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SOVRAN 401(K) PLAN 401k Plan overview

Plan NameSOVRAN 401(K) PLAN
Plan identification number 001

SOVRAN 401(K) 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LIFE STORAGE LP has sponsored the creation of one or more 401k plans.

Company Name:LIFE STORAGE LP
Employer identification number (EIN):161481551
NAIC Classification:531130
NAIC Description:Lessors of Miniwarehouses and Self-Storage Units

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOVRAN 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01MICHAEL OSCIAK MICHAEL OSCIAK2018-10-09
0012016-01-01ANDREW GREGOIRE ANDREW GREGOIRE2017-10-10
0012015-01-01ANDREW GREGOIRE ANDREW GREGOIRE2016-10-14
0012014-01-01ANDREW GREGOIRE ANDREW GREGOIRE2015-10-15
0012014-01-01ANDREW GREGOIRE ANDREW GREGOIRE2015-10-16
0012013-01-01ANDREW GREGOIRE ANDREW GREGOIRE2014-10-14
0012012-01-01ANDREW GREGOIRE ANDREW GREGOIRE2013-10-10
0012011-01-01ANDREW GREGOIRE ANDREW GREGOIRE2012-10-12
0012009-01-01ANDREW GREGOIRE ANDREW GREGOIRE2010-10-13

Plan Statistics for SOVRAN 401(K) PLAN

401k plan membership statisitcs for SOVRAN 401(K) PLAN

Measure Date Value
2022: SOVRAN 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,977
Total number of active participants reported on line 7a of the Form 55002022-01-012,105
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01302
Total of all active and inactive participants2022-01-012,407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-016
Total participants2022-01-012,413
Number of participants with account balances2022-01-012,251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01435
2021: SOVRAN 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,819
Total number of active participants reported on line 7a of the Form 55002021-01-011,665
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01246
Total of all active and inactive participants2021-01-011,911
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-011,917
Number of participants with account balances2021-01-011,814
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01270
2020: SOVRAN 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,828
Total number of active participants reported on line 7a of the Form 55002020-01-011,612
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01168
Total of all active and inactive participants2020-01-011,780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-011,785
Number of participants with account balances2020-01-011,689
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01222
2019: SOVRAN 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,709
Total number of active participants reported on line 7a of the Form 55002019-01-011,613
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01159
Total of all active and inactive participants2019-01-011,773
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-011,778
Number of participants with account balances2019-01-011,651
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01223
2018: SOVRAN 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,668
Total number of active participants reported on line 7a of the Form 55002018-01-011,524
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01136
Total of all active and inactive participants2018-01-011,661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-011,665
Number of participants with account balances2018-01-011,570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01220
2017: SOVRAN 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,520
Total number of active participants reported on line 7a of the Form 55002017-01-011,484
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01114
Total of all active and inactive participants2017-01-011,598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,600
Number of participants with account balances2017-01-011,514
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01218
2016: SOVRAN 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,261
Total number of active participants reported on line 7a of the Form 55002016-01-011,294
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0183
Total of all active and inactive participants2016-01-011,377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,378
Number of participants with account balances2016-01-011,249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01182
2015: SOVRAN 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,221
Total number of active participants reported on line 7a of the Form 55002015-01-011,154
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0178
Total of all active and inactive participants2015-01-011,232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011,233
Number of participants with account balances2015-01-011,115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01146
2014: SOVRAN 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,140
Total number of active participants reported on line 7a of the Form 55002014-01-011,152
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0156
Total of all active and inactive participants2014-01-011,208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-011,209
Number of participants with account balances2014-01-011,051
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01143
2013: SOVRAN 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,143
Total number of active participants reported on line 7a of the Form 55002013-01-011,074
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0166
Total of all active and inactive participants2013-01-011,140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,141
Number of participants with account balances2013-01-01988
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01142
2012: SOVRAN 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,110
Total number of active participants reported on line 7a of the Form 55002012-01-011,115
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0142
Total of all active and inactive participants2012-01-011,157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,158
Number of participants with account balances2012-01-01980
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01122
2011: SOVRAN 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,095
Total number of active participants reported on line 7a of the Form 55002011-01-011,122
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0124
Total of all active and inactive participants2011-01-011,146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,147
Number of participants with account balances2011-01-01957
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0147
2009: SOVRAN 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01983
Total number of active participants reported on line 7a of the Form 55002009-01-01908
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01323
Total of all active and inactive participants2009-01-011,231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,231
Number of participants with account balances2009-01-01889
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01126

Financial Data on SOVRAN 401(K) PLAN

Measure Date Value
2022 : SOVRAN 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$1,167,737
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,945,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,726,729
Value of total corrective distributions2022-12-31$8,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,473,586
Value of total assets at end of year2022-12-31$37,575,787
Value of total assets at beginning of year2022-12-31$41,353,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$209,883
Total interest from all sources2022-12-31$55,716
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$542,551
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$542,551
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$5,607,338
Participant contributions at end of year2022-12-31$1,021,556
Participant contributions at beginning of year2022-12-31$915,594
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$693,414
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$1,782
Other income not declared elsewhere2022-12-31$341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,777,528
Value of net assets at end of year (total assets less liabilities)2022-12-31$37,575,787
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$41,353,315
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$31,867,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$34,567,505
Value of interest in pooled separate accounts at end of year2022-12-31$3,405,459
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,240,184
Interest on participant loans2022-12-31$55,716
Value of interest in common/collective trusts at end of year2022-12-31$1,280,993
Value of interest in common/collective trusts at beginning of year2022-12-31$1,630,032
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,226,578
Net investment gain/loss from pooled separate accounts2022-12-31$-705,950
Net investment gain or loss from common/collective trusts2022-12-31$28,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,172,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,724,947
Contract administrator fees2022-12-31$209,883
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31TRONCONI SEGARRA & ASSOCIATES
Accountancy firm EIN2022-12-31043728817
2021 : SOVRAN 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$11,573,776
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,819,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,541,026
Value of total corrective distributions2021-12-31$50,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,620,580
Value of total assets at end of year2021-12-31$41,353,315
Value of total assets at beginning of year2021-12-31$33,598,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$227,749
Total interest from all sources2021-12-31$56,137
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$402,815
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$402,815
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$4,694,161
Participant contributions at end of year2021-12-31$915,594
Participant contributions at beginning of year2021-12-31$931,903
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$921,834
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$490
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,754,537
Value of net assets at end of year (total assets less liabilities)2021-12-31$41,353,315
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$33,598,778
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$34,567,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,568,396
Value of interest in pooled separate accounts at end of year2021-12-31$4,240,184
Value of interest in pooled separate accounts at beginning of year2021-12-31$27,572,531
Interest on participant loans2021-12-31$56,137
Value of interest in common/collective trusts at end of year2021-12-31$1,630,032
Value of interest in common/collective trusts at beginning of year2021-12-31$1,469,163
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$43,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,961,302
Net investment gain/loss from pooled separate accounts2021-12-31$512,953
Net investment gain or loss from common/collective trusts2021-12-31$19,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,004,585
Employer contributions (assets) at beginning of year2021-12-31$13,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,540,536
Contract administrator fees2021-12-31$227,749
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31TRONCONI SEGARRA & ASSOCIATES
Accountancy firm EIN2021-12-31043728817
2020 : SOVRAN 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$9,194,750
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,491,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,436,137
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$11,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,174,233
Value of total assets at end of year2020-12-31$33,598,778
Value of total assets at beginning of year2020-12-31$27,895,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$43,992
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$62,638
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$15,610
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$15,610
Administrative expenses professional fees incurred2020-12-31$0
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
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$3,986,455
Participant contributions at end of year2020-12-31$931,903
Participant contributions at beginning of year2020-12-31$901,355
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$272,081
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$305
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$399
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
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$5,702,853
Value of net assets at end of year (total assets less liabilities)2020-12-31$33,598,778
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$27,895,925
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,568,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,866,847
Value of interest in pooled separate accounts at end of year2020-12-31$27,572,531
Value of interest in pooled separate accounts at beginning of year2020-12-31$23,060,649
Interest on participant loans2020-12-31$62,048
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$590
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$1,469,163
Value of interest in common/collective trusts at beginning of year2020-12-31$987,536
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$43,535
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$79,538
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$611,727
Net investment gain/loss from pooled separate accounts2020-12-31$3,326,298
Net investment gain or loss from common/collective trusts2020-12-31$3,845
Net gain/loss from 103.12 investment entities2020-12-31$0
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$915,697
Employer contributions (assets) at end of year2020-12-31$13,250
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,435,832
Contract administrator fees2020-12-31$43,992
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31TRONCONI SEGARRA & ASSOCIATES
Accountancy firm EIN2020-12-31043728817
2019 : SOVRAN 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$9,639,968
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,008,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,945,994
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$15,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,703,251
Value of total assets at end of year2019-12-31$27,895,925
Value of total assets at beginning of year2019-12-31$22,264,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$46,299
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$58,069
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$24,829
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$24,829
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$3,443,691
Participant contributions at end of year2019-12-31$901,355
Participant contributions at beginning of year2019-12-31$714,845
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$460,839
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$1,600
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$2,750
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
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$5,631,872
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,895,925
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,264,053
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,866,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,087,860
Value of interest in pooled separate accounts at end of year2019-12-31$23,060,649
Value of interest in pooled separate accounts at beginning of year2019-12-31$18,296,123
Interest on participant loans2019-12-31$56,900
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$1,169
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$987,536
Value of interest in common/collective trusts at beginning of year2019-12-31$983,598
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$79,538
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$181,627
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$564,097
Net investment gain/loss from pooled separate accounts2019-12-31$4,239,129
Net investment gain or loss from common/collective trusts2019-12-31$47,843
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$798,721
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,944,394
Contract administrator fees2019-12-31$46,299
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31TRONCONI SEGARRA & ASSOCIATES
Accountancy firm EIN2019-12-31043728817
2018 : SOVRAN 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,534,078
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,384,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,302,175
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$44,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,019,240
Value of total assets at end of year2018-12-31$22,264,053
Value of total assets at beginning of year2018-12-31$22,114,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$37,875
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$45,446
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$19,235
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$19,235
Administrative expenses professional fees incurred2018-12-31$0
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
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$3,111,255
Participant contributions at end of year2018-12-31$714,845
Participant contributions at beginning of year2018-12-31$626,176
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$923
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$162,066
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$83
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$2,615
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
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$149,410
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,264,053
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$22,114,643
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,087,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,989,258
Value of interest in pooled separate accounts at end of year2018-12-31$18,296,123
Value of interest in pooled separate accounts at beginning of year2018-12-31$18,486,750
Interest on participant loans2018-12-31$43,354
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$2,092
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$983,598
Value of interest in common/collective trusts at beginning of year2018-12-31$739,941
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$181,627
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$271,595
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-129,029
Net investment gain/loss from pooled separate accounts2018-12-31$-1,427,093
Net investment gain or loss from common/collective trusts2018-12-31$3,664
Net gain/loss from 103.12 investment entities2018-12-31$0
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$745,919
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,302,092
Contract administrator fees2018-12-31$37,875
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31TRONCONI SEGARRA & ASSOC
Accountancy firm EIN2018-12-31043728817
2017 : SOVRAN 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$6,957,058
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,544,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,493,351
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$19,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,092,520
Value of total assets at end of year2017-12-31$22,114,643
Value of total assets at beginning of year2017-12-31$16,701,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$31,397
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$34,486
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$13,056
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$13,056
Administrative expenses professional fees incurred2017-12-31$0
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
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$2,844,797
Participant contributions at end of year2017-12-31$626,176
Participant contributions at beginning of year2017-12-31$486,783
Participant contributions at end of year2017-12-31$923
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$536,512
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$1,837
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,412,782
Value of net assets at end of year (total assets less liabilities)2017-12-31$22,114,643
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$16,701,861
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,989,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,434,834
Value of interest in pooled separate accounts at end of year2017-12-31$18,486,750
Value of interest in pooled separate accounts at beginning of year2017-12-31$13,893,352
Interest on participant loans2017-12-31$31,943
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$2,543
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$739,941
Value of interest in common/collective trusts at beginning of year2017-12-31$545,961
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$271,595
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$340,931
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$367,545
Net investment gain/loss from pooled separate accounts2017-12-31$2,441,038
Net investment gain or loss from common/collective trusts2017-12-31$6,576
Net gain/loss from 103.12 investment entities2017-12-31$0
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$711,211
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,493,351
Contract administrator fees2017-12-31$31,397
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31TRONCONI SEGARRA AND ASSOCIATES
Accountancy firm EIN2017-12-31043728817
2016 : SOVRAN 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,014,092
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,106,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,016,924
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$53,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,819,728
Value of total assets at end of year2016-12-31$16,701,861
Value of total assets at beginning of year2016-12-31$13,793,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$35,576
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$23,335
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$11,523
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$11,523
Administrative expenses professional fees incurred2016-12-31$0
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
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$2,156,999
Participant contributions at end of year2016-12-31$486,783
Participant contributions at beginning of year2016-12-31$305,481
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$151,421
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$1,128
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$296
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,907,890
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,701,861
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,793,971
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,434,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,186,872
Value of interest in pooled separate accounts at end of year2016-12-31$13,893,352
Value of interest in pooled separate accounts at beginning of year2016-12-31$11,958,986
Interest on participant loans2016-12-31$20,236
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$3,099
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$545,961
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$340,931
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$342,632
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$76,230
Net investment gain/loss from pooled separate accounts2016-12-31$1,079,448
Net investment gain or loss from common/collective trusts2016-12-31$3,532
Net gain/loss from 103.12 investment entities2016-12-31$0
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$511,308
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,015,796
Contract administrator fees2016-12-31$35,576
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31TRONCONI SEGARRA & ASSOCIATES
Accountancy firm EIN2016-12-31043728817
2015 : SOVRAN 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,047,555
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,195,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,138,826
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$27,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,105,601
Value of total assets at end of year2015-12-31$13,793,971
Value of total assets at beginning of year2015-12-31$13,941,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$28,870
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$18,450
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$9,466
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$9,466
Administrative expenses professional fees incurred2015-12-31$0
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
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$1,722,597
Participant contributions at end of year2015-12-31$305,481
Participant contributions at beginning of year2015-12-31$281,074
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$77
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$106,168
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$162
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-147,859
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,793,971
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,941,830
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,186,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,245,853
Value of interest in pooled separate accounts at end of year2015-12-31$11,958,986
Value of interest in pooled separate accounts at beginning of year2015-12-31$11,988,069
Interest on participant loans2015-12-31$15,625
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$2,825
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$342,632
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$426,738
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$49,913
Net investment gain/loss from pooled separate accounts2015-12-31$-136,037
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
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$276,836
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$19
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,138,826
Contract administrator fees2015-12-31$28,870
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31ERNST AND YOUNG LLP
Accountancy firm EIN2015-12-31346565596
2014 : SOVRAN 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,594,196
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$875,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$822,454
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$28,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,777,629
Value of total assets at end of year2014-12-31$13,941,830
Value of total assets at beginning of year2014-12-31$12,223,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$24,157
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$17,777
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,957
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$5,957
Administrative expenses professional fees incurred2014-12-31$0
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
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$1,515,020
Participant contributions at end of year2014-12-31$281,074
Participant contributions at beginning of year2014-12-31$230,170
Participant contributions at end of year2014-12-31$77
Participant contributions at beginning of year2014-12-31$67
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$65,154
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$352
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
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$1,718,622
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,941,830
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,223,208
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,245,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$11,988,069
Value of interest in pooled separate accounts at beginning of year2014-12-31$11,521,424
Interest on participant loans2014-12-31$13,785
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$3,992
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$426,738
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$471,540
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$124,030
Net investment gain/loss from pooled separate accounts2014-12-31$668,451
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
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$197,455
Employer contributions (assets) at end of year2014-12-31$19
Employer contributions (assets) at beginning of year2014-12-31$7
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$822,454
Contract administrator fees2014-12-31$24,157
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 name2014-12-31ERNST AND YOUNG LLP
Accountancy firm EIN2014-12-31346565596
2013 : SOVRAN 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
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$3,493,003
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,073,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,024,423
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$27,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,460,723
Value of total assets at end of year2013-12-31$12,223,208
Value of total assets at beginning of year2013-12-31$9,803,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$21,892
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$16,492
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
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
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$1,228,191
Participant contributions at end of year2013-12-31$230,170
Participant contributions at beginning of year2013-12-31$206,251
Participant contributions at end of year2013-12-31$67
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$149,331
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$-5,270
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
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$2,419,429
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,223,208
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,803,779
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$11,521,424
Value of interest in pooled separate accounts at beginning of year2013-12-31$9,040,002
Interest on participant loans2013-12-31$11,178
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$5,314
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$471,540
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$557,526
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$2,021,058
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
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$83,201
Employer contributions (assets) at end of year2013-12-31$7
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,024,423
Contract administrator fees2013-12-31$21,892
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
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$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 name2013-12-31ERNST AND YOUNG LLP
Accountancy firm EIN2013-12-31346565596
2012 : SOVRAN 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,137,976
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$676,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$638,734
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$29,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,179,776
Value of total assets at end of year2012-12-31$9,803,779
Value of total assets at beginning of year2012-12-31$8,342,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,860
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$20,715
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$1,062,427
Participant contributions at end of year2012-12-31$206,251
Participant contributions at beginning of year2012-12-31$233,264
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$41,433
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$-2,174
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
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$1,461,105
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,803,779
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,342,674
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$9,040,002
Value of interest in pooled separate accounts at beginning of year2012-12-31$7,627,047
Interest on participant loans2012-12-31$11,804
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$8,911
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$557,526
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$482,363
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$939,659
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$75,916
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$638,734
Contract administrator fees2012-12-31$8,860
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
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
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
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 name2012-12-31ERNST AND YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : SOVRAN 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$907,641
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$557,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$510,461
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$41,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$995,469
Value of total assets at end of year2011-12-31$8,342,674
Value of total assets at beginning of year2011-12-31$7,992,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,468
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$22,169
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$921,921
Participant contributions at end of year2011-12-31$233,264
Participant contributions at beginning of year2011-12-31$202,249
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$303
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$1,856
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
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$350,611
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,342,674
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,992,063
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$7,627,047
Value of interest in pooled separate accounts at beginning of year2011-12-31$7,331,160
Interest on participant loans2011-12-31$10,919
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$11,250
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$482,363
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$458,654
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-111,853
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$73,245
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$510,461
Contract administrator fees2011-12-31$5,468
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
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
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
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 name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : SOVRAN 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,932,714
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$461,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$441,868
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$15,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,005,750
Value of total assets at end of year2010-12-31$7,992,063
Value of total assets at beginning of year2010-12-31$6,520,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,199
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$22,675
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$916,714
Participant contributions at end of year2010-12-31$202,249
Participant contributions at beginning of year2010-12-31$167,882
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$22,112
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$3,071
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,471,285
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,992,063
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,520,778
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$7,331,160
Value of interest in pooled separate accounts at beginning of year2010-12-31$5,951,391
Interest on participant loans2010-12-31$10,211
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$12,464
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$458,654
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$401,505
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$901,218
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
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$66,924
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$441,868
Contract administrator fees2010-12-31$4,199
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
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
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
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 name2010-12-31ERNST AND YOUNG LLP
Accountancy firm EIN2010-12-31346565596
2009 : SOVRAN 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SOVRAN 401(K) PLAN

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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number429630
Policy instance 1
Insurance contract or identification number429630
Number of Individuals Covered2413
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number429630
Policy instance 1
Insurance contract or identification number429630
Number of Individuals Covered1917
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number429630
Policy instance 1
Insurance contract or identification number429630
Number of Individuals Covered1785
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number429630
Policy instance 1
Insurance contract or identification number429630
Number of Individuals Covered1778
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number429630
Policy instance 1
Insurance contract or identification number429630
Number of Individuals Covered1665
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number429630
Policy instance 1
Insurance contract or identification number429630
Number of Individuals Covered1600
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number429630
Policy instance 1
Insurance contract or identification number429630
Number of Individuals Covered1233
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number429630
Policy instance 1
Insurance contract or identification number429630
Number of Individuals Covered1209
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 $96
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees96
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY DW INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number429630
Policy instance 1
Insurance contract or identification number429630
Number of Individuals Covered1141
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number429630
Policy instance 1
Insurance contract or identification number429630
Number of Individuals Covered1158
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number429630
Policy instance 1
Insurance contract or identification number429630
Number of Individuals Covered1147
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number429630
Policy instance 1
Insurance contract or identification number429630
Number of Individuals Covered1061
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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