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THE SAUL EWING RETIREMENT PLAN 401k Plan overview

Plan NameTHE SAUL EWING RETIREMENT PLAN
Plan identification number 003

THE SAUL EWING RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Life insurance

401k Sponsoring company profile

SAUL EWING ARNSTEIN & LEHR LLP has sponsored the creation of one or more 401k plans.

Company Name:SAUL EWING ARNSTEIN & LEHR LLP
Employer identification number (EIN):231416352
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about SAUL EWING ARNSTEIN & LEHR LLP

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2950326

More information about SAUL EWING ARNSTEIN & LEHR LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SAUL EWING RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01ROBERT LOUIS
0032016-01-01ROBERT LOUIS
0032015-01-01ROBERT LOUIS
0032014-01-01ROBERT LOUIS
0032013-01-01ROBERT H. LOUIS
0032012-01-01ROBERT H. LOUIS
0032011-01-01ROBERT H. LOUIS
0032009-01-01ROBERT H. LOUIS ROBERT H. LOUIS2010-10-07

Plan Statistics for THE SAUL EWING RETIREMENT PLAN

401k plan membership statisitcs for THE SAUL EWING RETIREMENT PLAN

Measure Date Value
2022: THE SAUL EWING RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,155
Total number of active participants reported on line 7a of the Form 55002022-01-01748
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01398
Total of all active and inactive participants2022-01-011,149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-011,153
Number of participants with account balances2022-01-011,150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE SAUL EWING RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,172
Total number of active participants reported on line 7a of the Form 55002021-01-01736
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-01402
Total of all active and inactive participants2021-01-011,142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-011,145
Number of participants with account balances2021-01-011,132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE SAUL EWING RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,161
Total number of active participants reported on line 7a of the Form 55002020-01-01730
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01437
Total of all active and inactive participants2020-01-011,169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-011,172
Number of participants with account balances2020-01-011,162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE SAUL EWING RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,102
Total number of active participants reported on line 7a of the Form 55002019-01-01826
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01332
Total of all active and inactive participants2019-01-011,159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-011,161
Number of participants with account balances2019-01-011,153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE SAUL EWING RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,074
Total number of active participants reported on line 7a of the Form 55002018-01-01790
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01312
Total of all active and inactive participants2018-01-011,102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-011,104
Number of participants with account balances2018-01-011,087
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE SAUL EWING RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01793
Total number of active participants reported on line 7a of the Form 55002017-01-01796
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01277
Total of all active and inactive participants2017-01-011,073
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,074
Number of participants with account balances2017-01-011,046
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE SAUL EWING RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01784
Total number of active participants reported on line 7a of the Form 55002016-01-01534
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01259
Total of all active and inactive participants2016-01-01793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01794
Number of participants with account balances2016-01-01782
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE SAUL EWING RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01771
Total number of active participants reported on line 7a of the Form 55002015-01-01539
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01245
Total of all active and inactive participants2015-01-01784
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01785
Number of participants with account balances2015-01-01779
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE SAUL EWING RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01766
Total number of active participants reported on line 7a of the Form 55002014-01-01531
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01240
Total of all active and inactive participants2014-01-01771
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01774
Number of participants with account balances2014-01-01769
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE SAUL EWING RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01568
Total number of active participants reported on line 7a of the Form 55002013-01-01526
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01234
Total of all active and inactive participants2013-01-01760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-01766
Number of participants with account balances2013-01-01766
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE SAUL EWING RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01562
Total number of active participants reported on line 7a of the Form 55002012-01-01409
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01153
Total of all active and inactive participants2012-01-01562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-01568
Number of participants with account balances2012-01-01554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE SAUL EWING RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01554
Total number of active participants reported on line 7a of the Form 55002011-01-01399
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01157
Total of all active and inactive participants2011-01-01556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-016
Total participants2011-01-01562
Number of participants with account balances2011-01-01550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE SAUL EWING RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01589
Total number of active participants reported on line 7a of the Form 55002009-01-01389
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01176
Total of all active and inactive participants2009-01-01565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01567
Number of participants with account balances2009-01-01559
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE SAUL EWING RETIREMENT PLAN

Measure Date Value
2022 : THE SAUL EWING RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-16,226
Total unrealized appreciation/depreciation of assets2022-12-31$-16,226
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$0
Total income from all sources (including contributions)2022-12-31$-37,872,277
Total loss/gain on sale of assets2022-12-31$16,246
Total of all expenses incurred2022-12-31$22,927,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$22,518,933
Value of total corrective distributions2022-12-31$4,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$20,452,820
Value of total assets at end of year2022-12-31$367,729,312
Value of total assets at beginning of year2022-12-31$428,529,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$404,433
Total interest from all sources2022-12-31$259,188
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,831,380
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$6,831,380
Administrative expenses professional fees incurred2022-12-31$209,206
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$9,010,642
Participant contributions at end of year2022-12-31$1,971,198
Participant contributions at beginning of year2022-12-31$2,008,921
Assets. Other investments not covered elsewhere at end of year2022-12-31$31,828,086
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$30,748,626
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,747,857
Other income not declared elsewhere2022-12-31$-3,775,703
Total non interest bearing cash at end of year2022-12-31$131,332
Total non interest bearing cash at beginning of year2022-12-31$112,329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-60,799,720
Value of net assets at end of year (total assets less liabilities)2022-12-31$367,729,312
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$428,529,032
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
Assets. partnership/joint venture interests at end of year2022-12-31$3,849,055
Assets. partnership/joint venture interests at beginning of year2022-12-31$4,081,422
Investment advisory and management fees2022-12-31$195,227
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$218,675,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$270,256,029
Value of interest in pooled separate accounts at end of year2022-12-31$35,620,872
Value of interest in pooled separate accounts at beginning of year2022-12-31$35,276,689
Interest on participant loans2022-12-31$109,434
Interest earned on other investments2022-12-31$149,754
Value of interest in common/collective trusts at end of year2022-12-31$65,959,288
Value of interest in common/collective trusts at beginning of year2022-12-31$76,547,064
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$14,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-50,401,436
Net investment gain/loss from pooled separate accounts2022-12-31$891,754
Net investment gain or loss from common/collective trusts2022-12-31$-12,130,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$9,694,321
Employer contributions (assets) at end of year2022-12-31$9,694,321
Employer contributions (assets) at beginning of year2022-12-31$9,497,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$22,504,918
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$432,140
Aggregate carrying amount (costs) on sale of assets2022-12-31$415,894
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31EISNERAMPER, LLP
Accountancy firm EIN2022-12-31871363769
2021 : THE SAUL EWING RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$30,380
Total unrealized appreciation/depreciation of assets2021-12-31$30,380
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$716,541
Total income from all sources (including contributions)2021-12-31$74,421,861
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$24,260,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$23,973,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$20,347,540
Value of total assets at end of year2021-12-31$428,529,032
Value of total assets at beginning of year2021-12-31$379,084,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$286,862
Total interest from all sources2021-12-31$152,107
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$13,920,502
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$13,920,502
Administrative expenses professional fees incurred2021-12-31$154,839
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$8,530,566
Participant contributions at end of year2021-12-31$2,008,921
Participant contributions at beginning of year2021-12-31$2,117,796
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$788,991
Assets. Other investments not covered elsewhere at end of year2021-12-31$30,748,626
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$33,145,184
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,319,022
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$94,655
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$716,541
Other income not declared elsewhere2021-12-31$3,733,927
Administrative expenses (other) incurred2021-12-31$200
Total non interest bearing cash at end of year2021-12-31$112,329
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$50,161,369
Value of net assets at end of year (total assets less liabilities)2021-12-31$428,529,032
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$378,367,663
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
Assets. partnership/joint venture interests at end of year2021-12-31$4,081,422
Assets. partnership/joint venture interests at beginning of year2021-12-31$3,013,848
Investment advisory and management fees2021-12-31$131,823
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$270,256,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$293,962,462
Value of interest in pooled separate accounts at end of year2021-12-31$35,276,689
Value of interest in pooled separate accounts at beginning of year2021-12-31$36,771,789
Interest on participant loans2021-12-31$121,722
Interest earned on other investments2021-12-31$30,385
Value of interest in common/collective trusts at end of year2021-12-31$76,547,064
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$14,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$26,506,887
Net investment gain/loss from pooled separate accounts2021-12-31$700,203
Net investment gain or loss from common/collective trusts2021-12-31$9,030,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$9,497,952
Employer contributions (assets) at end of year2021-12-31$9,497,952
Employer contributions (assets) at beginning of year2021-12-31$9,189,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$23,959,594
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31EISNERAMPER, LLP
Accountancy firm EIN2021-12-31871363769
2020 : THE SAUL EWING RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$716,541
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$875,238
Total income from all sources (including contributions)2020-12-31$62,543,770
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$12,559,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,262,552
Expenses. Certain deemed distributions of participant loans2020-12-31$10,880
Value of total corrective distributions2020-12-31$3,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$17,152,013
Value of total assets at end of year2020-12-31$379,084,204
Value of total assets at beginning of year2020-12-31$329,259,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$283,189
Total interest from all sources2020-12-31$140,610
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,195,229
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$3,195,229
Administrative expenses professional fees incurred2020-12-31$166,080
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$7,744,015
Participant contributions at end of year2020-12-31$2,117,796
Participant contributions at beginning of year2020-12-31$2,409,201
Participant contributions at end of year2020-12-31$788,991
Participant contributions at beginning of year2020-12-31$947,369
Assets. Other investments not covered elsewhere at end of year2020-12-31$33,145,184
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$30,347,145
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$218,519
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$94,655
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$101,682
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$716,541
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$875,238
Other income not declared elsewhere2020-12-31$3,052,041
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$39,912
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$49,983,832
Value of net assets at end of year (total assets less liabilities)2020-12-31$378,367,663
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$328,383,831
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
Assets. partnership/joint venture interests at end of year2020-12-31$3,013,848
Assets. partnership/joint venture interests at beginning of year2020-12-31$4,035,295
Investment advisory and management fees2020-12-31$117,109
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$293,962,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$252,121,323
Value of interest in pooled separate accounts at end of year2020-12-31$36,771,789
Value of interest in pooled separate accounts at beginning of year2020-12-31$30,594,741
Interest on participant loans2020-12-31$140,610
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$19,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$38,244,295
Net investment gain/loss from pooled separate accounts2020-12-31$759,582
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$9,189,479
Employer contributions (assets) at end of year2020-12-31$9,189,479
Employer contributions (assets) at beginning of year2020-12-31$8,662,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$12,242,734
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31EISNERAMPER, LLP
Accountancy firm EIN2020-12-31131639826
2019 : THE SAUL EWING RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$95,250
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$95,250
Total unrealized appreciation/depreciation of assets2019-12-31$95,250
Total unrealized appreciation/depreciation of assets2019-12-31$95,250
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$875,238
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$875,238
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$812
Total income from all sources (including contributions)2019-12-31$72,411,891
Total income from all sources (including contributions)2019-12-31$72,411,891
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$9,776,156
Total of all expenses incurred2019-12-31$9,776,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,453,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,453,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$16,825,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$16,825,643
Value of total assets at end of year2019-12-31$329,259,069
Value of total assets at end of year2019-12-31$329,259,069
Value of total assets at beginning of year2019-12-31$265,748,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$323,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$323,114
Total interest from all sources2019-12-31$305,206
Total interest from all sources2019-12-31$305,206
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,491,215
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,491,215
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,491,215
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,491,215
Administrative expenses professional fees incurred2019-12-31$203,293
Administrative expenses professional fees incurred2019-12-31$203,293
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$7,790,566
Contributions received from participants2019-12-31$7,790,566
Participant contributions at end of year2019-12-31$2,409,201
Participant contributions at end of year2019-12-31$2,409,201
Participant contributions at beginning of year2019-12-31$2,387,405
Participant contributions at end of year2019-12-31$947,369
Participant contributions at end of year2019-12-31$947,369
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$30,347,145
Assets. Other investments not covered elsewhere at end of year2019-12-31$30,347,145
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$25,589,073
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$248,664
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$248,664
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$101,682
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$101,682
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$76,082
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$76,082
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$875,238
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$875,238
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$812
Other income not declared elsewhere2019-12-31$4,177,479
Other income not declared elsewhere2019-12-31$4,177,479
Total non interest bearing cash at end of year2019-12-31$39,912
Total non interest bearing cash at end of year2019-12-31$39,912
Total non interest bearing cash at beginning of year2019-12-31$21,238
Total non interest bearing cash at beginning of year2019-12-31$21,238
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$62,635,735
Value of net income/loss2019-12-31$62,635,735
Value of net assets at end of year (total assets less liabilities)2019-12-31$328,383,831
Value of net assets at end of year (total assets less liabilities)2019-12-31$328,383,831
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$265,748,096
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$265,748,096
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
Assets. partnership/joint venture interests at end of year2019-12-31$4,035,295
Assets. partnership/joint venture interests at end of year2019-12-31$4,035,295
Assets. partnership/joint venture interests at beginning of year2019-12-31$4,398,372
Investment advisory and management fees2019-12-31$119,821
Investment advisory and management fees2019-12-31$119,821
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$252,121,323
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$252,121,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$197,295,958
Value of interest in pooled separate accounts at end of year2019-12-31$30,594,741
Value of interest in pooled separate accounts at end of year2019-12-31$30,594,741
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$142,353
Interest on participant loans2019-12-31$142,353
Interest earned on other investments2019-12-31$162,853
Interest earned on other investments2019-12-31$162,853
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$28,484,714
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$24,201
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$24,201
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$46,845,875
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$46,845,875
Net investment gain/loss from pooled separate accounts2019-12-31$333,986
Net investment gain/loss from pooled separate accounts2019-12-31$333,986
Net investment gain or loss from common/collective trusts2019-12-31$337,237
Net investment gain or loss from common/collective trusts2019-12-31$337,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$8,786,413
Contributions received in cash from employer2019-12-31$8,786,413
Employer contributions (assets) at end of year2019-12-31$8,662,401
Employer contributions (assets) at end of year2019-12-31$8,662,401
Employer contributions (assets) at beginning of year2019-12-31$7,496,066
Employer contributions (assets) at beginning of year2019-12-31$7,496,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,428,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,428,841
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$367,362
Aggregate proceeds on sale of assets2019-12-31$367,362
Aggregate carrying amount (costs) on sale of assets2019-12-31$367,362
Aggregate carrying amount (costs) on sale of assets2019-12-31$367,362
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31EISNERAMPER, LLP
Accountancy firm name2019-12-31EISNERAMPER, LLP
Accountancy firm EIN2019-12-31131639826
Accountancy firm EIN2019-12-31131639826
2018 : THE SAUL EWING RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$500,669
Total unrealized appreciation/depreciation of assets2018-12-31$500,669
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$812
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$77,118
Total income from all sources (including contributions)2018-12-31$5,586,229
Total loss/gain on sale of assets2018-12-31$7,672
Total of all expenses incurred2018-12-31$5,749,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,409,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$15,855,651
Value of total assets at end of year2018-12-31$265,748,908
Value of total assets at beginning of year2018-12-31$265,988,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$340,193
Total interest from all sources2018-12-31$140,034
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,939,365
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$3,939,365
Administrative expenses professional fees incurred2018-12-31$267,724
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$7,168,158
Participant contributions at end of year2018-12-31$2,387,405
Participant contributions at beginning of year2018-12-31$2,321,816
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$740,124
Assets. Other investments not covered elsewhere at end of year2018-12-31$25,589,073
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$26,623,977
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,200,360
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$76,082
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$59,080
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$812
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$77,118
Other income not declared elsewhere2018-12-31$-1,236,428
Total non interest bearing cash at end of year2018-12-31$21,238
Total non interest bearing cash at beginning of year2018-12-31$3,219
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-163,321
Value of net assets at end of year (total assets less liabilities)2018-12-31$265,748,096
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$265,911,417
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
Assets. partnership/joint venture interests at end of year2018-12-31$4,398,372
Assets. partnership/joint venture interests at beginning of year2018-12-31$4,239,022
Investment advisory and management fees2018-12-31$72,469
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$197,295,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$199,667,502
Interest on participant loans2018-12-31$140,034
Value of interest in common/collective trusts at end of year2018-12-31$28,484,714
Value of interest in common/collective trusts at beginning of year2018-12-31$25,892,826
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$31,848
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-14,087,883
Net investment gain or loss from common/collective trusts2018-12-31$467,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$7,487,133
Employer contributions (assets) at end of year2018-12-31$7,496,066
Employer contributions (assets) at beginning of year2018-12-31$6,440,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,377,509
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$214,384
Aggregate carrying amount (costs) on sale of assets2018-12-31$206,712
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31EISNERAMPER, LLP
Accountancy firm EIN2018-12-31131639826
2017 : THE SAUL EWING RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$100,238
Total unrealized appreciation/depreciation of assets2017-12-31$100,238
Total transfer of assets to this plan2017-12-31$259,491
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$77,118
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$716,767
Total income from all sources (including contributions)2017-12-31$64,982,402
Total loss/gain on sale of assets2017-12-31$1,809
Total of all expenses incurred2017-12-31$13,650,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$13,330,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$30,385,407
Value of total assets at end of year2017-12-31$265,988,535
Value of total assets at beginning of year2017-12-31$215,036,858
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$319,844
Total interest from all sources2017-12-31$114,865
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,165,827
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$3,165,827
Administrative expenses professional fees incurred2017-12-31$288,024
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$5,582,765
Participant contributions at end of year2017-12-31$2,321,816
Participant contributions at beginning of year2017-12-31$2,129,205
Participant contributions at end of year2017-12-31$740,124
Participant contributions at beginning of year2017-12-31$744,858
Assets. Other investments not covered elsewhere at end of year2017-12-31$26,623,977
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$25,840,380
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$18,361,673
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$59,080
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$55,938
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$77,118
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$716,767
Other income not declared elsewhere2017-12-31$3,500,310
Total non interest bearing cash at end of year2017-12-31$3,219
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$51,331,835
Value of net assets at end of year (total assets less liabilities)2017-12-31$265,911,417
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$214,320,091
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
Assets. partnership/joint venture interests at end of year2017-12-31$4,239,022
Assets. partnership/joint venture interests at beginning of year2017-12-31$3,526,829
Investment advisory and management fees2017-12-31$31,820
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$199,667,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$153,584,782
Interest on participant loans2017-12-31$114,865
Value of interest in common/collective trusts at end of year2017-12-31$25,892,826
Value of interest in common/collective trusts at beginning of year2017-12-31$23,354,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$27,241,119
Net investment gain or loss from common/collective trusts2017-12-31$472,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$6,440,969
Employer contributions (assets) at end of year2017-12-31$6,440,969
Employer contributions (assets) at beginning of year2017-12-31$5,800,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$13,330,723
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$93,678
Aggregate carrying amount (costs) on sale of assets2017-12-31$91,869
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31EISNERAMPER, LLP
Accountancy firm EIN2017-12-31131639826
2016 : THE SAUL EWING RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$207,862
Total unrealized appreciation/depreciation of assets2016-12-31$207,862
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$716,767
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$720,953
Total income from all sources (including contributions)2016-12-31$26,715,486
Total loss/gain on sale of assets2016-12-31$60,316
Total of all expenses incurred2016-12-31$7,183,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,925,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$11,496,831
Value of total assets at end of year2016-12-31$215,036,858
Value of total assets at beginning of year2016-12-31$195,508,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$258,058
Total interest from all sources2016-12-31$185,834
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,731,788
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$2,731,788
Administrative expenses professional fees incurred2016-12-31$242,313
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$5,054,711
Participant contributions at end of year2016-12-31$2,129,205
Participant contributions at beginning of year2016-12-31$2,141,932
Participant contributions at end of year2016-12-31$744,858
Participant contributions at beginning of year2016-12-31$754,262
Assets. Other investments not covered elsewhere at end of year2016-12-31$25,840,380
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$21,631,513
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$641,276
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$55,938
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$66,284
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$716,767
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$720,953
Other income not declared elsewhere2016-12-31$1,653,599
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$137,058
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$19,532,424
Value of net assets at end of year (total assets less liabilities)2016-12-31$214,320,091
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$194,787,667
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
Assets. partnership/joint venture interests at end of year2016-12-31$3,526,829
Assets. partnership/joint venture interests at beginning of year2016-12-31$3,472,883
Investment advisory and management fees2016-12-31$15,745
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$153,584,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$141,214,997
Interest on participant loans2016-12-31$111,834
Interest earned on other investments2016-12-31$74,000
Value of interest in common/collective trusts at end of year2016-12-31$23,354,089
Value of interest in common/collective trusts at beginning of year2016-12-31$20,322,839
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$34,850
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$9,962,935
Net investment gain or loss from common/collective trusts2016-12-31$416,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$5,800,844
Employer contributions (assets) at end of year2016-12-31$5,800,777
Employer contributions (assets) at beginning of year2016-12-31$5,766,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,890,154
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$488,339
Aggregate carrying amount (costs) on sale of assets2016-12-31$428,023
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31EISNERAMPER, LLP
Accountancy firm EIN2016-12-31131639826
2015 : THE SAUL EWING RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-13,666
Total unrealized appreciation/depreciation of assets2015-12-31$-13,666
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$720,953
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$657,060
Total income from all sources (including contributions)2015-12-31$12,413,701
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$7,758,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,512,470
Value of total corrective distributions2015-12-31$63
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$11,105,199
Value of total assets at end of year2015-12-31$195,508,620
Value of total assets at beginning of year2015-12-31$190,789,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$245,491
Total interest from all sources2015-12-31$156,224
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,712,456
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$2,712,456
Administrative expenses professional fees incurred2015-12-31$10,380
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$4,968,331
Participant contributions at end of year2015-12-31$2,141,932
Participant contributions at beginning of year2015-12-31$2,130,345
Participant contributions at end of year2015-12-31$754,262
Participant contributions at beginning of year2015-12-31$690,460
Assets. Other investments not covered elsewhere at end of year2015-12-31$21,631,513
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$22,378,190
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$370,016
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$66,284
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$61,813
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$720,953
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$657,060
Other income not declared elsewhere2015-12-31$5,067
Administrative expenses (other) incurred2015-12-31$227,576
Total non interest bearing cash at end of year2015-12-31$137,058
Total non interest bearing cash at beginning of year2015-12-31$59,305
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$4,655,677
Value of net assets at end of year (total assets less liabilities)2015-12-31$194,787,667
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$190,131,990
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
Assets. partnership/joint venture interests at end of year2015-12-31$3,472,883
Assets. partnership/joint venture interests at beginning of year2015-12-31$3,521,621
Investment advisory and management fees2015-12-31$7,535
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$141,214,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$135,351,580
Interest on participant loans2015-12-31$108,923
Interest earned on other investments2015-12-31$47,301
Value of interest in common/collective trusts at end of year2015-12-31$20,322,839
Value of interest in common/collective trusts at beginning of year2015-12-31$20,588,167
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$45,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,912,505
Net investment gain or loss from common/collective trusts2015-12-31$360,926
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$5,766,852
Employer contributions (assets) at end of year2015-12-31$5,766,852
Employer contributions (assets) at beginning of year2015-12-31$6,007,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,467,322
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31EISNERAMPER, LLP
Accountancy firm EIN2015-12-31131639826
2014 : THE SAUL EWING RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$492,233
Total unrealized appreciation/depreciation of assets2014-12-31$492,233
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$657,060
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$146,568
Total income from all sources (including contributions)2014-12-31$23,526,010
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$9,688,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,512,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$11,676,043
Value of total assets at end of year2014-12-31$190,789,050
Value of total assets at beginning of year2014-12-31$176,440,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$175,118
Total interest from all sources2014-12-31$111,720
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,362,728
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$2,362,728
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,712,087
Participant contributions at end of year2014-12-31$2,130,345
Participant contributions at beginning of year2014-12-31$1,914,157
Participant contributions at end of year2014-12-31$690,460
Participant contributions at beginning of year2014-12-31$621,202
Assets. Other investments not covered elsewhere at end of year2014-12-31$22,378,190
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$19,700,513
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$956,387
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$61,813
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$50,460
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$657,060
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$146,568
Other income not declared elsewhere2014-12-31$804,069
Administrative expenses (other) incurred2014-12-31$167,093
Total non interest bearing cash at end of year2014-12-31$59,305
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$13,837,914
Value of net assets at end of year (total assets less liabilities)2014-12-31$190,131,990
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$176,294,076
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
Assets. partnership/joint venture interests at end of year2014-12-31$3,521,621
Assets. partnership/joint venture interests at beginning of year2014-12-31$2,826,938
Investment advisory and management fees2014-12-31$8,025
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$135,351,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$126,821,755
Interest on participant loans2014-12-31$102,759
Interest earned on other investments2014-12-31$8,961
Value of interest in common/collective trusts at end of year2014-12-31$20,588,167
Value of interest in common/collective trusts at beginning of year2014-12-31$18,722,599
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$45,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$7,728,138
Net investment gain or loss from common/collective trusts2014-12-31$351,079
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$6,007,569
Employer contributions (assets) at end of year2014-12-31$6,007,569
Employer contributions (assets) at beginning of year2014-12-31$5,783,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,467,830
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$445,835
Aggregate carrying amount (costs) on sale of assets2014-12-31$445,835
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ISDANER & COMPANY, LLC
Accountancy firm EIN2014-12-31236410283
2013 : THE SAUL EWING RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$364,661
Total unrealized appreciation/depreciation of assets2013-12-31$364,661
Total transfer of assets to this plan2013-12-31$14,400,238
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$146,568
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$34,683,452
Total loss/gain on sale of assets2013-12-31$822
Total of all expenses incurred2013-12-31$10,987,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$10,959,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$9,101,897
Value of total assets at end of year2013-12-31$176,440,644
Value of total assets at beginning of year2013-12-31$138,198,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$28,332
Total interest from all sources2013-12-31$97,434
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,581,289
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,581,289
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,265,491
Participant contributions at end of year2013-12-31$1,914,157
Participant contributions at beginning of year2013-12-31$1,672,914
Participant contributions at end of year2013-12-31$621,202
Assets. Other investments not covered elsewhere at end of year2013-12-31$19,700,513
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$22,282,857
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$53,386
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$50,460
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$76,465
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$146,568
Other income not declared elsewhere2013-12-31$2,869,102
Administrative expenses (other) incurred2013-12-31$13,191
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$23,695,602
Value of net assets at end of year (total assets less liabilities)2013-12-31$176,294,076
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$138,198,236
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
Assets. partnership/joint venture interests at end of year2013-12-31$2,826,938
Assets. partnership/joint venture interests at beginning of year2013-12-31$2,300,050
Investment advisory and management fees2013-12-31$15,141
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$126,821,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$87,375,358
Interest on participant loans2013-12-31$90,387
Interest earned on other investments2013-12-31$7,047
Value of interest in common/collective trusts at end of year2013-12-31$18,722,599
Value of interest in common/collective trusts at beginning of year2013-12-31$19,144,721
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$52,860
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$20,387,358
Net investment gain or loss from common/collective trusts2013-12-31$280,889
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$5,783,020
Employer contributions (assets) at end of year2013-12-31$5,783,020
Employer contributions (assets) at beginning of year2013-12-31$5,345,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$10,906,658
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$609,827
Aggregate carrying amount (costs) on sale of assets2013-12-31$609,005
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ISDANER & COMPANY, LLC
Accountancy firm EIN2013-12-31236410283
2012 : THE SAUL EWING RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$484,097
Total unrealized appreciation/depreciation of assets2012-12-31$484,097
Total transfer of assets to this plan2012-12-31$415,830
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$425,132
Total income from all sources (including contributions)2012-12-31$22,751,339
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,400,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,366,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,779,225
Value of total assets at end of year2012-12-31$138,198,236
Value of total assets at beginning of year2012-12-31$120,857,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$34,762
Total interest from all sources2012-12-31$86,992
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,650,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,650,567
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,036,182
Participant contributions at end of year2012-12-31$1,672,914
Participant contributions at beginning of year2012-12-31$1,433,806
Participant contributions at beginning of year2012-12-31$454,839
Assets. Other investments not covered elsewhere at end of year2012-12-31$22,282,857
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$21,392,351
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$397,172
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$76,465
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$85,260
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$425,132
Other income not declared elsewhere2012-12-31$2,067,879
Administrative expenses (other) incurred2012-12-31$13,595
Total non interest bearing cash at beginning of year2012-12-31$1,091
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$17,350,537
Value of net assets at end of year (total assets less liabilities)2012-12-31$138,198,236
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$120,431,869
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
Assets. partnership/joint venture interests at end of year2012-12-31$2,300,050
Assets. partnership/joint venture interests at beginning of year2012-12-31$2,432,693
Investment advisory and management fees2012-12-31$21,167
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$87,375,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$73,507,271
Interest on participant loans2012-12-31$84,693
Interest earned on other investments2012-12-31$2,299
Value of interest in common/collective trusts at end of year2012-12-31$19,144,721
Value of interest in common/collective trusts at beginning of year2012-12-31$16,567,317
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$80,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$9,306,940
Net investment gain or loss from common/collective trusts2012-12-31$375,639
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$5,345,871
Employer contributions (assets) at end of year2012-12-31$5,345,871
Employer contributions (assets) at beginning of year2012-12-31$4,982,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,285,176
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$26,571
Aggregate carrying amount (costs) on sale of assets2012-12-31$26,571
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ISDANER & COMPANY, LLC
Accountancy firm EIN2012-12-31236410283
2011 : THE SAUL EWING RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$193,057
Total unrealized appreciation/depreciation of assets2011-12-31$193,057
Total transfer of assets to this plan2011-12-31$690,242
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$425,132
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$8,555,824
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$11,606,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$11,574,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,367,002
Value of total assets at end of year2011-12-31$120,857,001
Value of total assets at beginning of year2011-12-31$122,792,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$31,927
Total interest from all sources2011-12-31$335,277
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,451,475
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,451,475
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,711,188
Participant contributions at end of year2011-12-31$1,433,806
Participant contributions at beginning of year2011-12-31$1,583,369
Participant contributions at end of year2011-12-31$454,839
Assets. Other investments not covered elsewhere at end of year2011-12-31$21,392,351
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$20,949,949
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$673,441
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$85,260
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$94,202
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$425,132
Other income not declared elsewhere2011-12-31$-138,192
Administrative expenses (other) incurred2011-12-31$12,590
Total non interest bearing cash at end of year2011-12-31$1,091
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-3,050,815
Value of net assets at end of year (total assets less liabilities)2011-12-31$120,431,869
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$122,792,442
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
Assets. partnership/joint venture interests at end of year2011-12-31$2,432,693
Assets. partnership/joint venture interests at beginning of year2011-12-31$2,434,014
Investment advisory and management fees2011-12-31$19,337
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$73,507,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$76,931,801
Interest on participant loans2011-12-31$83,587
Interest earned on other investments2011-12-31$251,690
Value of interest in common/collective trusts at end of year2011-12-31$16,567,317
Value of interest in common/collective trusts at beginning of year2011-12-31$15,855,603
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$84,950
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,059,133
Net investment gain or loss from common/collective trusts2011-12-31$406,338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,982,373
Employer contributions (assets) at end of year2011-12-31$4,982,373
Employer contributions (assets) at beginning of year2011-12-31$4,943,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$11,489,762
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$326,653
Aggregate carrying amount (costs) on sale of assets2011-12-31$326,653
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ISDANER & COMPANY, LLC
Accountancy firm EIN2011-12-31236410283
2010 : THE SAUL EWING RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$275,157
Total unrealized appreciation/depreciation of assets2010-12-31$275,157
Total transfer of assets to this plan2010-12-31$365,839
Total transfer of assets from this plan2010-12-31$584,445
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$413,742
Total income from all sources (including contributions)2010-12-31$20,195,622
Total loss/gain on sale of assets2010-12-31$8,462
Total of all expenses incurred2010-12-31$8,001,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,964,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,965,474
Value of total assets at end of year2010-12-31$122,792,442
Value of total assets at beginning of year2010-12-31$111,230,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$37,039
Total interest from all sources2010-12-31$107,784
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,273,396
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,273,396
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,671,127
Participant contributions at end of year2010-12-31$1,583,369
Participant contributions at beginning of year2010-12-31$1,565,237
Participant contributions at beginning of year2010-12-31$419,261
Assets. Other investments not covered elsewhere at end of year2010-12-31$20,949,949
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$20,852,868
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$350,843
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$94,202
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$92,590
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$413,742
Other income not declared elsewhere2010-12-31$1,611,660
Administrative expenses (other) incurred2010-12-31$14,510
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$12,194,404
Value of net assets at end of year (total assets less liabilities)2010-12-31$122,792,442
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$110,816,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$2,434,014
Assets. partnership/joint venture interests at beginning of year2010-12-31$869,014
Investment advisory and management fees2010-12-31$22,529
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$76,931,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$67,376,317
Interest on participant loans2010-12-31$105,534
Interest earned on other investments2010-12-31$2,250
Value of interest in common/collective trusts at end of year2010-12-31$15,855,603
Value of interest in common/collective trusts at beginning of year2010-12-31$15,104,804
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$92,709
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$8,512,100
Net investment gain or loss from common/collective trusts2010-12-31$441,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,943,504
Employer contributions (assets) at end of year2010-12-31$4,943,504
Employer contributions (assets) at beginning of year2010-12-31$4,950,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,871,470
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$233,713
Aggregate carrying amount (costs) on sale of assets2010-12-31$225,251
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ISDANER & COMPANY, LLC
Accountancy firm EIN2010-12-31236410283
2009 : THE SAUL EWING RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE SAUL EWING RETIREMENT PLAN

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

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA-32072
Policy instance 3
Insurance contract or identification numberGA-32072
Number of Individuals Covered100
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
Other welfare benefits providedGROUP ANNUITY - STABLE VALUE ACCT
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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number29219
Policy instance 2
Insurance contract or identification number29219
Number of Individuals Covered5
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number15583
Policy instance 1
Insurance contract or identification number15583
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number15583
Policy instance 1
Insurance contract or identification number15583
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number29219
Policy instance 2
Insurance contract or identification number29219
Number of Individuals Covered6
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $14,036
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number15583
Policy instance 1
Insurance contract or identification number15583
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number29219
Policy instance 2
Insurance contract or identification number29219
Number of Individuals Covered8
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $19,818
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number15583
Policy instance 1
Insurance contract or identification number15583
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number29219
Policy instance 2
Insurance contract or identification number29219
Number of Individuals Covered8
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $24,201
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number15583
Policy instance 1
Insurance contract or identification number15583
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number29219
Policy instance 2
Insurance contract or identification number29219
Number of Individuals Covered9
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number29219
Policy instance 2
Insurance contract or identification number29219
Number of Individuals Covered11
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $32,259
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number15583
Policy instance 1
Insurance contract or identification number15583
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number29219
Policy instance 2
Insurance contract or identification number29219
Number of Individuals Covered12
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $13
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $45,148
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13
Insurance broker organization code?3
Insurance broker nameTRS AGENCY LLC
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number15583
Policy instance 1
Insurance contract or identification number15583
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number29219
Policy instance 2
Insurance contract or identification number29219
Number of Individuals Covered12
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $45,148
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number15583
Policy instance 1
Insurance contract or identification number15583
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number15583
Policy instance 1
Insurance contract or identification number15583
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number29219
Policy instance 2
Insurance contract or identification number29219
Number of Individuals Covered14
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $52,860
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number15583
Policy instance 2
Insurance contract or identification number15583
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number29219
Policy instance 3
Insurance contract or identification number29219
Number of Individuals Covered17
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $80,864
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract number70675290
Policy instance 1
Insurance contract or identification number70675290
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number15583
Policy instance 2
Insurance contract or identification number15583
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract number70675290
Policy instance 1
Insurance contract or identification number70675290
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $65
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $729
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number29219
Policy instance 3
Insurance contract or identification number29219
Number of Individuals Covered17
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $84,221
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number29219
Policy instance 3
Insurance contract or identification number29219
Number of Individuals Covered19
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $91,980
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number15583
Policy instance 2
Insurance contract or identification number15583
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract number70675290
Policy instance 1
Insurance contract or identification number70675290
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $63
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $729
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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