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NATIONAL INTEGRATED GROUP PENSION PLAN 401k Plan overview

Plan NameNATIONAL INTEGRATED GROUP PENSION PLAN
Plan identification number 001

NATIONAL INTEGRATED GROUP PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

BOARD OF TRUSTEES OF NATIONAL INTEGRATED GROUP PENSION PLAN has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF NATIONAL INTEGRATED GROUP PENSION PLAN
Employer identification number (EIN):226190618
NAIC Classification:339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL INTEGRATED GROUP PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JAMES ENGLISH2023-10-15
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JAMES ENGLISH RON BORST2018-09-21
0012016-01-01JAMES ENGLISH RON BORST2017-09-28
0012015-01-01JAMES ENGLISH RON BORST2016-10-14
0012014-01-01JAMES ENGLISH RON BORST2015-09-25
0012013-01-01JAMES ENGLISH RONALD BORST2014-09-11
0012012-01-01JAMES ENGLISH RONALD BORST2013-09-10
0012011-01-01JAMES ENGLISH RONALD BORST2012-09-12
0012010-01-01JAMES ENGLISH RONALD BORST2011-07-28
0012009-01-01JAMES ENGLISH RONALD BORST2010-07-28

Plan Statistics for NATIONAL INTEGRATED GROUP PENSION PLAN

401k plan membership statisitcs for NATIONAL INTEGRATED GROUP PENSION PLAN

Measure Date Value
2022: NATIONAL INTEGRATED GROUP PENSION PLAN 2022 401k membership
Current value of assets2022-12-31840,733,399
Acturial value of assets for funding standard account2022-12-31840,733,399
Accrued liability for plan using immediate gains methods2022-12-311,662,228,587
Accrued liability under unit credit cost method2022-12-311,662,228,587
RPA 94 current liability2022-12-312,185,142,605
Expected increase in current liability due to benefits accruing during the plan year2022-12-318,688,710
Expected release from RPA 94 current liability for plan year2022-12-3191,122,379
Expected plan disbursements for the plan year2022-12-3196,229,413
Current value of assets2022-12-31839,772,154
Number of retired participants and beneficiaries receiving payment2022-12-3121,327
Current liability for retired participants and beneficiaries receiving payment2022-12-311,181,688,234
Number of terminated vested participants2022-12-3121,998
Current liability for terminated vested participants2022-12-31801,727,503
Current liability for active participants non vested benefits2022-12-3112,071,143
Current liability for active participants vested benefits2022-12-31189,655,725
Total number of active articipats2022-12-313,537
Current liability for active participants2022-12-31201,726,868
Total participant count with liabilities2022-12-3146,862
Total current liabilitoes for participants with libailities2022-12-312,185,142,605
Total employer contributions in plan year2022-12-3112,776,003
Total employee contributions in plan year2022-12-310
Value in reduction in liability resulting from the reduction in benefits2022-12-3170,660
Prior year funding deficiency2022-12-31700,995,805
Employer’s normal cost for plan year as of valuation date2022-12-3110,459,161
Prior year credit balance2022-12-310
Amortization credits as of valuation date2022-12-3168,389,602
Total participants, beginning-of-year2022-01-0148,254
Total number of active participants reported on line 7a of the Form 55002022-01-012,291
Number of retired or separated participants receiving benefits2022-01-0117,540
Number of other retired or separated participants entitled to future benefits2022-01-0120,959
Total of all active and inactive participants2022-01-0140,790
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-016,073
Total participants2022-01-0146,863
Number of employers contributing to the scheme2022-01-01123
2021: NATIONAL INTEGRATED GROUP PENSION PLAN 2021 401k membership
Current value of assets2021-12-31805,591,640
Acturial value of assets for funding standard account2021-12-31805,591,640
Accrued liability for plan using immediate gains methods2021-12-311,699,233,215
Accrued liability under unit credit cost method2021-12-311,699,233,215
RPA 94 current liability2021-12-312,202,094,510
Expected increase in current liability due to benefits accruing during the plan year2021-12-318,417,802
Expected release from RPA 94 current liability for plan year2021-12-3189,831,765
Expected plan disbursements for the plan year2021-12-3194,938,799
Current value of assets2021-12-31804,545,436
Number of retired participants and beneficiaries receiving payment2021-12-3120,993
Current liability for retired participants and beneficiaries receiving payment2021-12-311,154,955,481
Number of terminated vested participants2021-12-3123,328
Current liability for terminated vested participants2021-12-31838,661,910
Current liability for active participants non vested benefits2021-12-3112,552,807
Current liability for active participants vested benefits2021-12-31195,924,312
Total number of active articipats2021-12-313,535
Current liability for active participants2021-12-31208,477,119
Total participant count with liabilities2021-12-3147,856
Total current liabilitoes for participants with libailities2021-12-312,202,094,510
Total employer contributions in plan year2021-12-3115,769,167
Total employee contributions in plan year2021-12-310
Value in reduction in liability resulting from the reduction in benefits2021-12-31369,468
Prior year funding deficiency2021-12-31637,607,930
Employer’s normal cost for plan year as of valuation date2021-12-3110,512,937
Prior year credit balance2021-12-310
Amortization credits as of valuation date2021-12-3159,506,223
Total participants, beginning-of-year2021-01-0149,246
Total number of active participants reported on line 7a of the Form 55002021-01-012,515
Number of retired or separated participants receiving benefits2021-01-0117,318
Number of other retired or separated participants entitled to future benefits2021-01-0122,120
Total of all active and inactive participants2021-01-0141,953
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016,301
Total participants2021-01-0148,254
Number of employers contributing to the scheme2021-01-01128
2020: NATIONAL INTEGRATED GROUP PENSION PLAN 2020 401k membership
Current value of assets2020-12-31787,216,010
Acturial value of assets for funding standard account2020-12-31787,216,010
Accrued liability for plan using immediate gains methods2020-12-311,733,118,001
Accrued liability under unit credit cost method2020-12-311,733,118,001
RPA 94 current liability2020-12-312,100,312,524
Expected increase in current liability due to benefits accruing during the plan year2020-12-318,528,538
Expected release from RPA 94 current liability for plan year2020-12-3187,926,063
Expected plan disbursements for the plan year2020-12-3193,033,097
Current value of assets2020-12-31786,189,746
Number of retired participants and beneficiaries receiving payment2020-12-3120,545
Current liability for retired participants and beneficiaries receiving payment2020-12-311,076,156,313
Number of terminated vested participants2020-12-3124,644
Current liability for terminated vested participants2020-12-31799,978,535
Current liability for active participants non vested benefits2020-12-3112,460,792
Current liability for active participants vested benefits2020-12-31211,716,884
Total number of active articipats2020-12-314,070
Current liability for active participants2020-12-31224,177,676
Total participant count with liabilities2020-12-3149,259
Total current liabilitoes for participants with libailities2020-12-312,100,312,524
Total employer contributions in plan year2020-12-3117,004,316
Total employee contributions in plan year2020-12-310
Value in reduction in liability resulting from the reduction in benefits2020-12-31330,348
Prior year funding deficiency2020-12-31568,018,014
Employer’s normal cost for plan year as of valuation date2020-12-3111,357,776
Prior year credit balance2020-12-310
Amortization credits as of valuation date2020-12-3152,193,326
Total participants, beginning-of-year2020-01-0150,446
Total number of active participants reported on line 7a of the Form 55002020-01-012,596
Number of retired or separated participants receiving benefits2020-01-0116,978
Number of other retired or separated participants entitled to future benefits2020-01-0123,471
Total of all active and inactive participants2020-01-0143,045
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016,201
Total participants2020-01-0149,246
Number of employers contributing to the scheme2020-01-01141
2019: NATIONAL INTEGRATED GROUP PENSION PLAN 2019 401k membership
Current value of assets2019-12-31734,204,284
Acturial value of assets for funding standard account2019-12-31734,204,284
Accrued liability for plan using immediate gains methods2019-12-311,666,528,292
Accrued liability under unit credit cost method2019-12-311,666,528,292
RPA 94 current liability2019-12-312,103,327,666
Expected increase in current liability due to benefits accruing during the plan year2019-12-319,209,388
Expected release from RPA 94 current liability for plan year2019-12-3185,481,432
Expected plan disbursements for the plan year2019-12-3190,601,666
Current value of assets2019-12-31733,046,115
Number of retired participants and beneficiaries receiving payment2019-12-3119,946
Current liability for retired participants and beneficiaries receiving payment2019-12-311,040,863,052
Number of terminated vested participants2019-12-3125,497
Current liability for terminated vested participants2019-12-31818,179,449
Current liability for active participants non vested benefits2019-12-3113,578,631
Current liability for active participants vested benefits2019-12-31230,706,534
Total number of active articipats2019-12-314,568
Current liability for active participants2019-12-31244,285,165
Total participant count with liabilities2019-12-3150,011
Total current liabilitoes for participants with libailities2019-12-312,103,327,666
Total employer contributions in plan year2019-12-3113,289,243
Total employee contributions in plan year2019-12-310
Value in reduction in liability resulting from the reduction in benefits2019-12-3183,406
Prior year funding deficiency2019-12-31487,601,584
Employer’s normal cost for plan year as of valuation date2019-12-3111,342,418
Prior year credit balance2019-12-310
Amortization credits as of valuation date2019-12-3142,994,920
Total participants, beginning-of-year2019-01-0151,498
Total number of active participants reported on line 7a of the Form 55002019-01-012,888
Number of retired or separated participants receiving benefits2019-01-0116,691
Number of other retired or separated participants entitled to future benefits2019-01-0124,793
Total of all active and inactive participants2019-01-0144,372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-016,074
Total participants2019-01-0150,446
Number of employers contributing to the scheme2019-01-01149
2018: NATIONAL INTEGRATED GROUP PENSION PLAN 2018 401k membership
Current value of assets2018-12-31831,399,400
Acturial value of assets for funding standard account2018-12-31831,399,400
Accrued liability for plan using immediate gains methods2018-12-311,684,164,004
Accrued liability under unit credit cost method2018-12-311,684,164,004
RPA 94 current liability2018-12-312,176,091,300
Expected increase in current liability due to benefits accruing during the plan year2018-12-319,890,324
Expected release from RPA 94 current liability for plan year2018-12-3183,491,552
Expected plan disbursements for the plan year2018-12-3188,611,786
Current value of assets2018-12-31830,168,152
Number of retired participants and beneficiaries receiving payment2018-12-3119,581
Current liability for retired participants and beneficiaries receiving payment2018-12-311,037,773,750
Number of terminated vested participants2018-12-3126,825
Current liability for terminated vested participants2018-12-31877,227,970
Current liability for active participants non vested benefits2018-12-3115,775,680
Current liability for active participants vested benefits2018-12-31245,313,900
Total number of active articipats2018-12-314,792
Current liability for active participants2018-12-31261,089,580
Total participant count with liabilities2018-12-3151,198
Total current liabilitoes for participants with libailities2018-12-312,176,091,300
Total employer contributions in plan year2018-12-3120,342,744
Value in reduction in liability resulting from the reduction in benefits2018-12-3114,527
Prior year funding deficiency2018-12-31359,847,988
Employer’s normal cost for plan year as of valuation date2018-12-3111,625,456
Amortization credits as of valuation date2018-12-3142,987,490
Total participants, beginning-of-year2018-01-0152,660
Total number of active participants reported on line 7a of the Form 55002018-01-013,203
Number of retired or separated participants receiving benefits2018-01-0116,134
Number of other retired or separated participants entitled to future benefits2018-01-0126,262
Total of all active and inactive participants2018-01-0145,599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015,899
Total participants2018-01-0151,498
Number of employers contributing to the scheme2018-01-01157
2017: NATIONAL INTEGRATED GROUP PENSION PLAN 2017 401k membership
Current value of assets2017-12-31783,329,226
Acturial value of assets for funding standard account2017-12-31783,329,226
Accrued liability for plan using immediate gains methods2017-12-311,448,010,292
Accrued liability under unit credit cost method2017-12-311,448,010,292
RPA 94 current liability2017-12-311,995,851,860
Expected increase in current liability due to benefits accruing during the plan year2017-12-319,622,827
Expected release from RPA 94 current liability for plan year2017-12-3182,927,260
Expected plan disbursements for the plan year2017-12-3188,073,779
Current value of assets2017-12-31781,991,909
Number of retired participants and beneficiaries receiving payment2017-12-3118,927
Current liability for retired participants and beneficiaries receiving payment2017-12-31953,321,590
Number of terminated vested participants2017-12-3128,731
Current liability for terminated vested participants2017-12-31771,977,556
Current liability for active participants non vested benefits2017-12-3111,575,658
Current liability for active participants vested benefits2017-12-31258,977,056
Total number of active articipats2017-12-315,226
Current liability for active participants2017-12-31270,552,714
Total participant count with liabilities2017-12-3152,884
Total current liabilitoes for participants with libailities2017-12-311,995,851,860
Total employer contributions in plan year2017-12-3122,020,540
Total employee contributions in plan year2017-12-310
Value in reduction in liability resulting from the reduction in benefits2017-12-3148,999
Prior year funding deficiency2017-12-31248,537,437
Employer’s normal cost for plan year as of valuation date2017-12-3110,794,045
Amortization credits as of valuation date2017-12-3138,390,779
Total participants, beginning-of-year2017-01-0153,909
Total number of active participants reported on line 7a of the Form 55002017-01-013,340
Number of retired or separated participants receiving benefits2017-01-0115,737
Number of other retired or separated participants entitled to future benefits2017-01-0127,644
Total of all active and inactive participants2017-01-0146,721
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015,939
Total participants2017-01-0152,660
Number of employers contributing to the scheme2017-01-01168
2016: NATIONAL INTEGRATED GROUP PENSION PLAN 2016 401k membership
Current value of assets2016-12-31785,965,614
Acturial value of assets for funding standard account2016-12-31785,965,614
Accrued liability for plan using immediate gains methods2016-12-311,451,091,169
Accrued liability under unit credit cost method2016-12-311,451,091,169
RPA 94 current liability2016-12-311,951,328,158
Expected increase in current liability due to benefits accruing during the plan year2016-12-3110,005,385
Expected release from RPA 94 current liability for plan year2016-12-3181,277,639
Expected plan disbursements for the plan year2016-12-3186,424,158
Current value of assets2016-12-31785,965,614
Number of retired participants and beneficiaries receiving payment2016-12-3118,711
Current liability for retired participants and beneficiaries receiving payment2016-12-31920,695,608
Number of terminated vested participants2016-12-3129,482
Current liability for terminated vested participants2016-12-31744,772,513
Current liability for active participants non vested benefits2016-12-3111,785,181
Current liability for active participants vested benefits2016-12-31274,074,856
Total number of active articipats2016-12-315,675
Current liability for active participants2016-12-31285,860,037
Total participant count with liabilities2016-12-3153,868
Total current liabilitoes for participants with libailities2016-12-311,951,328,158
Total employer contributions in plan year2016-12-3121,502,505
Total employee contributions in plan year2016-12-310
Value in reduction in liability resulting from the reduction in benefits2016-12-3110,618
Prior year funding deficiency2016-12-31140,835,653
Employer’s normal cost for plan year as of valuation date2016-12-3111,336,876
Amortization credits as of valuation date2016-12-3139,814,139
Total participants, beginning-of-year2016-01-0154,632
Total number of active participants reported on line 7a of the Form 55002016-01-013,610
Number of retired or separated participants receiving benefits2016-01-0115,314
Number of other retired or separated participants entitled to future benefits2016-01-0129,086
Total of all active and inactive participants2016-01-0148,010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015,899
Total participants2016-01-0153,909
Number of employers contributing to the scheme2016-01-01181
2015: NATIONAL INTEGRATED GROUP PENSION PLAN 2015 401k membership
Current value of assets2015-12-31837,012,354
Acturial value of assets for funding standard account2015-12-31837,012,354
Accrued liability for plan using immediate gains methods2015-12-311,227,628,494
Accrued liability under unit credit cost method2015-12-311,227,628,494
RPA 94 current liability2015-12-311,898,297,101
Expected increase in current liability due to benefits accruing during the plan year2015-12-319,917,547
Expected release from RPA 94 current liability for plan year2015-12-3179,622,980
Expected plan disbursements for the plan year2015-12-3184,030,790
Current value of assets2015-12-31837,012,354
Number of retired participants and beneficiaries receiving payment2015-12-3118,401
Current liability for retired participants and beneficiaries receiving payment2015-12-31891,139,290
Number of terminated vested participants2015-12-3130,038
Current liability for terminated vested participants2015-12-31707,280,497
Current liability for active participants non vested benefits2015-12-3110,288,617
Current liability for active participants vested benefits2015-12-31289,588,697
Total number of active articipats2015-12-316,087
Current liability for active participants2015-12-31299,877,314
Total participant count with liabilities2015-12-3154,526
Total current liabilitoes for participants with libailities2015-12-311,898,297,101
Total employer contributions in plan year2015-12-3120,414,258
Value in reduction in liability resulting from the reduction in benefits2015-12-31657,375
Prior year funding deficiency2015-12-3162,010,820
Employer’s normal cost for plan year as of valuation date2015-12-319,285,092
Prior year credit balance2015-12-310
Amortization credits as of valuation date2015-12-3143,432,223
Total participants, beginning-of-year2015-01-0155,215
Total number of active participants reported on line 7a of the Form 55002015-01-014,041
Number of retired or separated participants receiving benefits2015-01-0115,076
Number of other retired or separated participants entitled to future benefits2015-01-0129,661
Total of all active and inactive participants2015-01-0148,778
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015,854
Total participants2015-01-0154,632
Number of employers contributing to the scheme2015-01-01189
2014: NATIONAL INTEGRATED GROUP PENSION PLAN 2014 401k membership
Current value of assets2014-12-31837,625,261
Acturial value of assets for funding standard account2014-12-31837,625,261
Accrued liability for plan using immediate gains methods2014-12-311,237,017,775
Accrued liability under unit credit cost method2014-12-311,221,743,589
RPA 94 current liability2014-12-311,828,891,233
Expected increase in current liability due to benefits accruing during the plan year2014-12-319,663,401
Expected release from RPA 94 current liability for plan year2014-12-3179,756,051
Expected plan disbursements for the plan year2014-12-3184,163,861
Current value of assets2014-12-31837,625,261
Number of retired participants and beneficiaries receiving payment2014-12-3118,177
Current liability for retired participants and beneficiaries receiving payment2014-12-31862,861,899
Number of terminated vested participants2014-12-3130,845
Current liability for terminated vested participants2014-12-31640,022,851
Current liability for active participants non vested benefits2014-12-3112,734,335
Current liability for active participants vested benefits2014-12-31313,272,148
Total number of active articipats2014-12-316,382
Current liability for active participants2014-12-31326,006,483
Total participant count with liabilities2014-12-3155,404
Total current liabilitoes for participants with libailities2014-12-311,828,891,233
Total employer contributions in plan year2014-12-3120,585,136
Value in reduction in liability resulting from the reduction in benefits2014-12-31905,508
Prior year funding deficiency2014-12-310
Employer’s normal cost for plan year as of valuation date2014-12-318,657,409
Prior year credit balance2014-12-3113,914,454
Amortization credits as of valuation date2014-12-3140,457,887
Total participants, beginning-of-year2014-01-0156,266
Total number of active participants reported on line 7a of the Form 55002014-01-014,657
Number of retired or separated participants receiving benefits2014-01-0114,826
Number of other retired or separated participants entitled to future benefits2014-01-0129,937
Total of all active and inactive participants2014-01-0149,420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015,795
Total participants2014-01-0155,215
Number of employers contributing to the scheme2014-01-01197
2013: NATIONAL INTEGRATED GROUP PENSION PLAN 2013 401k membership
Current value of assets2013-12-31754,768,364
Acturial value of assets for funding standard account2013-12-31754,768,364
Accrued liability for plan using immediate gains methods2013-12-311,233,223,657
Accrued liability under unit credit cost method2013-12-311,216,088,038
RPA 94 current liability2013-12-311,804,387,466
Expected increase in current liability due to benefits accruing during the plan year2013-12-319,624,548
Expected release from RPA 94 current liability for plan year2013-12-3178,387,262
Expected plan disbursements for the plan year2013-12-3182,795,072
Current value of assets2013-12-31754,768,364
Number of retired participants and beneficiaries receiving payment2013-12-3118,019
Current liability for retired participants and beneficiaries receiving payment2013-12-31858,527,915
Number of terminated vested participants2013-12-3131,524
Current liability for terminated vested participants2013-12-31622,519,187
Current liability for active participants non vested benefits2013-12-3112,672,274
Current liability for active participants vested benefits2013-12-31310,668,090
Total number of active articipats2013-12-316,436
Current liability for active participants2013-12-31323,340,364
Total participant count with liabilities2013-12-3155,979
Total current liabilitoes for participants with libailities2013-12-311,804,387,466
Total employer contributions in plan year2013-12-3129,029,046
Value in reduction in liability resulting from the reduction in benefits2013-12-310
Employer’s normal cost for plan year as of valuation date2013-12-318,533,460
Prior year credit balance2013-12-3185,789,122
Amortization credits as of valuation date2013-12-3131,059,317
Total participants, beginning-of-year2013-01-0157,190
Total number of active participants reported on line 7a of the Form 55002013-01-014,704
Number of retired or separated participants receiving benefits2013-01-0114,752
Number of other retired or separated participants entitled to future benefits2013-01-0130,700
Total of all active and inactive participants2013-01-0150,156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016,110
Total participants2013-01-0156,266
Number of employers contributing to the scheme2013-01-01205
2012: NATIONAL INTEGRATED GROUP PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0157,923
Total number of active participants reported on line 7a of the Form 55002012-01-015,283
Number of retired or separated participants receiving benefits2012-01-0114,857
Number of other retired or separated participants entitled to future benefits2012-01-0131,091
Total of all active and inactive participants2012-01-0151,231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015,959
Total participants2012-01-0157,190
Number of employers contributing to the scheme2012-01-01213
2011: NATIONAL INTEGRATED GROUP PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0159,284
Total number of active participants reported on line 7a of the Form 55002011-01-015,438
Number of retired or separated participants receiving benefits2011-01-0114,847
Number of other retired or separated participants entitled to future benefits2011-01-0131,600
Total of all active and inactive participants2011-01-0151,885
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-016,038
Total participants2011-01-0157,923
Number of employers contributing to the scheme2011-01-01228
2010: NATIONAL INTEGRATED GROUP PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0159,598
Total number of active participants reported on line 7a of the Form 55002010-01-016,638
Number of retired or separated participants receiving benefits2010-01-0115,223
Number of other retired or separated participants entitled to future benefits2010-01-0131,324
Total of all active and inactive participants2010-01-0153,185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-016,099
Total participants2010-01-0159,284
Number of employers contributing to the scheme2010-01-01239
2009: NATIONAL INTEGRATED GROUP PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0160,350
Total number of active participants reported on line 7a of the Form 55002009-01-016,617
Number of retired or separated participants receiving benefits2009-01-0115,271
Number of other retired or separated participants entitled to future benefits2009-01-0131,630
Total of all active and inactive participants2009-01-0153,518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-016,080
Total participants2009-01-0159,598
Number of employers contributing to the scheme2009-01-01254

Financial Data on NATIONAL INTEGRATED GROUP PENSION PLAN

Measure Date Value
2022 : NATIONAL INTEGRATED GROUP PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,142,628
Total unrealized appreciation/depreciation of assets2022-12-31$-1,142,628
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$0
Total income from all sources (including contributions)2022-12-31$-98,109,057
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$95,913,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$90,429,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$9,740,410
Value of total assets at end of year2022-12-31$645,749,982
Value of total assets at beginning of year2022-12-31$839,772,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$5,483,938
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$410,949
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$410,949
Administrative expenses professional fees incurred2022-12-31$773,185
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
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
Assets. Other investments not covered elsewhere at end of year2022-12-31$6,379,445
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$7,566,174
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$70,469
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$731,669
Other income not declared elsewhere2022-12-31$2,962,453
Administrative expenses (other) incurred2022-12-31$1,853,830
Total non interest bearing cash at end of year2022-12-31$569,261
Total non interest bearing cash at beginning of year2022-12-31$747,262
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-194,022,172
Value of net assets at end of year (total assets less liabilities)2022-12-31$645,749,982
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$839,772,154
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
Investment advisory and management fees2022-12-31$252,160
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$28,150,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$34,828,642
Value of interest in pooled separate accounts at end of year2022-12-31$490,149,485
Value of interest in pooled separate accounts at beginning of year2022-12-31$631,916,429
Value of interest in common/collective trusts at end of year2022-12-31$120,520,064
Value of interest in common/collective trusts at beginning of year2022-12-31$164,004,994
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$-88,901
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$-23,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$-23,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-96,770
Net investment gain/loss from pooled separate accounts2022-12-31$-89,676,679
Net investment gain or loss from common/collective trusts2022-12-31$-20,306,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$9,740,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$90,429,177
Contract administrator fees2022-12-31$2,604,763
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 name2022-12-31SIKICH LLP
Accountancy firm EIN2022-12-31363168081
2021 : NATIONAL INTEGRATED GROUP PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$17,733
Total unrealized appreciation/depreciation of assets2021-12-31$17,733
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$129,280,107
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$94,053,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$88,944,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,188,273
Value of total assets at end of year2021-12-31$839,772,154
Value of total assets at beginning of year2021-12-31$804,545,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$5,108,537
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$156,020
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$156,020
Administrative expenses professional fees incurred2021-12-31$451,532
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-12-3134401014
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
Assets. Other investments not covered elsewhere at end of year2021-12-31$7,566,174
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$14,236,209
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$731,669
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$17,581
Other income not declared elsewhere2021-12-31$6,719,656
Administrative expenses (other) incurred2021-12-31$2,025,399
Total non interest bearing cash at end of year2021-12-31$747,262
Total non interest bearing cash at beginning of year2021-12-31$789,795
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$35,226,718
Value of net assets at end of year (total assets less liabilities)2021-12-31$839,772,154
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$804,545,436
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
Investment advisory and management fees2021-12-31$270,395
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$34,828,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$34,810,547
Value of interest in pooled separate accounts at end of year2021-12-31$631,916,429
Value of interest in pooled separate accounts at beginning of year2021-12-31$589,323,005
Value of interest in common/collective trusts at end of year2021-12-31$164,004,994
Value of interest in common/collective trusts at beginning of year2021-12-31$165,395,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$-23,016
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$-27,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$-27,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-139,099
Net investment gain/loss from pooled separate accounts2021-12-31$104,190,023
Net investment gain or loss from common/collective trusts2021-12-31$9,147,501
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$9,188,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$88,944,852
Contract administrator fees2021-12-31$2,361,211
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 name2021-12-31SIKICH LLP
Accountancy firm EIN2021-12-31363168081
2020 : NATIONAL INTEGRATED GROUP PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$769,667
Total unrealized appreciation/depreciation of assets2020-12-31$769,667
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$111,008,673
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$92,652,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$87,712,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,268,760
Value of total assets at end of year2020-12-31$804,545,436
Value of total assets at beginning of year2020-12-31$786,189,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,940,483
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$498,641
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$498,641
Administrative expenses professional fees incurred2020-12-31$463,189
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2020-12-3150097119
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
Assets. Other investments not covered elsewhere at end of year2020-12-31$14,236,209
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$48,481,053
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$17,581
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$287,546
Other income not declared elsewhere2020-12-31$7,723,603
Administrative expenses (other) incurred2020-12-31$1,585,487
Total non interest bearing cash at end of year2020-12-31$789,795
Total non interest bearing cash at beginning of year2020-12-31$862,122
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$18,355,690
Value of net assets at end of year (total assets less liabilities)2020-12-31$804,545,436
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$786,189,746
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
Investment advisory and management fees2020-12-31$549,455
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$34,810,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$34,357,614
Value of interest in pooled separate accounts at end of year2020-12-31$589,323,005
Value of interest in pooled separate accounts at beginning of year2020-12-31$588,882,560
Value of interest in common/collective trusts at end of year2020-12-31$165,395,857
Value of interest in common/collective trusts at beginning of year2020-12-31$113,435,935
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$-27,558
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$-117,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$-117,084
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$620
Net investment gain/loss from pooled separate accounts2020-12-31$79,288,990
Net investment gain or loss from common/collective trusts2020-12-31$13,458,392
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$9,268,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$87,712,500
Contract administrator fees2020-12-31$2,342,352
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 name2020-12-31SIKICH LLP
Accountancy firm EIN2020-12-31363168081
2019 : NATIONAL INTEGRATED GROUP PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$5,025,118
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$5,025,118
Total unrealized appreciation/depreciation of assets2019-12-31$5,025,118
Total unrealized appreciation/depreciation of assets2019-12-31$5,025,118
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$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$144,329,589
Total income from all sources (including contributions)2019-12-31$144,329,589
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$91,185,958
Total of all expenses incurred2019-12-31$91,185,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$85,599,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$85,599,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,999,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,999,922
Value of total assets at end of year2019-12-31$786,189,746
Value of total assets at end of year2019-12-31$786,189,746
Value of total assets at beginning of year2019-12-31$733,046,115
Value of total assets at beginning of year2019-12-31$733,046,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,586,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,586,849
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$853,100
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$853,100
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$853,100
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$853,100
Administrative expenses professional fees incurred2019-12-31$505,339
Administrative expenses professional fees incurred2019-12-31$505,339
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-12-3125426855
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$48,481,053
Assets. Other investments not covered elsewhere at end of year2019-12-31$48,481,053
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$85,703,362
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$287,546
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$662,364
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$662,364
Other income not declared elsewhere2019-12-31$2,428,127
Other income not declared elsewhere2019-12-31$2,428,127
Administrative expenses (other) incurred2019-12-31$1,904,259
Administrative expenses (other) incurred2019-12-31$1,904,259
Total non interest bearing cash at end of year2019-12-31$862,122
Total non interest bearing cash at end of year2019-12-31$862,122
Total non interest bearing cash at beginning of year2019-12-31$1,614,702
Total non interest bearing cash at beginning of year2019-12-31$1,614,702
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$53,143,631
Value of net income/loss2019-12-31$53,143,631
Value of net assets at end of year (total assets less liabilities)2019-12-31$786,189,746
Value of net assets at end of year (total assets less liabilities)2019-12-31$786,189,746
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$733,046,115
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$733,046,115
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$863,037
Investment advisory and management fees2019-12-31$863,037
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$34,357,614
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$34,357,614
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$33,353,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$33,353,101
Value of interest in pooled separate accounts at end of year2019-12-31$588,882,560
Value of interest in pooled separate accounts at end of year2019-12-31$588,882,560
Value of interest in pooled separate accounts at beginning of year2019-12-31$447,438,858
Value of interest in pooled separate accounts at beginning of year2019-12-31$447,438,858
Value of interest in common/collective trusts at end of year2019-12-31$113,435,935
Value of interest in common/collective trusts at end of year2019-12-31$113,435,935
Value of interest in common/collective trusts at beginning of year2019-12-31$164,383,053
Value of interest in common/collective trusts at beginning of year2019-12-31$164,383,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$-117,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$-117,084
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$-109,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$-109,325
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$-109,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$-109,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$133,526
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$133,526
Net investment gain/loss from pooled separate accounts2019-12-31$105,596,313
Net investment gain/loss from pooled separate accounts2019-12-31$105,596,313
Net investment gain or loss from common/collective trusts2019-12-31$19,293,483
Net investment gain or loss from common/collective trusts2019-12-31$19,293,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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$10,999,922
Contributions received in cash from employer2019-12-31$10,999,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$85,599,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$85,599,109
Contract administrator fees2019-12-31$2,314,214
Contract administrator fees2019-12-31$2,314,214
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31SIKICH LLP
Accountancy firm name2019-12-31SIKICH LLP
Accountancy firm EIN2019-12-31363168081
Accountancy firm EIN2019-12-31363168081
2018 : NATIONAL INTEGRATED GROUP PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-2,281,588
Total unrealized appreciation/depreciation of assets2018-12-31$-2,281,588
Total income from all sources (including contributions)2018-12-31$-7,815,179
Total of all expenses incurred2018-12-31$89,306,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$83,140,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$11,516,615
Value of total assets at end of year2018-12-31$733,046,115
Value of total assets at beginning of year2018-12-31$830,168,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,166,736
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$701,970
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$701,970
Administrative expenses professional fees incurred2018-12-31$487,343
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-12-3143094525
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$85,703,362
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$101,899,721
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$662,364
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$43,349
Other income not declared elsewhere2018-12-31$8,901,658
Administrative expenses (other) incurred2018-12-31$1,887,169
Total non interest bearing cash at end of year2018-12-31$1,614,702
Total non interest bearing cash at beginning of year2018-12-31$1,349,711
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-97,122,037
Value of net assets at end of year (total assets less liabilities)2018-12-31$733,046,115
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$830,168,152
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
Investment advisory and management fees2018-12-31$1,341,515
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$33,353,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$32,636,382
Value of interest in pooled separate accounts at end of year2018-12-31$447,438,858
Value of interest in pooled separate accounts at beginning of year2018-12-31$483,576,386
Value of interest in common/collective trusts at end of year2018-12-31$164,383,053
Value of interest in common/collective trusts at beginning of year2018-12-31$188,889,741
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$-109,325
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$571,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$571,622
Asset value of US Government securities at beginning of year2018-12-31$4,294,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-32,891
Net investment gain/loss from pooled separate accounts2018-12-31$-13,021,741
Net investment gain or loss from common/collective trusts2018-12-31$-13,599,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$11,516,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$83,140,122
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$16,907,052
Contract administrator fees2018-12-31$2,450,709
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31FREYBERG HINKLE ASHLAND POWERS & ST
Accountancy firm EIN2018-12-31391531945
2017 : NATIONAL INTEGRATED GROUP PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$7,220,901
Total unrealized appreciation/depreciation of assets2017-12-31$7,220,901
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$230,154
Total income from all sources (including contributions)2017-12-31$134,667,875
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$86,491,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$81,118,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$11,828,547
Value of total assets at end of year2017-12-31$830,168,152
Value of total assets at beginning of year2017-12-31$782,222,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,373,589
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$420,294
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$420,294
Administrative expenses professional fees incurred2017-12-31$464,008
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-3143094525
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$101,899,721
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$97,203,942
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$43,349
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$242,008
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$230,154
Other income not declared elsewhere2017-12-31$10,299,301
Administrative expenses (other) incurred2017-12-31$1,958,778
Total non interest bearing cash at end of year2017-12-31$1,349,711
Total non interest bearing cash at beginning of year2017-12-31$1,317,167
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$48,176,243
Value of net assets at end of year (total assets less liabilities)2017-12-31$830,168,152
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$781,991,909
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
Investment advisory and management fees2017-12-31$889,180
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$32,636,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$32,260,074
Value of interest in pooled separate accounts at end of year2017-12-31$483,576,386
Value of interest in pooled separate accounts at beginning of year2017-12-31$463,792,988
Value of interest in common/collective trusts at end of year2017-12-31$188,889,741
Value of interest in common/collective trusts at beginning of year2017-12-31$163,345,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$571,622
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,328,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,328,375
Asset value of US Government securities at end of year2017-12-31$4,294,188
Asset value of US Government securities at beginning of year2017-12-31$5,210,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$-32,733
Net investment gain/loss from pooled separate accounts2017-12-31$78,022,756
Net investment gain or loss from common/collective trusts2017-12-31$26,908,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$11,828,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$81,118,043
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$16,907,052
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$17,521,746
Contract administrator fees2017-12-31$2,061,623
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$10,000,000
Aggregate carrying amount (costs) on sale of assets2017-12-31$10,000,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31FREYBERG HINKLE ASHLAND POWERS & ST
Accountancy firm EIN2017-12-31391531945
2016 : NATIONAL INTEGRATED GROUP PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$2,077,340
Total unrealized appreciation/depreciation of assets2016-12-31$2,077,340
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$230,154
Total income from all sources (including contributions)2016-12-31$81,853,086
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$84,583,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$78,742,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$12,357,898
Value of total assets at end of year2016-12-31$782,222,063
Value of total assets at beginning of year2016-12-31$784,722,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,841,061
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$289,472
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$289,472
Administrative expenses professional fees incurred2016-12-31$511,342
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-3153620522
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$97,203,942
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$112,442,001
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$242,008
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$15,650
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$230,154
Other income not declared elsewhere2016-12-31$9,051,457
Administrative expenses (other) incurred2016-12-31$1,906,448
Total non interest bearing cash at end of year2016-12-31$1,317,167
Total non interest bearing cash at beginning of year2016-12-31$613,602
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-2,730,878
Value of net assets at end of year (total assets less liabilities)2016-12-31$781,991,909
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$784,722,787
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
Investment advisory and management fees2016-12-31$1,204,588
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$32,260,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$31,905,352
Value of interest in pooled separate accounts at end of year2016-12-31$463,792,988
Value of interest in pooled separate accounts at beginning of year2016-12-31$447,589,231
Value of interest in common/collective trusts at end of year2016-12-31$163,345,525
Value of interest in common/collective trusts at beginning of year2016-12-31$170,469,969
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,328,375
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,351,700
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,351,700
Asset value of US Government securities at end of year2016-12-31$5,210,238
Asset value of US Government securities at beginning of year2016-12-31$3,662,014
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$63,892
Net investment gain/loss from pooled separate accounts2016-12-31$47,909,535
Net investment gain or loss from common/collective trusts2016-12-31$10,103,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$12,357,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$78,742,903
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$17,521,746
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$16,673,268
Contract administrator fees2016-12-31$2,218,683
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$18,000,000
Aggregate carrying amount (costs) on sale of assets2016-12-31$18,000,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31FREYBERG HINKLE ASHLAND POWERS & ST
Accountancy firm EIN2016-12-31391531945
2015 : NATIONAL INTEGRATED GROUP PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$2,402,136
Total unrealized appreciation/depreciation of assets2015-12-31$2,402,136
Total income from all sources (including contributions)2015-12-31$33,073,537
Total of all expenses incurred2015-12-31$83,793,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$77,747,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$13,495,126
Value of total assets at end of year2015-12-31$784,722,787
Value of total assets at beginning of year2015-12-31$835,442,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,045,868
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$149,854
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$149,854
Administrative expenses professional fees incurred2015-12-31$530,659
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-3131983726
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$112,442,001
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$107,687,069
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$15,650
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$9,257
Other income not declared elsewhere2015-12-31$7,247,320
Administrative expenses (other) incurred2015-12-31$1,944,922
Total non interest bearing cash at end of year2015-12-31$613,602
Total non interest bearing cash at beginning of year2015-12-31$635,855
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-50,719,951
Value of net assets at end of year (total assets less liabilities)2015-12-31$784,722,787
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$835,442,738
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
Investment advisory and management fees2015-12-31$1,368,256
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$31,905,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$35,037,155
Value of interest in pooled separate accounts at end of year2015-12-31$447,589,231
Value of interest in pooled separate accounts at beginning of year2015-12-31$482,900,803
Value of interest in common/collective trusts at end of year2015-12-31$170,469,969
Value of interest in common/collective trusts at beginning of year2015-12-31$184,983,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,351,700
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,354,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,354,545
Asset value of US Government securities at end of year2015-12-31$3,662,014
Asset value of US Government securities at beginning of year2015-12-31$3,042,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-31,911
Net investment gain/loss from pooled separate accounts2015-12-31$10,726,757
Net investment gain or loss from common/collective trusts2015-12-31$-915,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$13,495,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$77,747,620
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$16,673,268
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$19,792,414
Contract administrator fees2015-12-31$2,202,031
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31FREYBERG HINKLE ASHLAND POWERS & ST
Accountancy firm EIN2015-12-31391531945
2014 : NATIONAL INTEGRATED GROUP PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$7,538,836
Total unrealized appreciation/depreciation of assets2014-12-31$7,538,836
Total income from all sources (including contributions)2014-12-31$80,533,684
Total of all expenses incurred2014-12-31$81,422,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$76,054,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$13,275,527
Value of total assets at end of year2014-12-31$835,442,738
Value of total assets at beginning of year2014-12-31$836,331,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,368,705
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$71,670
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$71,670
Administrative expenses professional fees incurred2014-12-31$559,443
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-3126957296
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$107,687,069
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$89,501,597
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$9,257
Other income not declared elsewhere2014-12-31$7,034,087
Administrative expenses (other) incurred2014-12-31$1,265,524
Total non interest bearing cash at end of year2014-12-31$635,855
Total non interest bearing cash at beginning of year2014-12-31$666,512
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-889,129
Value of net assets at end of year (total assets less liabilities)2014-12-31$835,442,738
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$836,331,867
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
Investment advisory and management fees2014-12-31$1,368,893
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$35,037,155
Value of interest in pooled separate accounts at end of year2014-12-31$482,900,803
Value of interest in pooled separate accounts at beginning of year2014-12-31$517,054,163
Value of interest in common/collective trusts at end of year2014-12-31$184,983,589
Value of interest in common/collective trusts at beginning of year2014-12-31$229,109,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,354,545
Asset value of US Government securities at end of year2014-12-31$3,042,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-34,961
Net investment gain/loss from pooled separate accounts2014-12-31$49,544,351
Net investment gain or loss from common/collective trusts2014-12-31$3,104,174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$13,275,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$76,054,108
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$19,792,414
Contract administrator fees2014-12-31$2,174,845
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31FREYBERG HINKLE ASHLAND POWERS & ST
Accountancy firm EIN2014-12-31391531945
2013 : NATIONAL INTEGRATED GROUP PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$9,098,336
Total unrealized appreciation/depreciation of assets2013-12-31$9,098,336
Total income from all sources (including contributions)2013-12-31$163,851,936
Total of all expenses incurred2013-12-31$81,018,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$75,926,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$13,513,512
Value of total assets at end of year2013-12-31$836,331,867
Value of total assets at beginning of year2013-12-31$753,498,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,091,826
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$723,260
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$900,000
If this is an individual account plan, was there a blackout period2013-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-3130120371
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$89,501,597
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$73,403,261
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,500,000
Other income not declared elsewhere2013-12-31$15,492,550
Administrative expenses (other) incurred2013-12-31$934,070
Total non interest bearing cash at end of year2013-12-31$666,512
Total non interest bearing cash at beginning of year2013-12-31$412,312
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$82,833,382
Value of net assets at end of year (total assets less liabilities)2013-12-31$836,331,867
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$753,498,485
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
Investment advisory and management fees2013-12-31$1,325,854
Value of interest in pooled separate accounts at end of year2013-12-31$517,054,163
Value of interest in pooled separate accounts at beginning of year2013-12-31$478,842,094
Value of interest in common/collective trusts at end of year2013-12-31$229,109,595
Value of interest in common/collective trusts at beginning of year2013-12-31$198,311,730
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$29,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$29,088
Net investment gain/loss from pooled separate accounts2013-12-31$112,228,762
Net investment gain or loss from common/collective trusts2013-12-31$13,518,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$13,513,512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$75,926,728
Contract administrator fees2013-12-31$2,108,642
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31FREYBERG HINKLE ASHLAND POWERS & ST
Accountancy firm EIN2013-12-31391531945
2012 : NATIONAL INTEGRATED GROUP PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$10,403,261
Total unrealized appreciation/depreciation of assets2012-12-31$10,403,261
Total income from all sources (including contributions)2012-12-31$127,878,590
Total of all expenses incurred2012-12-31$79,063,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$74,623,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$14,120,432
Value of total assets at end of year2012-12-31$753,498,485
Value of total assets at beginning of year2012-12-31$704,683,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,440,418
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$993,160
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$900,000
If this is an individual account plan, was there a blackout period2012-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-3123132132
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$73,403,261
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,500,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$56,890
Other income not declared elsewhere2012-12-31$15,029,338
Administrative expenses (other) incurred2012-12-31$872,957
Total non interest bearing cash at end of year2012-12-31$412,312
Total non interest bearing cash at beginning of year2012-12-31$50,551,908
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$48,814,778
Value of net assets at end of year (total assets less liabilities)2012-12-31$753,498,485
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$704,683,707
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
Investment advisory and management fees2012-12-31$531,051
Value of interest in pooled separate accounts at end of year2012-12-31$478,842,094
Value of interest in pooled separate accounts at beginning of year2012-12-31$497,629,422
Value of interest in common/collective trusts at end of year2012-12-31$198,311,730
Value of interest in common/collective trusts at beginning of year2012-12-31$156,411,850
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$29,088
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$33,637
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$33,637
Net investment gain/loss from pooled separate accounts2012-12-31$68,291,607
Net investment gain or loss from common/collective trusts2012-12-31$20,033,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$14,120,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$74,623,394
Contract administrator fees2012-12-31$2,043,250
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31FREYBERG HINKLE ASHLAND POWERS & ST
Accountancy firm EIN2012-12-31391531945
2011 : NATIONAL INTEGRATED GROUP PENSION PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$41,306,065
Total of all expenses incurred2011-12-31$78,159,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$74,195,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$13,666,749
Value of total assets at end of year2011-12-31$704,683,707
Value of total assets at beginning of year2011-12-31$741,537,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,963,736
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$843,985
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$900,000
If this is an individual account plan, was there a blackout period2011-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2011-12-3122873093
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$56,890
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$26,326
Other income not declared elsewhere2011-12-31$5,649,964
Administrative expenses (other) incurred2011-12-31$961,803
Total non interest bearing cash at end of year2011-12-31$50,551,908
Total non interest bearing cash at beginning of year2011-12-31$759,673
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-36,853,415
Value of net assets at end of year (total assets less liabilities)2011-12-31$704,683,707
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$741,537,122
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
Investment advisory and management fees2011-12-31$119,701
Value of interest in pooled separate accounts at end of year2011-12-31$497,629,422
Value of interest in pooled separate accounts at beginning of year2011-12-31$548,112,287
Value of interest in common/collective trusts at end of year2011-12-31$156,411,850
Value of interest in common/collective trusts at beginning of year2011-12-31$188,853,893
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$33,637
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,784,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,784,943
Net investment gain/loss from pooled separate accounts2011-12-31$16,952,138
Net investment gain or loss from common/collective trusts2011-12-31$5,037,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$13,666,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$74,195,744
Contract administrator fees2011-12-31$2,038,247
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31FREYBERG HINKLE ASHLAND POWERS & ST
Accountancy firm EIN2011-12-31391531945
2010 : NATIONAL INTEGRATED GROUP PENSION PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$110,124,976
Total of all expenses incurred2010-12-31$78,859,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$74,469,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$13,854,873
Value of total assets at end of year2010-12-31$741,537,122
Value of total assets at beginning of year2010-12-31$710,271,499
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,390,353
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$1,072,052
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$900,000
If this is an individual account plan, was there a blackout period2010-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2010-12-316564339
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$26,326
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$418,509
Other income not declared elsewhere2010-12-31$2,835,357
Administrative expenses (other) incurred2010-12-31$1,198,823
Total non interest bearing cash at end of year2010-12-31$759,673
Total non interest bearing cash at beginning of year2010-12-31$871,686
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$31,265,623
Value of net assets at end of year (total assets less liabilities)2010-12-31$741,537,122
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$710,271,499
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
Investment advisory and management fees2010-12-31$110,278
Value of interest in pooled separate accounts at end of year2010-12-31$548,112,287
Value of interest in pooled separate accounts at beginning of year2010-12-31$520,245,805
Value of interest in common/collective trusts at end of year2010-12-31$188,853,893
Value of interest in common/collective trusts at beginning of year2010-12-31$186,427,008
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,784,943
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,308,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,308,491
Net investment gain/loss from pooled separate accounts2010-12-31$72,198,592
Net investment gain or loss from common/collective trusts2010-12-31$21,236,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$13,854,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$74,469,000
Contract administrator fees2010-12-31$2,009,200
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31FREYBERG HINKLE ASHLAND POWERS & ST
Accountancy firm EIN2010-12-31391531945
2009 : NATIONAL INTEGRATED GROUP PENSION PLAN 2009 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2009-12-3112254576

Form 5500 Responses for NATIONAL INTEGRATED GROUP PENSION PLAN

2022: NATIONAL INTEGRATED GROUP PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-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 planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NATIONAL INTEGRATED GROUP PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-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 planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NATIONAL INTEGRATED GROUP PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-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 planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NATIONAL INTEGRATED GROUP PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-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 planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NATIONAL INTEGRATED GROUP PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NATIONAL INTEGRATED GROUP PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NATIONAL INTEGRATED GROUP PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NATIONAL INTEGRATED GROUP PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NATIONAL INTEGRATED GROUP PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NATIONAL INTEGRATED GROUP PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NATIONAL INTEGRATED GROUP PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NATIONAL INTEGRATED GROUP PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NATIONAL INTEGRATED GROUP PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NATIONAL INTEGRATED GROUP PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number001214
Policy instance 2
Insurance contract or identification number001214
Number of Individuals Covered46863
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number308155
Policy instance 1
Insurance contract or identification number308155
Number of Individuals Covered46863
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number308155
Policy instance 1
Insurance contract or identification number308155
Number of Individuals Covered48254
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number001214
Policy instance 2
Insurance contract or identification number001214
Number of Individuals Covered48254
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number001214
Policy instance 2
Insurance contract or identification number001214
Number of Individuals Covered49246
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number308155
Policy instance 1
Insurance contract or identification number308155
Number of Individuals Covered49246
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number308155
Policy instance 1
Insurance contract or identification number308155
Number of Individuals Covered50446
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number001214
Policy instance 2
Insurance contract or identification number001214
Number of Individuals Covered50446
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number308155
Policy instance 1
Insurance contract or identification number308155
Number of Individuals Covered52660
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 unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number001214
Policy instance 2
Insurance contract or identification number001214
Number of Individuals Covered52660
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number001214
Policy instance 2
Insurance contract or identification number001214
Number of Individuals Covered54632
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number308155
Policy instance 1
Insurance contract or identification number308155
Number of Individuals Covered54632
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number001214
Policy instance 2
Insurance contract or identification number001214
Number of Individuals Covered55215
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number308155
Policy instance 1
Insurance contract or identification number308155
Number of Individuals Covered55215
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number308155
Policy instance 1
Insurance contract or identification number308155
Number of Individuals Covered56266
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number001214
Policy instance 2
Insurance contract or identification number001214
Number of Individuals Covered56266
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number308155
Policy instance 1
Insurance contract or identification number308155
Number of Individuals Covered57190
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number001214
Policy instance 2
Insurance contract or identification number001214
Number of Individuals Covered57190
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number308155
Policy instance 1
Insurance contract or identification number308155
Number of Individuals Covered57923
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number001214
Policy instance 2
Insurance contract or identification number001214
Number of Individuals Covered57923
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number001214
Policy instance 2
Insurance contract or identification number001214
Number of Individuals Covered59284
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number308155
Policy instance 1
Insurance contract or identification number308155
Number of Individuals Covered59284
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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