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THE KENDAL CORPORATION 401(A) PLAN 401k Plan overview

Plan NameTHE KENDAL CORPORATION 401(A) PLAN
Plan identification number 004

THE KENDAL CORPORATION 401(A) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE KENDAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:THE KENDAL CORPORATION
Employer identification number (EIN):232688382
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about THE KENDAL CORPORATION

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 2015-11-02
Company Identification Number: 20151655798

More information about THE KENDAL CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE KENDAL CORPORATION 401(A) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01WANDA WHITTED-SMITH
0042016-01-01WANDA WHITTED-SMITH
0042015-01-01WANDA WHITTED-SMITH

Plan Statistics for THE KENDAL CORPORATION 401(A) PLAN

401k plan membership statisitcs for THE KENDAL CORPORATION 401(A) PLAN

Measure Date Value
2022: THE KENDAL CORPORATION 401(A) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,508
Total number of active participants reported on line 7a of the Form 55002022-01-011,443
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-01144
Total of all active and inactive participants2022-01-011,589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-011,592
Number of participants with account balances2022-01-01742
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: THE KENDAL CORPORATION 401(A) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,068
Total number of active participants reported on line 7a of the Form 55002021-01-011,265
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01236
Total of all active and inactive participants2021-01-011,503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-011,507
Number of participants with account balances2021-01-01914
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0119
2020: THE KENDAL CORPORATION 401(A) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,390
Total number of active participants reported on line 7a of the Form 55002020-01-01962
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01103
Total of all active and inactive participants2020-01-011,065
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-011,068
Number of participants with account balances2020-01-01889
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: THE KENDAL CORPORATION 401(A) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,376
Total number of active participants reported on line 7a of the Form 55002019-01-011,322
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0164
Total of all active and inactive participants2019-01-011,386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-011,390
Number of participants with account balances2019-01-01839
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: THE KENDAL CORPORATION 401(A) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,208
Total number of active participants reported on line 7a of the Form 55002018-01-011,329
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0143
Total of all active and inactive participants2018-01-011,372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-011,376
Number of participants with account balances2018-01-01831
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0119
2017: THE KENDAL CORPORATION 401(A) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,360
Total number of active participants reported on line 7a of the Form 55002017-01-011,174
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0131
Total of all active and inactive participants2017-01-011,205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-011,208
Number of participants with account balances2017-01-01818
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: THE KENDAL CORPORATION 401(A) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,649
Total number of active participants reported on line 7a of the Form 55002016-01-011,293
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0165
Total of all active and inactive participants2016-01-011,358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-011,360
Number of participants with account balances2016-01-01841
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0112
2015: THE KENDAL CORPORATION 401(A) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,606
Total number of active participants reported on line 7a of the Form 55002015-01-011,649
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011,649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,649
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on THE KENDAL CORPORATION 401(A) PLAN

Measure Date Value
2022 : THE KENDAL CORPORATION 401(A) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$3,796,441
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$218,930
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$929,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$900,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,638,722
Value of total assets at end of year2022-12-31$6,425,596
Value of total assets at beginning of year2022-12-31$10,932,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$28,918
Total interest from all sources2022-12-31$1,117
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$140,338
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$140,338
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,250,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-710,470
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,425,596
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,932,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,749,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,630,110
Interest earned on other investments2022-12-31$1,117
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$37,834
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$106,079
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,561,247
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,638,722
Employer contributions (assets) at end of year2022-12-31$1,638,722
Employer contributions (assets) at beginning of year2022-12-31$2,196,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$900,482
Contract administrator fees2022-12-31$28,918
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : THE KENDAL CORPORATION 401(A) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,163,315
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$588,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$554,828
Value of total corrective distributions2021-12-31$924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,196,318
Value of total assets at end of year2021-12-31$10,932,507
Value of total assets at beginning of year2021-12-31$8,357,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$32,610
Total interest from all sources2021-12-31$1,157
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,119,099
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,119,099
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,250,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
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$2,574,953
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,932,507
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,357,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,630,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,804,294
Interest earned on other investments2021-12-31$1,157
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$106,079
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$45,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-153,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,196,318
Employer contributions (assets) at end of year2021-12-31$2,196,318
Employer contributions (assets) at beginning of year2021-12-31$1,507,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$554,828
Contract administrator fees2021-12-31$32,610
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 name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : THE KENDAL CORPORATION 401(A) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,761,489
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$406,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$382,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,507,279
Value of total assets at end of year2020-12-31$8,357,554
Value of total assets at beginning of year2020-12-31$6,002,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$23,620
Total interest from all sources2020-12-31$671
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$211,554
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$211,554
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,250,000
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
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$2,355,434
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,357,554
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,002,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,804,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,629,404
Interest earned on other investments2020-12-31$671
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$45,981
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$31,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,041,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,507,279
Employer contributions (assets) at end of year2020-12-31$1,507,279
Employer contributions (assets) at beginning of year2020-12-31$1,340,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$382,435
Contract administrator fees2020-12-31$23,620
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 name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : THE KENDAL CORPORATION 401(A) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,102,770
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$471,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$447,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,340,752
Value of total assets at end of year2019-12-31$6,002,120
Value of total assets at beginning of year2019-12-31$4,370,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,540
Total interest from all sources2019-12-31$834
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$120,000
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$120,000
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,250,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
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$1,631,434
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,002,120
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,370,686
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,629,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,021,434
Interest earned on other investments2019-12-31$834
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$31,964
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$64,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$641,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,340,752
Employer contributions (assets) at end of year2019-12-31$1,340,752
Employer contributions (assets) at beginning of year2019-12-31$1,284,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$447,796
Contract administrator fees2019-12-31$23,540
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : THE KENDAL CORPORATION 401(A) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,122,307
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$359,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$342,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,284,820
Value of total assets at end of year2018-12-31$4,370,686
Value of total assets at beginning of year2018-12-31$3,607,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$17,024
Total interest from all sources2018-12-31$672
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$99,797
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$99,797
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,250,000
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
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$762,959
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,370,686
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,607,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,021,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,342,152
Interest earned on other investments2018-12-31$672
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$64,432
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$19,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-262,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,284,820
Employer contributions (assets) at end of year2018-12-31$1,284,820
Employer contributions (assets) at beginning of year2018-12-31$1,246,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$342,324
Contract administrator fees2018-12-31$17,024
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : THE KENDAL CORPORATION 401(A) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,578,760
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$320,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$315,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,246,012
Value of total assets at end of year2017-12-31$3,607,727
Value of total assets at beginning of year2017-12-31$2,349,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,983
Total interest from all sources2017-12-31$713
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$58,368
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$58,368
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,250,000
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
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$1,258,577
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,607,727
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,349,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,342,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$706,125
Interest earned on other investments2017-12-31$713
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$19,563
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$448,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$273,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,246,012
Employer contributions (assets) at end of year2017-12-31$1,246,012
Employer contributions (assets) at beginning of year2017-12-31$1,194,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$315,200
Contract administrator fees2017-12-31$4,983
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2017-12-31410746749
2016 : THE KENDAL CORPORATION 401(A) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,251,537
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$84,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$83,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,194,999
Value of total assets at end of year2016-12-31$2,349,150
Value of total assets at beginning of year2016-12-31$1,181,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$887
Total interest from all sources2016-12-31$5,988
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$32,644
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$32,644
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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
Other income not declared elsewhere2016-12-31$799
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$1,167,338
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,349,150
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,181,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$706,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Interest earned on other investments2016-12-31$5,988
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$448,026
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$17,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,194,999
Employer contributions (assets) at end of year2016-12-31$1,194,999
Employer contributions (assets) at beginning of year2016-12-31$1,181,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$83,312
Contract administrator fees2016-12-31$887
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2016-12-31410746749
2015 : THE KENDAL CORPORATION 401(A) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,181,812
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,181,812
Value of total assets at end of year2015-12-31$1,181,812
Value of total assets at beginning of year2015-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,250,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,181,812
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,181,812
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$0
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
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,181,812
Employer contributions (assets) at end of year2015-12-31$1,181,812
Employer contributions (assets) at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2015-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2015-12-31410746749

Form 5500 Responses for THE KENDAL CORPORATION 401(A) PLAN

2022: THE KENDAL CORPORATION 401(A) 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 KENDAL CORPORATION 401(A) 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 KENDAL CORPORATION 401(A) 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 KENDAL CORPORATION 401(A) 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 KENDAL CORPORATION 401(A) 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 KENDAL CORPORATION 401(A) 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 KENDAL CORPORATION 401(A) 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 – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE KENDAL CORPORATION 401(A) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894232 087
Policy instance 1
Insurance contract or identification number894232 087
Number of Individuals Covered3
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894232 087
Policy instance 1
Insurance contract or identification number894232 087
Number of Individuals Covered7
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894232 087
Policy instance 1
Insurance contract or identification number894232 087
Number of Individuals Covered7
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894232 087
Policy instance 1
Insurance contract or identification number894232 087
Number of Individuals Covered6
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894232 087
Policy instance 1
Insurance contract or identification number894232 087
Number of Individuals Covered8
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894232 087
Policy instance 1
Insurance contract or identification number894232 087
Number of Individuals Covered6
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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