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ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 401k Plan overview

Plan NameASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES
Plan identification number 003

ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.

401k Sponsoring company profile

ASSOCIATED GROCERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATED GROCERS, INC.
Employer identification number (EIN):720403734
NAIC Classification:424400

Additional information about ASSOCIATED GROCERS, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1990-09-10
Company Identification Number: 0008487506
Legal Registered Office Address: PO BOX 261748

BATON ROUGE
United States of America (USA)
70826

More information about ASSOCIATED GROCERS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-06-01BOBBY WILLIAMS2023-12-25
0032021-06-01BOBBY WILLIAMS2022-12-27
0032020-06-01BOBBY WILLIAMS2022-03-09
0032019-06-01BOBBY WILLIAMS2021-02-18
0032018-06-01BOBBY WILLIAMS2020-02-10
0032017-06-01
0032016-06-01
0032015-06-01CHRIS BLAND
0032014-06-01CHRIS BLAND
0032013-06-01CHRIS BLAND
0032012-06-01CHRIS BLAND
0032011-06-01CHRIS BLAND
0032010-06-01CHRIS BLAND
0032009-06-01DARIN ARCENEAUX

Plan Statistics for ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES

401k plan membership statisitcs for ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES

Measure Date Value
2022: ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2022 401k membership
Total participants, beginning-of-year2022-06-01304
Total number of active participants reported on line 7a of the Form 55002022-06-01223
Number of retired or separated participants receiving benefits2022-06-010
Number of other retired or separated participants entitled to future benefits2022-06-0160
Total of all active and inactive participants2022-06-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-06-014
Total participants2022-06-01287
Number of participants with account balances2022-06-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-06-0115
2021: ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2021 401k membership
Total participants, beginning-of-year2021-06-01298
Total number of active participants reported on line 7a of the Form 55002021-06-01220
Number of retired or separated participants receiving benefits2021-06-010
Number of other retired or separated participants entitled to future benefits2021-06-0166
Total of all active and inactive participants2021-06-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-06-014
Total participants2021-06-01290
Number of participants with account balances2021-06-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-06-0124
2020: ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2020 401k membership
Total participants, beginning-of-year2020-06-01283
Total number of active participants reported on line 7a of the Form 55002020-06-01230
Number of retired or separated participants receiving benefits2020-06-010
Number of other retired or separated participants entitled to future benefits2020-06-0151
Total of all active and inactive participants2020-06-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-06-014
Total participants2020-06-01285
Number of participants with account balances2020-06-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-06-0118
2019: ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2019 401k membership
Total participants, beginning-of-year2019-06-01272
Total number of active participants reported on line 7a of the Form 55002019-06-01225
Number of retired or separated participants receiving benefits2019-06-010
Number of other retired or separated participants entitled to future benefits2019-06-0142
Total of all active and inactive participants2019-06-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-06-013
Total participants2019-06-01270
Number of participants with account balances2019-06-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-06-0116
2018: ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2018 401k membership
Total participants, beginning-of-year2018-06-01253
Total number of active participants reported on line 7a of the Form 55002018-06-01203
Number of retired or separated participants receiving benefits2018-06-010
Number of other retired or separated participants entitled to future benefits2018-06-0147
Total of all active and inactive participants2018-06-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-06-011
Total participants2018-06-01251
Number of participants with account balances2018-06-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-06-0118
2017: ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2017 401k membership
Total participants, beginning-of-year2017-06-01280
Total number of active participants reported on line 7a of the Form 55002017-06-01210
Number of retired or separated participants receiving benefits2017-06-010
Number of other retired or separated participants entitled to future benefits2017-06-0134
Total of all active and inactive participants2017-06-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-06-012
Total participants2017-06-01246
Number of participants with account balances2017-06-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-06-0112
2016: ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2016 401k membership
Total participants, beginning-of-year2016-06-01268
Total number of active participants reported on line 7a of the Form 55002016-06-01210
Number of retired or separated participants receiving benefits2016-06-010
Number of other retired or separated participants entitled to future benefits2016-06-0147
Total of all active and inactive participants2016-06-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-06-011
Total participants2016-06-01258
Number of participants with account balances2016-06-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-06-0113
2015: ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-06-01263
Total number of active participants reported on line 7a of the Form 55002015-06-01220
Number of retired or separated participants receiving benefits2015-06-010
Number of other retired or separated participants entitled to future benefits2015-06-0127
Total of all active and inactive participants2015-06-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-06-011
Total participants2015-06-01248
Number of participants with account balances2015-06-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-06-0112
2014: ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-06-01270
Total number of active participants reported on line 7a of the Form 55002014-06-01211
Number of retired or separated participants receiving benefits2014-06-010
Number of other retired or separated participants entitled to future benefits2014-06-0132
Total of all active and inactive participants2014-06-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-06-011
Total participants2014-06-01244
Number of participants with account balances2014-06-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-06-0114
2013: ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-06-01264
Total number of active participants reported on line 7a of the Form 55002013-06-01216
Number of retired or separated participants receiving benefits2013-06-010
Number of other retired or separated participants entitled to future benefits2013-06-0133
Total of all active and inactive participants2013-06-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-010
Total participants2013-06-01249
Number of participants with account balances2013-06-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-06-0113
2012: ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-06-01273
Total number of active participants reported on line 7a of the Form 55002012-06-01224
Number of retired or separated participants receiving benefits2012-06-010
Number of other retired or separated participants entitled to future benefits2012-06-0125
Total of all active and inactive participants2012-06-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-06-010
Total participants2012-06-01249
Number of participants with account balances2012-06-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-06-0117
2011: ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-06-01274
Total number of active participants reported on line 7a of the Form 55002011-06-01224
Number of retired or separated participants receiving benefits2011-06-010
Number of other retired or separated participants entitled to future benefits2011-06-0125
Total of all active and inactive participants2011-06-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-010
Total participants2011-06-01249
Number of participants with account balances2011-06-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-06-0112
2010: ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2010 401k membership
Total participants, beginning-of-year2010-06-01282
Total number of active participants reported on line 7a of the Form 55002010-06-01225
Number of retired or separated participants receiving benefits2010-06-010
Number of other retired or separated participants entitled to future benefits2010-06-0127
Total of all active and inactive participants2010-06-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-06-010
Total participants2010-06-01252
Number of participants with account balances2010-06-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-06-0114
2009: ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-06-01269
Total number of active participants reported on line 7a of the Form 55002009-06-01220
Number of retired or separated participants receiving benefits2009-06-010
Number of other retired or separated participants entitled to future benefits2009-06-0141
Total of all active and inactive participants2009-06-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-06-010
Total participants2009-06-01261
Number of participants with account balances2009-06-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-06-0110

Financial Data on ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES

Measure Date Value
2023 : ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-05-31$0
Total income from all sources (including contributions)2023-05-31$924,314
Total loss/gain on sale of assets2023-05-31$0
Total of all expenses incurred2023-05-31$704,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-05-31$689,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-05-31$835,304
Value of total assets at end of year2023-05-31$4,288,206
Value of total assets at beginning of year2023-05-31$4,068,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-05-31$14,978
Total interest from all sources2023-05-31$25,832
Total dividends received (eg from common stock, registered investment company shares)2023-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-05-31No
Was this plan covered by a fidelity bond2023-05-31Yes
Value of fidelity bond cover2023-05-31$2,000,000
If this is an individual account plan, was there a blackout period2023-05-31No
Were there any nonexempt tranactions with any party-in-interest2023-05-31No
Contributions received from participants2023-05-31$731,055
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-05-31No
Value of net income/loss2023-05-31$219,902
Value of net assets at end of year (total assets less liabilities)2023-05-31$4,288,206
Value of net assets at beginning of year (total assets less liabilities)2023-05-31$4,068,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-05-31No
Were any leases to which the plan was party in default or uncollectible2023-05-31No
Value of interest in pooled separate accounts at end of year2023-05-31$3,316,846
Value of interest in pooled separate accounts at beginning of year2023-05-31$3,116,206
Interest earned on other investments2023-05-31$25,832
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-05-31$867,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-05-31$865,129
Net investment gain/loss from pooled separate accounts2023-05-31$63,178
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-05-31No
Was there a failure to transmit to the plan any participant contributions2023-05-31No
Has the plan failed to provide any benefit when due under the plan2023-05-31No
Contributions received in cash from employer2023-05-31$104,249
Employer contributions (assets) at end of year2023-05-31$104,249
Employer contributions (assets) at beginning of year2023-05-31$86,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-05-31$689,434
Contract administrator fees2023-05-31$14,978
Did the plan have assets held for investment2023-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-05-31No
Opinion of an independent qualified public accountant for this plan2023-05-31Unqualified
Accountancy firm name2023-05-31HANNIS T. BOURGEOIS, LLP
Accountancy firm EIN2023-05-31720636725
2022 : ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$0
Total income from all sources (including contributions)2022-05-31$482,894
Total loss/gain on sale of assets2022-05-31$0
Total of all expenses incurred2022-05-31$460,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-05-31$448,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-05-31$791,453
Value of total assets at end of year2022-05-31$4,068,304
Value of total assets at beginning of year2022-05-31$4,045,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-05-31$12,461
Total interest from all sources2022-05-31$26,478
Total dividends received (eg from common stock, registered investment company shares)2022-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-05-31No
Was this plan covered by a fidelity bond2022-05-31Yes
Value of fidelity bond cover2022-05-31$2,000,000
If this is an individual account plan, was there a blackout period2022-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-05-31$0
Were there any nonexempt tranactions with any party-in-interest2022-05-31No
Contributions received from participants2022-05-31$633,380
Participant contributions at beginning of year2022-05-31$10,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Value of net income/loss2022-05-31$22,369
Value of net assets at end of year (total assets less liabilities)2022-05-31$4,068,304
Value of net assets at beginning of year (total assets less liabilities)2022-05-31$4,045,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-05-31No
Were any leases to which the plan was party in default or uncollectible2022-05-31No
Value of interest in pooled separate accounts at end of year2022-05-31$3,116,206
Value of interest in pooled separate accounts at beginning of year2022-05-31$3,212,792
Interest earned on other investments2022-05-31$26,478
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-05-31$865,129
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-05-31$822,936
Net investment gain/loss from pooled separate accounts2022-05-31$-335,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-05-31No
Was there a failure to transmit to the plan any participant contributions2022-05-31No
Has the plan failed to provide any benefit when due under the plan2022-05-31No
Contributions received in cash from employer2022-05-31$158,073
Employer contributions (assets) at end of year2022-05-31$86,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-05-31$448,064
Contract administrator fees2022-05-31$12,461
Did the plan have assets held for investment2022-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-05-31No
Opinion of an independent qualified public accountant for this plan2022-05-31Unqualified
Accountancy firm name2022-05-31HANNIS T. BOURGEOIS, LLP
Accountancy firm EIN2022-05-31720636725
2021 : ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$0
Total income from all sources (including contributions)2021-05-31$1,452,310
Total loss/gain on sale of assets2021-05-31$0
Total of all expenses incurred2021-05-31$506,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-05-31$491,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-05-31$567,297
Value of total assets at end of year2021-05-31$4,045,935
Value of total assets at beginning of year2021-05-31$3,099,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-05-31$14,535
Total interest from all sources2021-05-31$23,071
Total dividends received (eg from common stock, registered investment company shares)2021-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-05-31No
Was this plan covered by a fidelity bond2021-05-31Yes
Value of fidelity bond cover2021-05-31$2,000,000
If this is an individual account plan, was there a blackout period2021-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-05-31$0
Were there any nonexempt tranactions with any party-in-interest2021-05-31No
Contributions received from participants2021-05-31$509,094
Participant contributions at end of year2021-05-31$10,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Value of net income/loss2021-05-31$945,970
Value of net assets at end of year (total assets less liabilities)2021-05-31$4,045,935
Value of net assets at beginning of year (total assets less liabilities)2021-05-31$3,099,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-05-31No
Were any leases to which the plan was party in default or uncollectible2021-05-31No
Value of interest in pooled separate accounts at end of year2021-05-31$3,212,792
Value of interest in pooled separate accounts at beginning of year2021-05-31$2,366,853
Interest earned on other investments2021-05-31$23,071
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-05-31$822,936
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-05-31$733,112
Net investment gain/loss from pooled separate accounts2021-05-31$861,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-05-31No
Was there a failure to transmit to the plan any participant contributions2021-05-31No
Has the plan failed to provide any benefit when due under the plan2021-05-31No
Contributions received in cash from employer2021-05-31$58,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-05-31$491,805
Contract administrator fees2021-05-31$14,535
Did the plan have assets held for investment2021-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-05-31No
Opinion of an independent qualified public accountant for this plan2021-05-31Disclaimer
Accountancy firm name2021-05-31HANNIS T. BOURGEOIS, LLP
Accountancy firm EIN2021-05-31720636725
2020 : ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$0
Total income from all sources (including contributions)2020-05-31$666,639
Total loss/gain on sale of assets2020-05-31$0
Total of all expenses incurred2020-05-31$425,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-05-31$411,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-05-31$458,378
Value of total assets at end of year2020-05-31$3,099,965
Value of total assets at beginning of year2020-05-31$2,858,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-05-31$13,934
Total interest from all sources2020-05-31$20,510
Total dividends received (eg from common stock, registered investment company shares)2020-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-05-31No
Was this plan covered by a fidelity bond2020-05-31Yes
Value of fidelity bond cover2020-05-31$2,000,000
If this is an individual account plan, was there a blackout period2020-05-31No
Were there any nonexempt tranactions with any party-in-interest2020-05-31No
Contributions received from participants2020-05-31$412,380
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Value of net income/loss2020-05-31$241,108
Value of net assets at end of year (total assets less liabilities)2020-05-31$3,099,965
Value of net assets at beginning of year (total assets less liabilities)2020-05-31$2,858,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-05-31No
Were any leases to which the plan was party in default or uncollectible2020-05-31No
Value of interest in pooled separate accounts at end of year2020-05-31$2,366,853
Value of interest in pooled separate accounts at beginning of year2020-05-31$2,244,982
Interest earned on other investments2020-05-31$20,510
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-05-31$733,112
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-05-31$613,875
Net investment gain/loss from pooled separate accounts2020-05-31$187,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-05-31No
Was there a failure to transmit to the plan any participant contributions2020-05-31No
Has the plan failed to provide any benefit when due under the plan2020-05-31No
Contributions received in cash from employer2020-05-31$45,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-05-31$411,597
Contract administrator fees2020-05-31$13,934
Did the plan have assets held for investment2020-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-05-31Yes
Opinion of an independent qualified public accountant for this plan2020-05-31Disclaimer
Accountancy firm name2020-05-31HANNIS T. BOURGEOIS, LLP
Accountancy firm EIN2020-05-31720636725
2019 : ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$0
Total income from all sources (including contributions)2019-05-31$521,124
Total loss/gain on sale of assets2019-05-31$0
Total of all expenses incurred2019-05-31$594,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-05-31$573,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-05-31$430,222
Value of total assets at end of year2019-05-31$2,858,857
Value of total assets at beginning of year2019-05-31$2,931,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-05-31$20,098
Total interest from all sources2019-05-31$52,799
Total dividends received (eg from common stock, registered investment company shares)2019-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-05-31No
Was this plan covered by a fidelity bond2019-05-31Yes
Value of fidelity bond cover2019-05-31$2,000,000
If this is an individual account plan, was there a blackout period2019-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-05-31$0
Were there any nonexempt tranactions with any party-in-interest2019-05-31No
Contributions received from participants2019-05-31$346,076
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Value of net income/loss2019-05-31$-72,935
Value of net assets at end of year (total assets less liabilities)2019-05-31$2,858,857
Value of net assets at beginning of year (total assets less liabilities)2019-05-31$2,931,792
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-05-31No
Were any leases to which the plan was party in default or uncollectible2019-05-31No
Value of interest in pooled separate accounts at end of year2019-05-31$2,244,982
Value of interest in pooled separate accounts at beginning of year2019-05-31$2,337,832
Interest earned on other investments2019-05-31$52,799
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-05-31$613,875
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-05-31$593,960
Net investment gain/loss from pooled separate accounts2019-05-31$38,103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-05-31No
Was there a failure to transmit to the plan any participant contributions2019-05-31No
Has the plan failed to provide any benefit when due under the plan2019-05-31No
Contributions received in cash from employer2019-05-31$84,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-05-31$573,961
Contract administrator fees2019-05-31$20,098
Did the plan have assets held for investment2019-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-05-31Yes
Opinion of an independent qualified public accountant for this plan2019-05-31Disclaimer
Accountancy firm name2019-05-31POSTLETHWAITE & NETTERVILLE, APAC
Accountancy firm EIN2019-05-31721202445
2018 : ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$0
Total income from all sources (including contributions)2018-05-31$669,188
Total loss/gain on sale of assets2018-05-31$0
Total of all expenses incurred2018-05-31$294,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-05-31$284,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-05-31$430,762
Value of total assets at end of year2018-05-31$2,931,792
Value of total assets at beginning of year2018-05-31$2,557,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-05-31$10,632
Total interest from all sources2018-05-31$18,523
Total dividends received (eg from common stock, registered investment company shares)2018-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-05-31No
Was this plan covered by a fidelity bond2018-05-31Yes
Value of fidelity bond cover2018-05-31$2,000,000
If this is an individual account plan, was there a blackout period2018-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-05-31$0
Were there any nonexempt tranactions with any party-in-interest2018-05-31No
Contributions received from participants2018-05-31$355,441
Income. Received or receivable in cash from other sources (including rollovers)2018-05-31$1,102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Value of net income/loss2018-05-31$374,473
Value of net assets at end of year (total assets less liabilities)2018-05-31$2,931,792
Value of net assets at beginning of year (total assets less liabilities)2018-05-31$2,557,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-05-31No
Were any leases to which the plan was party in default or uncollectible2018-05-31No
Value of interest in pooled separate accounts at end of year2018-05-31$2,337,832
Value of interest in pooled separate accounts at beginning of year2018-05-31$1,948,291
Interest earned on other investments2018-05-31$18,523
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-05-31$593,960
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-05-31$609,028
Net investment gain/loss from pooled separate accounts2018-05-31$219,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-05-31No
Was there a failure to transmit to the plan any participant contributions2018-05-31No
Has the plan failed to provide any benefit when due under the plan2018-05-31No
Contributions received in cash from employer2018-05-31$74,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-05-31$284,083
Contract administrator fees2018-05-31$10,632
Did the plan have assets held for investment2018-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-05-31Yes
Opinion of an independent qualified public accountant for this plan2018-05-31Disclaimer
Accountancy firm name2018-05-31POSTLETHWAITE & NETTERVILLE, APAC
Accountancy firm EIN2018-05-31721202445
2017 : ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$0
Total income from all sources (including contributions)2017-05-31$704,451
Total loss/gain on sale of assets2017-05-31$0
Total of all expenses incurred2017-05-31$548,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-05-31$542,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-05-31$408,610
Value of total assets at end of year2017-05-31$2,557,319
Value of total assets at beginning of year2017-05-31$2,401,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-05-31$5,579
Total interest from all sources2017-05-31$20,137
Total dividends received (eg from common stock, registered investment company shares)2017-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-05-31No
Was this plan covered by a fidelity bond2017-05-31Yes
Value of fidelity bond cover2017-05-31$2,000,000
If this is an individual account plan, was there a blackout period2017-05-31No
Were there any nonexempt tranactions with any party-in-interest2017-05-31No
Contributions received from participants2017-05-31$334,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Value of net income/loss2017-05-31$156,272
Value of net assets at end of year (total assets less liabilities)2017-05-31$2,557,319
Value of net assets at beginning of year (total assets less liabilities)2017-05-31$2,401,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-05-31No
Were any leases to which the plan was party in default or uncollectible2017-05-31No
Value of interest in pooled separate accounts at end of year2017-05-31$1,948,291
Value of interest in pooled separate accounts at beginning of year2017-05-31$1,769,293
Interest earned on other investments2017-05-31$20,137
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-05-31$609,028
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-05-31$631,754
Net investment gain/loss from pooled separate accounts2017-05-31$275,704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-05-31No
Was there a failure to transmit to the plan any participant contributions2017-05-31No
Has the plan failed to provide any benefit when due under the plan2017-05-31No
Contributions received in cash from employer2017-05-31$74,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-05-31$542,600
Contract administrator fees2017-05-31$5,579
Did the plan have assets held for investment2017-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-05-31Yes
Opinion of an independent qualified public accountant for this plan2017-05-31Disclaimer
Accountancy firm name2017-05-31POSTLETHWAITE & NETTERVILLE, APAC
Accountancy firm EIN2017-05-31721202445
2016 : ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$0
Total income from all sources (including contributions)2016-05-31$430,566
Total loss/gain on sale of assets2016-05-31$0
Total of all expenses incurred2016-05-31$271,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-05-31$267,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-05-31$422,459
Value of total assets at end of year2016-05-31$2,401,047
Value of total assets at beginning of year2016-05-31$2,242,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-05-31$4,609
Total interest from all sources2016-05-31$23,264
Total dividends received (eg from common stock, registered investment company shares)2016-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-05-31No
Was this plan covered by a fidelity bond2016-05-31Yes
Value of fidelity bond cover2016-05-31$2,000,000
If this is an individual account plan, was there a blackout period2016-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-05-31$0
Were there any nonexempt tranactions with any party-in-interest2016-05-31No
Contributions received from participants2016-05-31$345,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Value of net income/loss2016-05-31$158,642
Value of net assets at end of year (total assets less liabilities)2016-05-31$2,401,047
Value of net assets at beginning of year (total assets less liabilities)2016-05-31$2,242,405
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-05-31No
Were any leases to which the plan was party in default or uncollectible2016-05-31No
Value of interest in pooled separate accounts at end of year2016-05-31$1,769,293
Value of interest in pooled separate accounts at beginning of year2016-05-31$1,594,289
Interest earned on other investments2016-05-31$23,264
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-05-31$631,754
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-05-31$648,116
Net investment gain/loss from pooled separate accounts2016-05-31$-15,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-05-31No
Was there a failure to transmit to the plan any participant contributions2016-05-31No
Has the plan failed to provide any benefit when due under the plan2016-05-31No
Contributions received in cash from employer2016-05-31$76,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-05-31$267,315
Contract administrator fees2016-05-31$4,609
Did the plan have assets held for investment2016-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-05-31Yes
Opinion of an independent qualified public accountant for this plan2016-05-31Disclaimer
Accountancy firm name2016-05-31POSTLETHWAITE & NETTERVILLE, APAC
Accountancy firm EIN2016-05-31721202445
2015 : ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-05-31$0
Total transfer of assets to this plan2015-05-31$4,802
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$0
Total income from all sources (including contributions)2015-05-31$557,514
Total loss/gain on sale of assets2015-05-31$0
Total of all expenses incurred2015-05-31$271,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-05-31$267,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-05-31$403,244
Value of total assets at end of year2015-05-31$2,242,405
Value of total assets at beginning of year2015-05-31$1,951,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-05-31$4,281
Total interest from all sources2015-05-31$20,846
Total dividends received (eg from common stock, registered investment company shares)2015-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-05-31No
Was this plan covered by a fidelity bond2015-05-31Yes
Value of fidelity bond cover2015-05-31$2,000,000
If this is an individual account plan, was there a blackout period2015-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-05-31$0
Were there any nonexempt tranactions with any party-in-interest2015-05-31No
Contributions received from participants2015-05-31$333,290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Value of net income/loss2015-05-31$286,055
Value of net assets at end of year (total assets less liabilities)2015-05-31$2,242,405
Value of net assets at beginning of year (total assets less liabilities)2015-05-31$1,951,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-05-31No
Were any leases to which the plan was party in default or uncollectible2015-05-31No
Value of interest in pooled separate accounts at end of year2015-05-31$1,594,289
Value of interest in pooled separate accounts at beginning of year2015-05-31$1,376,030
Interest earned on other investments2015-05-31$20,846
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-05-31$648,116
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-05-31$575,518
Net investment gain/loss from pooled separate accounts2015-05-31$133,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-05-31No
Was there a failure to transmit to the plan any participant contributions2015-05-31No
Has the plan failed to provide any benefit when due under the plan2015-05-31No
Contributions received in cash from employer2015-05-31$69,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-05-31$267,178
Contract administrator fees2015-05-31$4,281
Did the plan have assets held for investment2015-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-05-31Yes
Opinion of an independent qualified public accountant for this plan2015-05-31Disclaimer
Accountancy firm name2015-05-31POSTLETHWAITE & NETTERVILLE, APAC
Accountancy firm EIN2015-05-31721202445
2014 : ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$0
Total income from all sources (including contributions)2014-05-31$597,167
Total loss/gain on sale of assets2014-05-31$0
Total of all expenses incurred2014-05-31$262,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-05-31$258,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-05-31$378,647
Value of total assets at end of year2014-05-31$1,951,548
Value of total assets at beginning of year2014-05-31$1,617,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-05-31$3,896
Total interest from all sources2014-05-31$19,540
Total dividends received (eg from common stock, registered investment company shares)2014-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-05-31No
Was this plan covered by a fidelity bond2014-05-31Yes
Value of fidelity bond cover2014-05-31$2,000,000
If this is an individual account plan, was there a blackout period2014-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-05-31$0
Were there any nonexempt tranactions with any party-in-interest2014-05-31No
Contributions received from participants2014-05-31$315,212
Income. Received or receivable in cash from other sources (including rollovers)2014-05-31$1,363
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Value of net income/loss2014-05-31$334,353
Value of net assets at end of year (total assets less liabilities)2014-05-31$1,951,548
Value of net assets at beginning of year (total assets less liabilities)2014-05-31$1,617,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-05-31No
Were any leases to which the plan was party in default or uncollectible2014-05-31No
Value of interest in pooled separate accounts at end of year2014-05-31$1,376,030
Value of interest in pooled separate accounts at beginning of year2014-05-31$1,091,452
Interest earned on other investments2014-05-31$19,540
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-05-31$575,518
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-05-31$525,743
Net investment gain/loss from pooled separate accounts2014-05-31$198,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-05-31No
Was there a failure to transmit to the plan any participant contributions2014-05-31No
Has the plan failed to provide any benefit when due under the plan2014-05-31No
Contributions received in cash from employer2014-05-31$62,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-05-31$258,918
Contract administrator fees2014-05-31$3,896
Did the plan have assets held for investment2014-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-05-31Yes
Opinion of an independent qualified public accountant for this plan2014-05-31Disclaimer
Accountancy firm name2014-05-31POSTLETHWAITE & NETTERVILLE, APAC
Accountancy firm EIN2014-05-31721202445
2013 : ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$0
Total income from all sources (including contributions)2013-05-31$530,520
Total loss/gain on sale of assets2013-05-31$0
Total of all expenses incurred2013-05-31$186,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-05-31$183,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-05-31$324,222
Value of total assets at end of year2013-05-31$1,617,195
Value of total assets at beginning of year2013-05-31$1,273,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-05-31$3,441
Total interest from all sources2013-05-31$17,230
Total dividends received (eg from common stock, registered investment company shares)2013-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-05-31No
Was this plan covered by a fidelity bond2013-05-31Yes
Value of fidelity bond cover2013-05-31$2,000,000
If this is an individual account plan, was there a blackout period2013-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-05-31$0
Were there any nonexempt tranactions with any party-in-interest2013-05-31No
Contributions received from participants2013-05-31$278,709
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Value of net income/loss2013-05-31$343,891
Value of net assets at end of year (total assets less liabilities)2013-05-31$1,617,195
Value of net assets at beginning of year (total assets less liabilities)2013-05-31$1,273,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-05-31No
Were any leases to which the plan was party in default or uncollectible2013-05-31No
Value of interest in pooled separate accounts at end of year2013-05-31$1,091,452
Value of interest in pooled separate accounts at beginning of year2013-05-31$801,522
Interest earned on other investments2013-05-31$17,230
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-05-31$525,743
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-05-31$471,782
Net investment gain/loss from pooled separate accounts2013-05-31$189,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-05-31No
Was there a failure to transmit to the plan any participant contributions2013-05-31No
Has the plan failed to provide any benefit when due under the plan2013-05-31No
Contributions received in cash from employer2013-05-31$45,513
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-05-31$183,188
Contract administrator fees2013-05-31$3,441
Did the plan have assets held for investment2013-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-05-31Yes
Opinion of an independent qualified public accountant for this plan2013-05-31Disclaimer
Accountancy firm name2013-05-31POSTLETHWAITE & NETTERVILLE, APAC
Accountancy firm EIN2013-05-31721202445
2012 : ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$0
Total income from all sources (including contributions)2012-05-31$302,791
Total loss/gain on sale of assets2012-05-31$0
Total of all expenses incurred2012-05-31$166,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$162,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$306,765
Value of total assets at end of year2012-05-31$1,273,304
Value of total assets at beginning of year2012-05-31$1,137,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$3,947
Total interest from all sources2012-05-31$15,371
Total dividends received (eg from common stock, registered investment company shares)2012-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-31No
Was this plan covered by a fidelity bond2012-05-31Yes
Value of fidelity bond cover2012-05-31$2,000,000
If this is an individual account plan, was there a blackout period2012-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-05-31$0
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Contributions received from participants2012-05-31$268,762
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$136,132
Value of net assets at end of year (total assets less liabilities)2012-05-31$1,273,304
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$1,137,172
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31No
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Value of interest in pooled separate accounts at end of year2012-05-31$801,522
Value of interest in pooled separate accounts at beginning of year2012-05-31$698,116
Interest earned on other investments2012-05-31$15,371
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-05-31$471,782
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-05-31$439,056
Net investment gain/loss from pooled separate accounts2012-05-31$-19,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31No
Was there a failure to transmit to the plan any participant contributions2012-05-31No
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Contributions received in cash from employer2012-05-31$38,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-31$162,712
Contract administrator fees2012-05-31$3,947
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31Yes
Opinion of an independent qualified public accountant for this plan2012-05-31Disclaimer
Accountancy firm name2012-05-31POSTLETHWAITE & NETTERVILLE, APAC
Accountancy firm EIN2012-05-31721202445
2011 : ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$0
Total income from all sources (including contributions)2011-05-31$359,739
Total loss/gain on sale of assets2011-05-31$0
Total of all expenses incurred2011-05-31$134,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$130,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-05-31$207,007
Value of total assets at end of year2011-05-31$1,137,172
Value of total assets at beginning of year2011-05-31$911,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-05-31$3,473
Total interest from all sources2011-05-31$14,255
Total dividends received (eg from common stock, registered investment company shares)2011-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-05-31No
Was this plan covered by a fidelity bond2011-05-31Yes
Value of fidelity bond cover2011-05-31$2,000,000
If this is an individual account plan, was there a blackout period2011-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-05-31$0
Were there any nonexempt tranactions with any party-in-interest2011-05-31No
Contributions received from participants2011-05-31$173,730
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Value of net income/loss2011-05-31$225,315
Value of net assets at end of year (total assets less liabilities)2011-05-31$1,137,172
Value of net assets at beginning of year (total assets less liabilities)2011-05-31$911,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-05-31No
Were any leases to which the plan was party in default or uncollectible2011-05-31No
Value of interest in pooled separate accounts at end of year2011-05-31$698,116
Value of interest in pooled separate accounts at beginning of year2011-05-31$512,835
Interest earned on other investments2011-05-31$14,255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-05-31$439,056
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-05-31$399,022
Net investment gain/loss from pooled separate accounts2011-05-31$138,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-05-31No
Was there a failure to transmit to the plan any participant contributions2011-05-31No
Has the plan failed to provide any benefit when due under the plan2011-05-31No
Contributions received in cash from employer2011-05-31$33,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-05-31$130,951
Contract administrator fees2011-05-31$3,473
Did the plan have assets held for investment2011-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-05-31Yes
Opinion of an independent qualified public accountant for this plan2011-05-31Disclaimer
Accountancy firm name2011-05-31POSTLETHWAITE & NETTERVILLE, APAC
Accountancy firm EIN2011-05-31721202445
2010 : ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-05-31$0

Form 5500 Responses for ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES

2022: ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2022 form 5500 responses
2022-06-01Type of plan entitySingle employer plan
2022-06-01Submission has been amendedNo
2022-06-01This submission is the final filingNo
2022-06-01This return/report is a short plan year return/report (less than 12 months)No
2022-06-01Plan is a collectively bargained planYes
2022-06-01Plan funding arrangement – InsuranceYes
2022-06-01Plan funding arrangement – TrustYes
2022-06-01Plan benefit arrangement – InsuranceYes
2022-06-01Plan benefit arrangement - TrustYes
2021: ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2021 form 5500 responses
2021-06-01Type of plan entitySingle employer plan
2021-06-01Submission has been amendedYes
2021-06-01This submission is the final filingNo
2021-06-01This return/report is a short plan year return/report (less than 12 months)No
2021-06-01Plan is a collectively bargained planYes
2021-06-01Plan funding arrangement – InsuranceYes
2021-06-01Plan funding arrangement – TrustYes
2021-06-01Plan benefit arrangement – InsuranceYes
2021-06-01Plan benefit arrangement - TrustYes
2020: ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2020 form 5500 responses
2020-06-01Type of plan entitySingle employer plan
2020-06-01Submission has been amendedNo
2020-06-01This submission is the final filingNo
2020-06-01This return/report is a short plan year return/report (less than 12 months)No
2020-06-01Plan is a collectively bargained planYes
2020-06-01Plan funding arrangement – InsuranceYes
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement – InsuranceYes
2020-06-01Plan benefit arrangement - TrustYes
2019: ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2019 form 5500 responses
2019-06-01Type of plan entitySingle employer plan
2019-06-01Submission has been amendedNo
2019-06-01This submission is the final filingNo
2019-06-01This return/report is a short plan year return/report (less than 12 months)No
2019-06-01Plan is a collectively bargained planYes
2019-06-01Plan funding arrangement – InsuranceYes
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement – InsuranceYes
2019-06-01Plan benefit arrangement - TrustYes
2018: ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2018 form 5500 responses
2018-06-01Type of plan entitySingle employer plan
2018-06-01Submission has been amendedNo
2018-06-01This submission is the final filingNo
2018-06-01This return/report is a short plan year return/report (less than 12 months)No
2018-06-01Plan is a collectively bargained planYes
2018-06-01Plan funding arrangement – InsuranceYes
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement – InsuranceYes
2018-06-01Plan benefit arrangement - TrustYes
2017: ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2017 form 5500 responses
2017-06-01Type of plan entitySingle employer plan
2017-06-01Submission has been amendedNo
2017-06-01This submission is the final filingNo
2017-06-01This return/report is a short plan year return/report (less than 12 months)No
2017-06-01Plan is a collectively bargained planYes
2017-06-01Plan funding arrangement – InsuranceYes
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement – InsuranceYes
2017-06-01Plan benefit arrangement - TrustYes
2016: ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01Submission has been amendedNo
2016-06-01This submission is the final filingNo
2016-06-01This return/report is a short plan year return/report (less than 12 months)No
2016-06-01Plan is a collectively bargained planYes
2016-06-01Plan funding arrangement – InsuranceYes
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement – InsuranceYes
2016-06-01Plan benefit arrangement - TrustYes
2015: ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01Submission has been amendedNo
2015-06-01This submission is the final filingNo
2015-06-01This return/report is a short plan year return/report (less than 12 months)No
2015-06-01Plan is a collectively bargained planYes
2015-06-01Plan funding arrangement – InsuranceYes
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement – InsuranceYes
2015-06-01Plan benefit arrangement - TrustYes
2014: ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01Submission has been amendedNo
2014-06-01This submission is the final filingNo
2014-06-01This return/report is a short plan year return/report (less than 12 months)No
2014-06-01Plan is a collectively bargained planYes
2014-06-01Plan funding arrangement – InsuranceYes
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement – InsuranceYes
2014-06-01Plan benefit arrangement - TrustYes
2013: ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Submission has been amendedNo
2013-06-01This submission is the final filingNo
2013-06-01This return/report is a short plan year return/report (less than 12 months)No
2013-06-01Plan is a collectively bargained planYes
2013-06-01Plan funding arrangement – InsuranceYes
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement – InsuranceYes
2013-06-01Plan benefit arrangement - TrustYes
2012: ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Submission has been amendedNo
2012-06-01This submission is the final filingNo
2012-06-01This return/report is a short plan year return/report (less than 12 months)No
2012-06-01Plan is a collectively bargained planYes
2012-06-01Plan funding arrangement – InsuranceYes
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement – InsuranceYes
2012-06-01Plan benefit arrangement - TrustYes
2011: ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Submission has been amendedNo
2011-06-01This submission is the final filingNo
2011-06-01This return/report is a short plan year return/report (less than 12 months)No
2011-06-01Plan is a collectively bargained planYes
2011-06-01Plan funding arrangement – InsuranceYes
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement – InsuranceYes
2011-06-01Plan benefit arrangement - TrustYes
2010: ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2010 form 5500 responses
2010-06-01Type of plan entitySingle employer plan
2010-06-01Submission has been amendedNo
2010-06-01This submission is the final filingNo
2010-06-01This return/report is a short plan year return/report (less than 12 months)No
2010-06-01Plan is a collectively bargained planYes
2010-06-01Plan funding arrangement – InsuranceYes
2010-06-01Plan funding arrangement – TrustYes
2010-06-01Plan benefit arrangement – InsuranceYes
2010-06-01Plan benefit arrangement - TrustYes
2009: ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01Submission has been amendedNo
2009-06-01This submission is the final filingNo
2009-06-01This return/report is a short plan year return/report (less than 12 months)No
2009-06-01Plan is a collectively bargained planNo
2009-06-01Plan funding arrangement – InsuranceYes
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement – InsuranceYes
2009-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800584
Policy instance 1
Insurance contract or identification number800584
Number of Individuals Covered287
Insurance policy start date2022-06-01
Insurance policy end date2023-05-31
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800584
Policy instance 1
Insurance contract or identification number800584
Number of Individuals Covered290
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800584
Policy instance 1
Insurance contract or identification number800584
Number of Individuals Covered285
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800584
Policy instance 1
Insurance contract or identification number800584
Number of Individuals Covered270
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800584
Policy instance 1
Insurance contract or identification number800584
Number of Individuals Covered251
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800584
Policy instance 1
Insurance contract or identification number800584
Number of Individuals Covered246
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800584
Policy instance 1
Insurance contract or identification number800584
Number of Individuals Covered248
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Total amount of commissions paid to insurance brokerUSD $3,238
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
Commission paid to Insurance BrokerUSD $3,238
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN MUTUAL INV SVCS
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800584
Policy instance 1
Insurance contract or identification number800584
Number of Individuals Covered244
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $4,600
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
Commission paid to Insurance BrokerUSD $4,600
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN MUTUAL INV SVCS
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800584
Policy instance 1
Insurance contract or identification number800584
Number of Individuals Covered249
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Total amount of commissions paid to insurance brokerUSD $4,051
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
Commission paid to Insurance BrokerUSD $4,051
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN MUTUAL INV SVCS
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800584
Policy instance 1
Insurance contract or identification number800584
Number of Individuals Covered249
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $3,299
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
Commission paid to Insurance BrokerUSD $3,299
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN MUTUAL INV SVCS
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800584
Policy instance 1
Insurance contract or identification number800584
Number of Individuals Covered249
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $2,845
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800584
Policy instance 1
Insurance contract or identification number800584
Number of Individuals Covered252
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $2,291
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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