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THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameTHE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN
Plan identification number 003

THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KELLER TECHNOLOGY CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:KELLER TECHNOLOGY CORPORATION
Employer identification number (EIN):160719390
NAIC Classification:333200

Additional information about KELLER TECHNOLOGY CORPORATION

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1947-04-23
Company Identification Number: 79734
Legal Registered Office Address: P.O. Box 103
Erie
Buffalo
United States of America (USA)
14217

More information about KELLER TECHNOLOGY CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01DANIEL J. DIRRIGL, CFO2021-10-14 DANIEL J. DIRRIGL, CFO2021-10-14
0032019-01-01
0032018-01-01
0032018-01-01DANIEL J. DIRRIGL, CFO2019-10-14 DANIEL J. DIRRIGL, CFO2019-10-14
0032017-01-01DANIEL J. DIRRIGL, CFO DANIEL J. DIRRIGL, CFO2018-10-11
0032017-01-01
0032016-01-01DANIEL J. DIRRIGL, CFO DANIEL J. DIRRIGL, CFO2017-10-16
0032016-01-01 DANIEL J. DIRRIGL, CFO2017-10-16
0032015-01-01DANIEL J. DIRRIGL, CFO DANIEL J. DIRRIGL, CFO2016-10-12
0032014-01-01DANIEL J. DIRRIGL, CFO DANIEL J. DIRRIGL, CFO2015-10-15
0032013-01-01DANIEL J. DIRRIGL CFO DANIEL J. DIRRIGL CFO2014-10-15
0032012-01-01DANIEL J. DIRRIGL CFO DANIEL J. DIRRIGL CFO2013-10-14
0032011-01-01DANIEL J. DIRRIGL CFO DANIEL J. DIRRIGL CFO2012-10-13
0032010-01-01DANIEL J. DIRRIGL CFO DANIEL J. DIRRIGL CFO2011-10-15
0032009-01-01DANIEL J. DIRRIGL CFO DANIEL J. DIRRIGL CFO2010-10-16

Plan Statistics for THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN

401k plan membership statisitcs for THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN

Measure Date Value
2022: THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01217
Total number of active participants reported on line 7a of the Form 55002022-01-01146
Number of retired or separated participants receiving benefits2022-01-019
Number of other retired or separated participants entitled to future benefits2022-01-0175
Total of all active and inactive participants2022-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01230
Number of participants with account balances2022-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01207
Total number of active participants reported on line 7a of the Form 55002021-01-01140
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-0171
Total of all active and inactive participants2021-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01217
Number of participants with account balances2021-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01227
Total number of active participants reported on line 7a of the Form 55002020-01-01134
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-0174
Total of all active and inactive participants2020-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01214
Number of participants with account balances2020-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01244
Total number of active participants reported on line 7a of the Form 55002019-01-01147
Number of retired or separated participants receiving benefits2019-01-018
Number of other retired or separated participants entitled to future benefits2019-01-0172
Total of all active and inactive participants2019-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01227
Number of participants with account balances2019-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01229
Total number of active participants reported on line 7a of the Form 55002018-01-01162
Number of retired or separated participants receiving benefits2018-01-018
Number of other retired or separated participants entitled to future benefits2018-01-0174
Total of all active and inactive participants2018-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01244
Number of participants with account balances2018-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01206
Total number of active participants reported on line 7a of the Form 55002017-01-01155
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-0167
Total of all active and inactive participants2017-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01229
Number of participants with account balances2017-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01230
Total number of active participants reported on line 7a of the Form 55002016-01-01160
Number of retired or separated participants receiving benefits2016-01-018
Number of other retired or separated participants entitled to future benefits2016-01-0162
Total of all active and inactive participants2016-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01230
Number of participants with account balances2016-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01227
Total number of active participants reported on line 7a of the Form 55002015-01-01160
Number of retired or separated participants receiving benefits2015-01-019
Number of other retired or separated participants entitled to future benefits2015-01-0161
Total of all active and inactive participants2015-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01230
Number of participants with account balances2015-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01234
Total number of active participants reported on line 7a of the Form 55002014-01-01156
Number of retired or separated participants receiving benefits2014-01-019
Number of other retired or separated participants entitled to future benefits2014-01-0162
Total of all active and inactive participants2014-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01227
Number of participants with account balances2014-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01255
Total number of active participants reported on line 7a of the Form 55002013-01-01172
Number of retired or separated participants receiving benefits2013-01-018
Number of other retired or separated participants entitled to future benefits2013-01-0154
Total of all active and inactive participants2013-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01234
Number of participants with account balances2013-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01232
Total number of active participants reported on line 7a of the Form 55002012-01-01203
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-0145
Total of all active and inactive participants2012-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01255
Number of participants with account balances2012-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01237
Total number of active participants reported on line 7a of the Form 55002011-01-01194
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0133
Total of all active and inactive participants2011-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01232
Number of participants with account balances2011-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2010: THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01234
Total number of active participants reported on line 7a of the Form 55002010-01-01195
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-0138
Total of all active and inactive participants2010-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01237
Number of participants with account balances2010-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01234
Total number of active participants reported on line 7a of the Form 55002009-01-01190
Number of retired or separated participants receiving benefits2009-01-016
Number of other retired or separated participants entitled to future benefits2009-01-0133
Total of all active and inactive participants2009-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01231
Number of participants with account balances2009-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN

Measure Date Value
2022 : THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-5,350
Total unrealized appreciation/depreciation of assets2022-12-31$-5,350
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-5,840,314
Total loss/gain on sale of assets2022-12-31$1,099
Total of all expenses incurred2022-12-31$1,625,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,547,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,937,314
Value of total assets at end of year2022-12-31$42,099,199
Value of total assets at beginning of year2022-12-31$49,565,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$77,918
Total interest from all sources2022-12-31$456,919
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$396,366
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$393,994
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,231,966
Participant contributions at end of year2022-12-31$193,327
Participant contributions at beginning of year2022-12-31$281,738
Participant contributions at end of year2022-12-31$32,682
Participant contributions at beginning of year2022-12-31$24,716
Assets. Other investments not covered elsewhere at end of year2022-12-31$15,398
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$15,385
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$148,610
Administrative expenses (other) incurred2022-12-31$77,918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,465,998
Value of net assets at end of year (total assets less liabilities)2022-12-31$42,099,199
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$49,565,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$26,690,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$34,140,258
Interest on participant loans2022-12-31$12,582
Interest earned on other investments2022-12-31$444,337
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$15,098,181
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$15,039,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,626,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$556,738
Employer contributions (assets) at end of year2022-12-31$19,773
Employer contributions (assets) at beginning of year2022-12-31$11,057
Income. Dividends from common stock2022-12-31$2,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,547,766
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$49,478
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$52,992
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$1,622
Aggregate carrying amount (costs) on sale of assets2022-12-31$523
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FREED MAXICK CPA'S
Accountancy firm EIN2022-12-31454051133
2021 : THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-1,925
Total unrealized appreciation/depreciation of assets2021-12-31$-1,925
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$5,416,595
Total loss/gain on sale of assets2021-12-31$1,065
Total of all expenses incurred2021-12-31$4,477,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,391,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,630,168
Value of total assets at end of year2021-12-31$49,565,197
Value of total assets at beginning of year2021-12-31$48,625,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$85,978
Total interest from all sources2021-12-31$473,737
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$317,429
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$315,190
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$1,149,579
Participant contributions at end of year2021-12-31$281,738
Participant contributions at beginning of year2021-12-31$325,414
Participant contributions at end of year2021-12-31$24,716
Participant contributions at beginning of year2021-12-31$19,926
Assets. Other investments not covered elsewhere at end of year2021-12-31$15,385
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$17,310
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$36,566
Administrative expenses (other) incurred2021-12-31$85,978
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$939,410
Value of net assets at end of year (total assets less liabilities)2021-12-31$49,565,197
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$48,625,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$34,140,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$30,624,750
Interest on participant loans2021-12-31$17,960
Interest earned on other investments2021-12-31$455,777
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$15,039,051
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$17,591,942
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,996,121
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$444,023
Employer contributions (assets) at end of year2021-12-31$11,057
Employer contributions (assets) at beginning of year2021-12-31$8,810
Income. Dividends from common stock2021-12-31$2,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,391,207
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$52,992
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$37,635
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
Aggregate proceeds on sale of assets2021-12-31$1,501
Aggregate carrying amount (costs) on sale of assets2021-12-31$436
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FREED MAXICK CPAS PC
Accountancy firm EIN2021-12-31454051133
2020 : THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-8,893
Total unrealized appreciation/depreciation of assets2020-12-31$-8,893
Total transfer of assets to this plan2020-12-31$189,983
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$9,201,483
Total loss/gain on sale of assets2020-12-31$5,842
Total of all expenses incurred2020-12-31$2,612,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,537,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,620,188
Value of total assets at end of year2020-12-31$48,625,787
Value of total assets at beginning of year2020-12-31$41,846,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$74,918
Total interest from all sources2020-12-31$508,542
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$294,880
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$292,382
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$1,089,082
Participant contributions at end of year2020-12-31$325,414
Participant contributions at beginning of year2020-12-31$412,796
Participant contributions at end of year2020-12-31$19,926
Assets. Other investments not covered elsewhere at end of year2020-12-31$17,310
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$11,580
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$114,679
Administrative expenses (other) incurred2020-12-31$74,918
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$6,589,158
Value of net assets at end of year (total assets less liabilities)2020-12-31$48,625,787
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$41,846,646
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 end of year2020-12-31$30,624,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$26,139,574
Interest on participant loans2020-12-31$22,717
Interest earned on other investments2020-12-31$485,825
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$17,591,942
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$15,229,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,780,924
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$416,427
Employer contributions (assets) at end of year2020-12-31$8,810
Income. Dividends from common stock2020-12-31$2,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,537,407
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$37,635
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$53,084
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
Aggregate proceeds on sale of assets2020-12-31$9,167
Aggregate carrying amount (costs) on sale of assets2020-12-31$3,325
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KPMG
Accountancy firm EIN2020-12-31135565207
2019 : THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-6,401
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-6,401
Total unrealized appreciation/depreciation of assets2019-12-31$-6,401
Total unrealized appreciation/depreciation of assets2019-12-31$-6,401
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$12,108,000
Total income from all sources (including contributions)2019-12-31$12,108,000
Total loss/gain on sale of assets2019-12-31$12,345
Total loss/gain on sale of assets2019-12-31$12,345
Total of all expenses incurred2019-12-31$3,459,921
Total of all expenses incurred2019-12-31$3,459,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,410,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,410,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,819,477
Value of total assets at end of year2019-12-31$41,846,646
Value of total assets at beginning of year2019-12-31$33,198,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$49,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$49,684
Total interest from all sources2019-12-31$406,504
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$302,701
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$302,701
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$300,286
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$300,286
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
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,272,867
Participant contributions at end of year2019-12-31$412,796
Participant contributions at beginning of year2019-12-31$238,204
Participant contributions at beginning of year2019-12-31$238,204
Assets. Other investments not covered elsewhere at end of year2019-12-31$11,580
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$14,520
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,046,173
Administrative expenses (other) incurred2019-12-31$49,684
Administrative expenses (other) incurred2019-12-31$49,684
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,648,079
Value of net income/loss2019-12-31$8,648,079
Value of net assets at end of year (total assets less liabilities)2019-12-31$41,846,646
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$33,198,567
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$33,198,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$26,139,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,796,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,796,329
Interest on participant loans2019-12-31$20,838
Interest earned on other investments2019-12-31$385,666
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$15,229,612
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$13,091,457
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$13,091,457
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,573,374
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,573,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$500,437
Income. Dividends from common stock2019-12-31$2,415
Income. Dividends from common stock2019-12-31$2,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,410,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,410,237
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$53,084
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$58,057
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$58,057
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$16,273
Aggregate proceeds on sale of assets2019-12-31$16,273
Aggregate carrying amount (costs) on sale of assets2019-12-31$3,928
Aggregate carrying amount (costs) on sale of assets2019-12-31$3,928
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KPMG
Accountancy firm name2019-12-31KPMG
Accountancy firm EIN2019-12-31135565207
Accountancy firm EIN2019-12-31135565207
2018 : THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-24,405
Total unrealized appreciation/depreciation of assets2018-12-31$-24,405
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$1,239,366
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,038,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,036,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,507,069
Value of total assets at end of year2018-12-31$33,198,567
Value of total assets at beginning of year2018-12-31$34,997,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,199
Total interest from all sources2018-12-31$394,122
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$234,133
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$231,480
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$1,254,434
Participant contributions at end of year2018-12-31$238,204
Participant contributions at beginning of year2018-12-31$274,303
Participant contributions at beginning of year2018-12-31$1,007
Assets. Other investments not covered elsewhere at end of year2018-12-31$14,520
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$14,216
Administrative expenses (other) incurred2018-12-31$1,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,798,746
Value of net assets at end of year (total assets less liabilities)2018-12-31$33,198,567
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$34,997,313
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$19,796,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$21,078,526
Interest on participant loans2018-12-31$15,144
Interest earned on other investments2018-12-31$378,978
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$13,091,457
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$13,528,475
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-871,553
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$252,635
Employer contributions (assets) at beginning of year2018-12-31$4,414
Income. Dividends from common stock2018-12-31$2,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,036,913
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$58,057
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$96,372
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 name2018-12-31KPMG
Accountancy firm EIN2018-12-31135565207
2017 : THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$10,905
Total unrealized appreciation/depreciation of assets2017-12-31$10,905
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$5,504,747
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,575,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,574,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,298,442
Value of total assets at end of year2017-12-31$34,997,313
Value of total assets at beginning of year2017-12-31$31,068,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,438
Total interest from all sources2017-12-31$415,167
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$207,090
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$204,055
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$1,061,710
Participant contributions at end of year2017-12-31$274,303
Participant contributions at beginning of year2017-12-31$280,058
Participant contributions at end of year2017-12-31$1,007
Assets. Other investments not covered elsewhere at end of year2017-12-31$14,216
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$13,921
Administrative expenses (other) incurred2017-12-31$1,438
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$3,928,991
Value of net assets at end of year (total assets less liabilities)2017-12-31$34,997,313
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$31,068,322
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$21,078,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,847,335
Interest on participant loans2017-12-31$12,667
Interest earned on other investments2017-12-31$402,500
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$13,528,475
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$12,808,274
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,573,143
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$236,732
Employer contributions (assets) at end of year2017-12-31$4,414
Income. Dividends from common stock2017-12-31$3,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,574,318
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$96,372
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$118,734
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 name2017-12-31KPMG
Accountancy firm EIN2017-12-31135565207
2016 : THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$812
Total unrealized appreciation/depreciation of assets2016-12-31$812
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$2,518,296
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$873,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$872,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,295,362
Value of total assets at end of year2016-12-31$31,068,322
Value of total assets at beginning of year2016-12-31$29,423,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,029
Total interest from all sources2016-12-31$379,102
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$226,901
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$223,456
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$1,048,526
Participant contributions at end of year2016-12-31$280,058
Participant contributions at beginning of year2016-12-31$340,403
Assets. Other investments not covered elsewhere at end of year2016-12-31$13,921
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$41,598
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$24,080
Administrative expenses (other) incurred2016-12-31$1,029
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$1,644,787
Value of net assets at end of year (total assets less liabilities)2016-12-31$31,068,322
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$29,423,535
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$17,847,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,238,751
Interest on participant loans2016-12-31$12,450
Interest earned on other investments2016-12-31$366,652
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$267,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$267,374
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$12,808,274
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$11,433,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$616,119
Net gain/loss from 103.12 investment entities2016-12-31$616,119
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$222,756
Income. Dividends from common stock2016-12-31$3,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$872,480
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$118,734
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$102,246
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KPMG
Accountancy firm EIN2016-12-31135565207
2015 : THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-7,976
Total unrealized appreciation/depreciation of assets2015-12-31$-7,976
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$2,110,223
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,123,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,122,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,345,033
Value of total assets at end of year2015-12-31$29,423,535
Value of total assets at beginning of year2015-12-31$29,436,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,340
Total interest from all sources2015-12-31$347,890
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$168,094
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$164,774
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$1,117,070
Participant contributions at end of year2015-12-31$340,403
Participant contributions at beginning of year2015-12-31$342,147
Assets. Other investments not covered elsewhere at end of year2015-12-31$41,598
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$221,455
Administrative expenses (other) incurred2015-12-31$1,340
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-13,245
Value of net assets at end of year (total assets less liabilities)2015-12-31$29,423,535
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$29,436,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$17,238,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$17,146,605
Interest on participant loans2015-12-31$15,390
Interest earned on other investments2015-12-31$332,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$267,374
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$556,158
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$556,158
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$48
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$11,433,163
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$11,041,391
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$635
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$257,182
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$227,963
Income. Dividends from common stock2015-12-31$3,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,121,493
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$102,246
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$129,024
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 name2015-12-31KPMG
Accountancy firm EIN2015-12-31135565207
2014 : THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$5,539
Total unrealized appreciation/depreciation of assets2014-12-31$5,539
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$2,821,729
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,260,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,259,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,235,304
Value of total assets at end of year2014-12-31$29,436,780
Value of total assets at beginning of year2014-12-31$27,875,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,233
Total interest from all sources2014-12-31$323,360
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$172,357
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$169,200
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$1,023,350
Participant contributions at end of year2014-12-31$342,147
Participant contributions at beginning of year2014-12-31$356,437
Assets. Other investments not covered elsewhere at end of year2014-12-31$221,455
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$229,192
Administrative expenses (other) incurred2014-12-31$1,233
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$1,561,458
Value of net assets at end of year (total assets less liabilities)2014-12-31$29,436,780
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$27,875,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$17,146,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,656,257
Interest on participant loans2014-12-31$15,049
Interest earned on other investments2014-12-31$308,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$556,158
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$574,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$574,497
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$63
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$11,041,391
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$9,923,173
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$4,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,085,169
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$211,954
Income. Dividends from common stock2014-12-31$3,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,254,598
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$129,024
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$135,766
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 name2014-12-31KPMG
Accountancy firm EIN2014-12-31135565207
2013 : THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$54,940
Total unrealized appreciation/depreciation of assets2013-12-31$54,940
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$5,481,303
Total loss/gain on sale of assets2013-12-31$21,314
Total of all expenses incurred2013-12-31$2,626,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,624,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,371,591
Value of total assets at end of year2013-12-31$27,875,322
Value of total assets at beginning of year2013-12-31$25,020,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,581
Total interest from all sources2013-12-31$316,352
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$139,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$137,000
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$1,130,856
Participant contributions at end of year2013-12-31$356,437
Participant contributions at beginning of year2013-12-31$376,313
Assets. Other investments not covered elsewhere at end of year2013-12-31$229,192
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$218,724
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,307
Administrative expenses (other) incurred2013-12-31$1,581
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$2,855,059
Value of net assets at end of year (total assets less liabilities)2013-12-31$27,875,322
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$25,020,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$16,656,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,681,877
Interest on participant loans2013-12-31$15,531
Interest earned on other investments2013-12-31$300,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$574,497
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$654,526
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$654,526
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$9,923,173
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$9,997,083
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$6,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,577,154
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$237,428
Income. Dividends from common stock2013-12-31$2,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,618,645
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$135,766
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$91,740
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
Aggregate proceeds on sale of assets2013-12-31$24,712
Aggregate carrying amount (costs) on sale of assets2013-12-31$3,398
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KPMG
Accountancy firm EIN2013-12-31135565207
2012 : THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-3,936
Total unrealized appreciation/depreciation of assets2012-12-31$-3,936
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$3,682,625
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$526,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$525,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,564,582
Value of total assets at end of year2012-12-31$25,020,263
Value of total assets at beginning of year2012-12-31$21,864,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,737
Total interest from all sources2012-12-31$246,935
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$156,647
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$153,843
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,256,072
Participant contributions at end of year2012-12-31$376,313
Participant contributions at beginning of year2012-12-31$372,829
Assets. Other investments not covered elsewhere at end of year2012-12-31$218,724
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$207,937
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$37,562
Other income not declared elsewhere2012-12-31$1,718,397
Administrative expenses (other) incurred2012-12-31$1,737
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$3,155,860
Value of net assets at end of year (total assets less liabilities)2012-12-31$25,020,263
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$21,864,403
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$13,681,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,435,578
Interest on participant loans2012-12-31$15,407
Interest earned on other investments2012-12-31$231,528
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$654,526
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$648,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$648,966
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$9,997,083
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$7,103,720
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$8,387
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$270,948
Income. Dividends from common stock2012-12-31$2,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$516,641
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$91,740
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$95,373
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG
Accountancy firm EIN2012-12-31135565207
2011 : THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-16,013
Total unrealized appreciation/depreciation of assets2011-12-31$-16,013
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$1,554,990
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$943,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$941,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,610,411
Value of total assets at end of year2011-12-31$21,864,403
Value of total assets at beginning of year2011-12-31$21,252,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,913
Total interest from all sources2011-12-31$216,494
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$168,523
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$165,802
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,234,830
Participant contributions at end of year2011-12-31$372,829
Participant contributions at beginning of year2011-12-31$360,875
Assets. Other investments not covered elsewhere at end of year2011-12-31$207,937
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$225,302
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$101,660
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$611,483
Value of net assets at end of year (total assets less liabilities)2011-12-31$21,864,403
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$21,252,920
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$13,435,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$13,505,049
Interest on participant loans2011-12-31$16,826
Interest earned on other investments2011-12-31$199,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$648,966
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$419,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$419,107
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$111
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$7,103,720
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$6,627,598
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$7,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-424,425
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$273,921
Income. Dividends from common stock2011-12-31$2,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$933,779
Contract administrator fees2011-12-31$1,913
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$95,373
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$114,989
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 name2011-12-31KPMG
Accountancy firm EIN2011-12-31135565207
2010 : THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$31,391
Total unrealized appreciation/depreciation of assets2010-12-31$31,391
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$3,332,901
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,184,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,182,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,395,420
Value of total assets at end of year2010-12-31$21,252,920
Value of total assets at beginning of year2010-12-31$19,104,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,550
Total interest from all sources2010-12-31$211,986
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$149,472
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$147,198
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,165,292
Participant contributions at end of year2010-12-31$360,875
Participant contributions at beginning of year2010-12-31$334,427
Assets. Other investments not covered elsewhere at end of year2010-12-31$225,302
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$211,975
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$4,653
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$2,148,761
Value of net assets at end of year (total assets less liabilities)2010-12-31$21,252,920
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,104,159
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$13,505,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,873,289
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$17,404
Interest earned on other investments2010-12-31$194,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$419,107
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$615,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$615,581
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$160
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$6,627,598
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$5,959,669
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$9,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,544,632
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$225,475
Income. Dividends from common stock2010-12-31$2,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,172,986
Contract administrator fees2010-12-31$1,550
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$114,989
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$109,218
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 name2010-12-31KPMG
Accountancy firm EIN2010-12-31135565207

Form 5500 Responses for THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN

2022: THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT 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: THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT 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: THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT 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: THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT 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: THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
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: THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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: THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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: THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number007156
Policy instance 2
Insurance contract or identification number007156
Number of Individuals Covered230
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number47588000
Policy instance 1
Insurance contract or identification number47588000
Number of Individuals Covered2
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Insurance broker organization code?3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007741
Policy instance 2
Insurance contract or identification number007741
Number of Individuals Covered217
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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number47588000
Policy instance 1
Insurance contract or identification number47588000
Number of Individuals Covered2
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?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007741
Policy instance 2
Insurance contract or identification number007741
Number of Individuals Covered207
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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number47588000
Policy instance 1
Insurance contract or identification number47588000
Number of Individuals Covered2
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?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number47588000
Policy instance 1
Insurance contract or identification number47588000
Number of Individuals Covered1
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?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007741
Policy instance 2
Insurance contract or identification number007741
Number of Individuals Covered227
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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number47588000
Policy instance 1
Insurance contract or identification number47588000
Number of Individuals Covered2
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007741
Policy instance 2
Insurance contract or identification number007741
Number of Individuals Covered220
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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?Yes
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007741
Policy instance 2
Insurance contract or identification number007741
Number of Individuals Covered229
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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberIPPT
Policy instance 1
Insurance contract or identification numberIPPT
Number of Individuals Covered2
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?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
Insurance broker name
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007741
Policy instance 2
Insurance contract or identification number007741
Number of Individuals Covered230
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 $14,703
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?Yes
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
Amount paid for insurance broker fees14703
Additional information about fees paid to insurance brokerSERVICES TO INSURER OF PLAN
Insurance broker organization code?4
Insurance broker nameNFP INSURANCE SERVICES INC.
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberIPPT
Policy instance 1
Insurance contract or identification numberIPPT
Number of Individuals Covered3
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
Commission paid to Insurance BrokerUSD $3
Insurance broker organization code?3
Insurance broker name
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007741
Policy instance 2
Insurance contract or identification number007741
Number of Individuals Covered227
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 $8,929
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare 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
Amount paid for insurance broker fees8929
Additional information about fees paid to insurance brokerSERVICES TO INSURER OF PLAN
Insurance broker organization code?4
Insurance broker nameWELLS FARGO WEALTH BROKERAGE AGENCY
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract numberIPPT
Policy instance 1
Insurance contract or identification numberIPPT
Number of Individuals Covered20
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $122
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
Commission paid to Insurance BrokerUSD $122
Insurance broker organization code?3
Insurance broker name
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007741
Policy instance 1
Insurance contract or identification number007741
Number of Individuals Covered236
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 $18,316
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?Yes
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
Amount paid for insurance broker fees18316
Additional information about fees paid to insurance brokerSERVICES TO INSURER OF PLAN
Insurance broker organization code?4
Insurance broker nameWELLS FARGO WEALTH BROKERAGE AGENCY
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract numberIPPT
Policy instance 2
Insurance contract or identification numberIPPT
Number of Individuals Covered21
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $122
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
Commission paid to Insurance BrokerUSD $122
Insurance broker organization code?3
Insurance broker nameNEW ENGLAND FINANCIAL
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract numberIPPT
Policy instance 2
Insurance contract or identification numberIPPT
Number of Individuals Covered21
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $87
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
Commission paid to Insurance BrokerUSD $87
Insurance broker organization code?3
Insurance broker nameNEW ENGLAND FINANCIAL
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007741
Policy instance 1
Insurance contract or identification number007741
Number of Individuals Covered255
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 $14,107
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?Yes
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
Amount paid for insurance broker fees14107
Additional information about fees paid to insurance brokerSERVICES TO INSURER OF PLAN
Insurance broker organization code?4
Insurance broker nameWELLS FARGO WEALTH BROKERAGE AGENCY
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007741
Policy instance 1
Insurance contract or identification number007741
Number of Individuals Covered230
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 $12,121
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?Yes
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
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract numberIPPT
Policy instance 2
Insurance contract or identification numberIPPT
Number of Individuals Covered21
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $79
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007741
Policy instance 1
Insurance contract or identification number007741
Number of Individuals Covered237
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 $11,399
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?Yes
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
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract numberIPPT
Policy instance 2
Insurance contract or identification numberIPPT
Number of Individuals Covered24
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $80
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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

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