?>
Logo

JACUZZI 401(K) PLAN 401k Plan overview

Plan NameJACUZZI 401(K) PLAN
Plan identification number 001

JACUZZI 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JACUZZI BRANDS LLC has sponsored the creation of one or more 401k plans.

Company Name:JACUZZI BRANDS LLC
Employer identification number (EIN):208158665
NAIC Classification:339900

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROSY BRENNAN
0012016-01-01ROSY BRENNAN
0012015-01-01ROSY BRENNAN
0012014-01-01ROSY BRENNAN
0012013-01-01ROSY BRENNAN
0012012-01-01ROSY BRENNAN
0012011-01-01ROSY BRENNAN ROSY BRENNAN2012-10-10
0012009-01-01ROSY BRENNAN ROSY BRENNAN2010-10-07

Plan Statistics for JACUZZI 401(K) PLAN

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

Measure Date Value
2022: JACUZZI 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01918
Total number of active participants reported on line 7a of the Form 55002022-01-011,103
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01235
Total of all active and inactive participants2022-01-011,338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,338
Number of participants with account balances2022-01-011,338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0143
2021: JACUZZI 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01628
Total number of active participants reported on line 7a of the Form 55002021-01-01721
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01172
Total of all active and inactive participants2021-01-01893
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01893
Number of participants with account balances2021-01-01893
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0119
2020: JACUZZI 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01664
Total number of active participants reported on line 7a of the Form 55002020-01-01497
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01131
Total of all active and inactive participants2020-01-01628
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01628
Number of participants with account balances2020-01-01628
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JACUZZI 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01624
Total number of active participants reported on line 7a of the Form 55002019-01-01532
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01132
Total of all active and inactive participants2019-01-01664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01664
Number of participants with account balances2019-01-01645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: JACUZZI 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01622
Total number of active participants reported on line 7a of the Form 55002018-01-01505
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01119
Total of all active and inactive participants2018-01-01624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01624
Number of participants with account balances2018-01-01624
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: JACUZZI 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01543
Total number of active participants reported on line 7a of the Form 55002017-01-01516
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01106
Total of all active and inactive participants2017-01-01622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01622
Number of participants with account balances2017-01-01622
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: JACUZZI 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01559
Total number of active participants reported on line 7a of the Form 55002016-01-01457
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0186
Total of all active and inactive participants2016-01-01543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01543
Number of participants with account balances2016-01-01543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: JACUZZI 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01612
Total number of active participants reported on line 7a of the Form 55002015-01-01461
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0198
Total of all active and inactive participants2015-01-01559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01559
Number of participants with account balances2015-01-01559
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: JACUZZI 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01591
Total number of active participants reported on line 7a of the Form 55002014-01-01492
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01111
Total of all active and inactive participants2014-01-01603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01603
Number of participants with account balances2014-01-01542
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0120
2013: JACUZZI 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01498
Total number of active participants reported on line 7a of the Form 55002013-01-01490
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0190
Total of all active and inactive participants2013-01-01580
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01580
Number of participants with account balances2013-01-01522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0114
2012: JACUZZI 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01484
Total number of active participants reported on line 7a of the Form 55002012-01-01393
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0186
Total of all active and inactive participants2012-01-01479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01479
Number of participants with account balances2012-01-01479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: JACUZZI 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01532
Total number of active participants reported on line 7a of the Form 55002011-01-01400
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0184
Total of all active and inactive participants2011-01-01484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01484
Number of participants with account balances2011-01-01405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: JACUZZI 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01913
Total number of active participants reported on line 7a of the Form 55002009-01-01541
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0174
Total of all active and inactive participants2009-01-01615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01615
Number of participants with account balances2009-01-01615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0141

Financial Data on JACUZZI 401(K) PLAN

Measure Date Value
2022 : JACUZZI 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$4,266,830
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,019,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,883,292
Value of total corrective distributions2022-12-31$2,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,817,486
Value of total assets at end of year2022-12-31$52,675,004
Value of total assets at beginning of year2022-12-31$53,428,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$134,337
Total interest from all sources2022-12-31$251,081
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$640,785
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$640,785
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$6,809,844
Participant contributions at end of year2022-12-31$1,404,993
Participant contributions at beginning of year2022-12-31$1,336,829
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,681,624
Other income not declared elsewhere2022-12-31$-95
Administrative expenses (other) incurred2022-12-31$1,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-753,092
Value of net assets at end of year (total assets less liabilities)2022-12-31$52,675,004
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$53,428,096
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$39,052,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$41,333,651
Interest on participant loans2022-12-31$59,675
Interest earned on other investments2022-12-31$191,406
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$12,217,195
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$10,757,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,442,427
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,326,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,883,292
Contract administrator fees2022-12-31$132,487
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 name2022-12-31BDO USA, P.C
Accountancy firm EIN2022-12-31135381590
2021 : JACUZZI 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$2,291,836
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$12,420,646
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,081,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,960,526
Expenses. Certain deemed distributions of participant loans2021-12-31$-5,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,009,066
Value of total assets at end of year2021-12-31$53,428,096
Value of total assets at beginning of year2021-12-31$42,797,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$126,742
Total interest from all sources2021-12-31$231,221
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$542,360
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$542,360
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$4,882,742
Participant contributions at end of year2021-12-31$1,336,829
Participant contributions at beginning of year2021-12-31$1,177,837
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$521,218
Other income not declared elsewhere2021-12-31$-11,013
Administrative expenses (other) incurred2021-12-31$126,742
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$8,338,811
Value of net assets at end of year (total assets less liabilities)2021-12-31$53,428,096
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$42,797,449
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$41,333,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$32,074,068
Interest on participant loans2021-12-31$69,512
Interest earned on other investments2021-12-31$161,703
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$10,757,616
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$9,545,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,649,012
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,605,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,960,526
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 name2021-12-31BDO USA LLP
Accountancy firm EIN2021-12-31135381590
2020 : JACUZZI 401(K) 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$10,178,970
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,366,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,263,710
Expenses. Certain deemed distributions of participant loans2020-12-31$7,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,183,432
Value of total assets at end of year2020-12-31$42,797,449
Value of total assets at beginning of year2020-12-31$36,985,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$95,135
Total interest from all sources2020-12-31$205,323
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$397,612
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$397,612
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$3,307,444
Participant contributions at end of year2020-12-31$1,177,837
Participant contributions at beginning of year2020-12-31$1,022,886
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$803,909
Other income not declared elsewhere2020-12-31$-10,746
Administrative expenses (other) incurred2020-12-31$95,135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,812,265
Value of net assets at end of year (total assets less liabilities)2020-12-31$42,797,449
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$36,985,184
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$32,074,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$28,315,586
Interest on participant loans2020-12-31$54,630
Interest earned on other investments2020-12-31$150,693
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$9,545,544
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$7,646,712
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,403,349
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,072,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,263,710
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA LLP
Accountancy firm EIN2020-12-31135381590
2019 : JACUZZI 401(K) 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$10,406,340
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,322,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,218,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,352,652
Value of total assets at end of year2019-12-31$36,985,184
Value of total assets at beginning of year2019-12-31$28,901,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$103,437
Total interest from all sources2019-12-31$190,130
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$446,581
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$446,581
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$3,176,174
Participant contributions at end of year2019-12-31$1,022,886
Participant contributions at beginning of year2019-12-31$1,007,203
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$141,164
Other income not declared elsewhere2019-12-31$-14,796
Administrative expenses (other) incurred2019-12-31$103,437
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$8,084,101
Value of net assets at end of year (total assets less liabilities)2019-12-31$36,985,184
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$28,901,083
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$28,315,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,798,563
Interest on participant loans2019-12-31$55,647
Interest earned on other investments2019-12-31$134,483
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$7,646,712
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,095,317
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,431,773
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$1,035,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,218,802
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 name2019-12-31BDO USA LLP
Accountancy firm EIN2019-12-31135381590
2018 : JACUZZI 401(K) 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$2,378,206
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,036,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,997,298
Value of total corrective distributions2018-12-31$506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,171,287
Value of total assets at end of year2018-12-31$28,901,083
Value of total assets at beginning of year2018-12-31$28,559,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$38,992
Total interest from all sources2018-12-31$156,683
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$371,491
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$371,491
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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$3,014,439
Participant contributions at end of year2018-12-31$1,007,203
Participant contributions at beginning of year2018-12-31$861,598
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$141,553
Other income not declared elsewhere2018-12-31$-16,235
Administrative expenses (other) incurred2018-12-31$38,992
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$77
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$341,410
Value of net assets at end of year (total assets less liabilities)2018-12-31$28,901,083
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$28,559,673
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$21,798,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$21,705,262
Interest on participant loans2018-12-31$47,017
Interest earned on other investments2018-12-31$109,666
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,095,317
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,992,736
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,305,020
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$1,015,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,997,298
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 name2018-12-31BDO USA LLP
Accountancy firm EIN2018-12-31135381590
2017 : JACUZZI 401(K) 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$7,329,089
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,434,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,421,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,668,131
Value of total assets at end of year2017-12-31$28,559,673
Value of total assets at beginning of year2017-12-31$22,664,823
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,077
Total interest from all sources2017-12-31$137,817
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$239,598
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$239,598
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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$2,700,245
Participant contributions at end of year2017-12-31$861,598
Participant contributions at beginning of year2017-12-31$831,906
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$49,956
Other income not declared elsewhere2017-12-31$78
Administrative expenses (other) incurred2017-12-31$13,077
Total non interest bearing cash at end of year2017-12-31$77
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,894,850
Value of net assets at end of year (total assets less liabilities)2017-12-31$28,559,673
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$22,664,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$21,705,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$16,277,725
Interest on participant loans2017-12-31$37,689
Interest earned on other investments2017-12-31$100,128
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,992,736
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,555,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,283,465
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$917,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,421,162
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 name2017-12-31BDO USA LLP
Accountancy firm EIN2017-12-31135381590
2016 : JACUZZI 401(K) 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$4,440,998
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,333,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,321,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,102,765
Value of total assets at end of year2016-12-31$22,664,823
Value of total assets at beginning of year2016-12-31$19,557,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$12,689
Total interest from all sources2016-12-31$127,293
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$189,881
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$189,881
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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$2,242,664
Participant contributions at end of year2016-12-31$831,906
Participant contributions at beginning of year2016-12-31$697,931
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$59,067
Other income not declared elsewhere2016-12-31$-472
Administrative expenses (other) incurred2016-12-31$12,689
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$54
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$3,107,159
Value of net assets at end of year (total assets less liabilities)2016-12-31$22,664,823
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,557,664
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$16,277,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,739,061
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$299,448
Interest on participant loans2016-12-31$30,990
Interest earned on other investments2016-12-31$96,303
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,555,192
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,821,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,000,721
Net investment gain/loss from pooled separate accounts2016-12-31$20,810
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$801,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,321,150
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 name2016-12-31BDO USA LLP
Accountancy firm EIN2016-12-31135381590
2015 : JACUZZI 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,554,615
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,150,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,139,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,716,871
Value of total assets at end of year2015-12-31$19,557,664
Value of total assets at beginning of year2015-12-31$19,153,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,959
Total interest from all sources2015-12-31$126,040
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$170,993
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$170,993
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
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$1,720,968
Participant contributions at end of year2015-12-31$697,931
Participant contributions at beginning of year2015-12-31$732,451
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$343,206
Other income not declared elsewhere2015-12-31$54
Administrative expenses (other) incurred2015-12-31$10,959
Total non interest bearing cash at end of year2015-12-31$54
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$403,719
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,557,664
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,153,945
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$13,739,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,901,800
Value of interest in pooled separate accounts at end of year2015-12-31$299,448
Value of interest in pooled separate accounts at beginning of year2015-12-31$450,151
Interest on participant loans2015-12-31$30,317
Interest earned on other investments2015-12-31$95,723
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,821,170
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,069,543
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-464,980
Net investment gain/loss from pooled separate accounts2015-12-31$5,637
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$652,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,139,937
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 name2015-12-31BDO USA LLP
Accountancy firm EIN2015-12-31135381590
2014 : JACUZZI 401(K) 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$3,530,204
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,315,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,302,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,737,247
Value of total assets at end of year2014-12-31$19,153,945
Value of total assets at beginning of year2014-12-31$17,939,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,684
Total interest from all sources2014-12-31$132,720
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$156,294
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$156,294
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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$1,682,914
Participant contributions at end of year2014-12-31$732,451
Participant contributions at beginning of year2014-12-31$720,918
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$429,700
Other income not declared elsewhere2014-12-31$-27
Administrative expenses (other) incurred2014-12-31$12,684
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,214,744
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,153,945
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,939,201
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$12,901,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,758,364
Value of interest in pooled separate accounts at end of year2014-12-31$450,151
Value of interest in pooled separate accounts at beginning of year2014-12-31$350,482
Interest on participant loans2014-12-31$29,948
Interest earned on other investments2014-12-31$102,772
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,069,543
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,109,437
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$456,362
Net investment gain/loss from pooled separate accounts2014-12-31$47,608
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$624,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,302,776
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 name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : JACUZZI 401(K) 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$5,363,792
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,085,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,071,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,976,143
Value of total assets at end of year2013-12-31$17,939,201
Value of total assets at beginning of year2013-12-31$15,661,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$14,516
Total interest from all sources2013-12-31$143,426
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$108,615
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$108,615
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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$1,709,164
Participant contributions at end of year2013-12-31$720,918
Participant contributions at beginning of year2013-12-31$685,642
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$630,123
Other income not declared elsewhere2013-12-31$1
Administrative expenses (other) incurred2013-12-31$14,516
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,277,977
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,939,201
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,661,224
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$11,758,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,629,707
Value of interest in pooled separate accounts at end of year2013-12-31$350,482
Value of interest in pooled separate accounts at beginning of year2013-12-31$214,813
Interest on participant loans2013-12-31$28,832
Interest earned on other investments2013-12-31$114,594
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,109,437
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,131,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,062,181
Net investment gain/loss from pooled separate accounts2013-12-31$73,426
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$636,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,071,299
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 name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590
2012 : JACUZZI 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,886,376
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,258,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,249,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,575,150
Value of total assets at end of year2012-12-31$15,661,224
Value of total assets at beginning of year2012-12-31$13,033,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,924
Total interest from all sources2012-12-31$153,974
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$119,433
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$119,433
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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$1,337,578
Participant contributions at end of year2012-12-31$685,642
Participant contributions at beginning of year2012-12-31$683,319
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$715,627
Other income not declared elsewhere2012-12-31$39
Administrative expenses (other) incurred2012-12-31$8,924
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,627,813
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,661,224
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,033,411
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$9,629,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,503,906
Value of interest in pooled separate accounts at end of year2012-12-31$214,813
Value of interest in pooled separate accounts at beginning of year2012-12-31$139,389
Interest on participant loans2012-12-31$27,374
Interest earned on other investments2012-12-31$126,600
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,131,062
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,706,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,014,533
Net investment gain/loss from pooled separate accounts2012-12-31$23,247
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$521,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,249,639
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 name2012-12-31BDO USA, LLP
Accountancy firm EIN2012-12-31135381590
2011 : JACUZZI 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,866,034
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,245,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,231,127
Expenses. Certain deemed distributions of participant loans2011-12-31$935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,890,993
Value of total assets at end of year2011-12-31$13,033,411
Value of total assets at beginning of year2011-12-31$13,412,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$13,334
Total interest from all sources2011-12-31$161,817
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$83,284
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$83,284
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
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$1,159,034
Participant contributions at end of year2011-12-31$683,319
Participant contributions at beginning of year2011-12-31$713,748
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$291,430
Other income not declared elsewhere2011-12-31$-353
Administrative expenses (other) incurred2011-12-31$13,334
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$15
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-379,362
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,033,411
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,412,773
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$7,503,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,452,307
Value of interest in pooled separate accounts at end of year2011-12-31$139,389
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,641,998
Interest on participant loans2011-12-31$25,724
Interest earned on other investments2011-12-31$136,093
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,706,797
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,604,705
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-308,130
Net investment gain/loss from pooled separate accounts2011-12-31$38,423
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$440,529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,231,127
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 name2011-12-31BDO USA, LLP
Accountancy firm EIN2011-12-31135381590
2010 : JACUZZI 401(K) 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$3,417,134
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$994,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$983,973
Expenses. Certain deemed distributions of participant loans2010-12-31$-56
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,314,233
Value of total assets at end of year2010-12-31$13,412,773
Value of total assets at beginning of year2010-12-31$10,990,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,568
Total interest from all sources2010-12-31$167,004
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$57,193
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$57,193
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,400,407
Participant contributions at end of year2010-12-31$713,748
Participant contributions at beginning of year2010-12-31$538,617
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$328,642
Other income not declared elsewhere2010-12-31$-8,437
Administrative expenses (other) incurred2010-12-31$10,568
Total non interest bearing cash at end of year2010-12-31$15
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,422,649
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,412,773
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,990,124
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$6,452,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,146,641
Value of interest in pooled separate accounts at end of year2010-12-31$1,641,998
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,118,669
Interest on participant loans2010-12-31$27,132
Interest earned on other investments2010-12-31$139,872
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,604,705
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,186,197
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$799,621
Net investment gain/loss from pooled separate accounts2010-12-31$87,520
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$585,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$983,973
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 name2010-12-31BDO USA, LLP
Accountancy firm EIN2010-12-31135381590
2009 : JACUZZI 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JACUZZI 401(K) PLAN

2022: JACUZZI 401(K) 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: JACUZZI 401(K) 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: JACUZZI 401(K) 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: JACUZZI 401(K) 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: JACUZZI 401(K) 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: JACUZZI 401(K) 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: JACUZZI 401(K) 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: JACUZZI 401(K) 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: JACUZZI 401(K) 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: JACUZZI 401(K) 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: JACUZZI 401(K) 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: JACUZZI 401(K) 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: JACUZZI 401(K) 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 number040255
Policy instance 1
Insurance contract or identification number040255
Number of Individuals Covered1338
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number040255
Policy instance 1
Insurance contract or identification number040255
Number of Individuals Covered893
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 number040255
Policy instance 1
Insurance contract or identification number040255
Number of Individuals Covered628
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 number040255
Policy instance 1
Insurance contract or identification number040255
Number of Individuals Covered664
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 number040255
Policy instance 1
Insurance contract or identification number040255
Number of Individuals Covered624
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number040255
Policy instance 1
Insurance contract or identification number040255
Number of Individuals Covered622
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

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

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

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

See full terms and conditions

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