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SPOK HOLDINGS, INC. SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan NameSPOK HOLDINGS, INC. SAVINGS AND RETIREMENT PLAN
Plan identification number 001

SPOK HOLDINGS, INC. SAVINGS AND RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:SPOK, INC.
Employer identification number (EIN):161694797
NAIC Classification:517000

Additional information about SPOK, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2002-09-11
Company Identification Number: F152370
Legal Registered Office Address: 100 Shockoe Slip Fl 2

Richmond
United States of America (USA)
23219-4100

More information about SPOK, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPOK HOLDINGS, INC. SAVINGS AND RETIREMENT 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
0012018-01-01
0012017-01-01BONNIE CULP BONNIE CULP2018-07-31
0012016-01-01BONNIE CULP BONNIE CULP2017-10-16
0012015-01-01BONNIE CULP BONNIE CULP2016-09-29
0012014-01-01BONNIE CULP BONNIE CULP2015-09-25
0012013-01-01BONNIE CULP BONNIE CULP2014-07-25
0012012-01-01BONNIE CULP BONNIE CULP2013-07-25
0012011-01-01BONNIE CULP BONNIE CULP2012-07-27
0012009-01-01BONNIE CULP BONNIE CULP2010-10-11

Plan Statistics for SPOK HOLDINGS, INC. SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for SPOK HOLDINGS, INC. SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022: SPOK HOLDINGS, INC. SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,019
Total number of active participants reported on line 7a of the Form 55002022-01-01384
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-01501
Total of all active and inactive participants2022-01-01890
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01890
Number of participants with account balances2022-01-01890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: SPOK HOLDINGS, INC. SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,029
Total number of active participants reported on line 7a of the Form 55002021-01-01547
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-01464
Total of all active and inactive participants2021-01-011,015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,015
Number of participants with account balances2021-01-011,013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0141
2020: SPOK HOLDINGS, INC. SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,228
Total number of active participants reported on line 7a of the Form 55002020-01-01592
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-01428
Total of all active and inactive participants2020-01-011,025
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,025
Number of participants with account balances2020-01-011,019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0127
2019: SPOK HOLDINGS, INC. SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,030
Total number of active participants reported on line 7a of the Form 55002019-01-01603
Number of retired or separated participants receiving benefits2019-01-01598
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-011,203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,203
Number of participants with account balances2019-01-011,030
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0120
2018: SPOK HOLDINGS, INC. SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,014
Total number of active participants reported on line 7a of the Form 55002018-01-01589
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01436
Total of all active and inactive participants2018-01-011,026
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,026
Number of participants with account balances2018-01-011,019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0124
2017: SPOK HOLDINGS, INC. SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01987
Total number of active participants reported on line 7a of the Form 55002017-01-01579
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01428
Total of all active and inactive participants2017-01-011,009
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,009
Number of participants with account balances2017-01-01924
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0111
2016: SPOK HOLDINGS, INC. SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,008
Total number of active participants reported on line 7a of the Form 55002016-01-01565
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01421
Total of all active and inactive participants2016-01-01986
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01986
Number of participants with account balances2016-01-01895
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: SPOK HOLDINGS, INC. SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,044
Total number of active participants reported on line 7a of the Form 55002015-01-01578
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01426
Total of all active and inactive participants2015-01-011,004
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,004
Number of participants with account balances2015-01-01913
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: SPOK HOLDINGS, INC. SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,107
Total number of active participants reported on line 7a of the Form 55002014-01-01590
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01447
Total of all active and inactive participants2014-01-011,037
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,037
Number of participants with account balances2014-01-01944
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: SPOK HOLDINGS, INC. SAVINGS AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,162
Total number of active participants reported on line 7a of the Form 55002013-01-01625
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01477
Total of all active and inactive participants2013-01-011,102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,102
Number of participants with account balances2013-01-011,008
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: SPOK HOLDINGS, INC. SAVINGS AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01945
Total number of active participants reported on line 7a of the Form 55002012-01-01663
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01494
Total of all active and inactive participants2012-01-011,157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,157
Number of participants with account balances2012-01-011,048
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: SPOK HOLDINGS, INC. SAVINGS AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01984
Total number of active participants reported on line 7a of the Form 55002011-01-01443
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01502
Total of all active and inactive participants2011-01-01945
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01945
Number of participants with account balances2011-01-01912
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: SPOK HOLDINGS, INC. SAVINGS AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,220
Total number of active participants reported on line 7a of the Form 55002009-01-011,168
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01485
Total of all active and inactive participants2009-01-011,653
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,653
Number of participants with account balances2009-01-011,168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on SPOK HOLDINGS, INC. SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022 : SPOK HOLDINGS, INC. SAVINGS AND RETIREMENT 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$0
Total income from all sources (including contributions)2022-12-31$-15,411,027
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$14,068,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$14,009,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,839,938
Value of total assets at end of year2022-12-31$110,405,919
Value of total assets at beginning of year2022-12-31$139,885,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$58,309
Total interest from all sources2022-12-31$390,949
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,322,075
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$1,322,075
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,370,837
Participant contributions at end of year2022-12-31$1,187,509
Participant contributions at beginning of year2022-12-31$1,293,242
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$250,717
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$1,225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-29,479,288
Value of net assets at end of year (total assets less liabilities)2022-12-31$110,405,919
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$139,885,207
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$71,040,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$90,683,174
Value of interest in pooled separate accounts at end of year2022-12-31$18,173,707
Value of interest in pooled separate accounts at beginning of year2022-12-31$27,969,739
Interest on participant loans2022-12-31$56,676
Interest earned on other investments2022-12-31$334,273
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$20,004,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$19,939,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-16,116,838
Net investment gain/loss from pooled separate accounts2022-12-31$-6,847,151
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$1,218,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$14,009,952
Contract administrator fees2022-12-31$57,084
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 name2022-12-31RSM US LLP
Accountancy firm EIN2022-12-31420714325
2021 : SPOK HOLDINGS, INC. SAVINGS AND RETIREMENT 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$24,690,298
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$12,556,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$12,475,155
Expenses. Certain deemed distributions of participant loans2021-12-31$36,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,480,133
Value of total assets at end of year2021-12-31$139,885,207
Value of total assets at beginning of year2021-12-31$127,751,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$45,250
Total interest from all sources2021-12-31$385,056
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,272,326
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,272,326
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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$5,241,532
Participant contributions at end of year2021-12-31$1,293,242
Participant contributions at beginning of year2021-12-31$1,006,996
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$757,940
Administrative expenses (other) incurred2021-12-31$45,250
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$12,133,742
Value of net assets at end of year (total assets less liabilities)2021-12-31$139,885,207
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$127,751,465
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$90,683,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$80,653,487
Value of interest in pooled separate accounts at end of year2021-12-31$27,969,739
Value of interest in pooled separate accounts at beginning of year2021-12-31$26,522,756
Interest on participant loans2021-12-31$55,944
Interest earned on other investments2021-12-31$329,112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$19,939,052
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$19,568,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,846,292
Net investment gain/loss from pooled separate accounts2021-12-31$4,706,491
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$1,480,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$12,475,155
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 name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : SPOK HOLDINGS, INC. SAVINGS AND RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$28,996,385
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$12,933,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,743,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,553,006
Value of total assets at end of year2020-12-31$127,751,465
Value of total assets at beginning of year2020-12-31$111,688,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$190,302
Total interest from all sources2020-12-31$431,388
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,082,306
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$1,082,306
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,142,788
Participant contributions at end of year2020-12-31$1,006,996
Participant contributions at beginning of year2020-12-31$1,321,337
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$952,784
Administrative expenses (other) incurred2020-12-31$190,302
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$16,062,994
Value of net assets at end of year (total assets less liabilities)2020-12-31$127,751,465
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$111,688,471
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$80,653,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$93,240,411
Value of interest in pooled separate accounts at end of year2020-12-31$26,522,756
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$62,964
Interest earned on other investments2020-12-31$368,424
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$19,568,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$17,126,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$15,817,290
Net investment gain/loss from pooled separate accounts2020-12-31$4,112,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,457,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$12,743,089
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : SPOK HOLDINGS, INC. SAVINGS AND RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$29,325,230
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$9,296,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,172,937
Expenses. Certain deemed distributions of participant loans2019-12-31$10,183
Value of total corrective distributions2019-12-31$5,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,002,620
Value of total assets at end of year2019-12-31$111,688,471
Value of total assets at beginning of year2019-12-31$91,659,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$108,437
Total interest from all sources2019-12-31$431,952
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,285,463
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$1,285,463
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$5,175,817
Participant contributions at end of year2019-12-31$1,321,337
Participant contributions at beginning of year2019-12-31$1,213,310
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,314,547
Other income not declared elsewhere2019-12-31$47,605
Administrative expenses (other) incurred2019-12-31$108,437
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$20,028,583
Value of net assets at end of year (total assets less liabilities)2019-12-31$111,688,471
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$91,659,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$93,240,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$73,839,475
Interest on participant loans2019-12-31$66,447
Interest earned on other investments2019-12-31$365,505
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$17,126,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$16,607,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$19,557,590
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$1,512,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,172,937
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
2018 : SPOK HOLDINGS, INC. SAVINGS AND RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,134,931
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$6,715,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,642,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,763,523
Value of total assets at end of year2018-12-31$91,659,888
Value of total assets at beginning of year2018-12-31$95,239,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$72,402
Total interest from all sources2018-12-31$358,019
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,079,256
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$1,079,256
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,862,009
Participant contributions at end of year2018-12-31$1,213,310
Participant contributions at beginning of year2018-12-31$1,387,178
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$444,251
Other income not declared elsewhere2018-12-31$95,327
Administrative expenses (other) incurred2018-12-31$72,402
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,580,071
Value of net assets at end of year (total assets less liabilities)2018-12-31$91,659,888
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$95,239,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$73,839,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$79,175,528
Interest on participant loans2018-12-31$61,110
Interest earned on other investments2018-12-31$296,909
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$16,607,103
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$14,626,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,161,194
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$1,457,263
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$50,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,642,600
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : SPOK HOLDINGS, INC. SAVINGS AND RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$20,369,415
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,251,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,186,368
Expenses. Certain deemed distributions of participant loans2017-12-31$5,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,650,610
Value of total assets at end of year2017-12-31$95,239,959
Value of total assets at beginning of year2017-12-31$79,121,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$59,408
Total interest from all sources2017-12-31$321,421
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$888,811
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$888,811
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,151,590
Participant contributions at end of year2017-12-31$1,387,178
Participant contributions at beginning of year2017-12-31$1,558,072
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$358,674
Other income not declared elsewhere2017-12-31$82,055
Administrative expenses (other) incurred2017-12-31$59,408
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$16,118,088
Value of net assets at end of year (total assets less liabilities)2017-12-31$95,239,959
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$79,121,871
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$79,175,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$63,749,785
Interest on participant loans2017-12-31$62,841
Interest earned on other investments2017-12-31$258,580
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$14,626,520
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$13,725,236
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$13,426,518
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$1,140,346
Employer contributions (assets) at end of year2017-12-31$50,733
Employer contributions (assets) at beginning of year2017-12-31$88,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,186,368
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : SPOK HOLDINGS, INC. SAVINGS AND RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$10,056,576
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,211,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,167,252
Value of total corrective distributions2016-12-31$535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,173,419
Value of total assets at end of year2016-12-31$79,121,871
Value of total assets at beginning of year2016-12-31$74,276,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$43,562
Total interest from all sources2016-12-31$316,018
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$809,883
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$809,883
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,790,609
Participant contributions at end of year2016-12-31$1,558,072
Participant contributions at beginning of year2016-12-31$1,484,449
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$301,805
Other income not declared elsewhere2016-12-31$62,243
Administrative expenses (other) incurred2016-12-31$43,562
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$4,845,227
Value of net assets at end of year (total assets less liabilities)2016-12-31$79,121,871
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$74,276,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$63,749,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$59,473,622
Interest on participant loans2016-12-31$60,462
Interest earned on other investments2016-12-31$255,556
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$13,725,236
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$13,318,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,695,013
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$1,081,005
Employer contributions (assets) at end of year2016-12-31$88,778
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,167,252
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : SPOK HOLDINGS, INC. SAVINGS AND RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$5,736,099
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,796,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,736,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,090,583
Value of total assets at end of year2015-12-31$74,276,644
Value of total assets at beginning of year2015-12-31$75,337,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$60,295
Total interest from all sources2015-12-31$328,864
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$663,822
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$663,822
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,838,139
Participant contributions at end of year2015-12-31$1,484,449
Participant contributions at beginning of year2015-12-31$1,462,087
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$157,514
Other income not declared elsewhere2015-12-31$67,682
Administrative expenses (other) incurred2015-12-31$60,295
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,060,721
Value of net assets at end of year (total assets less liabilities)2015-12-31$74,276,644
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$75,337,365
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$59,473,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$56,230,084
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,136,834
Interest on participant loans2015-12-31$74,584
Interest earned on other investments2015-12-31$254,280
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$13,318,573
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$12,508,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-338,739
Net investment gain/loss from pooled separate accounts2015-12-31$-76,113
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$1,094,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,736,525
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : SPOK HOLDINGS, INC. SAVINGS AND RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$9,518,833
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$7,340,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,278,810
Expenses. Certain deemed distributions of participant loans2014-12-31$588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,701,510
Value of total assets at end of year2014-12-31$75,337,365
Value of total assets at beginning of year2014-12-31$73,159,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$61,563
Total interest from all sources2014-12-31$317,885
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$530,822
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$530,822
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,603,687
Participant contributions at end of year2014-12-31$1,462,087
Participant contributions at beginning of year2014-12-31$1,529,390
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$12,675
Other income not declared elsewhere2014-12-31$74,303
Administrative expenses (other) incurred2014-12-31$61,563
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,177,872
Value of net assets at end of year (total assets less liabilities)2014-12-31$75,337,365
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$73,159,493
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$56,230,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$54,609,642
Value of interest in pooled separate accounts at end of year2014-12-31$5,136,834
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,790,240
Interest on participant loans2014-12-31$60,321
Interest earned on other investments2014-12-31$257,564
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$12,508,360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$12,230,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,288,680
Net investment gain/loss from pooled separate accounts2014-12-31$605,633
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$1,085,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,278,810
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : SPOK HOLDINGS, INC. SAVINGS AND RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$17,290,472
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,984,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,918,515
Value of total corrective distributions2013-12-31$7,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,123,452
Value of total assets at end of year2013-12-31$73,159,493
Value of total assets at beginning of year2013-12-31$60,854,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$59,256
Total interest from all sources2013-12-31$337,106
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$535,127
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$535,127
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,764,810
Participant contributions at end of year2013-12-31$1,529,390
Participant contributions at beginning of year2013-12-31$1,564,560
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$142,216
Other income not declared elsewhere2013-12-31$60,694
Administrative expenses (other) incurred2013-12-31$59,256
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$12,305,474
Value of net assets at end of year (total assets less liabilities)2013-12-31$73,159,493
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$60,854,019
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$54,609,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$43,978,929
Value of interest in pooled separate accounts at end of year2013-12-31$4,790,240
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,693,096
Interest on participant loans2013-12-31$64,251
Interest earned on other investments2013-12-31$272,855
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$12,230,221
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$11,617,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$10,069,110
Net investment gain/loss from pooled separate accounts2013-12-31$1,164,983
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$1,216,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,918,515
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : SPOK HOLDINGS, INC. SAVINGS AND RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$8,164,422
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$10,545,865
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,623,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,530,001
Expenses. Certain deemed distributions of participant loans2012-12-31$-2
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,627,459
Value of total assets at end of year2012-12-31$60,854,019
Value of total assets at beginning of year2012-12-31$46,767,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$93,569
Total interest from all sources2012-12-31$337,133
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$547,865
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$547,865
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,543,579
Participant contributions at end of year2012-12-31$1,564,560
Participant contributions at beginning of year2012-12-31$1,381,890
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$85,916
Other income not declared elsewhere2012-12-31$118,160
Administrative expenses (other) incurred2012-12-31$93,569
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$5,922,297
Value of net assets at end of year (total assets less liabilities)2012-12-31$60,854,019
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$46,767,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$43,978,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$31,722,848
Value of interest in pooled separate accounts at end of year2012-12-31$3,693,096
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,297,557
Interest on participant loans2012-12-31$61,535
Interest earned on other investments2012-12-31$275,598
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$11,617,434
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$10,365,005
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,399,634
Net investment gain/loss from pooled separate accounts2012-12-31$515,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$997,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,530,001
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : SPOK HOLDINGS, INC. SAVINGS AND RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,060,756
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,510,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,447,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,729,235
Value of total assets at end of year2011-12-31$46,767,300
Value of total assets at beginning of year2011-12-31$49,216,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$62,554
Total interest from all sources2011-12-31$332,541
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$344,810
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$344,810
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,108,508
Participant contributions at end of year2011-12-31$1,381,890
Participant contributions at beginning of year2011-12-31$1,364,037
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$67,248
Other income not declared elsewhere2011-12-31$39,090
Administrative expenses (other) incurred2011-12-31$62,554
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,449,503
Value of net assets at end of year (total assets less liabilities)2011-12-31$46,767,300
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$49,216,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$31,722,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$34,264,289
Value of interest in pooled separate accounts at end of year2011-12-31$3,297,557
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,363,416
Interest on participant loans2011-12-31$61,884
Interest earned on other investments2011-12-31$270,657
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$10,365,005
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$10,225,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,450,283
Net investment gain/loss from pooled separate accounts2011-12-31$65,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$553,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,447,705
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : SPOK HOLDINGS, INC. SAVINGS AND RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$8,804,466
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,795,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,747,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,161,981
Value of total assets at end of year2010-12-31$49,216,803
Value of total assets at beginning of year2010-12-31$46,207,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$47,964
Total interest from all sources2010-12-31$365,603
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$371,077
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$371,077
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,554,702
Participant contributions at end of year2010-12-31$1,364,037
Participant contributions at beginning of year2010-12-31$1,574,092
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$13,914
Other income not declared elsewhere2010-12-31$310,854
Administrative expenses (other) incurred2010-12-31$47,964
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$3,009,159
Value of net assets at end of year (total assets less liabilities)2010-12-31$49,216,803
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$46,207,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$34,264,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$31,798,917
Value of interest in pooled separate accounts at end of year2010-12-31$3,363,416
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,249,945
Interest on participant loans2010-12-31$74,013
Interest earned on other investments2010-12-31$291,590
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$10,225,061
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$9,584,690
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,154,305
Net investment gain/loss from pooled separate accounts2010-12-31$440,646
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$593,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,747,343
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCGLADREY AND PULLEN, LLP
Accountancy firm EIN2010-12-31420714325
2009 : SPOK HOLDINGS, INC. SAVINGS AND RETIREMENT 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 SPOK HOLDINGS, INC. SAVINGS AND RETIREMENT PLAN

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

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041403
Policy instance 1
Insurance contract or identification number041403
Number of Individuals Covered890
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041403
Policy instance 1
Insurance contract or identification number041403
Number of Individuals Covered1015
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041403
Policy instance 1
Insurance contract or identification number041403
Number of Individuals Covered1025
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041403
Policy instance 1
Insurance contract or identification number041403
Number of Individuals Covered1203
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041403
Policy instance 1
Insurance contract or identification number041403
Number of Individuals Covered1009
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041403
Policy instance 1
Insurance contract or identification number041403
Number of Individuals Covered1004
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041403
Policy instance 1
Insurance contract or identification number041403
Number of Individuals Covered1037
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041403
Policy instance 1
Insurance contract or identification number041403
Number of Individuals Covered1102
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041403
Policy instance 1
Insurance contract or identification number041403
Number of Individuals Covered1157
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041403
Policy instance 1
Insurance contract or identification number041403
Number of Individuals Covered912
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041403
Policy instance 1
Insurance contract or identification number041403
Number of Individuals Covered1654
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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