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NACDS 401(K) INCENTIVE SAVINGS PLAN 401k Plan overview

Plan NameNACDS 401(K) INCENTIVE SAVINGS PLAN
Plan identification number 002

NACDS 401(K) INCENTIVE SAVINGS PLAN Benefits

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

NATIONAL ASSOCIATION OF CHAIN DRUG STORES, INC. has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL ASSOCIATION OF CHAIN DRUG STORES, INC.
Employer identification number (EIN):135582579
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about NATIONAL ASSOCIATION OF CHAIN DRUG STORES, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1994-02-07
Company Identification Number: 0422415
Legal Registered Office Address: 1776 WILSON BOULEVARD
SUITE 200
ARLINGTON
United States of America (USA)
22209

More information about NATIONAL ASSOCIATION OF CHAIN DRUG STORES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NACDS 401(K) INCENTIVE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DAWN F WORTHINGTON DAWN F WORTHINGTON2018-07-20
0022016-01-01DAWN F WORTHINGTON DAWN F WORTHINGTON2017-07-31
0022015-01-01DAWN F WORTHINGTON DAWN F WORTHINGTON2016-07-28
0022014-01-01DAWN F WORTHINGTON DAWN F WORTHINGTON2015-07-28
0022013-01-01DAWN F WORTHINGTON DAWN F WORTHINGTON2014-07-30
0022012-01-01DAWN WORTHINGTON
0022011-01-01R JAMES HUBER
0022009-01-01R. JAMES HUBER R. JAMES HUBER2010-07-30

Plan Statistics for NACDS 401(K) INCENTIVE SAVINGS PLAN

401k plan membership statisitcs for NACDS 401(K) INCENTIVE SAVINGS PLAN

Measure Date Value
2022: NACDS 401(K) INCENTIVE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0182
Total number of active participants reported on line 7a of the Form 55002022-01-0147
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0128
Total of all active and inactive participants2022-01-0175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0175
Number of participants with account balances2022-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: NACDS 401(K) INCENTIVE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01105
Total number of active participants reported on line 7a of the Form 55002021-01-0151
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0129
Total of all active and inactive participants2021-01-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0182
Number of participants with account balances2021-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NACDS 401(K) INCENTIVE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0189
Total number of active participants reported on line 7a of the Form 55002020-01-0181
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0124
Total of all active and inactive participants2020-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01105
Number of participants with account balances2020-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: NACDS 401(K) INCENTIVE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0191
Total number of active participants reported on line 7a of the Form 55002019-01-0160
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0129
Total of all active and inactive participants2019-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0189
Number of participants with account balances2019-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: NACDS 401(K) INCENTIVE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0192
Total number of active participants reported on line 7a of the Form 55002018-01-0168
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0123
Total of all active and inactive participants2018-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0191
Number of participants with account balances2018-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: NACDS 401(K) INCENTIVE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0197
Total number of active participants reported on line 7a of the Form 55002017-01-0167
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0125
Total of all active and inactive participants2017-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0192
Number of participants with account balances2017-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NACDS 401(K) INCENTIVE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01100
Total number of active participants reported on line 7a of the Form 55002016-01-0170
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0127
Total of all active and inactive participants2016-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0197
Number of participants with account balances2016-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: NACDS 401(K) INCENTIVE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01101
Total number of active participants reported on line 7a of the Form 55002015-01-0172
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0128
Total of all active and inactive participants2015-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01100
Number of participants with account balances2015-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: NACDS 401(K) INCENTIVE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01106
Total number of active participants reported on line 7a of the Form 55002014-01-0171
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0130
Total of all active and inactive participants2014-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01101
Number of participants with account balances2014-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: NACDS 401(K) INCENTIVE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01108
Total number of active participants reported on line 7a of the Form 55002013-01-0173
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0133
Total of all active and inactive participants2013-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01106
Number of participants with account balances2013-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: NACDS 401(K) INCENTIVE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01114
Total number of active participants reported on line 7a of the Form 55002012-01-0171
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0137
Total of all active and inactive participants2012-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01108
Number of participants with account balances2012-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: NACDS 401(K) INCENTIVE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01109
Total number of active participants reported on line 7a of the Form 55002011-01-0173
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0137
Total of all active and inactive participants2011-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01110
Number of participants with account balances2011-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: NACDS 401(K) INCENTIVE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01124
Total number of active participants reported on line 7a of the Form 55002009-01-0174
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0138
Total of all active and inactive participants2009-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01112
Number of participants with account balances2009-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on NACDS 401(K) INCENTIVE SAVINGS PLAN

Measure Date Value
2022 : NACDS 401(K) INCENTIVE SAVINGS PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total income from all sources2022-12-31$-5,760,594
Expenses. Total of all expenses incurred2022-12-31$1,991,416
Benefits paid (including direct rollovers)2022-12-31$1,990,769
Total plan assets at end of year2022-12-31$30,757,549
Total plan assets at beginning of year2022-12-31$38,509,559
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$722,773
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-7,347,485
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-7,752,010
Net plan assets at end of year (total assets less liabilities)2022-12-31$30,757,549
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$38,509,559
Assets. Value of participant loans2022-12-31$238,396
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$864,118
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$647
2021 : NACDS 401(K) INCENTIVE SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$7,342,009
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,833,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,831,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,627,426
Value of total assets at end of year2021-12-31$38,509,559
Value of total assets at beginning of year2021-12-31$33,001,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,574
Total interest from all sources2021-12-31$45,029
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$741,118
Participant contributions at end of year2021-12-31$238,804
Participant contributions at beginning of year2021-12-31$243,575
Administrative expenses (other) incurred2021-12-31$2,574
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$5,508,168
Value of net assets at end of year (total assets less liabilities)2021-12-31$38,509,559
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$33,001,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$36,501,605
Value of interest in pooled separate accounts at beginning of year2021-12-31$28,475,729
Interest on participant loans2021-12-31$10,414
Interest earned on other investments2021-12-31$34,615
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,769,150
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,282,087
Net investment gain/loss from pooled separate accounts2021-12-31$5,669,554
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$886,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,831,267
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 name2021-12-31PBMARES, LLP
Accountancy firm EIN2021-12-31540737372
2020 : NACDS 401(K) INCENTIVE SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$6,042,601
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,711,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,709,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,792,315
Value of total assets at end of year2020-12-31$33,001,391
Value of total assets at beginning of year2020-12-31$30,669,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,878
Total interest from all sources2020-12-31$83,018
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$816,723
Participant contributions at end of year2020-12-31$243,575
Participant contributions at beginning of year2020-12-31$279,417
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$17,875
Other income not declared elsewhere2020-12-31$-1
Administrative expenses (other) incurred2020-12-31$1,878
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$2,331,426
Value of net assets at end of year (total assets less liabilities)2020-12-31$33,001,391
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$30,669,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$388,506
Value of interest in pooled separate accounts at end of year2020-12-31$28,475,729
Value of interest in pooled separate accounts at beginning of year2020-12-31$28,374,451
Interest on participant loans2020-12-31$12,856
Interest earned on other investments2020-12-31$70,162
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,282,087
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,627,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,782
Net investment gain/loss from pooled separate accounts2020-12-31$4,159,487
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$957,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,709,297
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 name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : NACDS 401(K) INCENTIVE SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$7,694,536
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$764,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$762,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,759,339
Value of total assets at end of year2019-12-31$30,669,965
Value of total assets at beginning of year2019-12-31$23,739,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,496
Total interest from all sources2019-12-31$51,200
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,306
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$3,306
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$790,357
Participant contributions at end of year2019-12-31$279,417
Participant contributions at beginning of year2019-12-31$375,313
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$12,035
Administrative expenses (other) incurred2019-12-31$1,496
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$6,930,168
Value of net assets at end of year (total assets less liabilities)2019-12-31$30,669,965
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,739,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$388,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$224,719
Value of interest in pooled separate accounts at end of year2019-12-31$28,374,451
Value of interest in pooled separate accounts at beginning of year2019-12-31$21,655,735
Interest on participant loans2019-12-31$18,148
Interest earned on other investments2019-12-31$33,052
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,627,591
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,484,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$49,196
Net investment gain/loss from pooled separate accounts2019-12-31$5,831,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$956,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$762,872
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
2018 : NACDS 401(K) INCENTIVE SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-101,700
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$675,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$673,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,812,316
Value of total assets at end of year2018-12-31$23,739,797
Value of total assets at beginning of year2018-12-31$24,516,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,686
Total interest from all sources2018-12-31$51,783
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,099
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$2,099
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$841,426
Participant contributions at end of year2018-12-31$375,313
Participant contributions at beginning of year2018-12-31$364,286
Other income not declared elsewhere2018-12-31$-1
Administrative expenses (other) incurred2018-12-31$1,686
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-776,799
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,739,797
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$24,516,596
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$224,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$255,858
Value of interest in pooled separate accounts at end of year2018-12-31$21,655,735
Value of interest in pooled separate accounts at beginning of year2018-12-31$22,201,349
Interest on participant loans2018-12-31$20,393
Interest earned on other investments2018-12-31$31,390
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,484,030
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,695,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-21,473
Net investment gain/loss from pooled separate accounts2018-12-31$-1,946,424
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$970,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$673,413
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 name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : NACDS 401(K) INCENTIVE SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,209,124
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,298,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,296,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,786,774
Value of total assets at end of year2017-12-31$24,516,596
Value of total assets at beginning of year2017-12-31$21,606,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,975
Total interest from all sources2017-12-31$46,168
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,071
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$2,071
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$842,054
Participant contributions at end of year2017-12-31$364,286
Participant contributions at beginning of year2017-12-31$184,441
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,155
Other income not declared elsewhere2017-12-31$1
Administrative expenses (other) incurred2017-12-31$1,975
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$2,910,197
Value of net assets at end of year (total assets less liabilities)2017-12-31$24,516,596
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$21,606,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$255,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$233,494
Value of interest in pooled separate accounts at end of year2017-12-31$22,201,349
Value of interest in pooled separate accounts at beginning of year2017-12-31$18,875,024
Interest on participant loans2017-12-31$12,468
Interest earned on other investments2017-12-31$33,700
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,695,103
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,313,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$24,725
Net investment gain/loss from pooled separate accounts2017-12-31$3,349,385
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$943,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,296,952
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 name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : NACDS 401(K) INCENTIVE SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,170,842
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,203,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,202,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,756,313
Value of total assets at end of year2016-12-31$21,606,399
Value of total assets at beginning of year2016-12-31$19,639,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,795
Total interest from all sources2016-12-31$55,594
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,061
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$2,061
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$810,081
Participant contributions at end of year2016-12-31$184,441
Participant contributions at beginning of year2016-12-31$173,843
Administrative expenses (other) incurred2016-12-31$1,795
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$1,966,863
Value of net assets at end of year (total assets less liabilities)2016-12-31$21,606,399
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,639,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$233,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$126,337
Value of interest in pooled separate accounts at end of year2016-12-31$18,875,024
Value of interest in pooled separate accounts at beginning of year2016-12-31$16,675,978
Interest on participant loans2016-12-31$7,828
Interest earned on other investments2016-12-31$47,766
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,313,440
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,663,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$45,466
Net investment gain/loss from pooled separate accounts2016-12-31$1,311,408
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$946,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,202,184
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 name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : NACDS 401(K) INCENTIVE SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,255,613
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,612,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,607,945
Value of total corrective distributions2015-12-31$3,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,281,888
Value of total assets at end of year2015-12-31$19,639,536
Value of total assets at beginning of year2015-12-31$18,996,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,650
Total interest from all sources2015-12-31$62,463
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,268
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$1,268
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$800,428
Participant contributions at end of year2015-12-31$173,843
Participant contributions at beginning of year2015-12-31$219,791
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$540,182
Other income not declared elsewhere2015-12-31$967
Administrative expenses (other) incurred2015-12-31$1,650
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$642,615
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,639,536
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,996,921
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$126,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest in pooled separate accounts at end of year2015-12-31$16,675,978
Value of interest in pooled separate accounts at beginning of year2015-12-31$15,775,612
Interest on participant loans2015-12-31$9,695
Interest earned on other investments2015-12-31$52,768
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,663,378
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,001,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-5,211
Net investment gain/loss from pooled separate accounts2015-12-31$-85,762
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$941,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,607,945
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 name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : NACDS 401(K) INCENTIVE SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,566,352
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,147,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,145,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,735,297
Value of total assets at end of year2014-12-31$18,996,921
Value of total assets at beginning of year2014-12-31$18,577,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,690
Total interest from all sources2014-12-31$66,407
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$750,815
Participant contributions at end of year2014-12-31$219,791
Participant contributions at beginning of year2014-12-31$219,945
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$97,156
Administrative expenses (other) incurred2014-12-31$1,690
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$418,951
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,996,921
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,577,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$15,775,612
Value of interest in pooled separate accounts at beginning of year2014-12-31$15,776,064
Interest on participant loans2014-12-31$8,929
Interest earned on other investments2014-12-31$57,478
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,001,518
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,581,961
Net investment gain/loss from pooled separate accounts2014-12-31$764,648
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$887,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,145,711
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : NACDS 401(K) INCENTIVE SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$7
Total unrealized appreciation/depreciation of assets2013-12-31$7
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,068,747
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,521,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,519,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,634,210
Value of total assets at end of year2013-12-31$18,577,970
Value of total assets at beginning of year2013-12-31$15,030,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,885
Total interest from all sources2013-12-31$55,770
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$764,989
Participant contributions at end of year2013-12-31$219,945
Participant contributions at beginning of year2013-12-31$182,811
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,086
Administrative expenses (other) incurred2013-12-31$1,885
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$3,547,397
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,577,970
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,030,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$15,776,064
Value of interest in pooled separate accounts at beginning of year2013-12-31$12,689,398
Interest on participant loans2013-12-31$8,255
Interest earned on other investments2013-12-31$47,515
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,581,961
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,158,364
Net investment gain/loss from pooled separate accounts2013-12-31$3,378,760
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$866,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,519,465
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 name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : NACDS 401(K) INCENTIVE SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,366,580
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$848,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$847,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,597,584
Value of total assets at end of year2012-12-31$15,030,573
Value of total assets at beginning of year2012-12-31$12,512,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,527
Total interest from all sources2012-12-31$54,375
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$742,426
Participant contributions at end of year2012-12-31$182,811
Participant contributions at beginning of year2012-12-31$181,988
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$6,023
Administrative expenses (other) incurred2012-12-31$1,527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,517,947
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,030,573
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,512,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$12,689,398
Value of interest in pooled separate accounts at beginning of year2012-12-31$10,212,302
Interest on participant loans2012-12-31$5,405
Interest earned on other investments2012-12-31$48,970
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,158,364
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,118,336
Net investment gain/loss from pooled separate accounts2012-12-31$1,714,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$849,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$847,106
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : NACDS 401(K) INCENTIVE SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,864,178
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$387,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$385,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,125,801
Value of total assets at end of year2011-12-31$12,512,626
Value of total assets at beginning of year2011-12-31$11,035,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,595
Total interest from all sources2011-12-31$54,157
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$704,009
Participant contributions at end of year2011-12-31$181,988
Participant contributions at beginning of year2011-12-31$161,469
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$605,172
Administrative expenses (other) incurred2011-12-31$1,595
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,476,632
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,512,626
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,035,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$10,212,302
Value of interest in pooled separate accounts at beginning of year2011-12-31$9,703,418
Interest on participant loans2011-12-31$6,679
Interest earned on other investments2011-12-31$47,478
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,118,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,171,107
Net investment gain/loss from pooled separate accounts2011-12-31$-315,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$816,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$385,951
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : NACDS 401(K) INCENTIVE SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,847,151
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$968,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$966,757
Expenses. Certain deemed distributions of participant loans2010-12-31$-146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,521,040
Value of total assets at end of year2010-12-31$11,035,994
Value of total assets at beginning of year2010-12-31$9,157,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,683
Total interest from all sources2010-12-31$41,557
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$717,538
Participant contributions at end of year2010-12-31$161,469
Participant contributions at beginning of year2010-12-31$97,556
Other income not declared elsewhere2010-12-31$61
Administrative expenses (other) incurred2010-12-31$1,683
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,878,857
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,035,994
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,157,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$9,703,418
Value of interest in pooled separate accounts at beginning of year2010-12-31$7,691,537
Interest on participant loans2010-12-31$5,092
Interest earned on other investments2010-12-31$36,465
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,171,107
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,368,044
Net investment gain/loss from pooled separate accounts2010-12-31$1,284,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$803,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$966,757
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2010-12-31420714325
2009 : NACDS 401(K) INCENTIVE SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NACDS 401(K) INCENTIVE SAVINGS PLAN

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

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number031784
Policy instance 1
Insurance contract or identification number031784
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-01-31
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number031784
Policy instance 1
Insurance contract or identification number031784
Number of Individuals Covered82
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number031784
Policy instance 1
Insurance contract or identification number031784
Number of Individuals Covered85
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number031784
Policy instance 1
Insurance contract or identification number031784
Number of Individuals Covered89
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number031784
Policy instance 1
Insurance contract or identification number031784
Number of Individuals Covered92
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number31784-001
Policy instance 1
Insurance contract or identification number31784-001
Number of Individuals Covered100
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number31784-001
Policy instance 1
Insurance contract or identification number31784-001
Number of Individuals Covered101
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number31784-001
Policy instance 1
Insurance contract or identification number31784-001
Number of Individuals Covered106
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number31784-001
Policy instance 1
Insurance contract or identification number31784-001
Number of Individuals Covered108
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number31784-001
Policy instance 1
Insurance contract or identification number31784-001
Number of Individuals Covered110
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number31784-001
Policy instance 1
Insurance contract or identification number31784-001
Number of Individuals Covered113
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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