
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-311,800,000
Total employee contributions2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-311,640,177
Unpaid minimum required contributions for all prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-311,640,177
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01712
Total number of active participants reported on line 7a of the Form 55002018-01-01221
Number of retired or separated participants receiving benefits2018-01-01171
Number of other retired or separated participants entitled to future benefits2018-01-01299
Total of all active and inactive participants2018-01-01691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0119
Total participants2018-01-01710
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SECURITY BENEFIT GROUP ASSOICATES PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3149,707,041
Acturial value of plan assets2017-12-3149,383,355
Funding target for retired participants and beneficiaries receiving payment2017-12-3114,889,909
Number of terminated vested participants2017-12-31342
Fundng target for terminated vested participants2017-12-3116,114,167
Active participant vested funding target2017-12-318,221,442
Number of active participants2017-12-31224
Total funding liabilities for active participants2017-12-318,444,123
Total participant count2017-12-31716
Total funding target for all participants2017-12-3139,448,199
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-319,310,768
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-319,887,105
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-310
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01714
Total number of active participants reported on line 7a of the Form 55002017-01-01221
Number of retired or separated participants receiving benefits2017-01-01161
Number of other retired or separated participants entitled to future benefits2017-01-01313
Total of all active and inactive participants2017-01-01695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0117
Total participants2017-01-01712
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SECURITY BENEFIT GROUP ASSOICATES PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3136,817,902
Acturial value of plan assets2016-12-3138,415,388
Funding target for retired participants and beneficiaries receiving payment2016-12-3113,630,739
Number of terminated vested participants2016-12-31361
Fundng target for terminated vested participants2016-12-3115,519,659
Active participant vested funding target2016-12-317,766,664
Number of active participants2016-12-31230
Total funding liabilities for active participants2016-12-317,988,997
Total participant count2016-12-31724
Total funding target for all participants2016-12-3137,139,395
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-3110,000,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-319,310,768
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-310
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-319,310,768
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01722
Total number of active participants reported on line 7a of the Form 55002016-01-01224
Number of retired or separated participants receiving benefits2016-01-01138
Number of other retired or separated participants entitled to future benefits2016-01-01335
Total of all active and inactive participants2016-01-01697
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0117
Total participants2016-01-01714
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SECURITY BENEFIT GROUP ASSOICATES PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01724
Total number of active participants reported on line 7a of the Form 55002015-01-01230
Number of retired or separated participants receiving benefits2015-01-01123
Number of other retired or separated participants entitled to future benefits2015-01-01354
Total of all active and inactive participants2015-01-01707
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0115
Total participants2015-01-01722
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SECURITY BENEFIT GROUP ASSOICATES PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01729
Total number of active participants reported on line 7a of the Form 55002014-01-01262
Number of retired or separated participants receiving benefits2014-01-01103
Number of other retired or separated participants entitled to future benefits2014-01-01345
Total of all active and inactive participants2014-01-01710
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0114
Total participants2014-01-01724
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on SECURITY BENEFIT GROUP ASSOICATES PENSION PLAN

Measure Date Value
2022 : SECURITY BENEFIT GROUP ASSOICATES PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-8,505,520
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,072,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,067,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$50,251,248
Value of total assets at beginning of year2022-12-31$60,829,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,780
Total interest from all sources2022-12-31$83,017
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$805,378
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$805,378
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$430
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$22,462
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$632
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-10,578,059
Value of net assets at end of year (total assets less liabilities)2022-12-31$50,251,248
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$60,829,307
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
Investment advisory and management fees2022-12-31$4,148
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$35,420,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$56,755,771
Income. Interest from corporate debt instruments2022-12-31$83,017
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$14,512,638
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,136,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,136,338
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,393,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,067,759
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$318,018
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$914,736
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 name2022-12-31RSM US LLP
Accountancy firm EIN2022-12-31420714325
2021 : SECURITY BENEFIT GROUP ASSOICATES PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,983,447
Total income from all sources (including contributions)2021-12-31$9,018,940
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,944,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,943,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$60,829,307
Value of total assets at beginning of year2021-12-31$55,738,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$818
Total interest from all sources2021-12-31$257,709
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,060,250
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,060,250
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$22,462
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$3,365
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,983,447
Administrative expenses (other) incurred2021-12-31$818
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$7,074,154
Value of net assets at end of year (total assets less liabilities)2021-12-31$60,829,307
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$53,755,153
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 registered invesment companies (eg mutual funds) at end of year2021-12-31$56,755,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$48,604,171
Income. Interest from corporate debt instruments2021-12-31$257,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,136,338
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$6,284,308
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$6,284,308
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$696
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,700,981
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$0
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,943,968
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$914,736
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$846,756
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 name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : SECURITY BENEFIT GROUP ASSOICATES PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,983,447
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,005
Total income from all sources (including contributions)2020-12-31$6,529,318
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,858,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,854,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$55,738,600
Value of total assets at beginning of year2020-12-31$49,085,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,180
Total interest from all sources2020-12-31$154,317
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$757,691
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$757,691
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$3,365
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$4,285
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,983,447
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,005
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$4,670,642
Value of net assets at end of year (total assets less liabilities)2020-12-31$53,755,153
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$49,084,511
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
Investment advisory and management fees2020-12-31$4,180
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$48,604,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$35,386,700
Income. Interest from corporate debt instruments2020-12-31$94,753
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$6,284,308
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$12,573,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$12,573,106
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$59,564
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,617,310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$0
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,854,496
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$846,756
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$1,121,425
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 name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : SECURITY BENEFIT GROUP ASSOICATES PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,005
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,657
Total income from all sources (including contributions)2019-12-31$8,716,336
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$12,141,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,118,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$49,085,516
Value of total assets at beginning of year2019-12-31$52,512,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,110
Total interest from all sources2019-12-31$567,461
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$850,669
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$850,669
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$4,285
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$5,103
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,005
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$2,657
Other income not declared elsewhere2019-12-31$-284
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$-3,425,659
Value of net assets at end of year (total assets less liabilities)2019-12-31$49,084,511
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$52,510,170
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
Investment advisory and management fees2019-12-31$1,093
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$35,386,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$34,720,850
Income. Interest from corporate debt instruments2019-12-31$75,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$12,573,106
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$14,503,901
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$14,503,901
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$492,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,298,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$1,800,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$12,118,885
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$1,121,425
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$1,482,973
Contract administrator fees2019-12-31$22,017
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : SECURITY BENEFIT GROUP ASSOICATES PENSION 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$2,657
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,093
Total income from all sources (including contributions)2018-12-31$-1,205,340
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,406,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,404,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,800,000
Value of total assets at end of year2018-12-31$52,512,827
Value of total assets at beginning of year2018-12-31$55,123,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,898
Total interest from all sources2018-12-31$318,294
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$802,387
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$802,387
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$5,103
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$2,657
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,093
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,611,971
Value of net assets at end of year (total assets less liabilities)2018-12-31$52,510,170
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$55,122,141
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
Investment advisory and management fees2018-12-31$1,898
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$34,720,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$55,123,234
Income. Interest from corporate debt instruments2018-12-31$68,413
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$14,503,901
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$249,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,126,021
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$1,800,000
Employer contributions (assets) at end of year2018-12-31$1,800,000
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,404,733
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$1,482,973
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : SECURITY BENEFIT GROUP ASSOICATES PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,093
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$6,613,838
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,310,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,308,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$55,123,234
Value of total assets at beginning of year2017-12-31$49,818,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,218
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$931,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$931,859
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,093
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$5,303,832
Value of net assets at end of year (total assets less liabilities)2017-12-31$55,122,141
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$49,818,309
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
Investment advisory and management fees2017-12-31$1,218
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$55,123,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$39,818,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,681,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$0
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$10,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,308,788
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : SECURITY BENEFIT GROUP ASSOICATES PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$14,230,729
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,230,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,230,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,000,000
Value of total assets at end of year2016-12-31$49,818,309
Value of total assets at beginning of year2016-12-31$36,817,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$150
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$987,667
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$987,667
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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
Administrative expenses (other) incurred2016-12-31$150
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$13,000,407
Value of net assets at end of year (total assets less liabilities)2016-12-31$49,818,309
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$36,817,902
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$39,818,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$36,817,902
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,243,062
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$10,000,000
Employer contributions (assets) at end of year2016-12-31$10,000,000
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,230,172
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MIZE HOUSER & COMPANY
Accountancy firm EIN2016-12-31480882363
2015 : SECURITY BENEFIT GROUP ASSOICATES PENSION 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$-120,965
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,077,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,077,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$36,817,902
Value of total assets at beginning of year2015-12-31$38,016,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,124,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,124,858
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,198,954
Value of net assets at end of year (total assets less liabilities)2015-12-31$36,817,902
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$38,016,856
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$36,817,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$38,016,856
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,245,823
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$0
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,077,989
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MIZE HOUSER & COMPANY
Accountancy firm EIN2015-12-31480882363
2014 : SECURITY BENEFIT GROUP ASSOICATES PENSION 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$0
Total income from all sources (including contributions)2014-12-31$3,384,265
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$926,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$926,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$360,919
Value of total assets at end of year2014-12-31$38,016,856
Value of total assets at beginning of year2014-12-31$35,559,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,069,565
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,069,565
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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
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$2,457,337
Value of net assets at end of year (total assets less liabilities)2014-12-31$38,016,856
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$35,559,519
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$38,016,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$35,093,519
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$953,781
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$360,919
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$466,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$926,928
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MIZE HOUSER & COMPANY
Accountancy firm EIN2014-12-31480882363

Form 5500 Responses for SECURITY BENEFIT GROUP ASSOICATES PENSION PLAN

2022: SECURITY BENEFIT GROUP ASSOICATES PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SECURITY BENEFIT GROUP ASSOICATES PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SECURITY BENEFIT GROUP ASSOICATES PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SECURITY BENEFIT GROUP ASSOICATES PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SECURITY BENEFIT GROUP ASSOICATES PENSION 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SECURITY BENEFIT GROUP ASSOICATES PENSION 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SECURITY BENEFIT GROUP ASSOICATES PENSION 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SECURITY BENEFIT GROUP ASSOICATES PENSION 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SECURITY BENEFIT GROUP ASSOICATES PENSION 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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