?>
Logo

THE AMERICAN NATIONAL STANDARDS INSTITUTE TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameTHE AMERICAN NATIONAL STANDARDS INSTITUTE TAX DEFERRED ANNUITY PLAN
Plan identification number 002

THE AMERICAN NATIONAL STANDARDS INSTITUTE TAX DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

AMERICAN NATIONAL STANDARDS INSTITUTE, INC. has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN NATIONAL STANDARDS INSTITUTE, INC.
Employer identification number (EIN):131635253
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE AMERICAN NATIONAL STANDARDS INSTITUTE TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01MARGARET JENSEN2023-10-16
0022021-01-01MARGARET JENSEN2022-10-17
0022020-01-01MARGARET JENSEN2021-09-21
0022019-01-01MARGARET JENSEN2020-10-13
0022018-01-01MARGARET JENSEN2019-10-11
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01

Plan Statistics for THE AMERICAN NATIONAL STANDARDS INSTITUTE TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for THE AMERICAN NATIONAL STANDARDS INSTITUTE TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022: THE AMERICAN NATIONAL STANDARDS INSTITUTE TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01238
Total number of active participants reported on line 7a of the Form 55002022-01-01212
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0141
Total of all active and inactive participants2022-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01256
Number of participants with account balances2022-01-01256
2021: THE AMERICAN NATIONAL STANDARDS INSTITUTE TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01230
Total number of active participants reported on line 7a of the Form 55002021-01-01201
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0141
Total of all active and inactive participants2021-01-01244
Total participants2021-01-01244
Number of participants with account balances2021-01-01238
2020: THE AMERICAN NATIONAL STANDARDS INSTITUTE TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01259
Total number of active participants reported on line 7a of the Form 55002020-01-01193
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0136
Total of all active and inactive participants2020-01-01230
Total participants2020-01-01230
Number of participants with account balances2020-01-01230
2019: THE AMERICAN NATIONAL STANDARDS INSTITUTE TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01151
Total number of active participants reported on line 7a of the Form 55002019-01-01229
Number of other retired or separated participants entitled to future benefits2019-01-0130
Total of all active and inactive participants2019-01-01259
Total participants2019-01-01259
Number of participants with account balances2019-01-01259
2018: THE AMERICAN NATIONAL STANDARDS INSTITUTE TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01153
Total number of active participants reported on line 7a of the Form 55002018-01-01125
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0125
Total of all active and inactive participants2018-01-01151
Total participants2018-01-01151
Number of participants with account balances2018-01-01151
2017: THE AMERICAN NATIONAL STANDARDS INSTITUTE TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01138
Total number of active participants reported on line 7a of the Form 55002017-01-01133
Number of other retired or separated participants entitled to future benefits2017-01-0120
Total of all active and inactive participants2017-01-01153
Total participants2017-01-01153
Number of participants with account balances2017-01-01133
2016: THE AMERICAN NATIONAL STANDARDS INSTITUTE TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01119
Total number of active participants reported on line 7a of the Form 55002016-01-01109
Number of other retired or separated participants entitled to future benefits2016-01-0114
Total of all active and inactive participants2016-01-01123
Total participants2016-01-01123
Number of participants with account balances2016-01-01123
2015: THE AMERICAN NATIONAL STANDARDS INSTITUTE TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01118
Total number of active participants reported on line 7a of the Form 55002015-01-01103
Number of other retired or separated participants entitled to future benefits2015-01-0116
Total of all active and inactive participants2015-01-01119
Total participants2015-01-01119
Number of participants with account balances2015-01-01119
2014: THE AMERICAN NATIONAL STANDARDS INSTITUTE TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01125
Total number of active participants reported on line 7a of the Form 55002014-01-01107
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01118
Number of participants with account balances2014-01-01132
2013: THE AMERICAN NATIONAL STANDARDS INSTITUTE TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01103
Total number of active participants reported on line 7a of the Form 55002013-01-01119
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01125
Number of participants with account balances2013-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on THE AMERICAN NATIONAL STANDARDS INSTITUTE TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022 : THE AMERICAN NATIONAL STANDARDS INSTITUTE TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-3,032,411
Total of all expenses incurred2022-12-31$1,485,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,212,525
Expenses. Certain deemed distributions of participant loans2022-12-31$31,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,474,839
Value of total assets at end of year2022-12-31$45,801,631
Value of total assets at beginning of year2022-12-31$50,319,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$241,938
Total interest from all sources2022-12-31$82,545
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$793,084
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$793,084
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,438,615
Participant contributions at end of year2022-12-31$642,668
Participant contributions at beginning of year2022-12-31$756,722
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$604,273
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$23
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$328
Total non interest bearing cash at end of year2022-12-31$137,456
Total non interest bearing cash at beginning of year2022-12-31$131,379
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,518,268
Value of net assets at end of year (total assets less liabilities)2022-12-31$45,801,631
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$50,319,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$241,938
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$38,520,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$43,938,018
Interest on participant loans2022-12-31$24,093
Interest earned on other investments2022-12-31$58,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$4,985
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$4,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$4,967
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$6,495,974
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,488,485
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,382,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,431,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,212,525
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAYER HOFFMAN MCCANN CPAS
Accountancy firm EIN2022-12-31431947695
2021 : THE AMERICAN NATIONAL STANDARDS INSTITUTE TAX DEFERRED ANNUITY PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$9,881,869
Total of all expenses incurred2021-12-31$4,032,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,716,082
Expenses. Certain deemed distributions of participant loans2021-12-31$39,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,825,874
Value of total assets at end of year2021-12-31$50,319,899
Value of total assets at beginning of year2021-12-31$44,470,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$276,756
Total interest from all sources2021-12-31$80,226
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,066,741
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,066,741
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,249,654
Participant contributions at end of year2021-12-31$756,722
Participant contributions at beginning of year2021-12-31$701,926
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$255,623
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$328
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,351
Total non interest bearing cash at end of year2021-12-31$131,379
Total non interest bearing cash at beginning of year2021-12-31$102,829
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,849,824
Value of net assets at end of year (total assets less liabilities)2021-12-31$50,319,899
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$44,470,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$276,756
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$43,938,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$37,858,668
Interest on participant loans2021-12-31$27,054
Interest earned on other investments2021-12-31$53,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$4,967
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$4,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$4,968
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,488,485
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,799,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,909,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,320,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,716,082
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MARKS PANETH LLP
Accountancy firm EIN2021-12-31113518842
2020 : THE AMERICAN NATIONAL STANDARDS INSTITUTE TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$8,542,195
Total of all expenses incurred2020-12-31$1,252,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,017,031
Expenses. Certain deemed distributions of participant loans2020-12-31$2,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,702,393
Value of total assets at end of year2020-12-31$44,470,075
Value of total assets at beginning of year2020-12-31$37,180,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$232,662
Total interest from all sources2020-12-31$94,407
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$747,247
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$747,247
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,116,002
Participant contributions at end of year2020-12-31$701,926
Participant contributions at beginning of year2020-12-31$619,648
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$290,891
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,351
Total non interest bearing cash at end of year2020-12-31$102,829
Total non interest bearing cash at beginning of year2020-12-31$79,781
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$7,289,651
Value of net assets at end of year (total assets less liabilities)2020-12-31$44,470,075
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$37,180,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$232,662
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$37,858,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$32,556,081
Interest on participant loans2020-12-31$29,158
Interest earned on other investments2020-12-31$65,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$4,968
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$4,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$4,871
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,799,333
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,920,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,998,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,295,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,017,031
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MARKS PANETH LLP
Accountancy firm EIN2020-12-31113518842
2019 : THE AMERICAN NATIONAL STANDARDS INSTITUTE TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$10,496,772
Total income from all sources (including contributions)2019-12-31$10,496,772
Total of all expenses incurred2019-12-31$767,399
Total of all expenses incurred2019-12-31$767,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$552,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$552,420
Expenses. Certain deemed distributions of participant loans2019-12-31$1,585
Expenses. Certain deemed distributions of participant loans2019-12-31$1,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,766,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,766,846
Value of total assets at end of year2019-12-31$37,180,424
Value of total assets at end of year2019-12-31$37,180,424
Value of total assets at beginning of year2019-12-31$27,451,051
Value of total assets at beginning of year2019-12-31$27,451,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$213,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$213,394
Total interest from all sources2019-12-31$78,262
Total interest from all sources2019-12-31$78,262
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$650,204
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$650,204
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$650,204
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$650,204
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,012,987
Contributions received from participants2019-12-31$2,012,987
Participant contributions at end of year2019-12-31$619,648
Participant contributions at end of year2019-12-31$619,648
Participant contributions at beginning of year2019-12-31$498,663
Participant contributions at beginning of year2019-12-31$498,663
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,545,384
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,545,384
Total non interest bearing cash at end of year2019-12-31$79,781
Total non interest bearing cash at end of year2019-12-31$79,781
Total non interest bearing cash at beginning of year2019-12-31$93,211
Total non interest bearing cash at beginning of year2019-12-31$93,211
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$9,729,373
Value of net income/loss2019-12-31$9,729,373
Value of net assets at end of year (total assets less liabilities)2019-12-31$37,180,424
Value of net assets at end of year (total assets less liabilities)2019-12-31$37,180,424
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$27,451,051
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$27,451,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$213,394
Investment advisory and management fees2019-12-31$213,394
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$32,556,081
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$32,556,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,671,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,671,558
Interest on participant loans2019-12-31$22,724
Interest on participant loans2019-12-31$22,724
Interest earned on other investments2019-12-31$55,538
Interest earned on other investments2019-12-31$55,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,871
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$4,843
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$4,843
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,920,043
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,920,043
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,182,776
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,182,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,001,460
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,001,460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,208,475
Contributions received in cash from employer2019-12-31$1,208,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$552,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$552,420
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MARKS PANETH LLP
Accountancy firm name2019-12-31MARKS PANETH LLP
Accountancy firm EIN2019-12-31113518842
Accountancy firm EIN2019-12-31113518842
2018 : THE AMERICAN NATIONAL STANDARDS INSTITUTE TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$2,003,950
Total of all expenses incurred2018-12-31$2,391,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,289,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,897,723
Value of total assets at end of year2018-12-31$27,451,051
Value of total assets at beginning of year2018-12-31$27,838,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$101,487
Total interest from all sources2018-12-31$62,884
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$627,882
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$627,882
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,336,125
Participant contributions at end of year2018-12-31$498,663
Participant contributions at beginning of year2018-12-31$585,983
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$718,005
Administrative expenses (other) incurred2018-12-31$101,487
Total non interest bearing cash at end of year2018-12-31$93,211
Total non interest bearing cash at beginning of year2018-12-31$59,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-387,163
Value of net assets at end of year (total assets less liabilities)2018-12-31$27,451,051
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$27,838,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$23,671,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$24,422,689
Interest on participant loans2018-12-31$20,355
Interest earned on other investments2018-12-31$42,529
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$4,843
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$4,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$4,232
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,182,776
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,766,035
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,584,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$843,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,289,626
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MARKS PANETH LLP
Accountancy firm EIN2018-12-31113518842
2017 : THE AMERICAN NATIONAL STANDARDS INSTITUTE TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$5,209,622
Total of all expenses incurred2017-12-31$310,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$174,641
Expenses. Certain deemed distributions of participant loans2017-12-31$24,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,980,430
Value of total assets at end of year2017-12-31$27,838,214
Value of total assets at beginning of year2017-12-31$22,938,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$110,992
Total interest from all sources2017-12-31$51,405
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$627,383
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$627,383
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,214,890
Participant contributions at end of year2017-12-31$585,983
Participant contributions at beginning of year2017-12-31$588,528
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$15,673
Administrative expenses (other) incurred2017-12-31$57,155
Total non interest bearing cash at end of year2017-12-31$59,275
Total non interest bearing cash at beginning of year2017-12-31$46,166
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,899,586
Value of net assets at end of year (total assets less liabilities)2017-12-31$27,838,214
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$22,938,628
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$53,837
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$24,422,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$19,697,840
Interest on participant loans2017-12-31$19,683
Interest earned on other investments2017-12-31$31,722
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$4,232
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4,229
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,766,035
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,601,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,550,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$749,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$174,641
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MARKS PANETH LLP
Accountancy firm EIN2017-12-31113518842
2016 : THE AMERICAN NATIONAL STANDARDS INSTITUTE TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$3,485,425
Total of all expenses incurred2016-12-31$1,175,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,084,663
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,873,789
Value of total assets at end of year2016-12-31$22,938,628
Value of total assets at beginning of year2016-12-31$20,628,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$90,948
Total interest from all sources2016-12-31$43,919
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$395,029
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$395,029
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,151,044
Participant contributions at end of year2016-12-31$588,528
Participant contributions at beginning of year2016-12-31$308,811
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$26,546
Administrative expenses (other) incurred2016-12-31$45,679
Total non interest bearing cash at end of year2016-12-31$46,166
Total non interest bearing cash at beginning of year2016-12-31$36,494
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,309,814
Value of net assets at end of year (total assets less liabilities)2016-12-31$22,938,628
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$20,628,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$45,269
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$19,697,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,457,427
Interest on participant loans2016-12-31$13,894
Interest earned on other investments2016-12-31$30,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4,229
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,214
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,214
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,601,865
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,821,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,172,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$696,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,084,663
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MARKS PANETH LLP
Accountancy firm EIN2016-12-31113518842
2015 : THE AMERICAN NATIONAL STANDARDS INSTITUTE TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,908,548
Total of all expenses incurred2015-12-31$818,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$732,426
Expenses. Certain deemed distributions of participant loans2015-12-31$5,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,931,523
Value of total assets at end of year2015-12-31$20,628,814
Value of total assets at beginning of year2015-12-31$19,538,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$80,348
Total interest from all sources2015-12-31$45,371
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$373,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$373,892
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,058,186
Participant contributions at end of year2015-12-31$308,811
Participant contributions at beginning of year2015-12-31$356,711
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$221,642
Administrative expenses (other) incurred2015-12-31$80,348
Total non interest bearing cash at end of year2015-12-31$36,494
Total non interest bearing cash at beginning of year2015-12-31$27,471
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,089,838
Value of net assets at end of year (total assets less liabilities)2015-12-31$20,628,814
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,538,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$17,457,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$16,390,763
Interest on participant loans2015-12-31$10,656
Interest earned on other investments2015-12-31$34,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,214
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,121
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,121
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,821,868
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,759,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-442,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$651,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$732,426
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MARKS PANETH LLP
Accountancy firm EIN2015-12-31113518842
2014 : THE AMERICAN NATIONAL STANDARDS INSTITUTE TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$3,068,786
Total of all expenses incurred2014-12-31$778,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$681,297
Expenses. Certain deemed distributions of participant loans2014-12-31$27,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,679,569
Value of total assets at end of year2014-12-31$19,538,976
Value of total assets at beginning of year2014-12-31$17,248,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$69,106
Total interest from all sources2014-12-31$45,607
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$363,972
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$363,972
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$997,251
Participant contributions at end of year2014-12-31$356,711
Participant contributions at beginning of year2014-12-31$296,629
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$51,339
Administrative expenses (other) incurred2014-12-31$69,106
Total non interest bearing cash at end of year2014-12-31$27,471
Total non interest bearing cash at beginning of year2014-12-31$19,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,290,735
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,538,976
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,248,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$16,390,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,876,255
Interest on participant loans2014-12-31$10,821
Interest earned on other investments2014-12-31$34,786
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,121
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,865
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,759,910
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,052,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$979,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$630,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$681,297
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MARKS PANETH LLP
Accountancy firm EIN2014-12-31113518842
2013 : THE AMERICAN NATIONAL STANDARDS INSTITUTE TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$4,020,235
Total of all expenses incurred2013-12-31$398,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$358,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,647,154
Value of total assets at end of year2013-12-31$17,248,241
Value of total assets at beginning of year2013-12-31$13,626,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$39,857
Total interest from all sources2013-12-31$19,285
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$293,060
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$293,060
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$911,291
Participant contributions at end of year2013-12-31$296,629
Participant contributions at beginning of year2013-12-31$123,631
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$73,169
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$154,022
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$55,508
Administrative expenses (other) incurred2013-12-31$39,857
Total non interest bearing cash at end of year2013-12-31$19,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,622,126
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,248,241
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,626,115
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$14,876,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,859,803
Interest on participant loans2013-12-31$7,451
Interest earned on other investments2013-12-31$11,834
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,865
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,052,016
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,514,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,060,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$581,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$358,252
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MARKS PANETH LLP
Accountancy firm EIN2013-12-31113518842

Form 5500 Responses for THE AMERICAN NATIONAL STANDARDS INSTITUTE TAX DEFERRED ANNUITY PLAN

2022: THE AMERICAN NATIONAL STANDARDS INSTITUTE TAX DEFERRED ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE AMERICAN NATIONAL STANDARDS INSTITUTE TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE AMERICAN NATIONAL STANDARDS INSTITUTE TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE AMERICAN NATIONAL STANDARDS INSTITUTE TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE AMERICAN NATIONAL STANDARDS INSTITUTE TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE AMERICAN NATIONAL STANDARDS INSTITUTE TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE AMERICAN NATIONAL STANDARDS INSTITUTE TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE AMERICAN NATIONAL STANDARDS INSTITUTE TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE AMERICAN NATIONAL STANDARDS INSTITUTE TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE AMERICAN NATIONAL STANDARDS INSTITUTE TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTT069487
Policy instance 1
Insurance contract or identification numberTT069487
Number of Individuals Covered256
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTT069487
Policy instance 1
Insurance contract or identification numberTT069487
Number of Individuals Covered238
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INS CO (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069487
Policy instance 1
Insurance contract or identification numberTT069487
Number of Individuals Covered230
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069487
Policy instance 1
Insurance contract or identification numberTT069487
Number of Individuals Covered229
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069487
Policy instance 1
Insurance contract or identification numberTT069487
Number of Individuals Covered151
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTT069487
Policy instance 1
Insurance contract or identification numberTT069487
Number of Individuals Covered133
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTT069487
Policy instance 1
Insurance contract or identification numberTT069487
Number of Individuals Covered119
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number063095
Policy instance 1
Insurance contract or identification number063095
Number of Individuals Covered49
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number063095
Policy instance 2
Insurance contract or identification number063095
Number of Individuals Covered90
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Insurance policy start date2013-01-01
Insurance policy end date2013-08-13
Total amount of commissions paid to insurance brokerUSD $35,260
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $35,260
Insurance broker organization code?3
Insurance broker nameUBS FINANCIAL SERVICES INC

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3