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KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameKIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN
Plan identification number 001

KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:KIMMEL CENTER, INC.
Employer identification number (EIN):232865855
NAIC Classification:711100
NAIC Description: Performing Arts Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LIZ BLIGAN
0012016-01-01LIZ BLIGAN
0012015-01-01LIZ BLIGAN
0012014-01-01SUZANA HAMZA
0012013-01-01SUZANA HAMZA
0012012-01-01SUZANA HAMZA
0012011-01-01SUZANA HAMZA
0012009-01-01ELIZABETH F. SANTANGINI

Plan Statistics for KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2022: KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01306
Total number of active participants reported on line 7a of the Form 55002022-01-01179
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01159
Total of all active and inactive participants2022-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01339
Number of participants with account balances2022-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0116
2021: KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01287
Total number of active participants reported on line 7a of the Form 55002021-01-01155
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01141
Total of all active and inactive participants2021-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01297
Number of participants with account balances2021-01-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0118
2020: KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01290
Total number of active participants reported on line 7a of the Form 55002020-01-01171
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01115
Total of all active and inactive participants2020-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01287
Number of participants with account balances2020-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01287
Total number of active participants reported on line 7a of the Form 55002019-01-01166
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01112
Total of all active and inactive participants2019-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01280
Number of participants with account balances2019-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0117
2018: KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01255
Total number of active participants reported on line 7a of the Form 55002018-01-01185
Number of other retired or separated participants entitled to future benefits2018-01-0198
Total of all active and inactive participants2018-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01284
Number of participants with account balances2018-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0128
2017: KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01203
Total number of active participants reported on line 7a of the Form 55002017-01-01165
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0174
Total of all active and inactive participants2017-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01239
Number of participants with account balances2017-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0125
2016: KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01205
Total number of active participants reported on line 7a of the Form 55002016-01-01141
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0159
Total of all active and inactive participants2016-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01200
Number of participants with account balances2016-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0120
2015: KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01189
Total number of active participants reported on line 7a of the Form 55002015-01-01132
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0170
Total of all active and inactive participants2015-01-01202
Total participants2015-01-01202
Number of participants with account balances2015-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0123
2014: KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01167
Total number of active participants reported on line 7a of the Form 55002014-01-01131
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0158
Total of all active and inactive participants2014-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01189
Number of participants with account balances2014-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0121
2013: KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01189
Total number of active participants reported on line 7a of the Form 55002013-01-01150
Number of other retired or separated participants entitled to future benefits2013-01-0138
Total of all active and inactive participants2013-01-01188
Total participants2013-01-01188
Number of participants with account balances2013-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110
2012: KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01196
Total number of active participants reported on line 7a of the Form 55002012-01-01158
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0136
Total of all active and inactive participants2012-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01194
Number of participants with account balances2012-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01213
Total number of active participants reported on line 7a of the Form 55002011-01-01161
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0135
Total of all active and inactive participants2011-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01196
Number of participants with account balances2011-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2009: KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01108
Total number of active participants reported on line 7a of the Form 55002009-01-01115
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01126
Number of participants with account balances2009-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-500,982
Total of all expenses incurred2022-12-31$644,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$598,453
Expenses. Certain deemed distributions of participant loans2022-12-31$6,287
Value of total corrective distributions2022-12-31$5,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$956,969
Value of total assets at end of year2022-12-31$9,170,776
Value of total assets at beginning of year2022-12-31$10,316,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$34,054
Total interest from all sources2022-12-31$7,619
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$230,063
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$230,063
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$705,974
Participant contributions at end of year2022-12-31$28,425
Participant contributions at beginning of year2022-12-31$37,726
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$63
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,696
Administrative expenses (other) incurred2022-12-31$34,054
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,145,249
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,170,776
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,316,025
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$8,323,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,497,905
Interest on participant loans2022-12-31$1,035
Interest earned on other investments2022-12-31$6,584
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$818,545
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$778,698
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,695,633
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$250,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$598,453
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31MAZARS USA LLP
Accountancy firm EIN2022-12-31131459550
2021 : KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,629,214
Total of all expenses incurred2021-12-31$558,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$506,483
Value of total corrective distributions2021-12-31$20,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$655,878
Value of total assets at end of year2021-12-31$10,316,025
Value of total assets at beginning of year2021-12-31$9,245,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$32,132
Total interest from all sources2021-12-31$9,290
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$216,629
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$216,629
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$508,332
Participant contributions at end of year2021-12-31$37,726
Participant contributions at beginning of year2021-12-31$60,532
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$9,606
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,696
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$32,132
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$1,070,515
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,316,025
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,245,510
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$9,497,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,290,519
Interest on participant loans2021-12-31$2,551
Interest earned on other investments2021-12-31$6,739
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$778,698
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$881,437
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$747,417
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$147,546
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$3,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$506,483
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31MAZARS USA LLP
Accountancy firm EIN2021-12-31131459550
2020 : KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,831,113
Total of all expenses incurred2020-12-31$1,551,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,518,460
Value of total corrective distributions2020-12-31$6,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$630,131
Value of total assets at end of year2020-12-31$9,245,510
Value of total assets at beginning of year2020-12-31$8,965,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$26,684
Total interest from all sources2020-12-31$11,722
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$145,466
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$145,466
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$457,794
Participant contributions at end of year2020-12-31$60,532
Participant contributions at beginning of year2020-12-31$88,606
Participant contributions at end of year2020-12-31$9,606
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$243
Administrative expenses (other) incurred2020-12-31$26,684
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$279,800
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,245,510
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,965,710
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$8,290,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,069,157
Interest on participant loans2020-12-31$4,152
Interest earned on other investments2020-12-31$7,570
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$881,437
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$807,704
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,043,794
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$172,337
Employer contributions (assets) at end of year2020-12-31$3,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,518,460
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31MAZARS USA LLP
Accountancy firm EIN2020-12-31131459550
2019 : KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,438,161
Total income from all sources (including contributions)2019-12-31$2,438,161
Total of all expenses incurred2019-12-31$173,541
Total of all expenses incurred2019-12-31$173,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$145,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$145,543
Value of total corrective distributions2019-12-31$5,286
Value of total corrective distributions2019-12-31$5,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$922,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$922,117
Value of total assets at end of year2019-12-31$8,965,710
Value of total assets at end of year2019-12-31$8,965,710
Value of total assets at beginning of year2019-12-31$6,701,090
Value of total assets at beginning of year2019-12-31$6,701,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,712
Total interest from all sources2019-12-31$11,801
Total interest from all sources2019-12-31$11,801
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$128,277
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$128,277
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$128,277
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$128,277
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$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
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$623,724
Contributions received from participants2019-12-31$623,724
Participant contributions at end of year2019-12-31$88,606
Participant contributions at end of year2019-12-31$88,606
Participant contributions at beginning of year2019-12-31$68,778
Participant contributions at beginning of year2019-12-31$68,778
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$77,227
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$77,227
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$243
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$243
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$80
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$80
Administrative expenses (other) incurred2019-12-31$22,712
Administrative expenses (other) incurred2019-12-31$22,712
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$2,264,620
Value of net income/loss2019-12-31$2,264,620
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,965,710
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,965,710
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,701,090
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,701,090
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,069,157
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,069,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,885,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,885,766
Interest on participant loans2019-12-31$4,774
Interest on participant loans2019-12-31$4,774
Interest earned on other investments2019-12-31$7,027
Interest earned on other investments2019-12-31$7,027
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$807,704
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$807,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$746,466
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$746,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,375,966
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,375,966
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$221,166
Contributions received in cash from employer2019-12-31$221,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$145,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$145,543
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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 name2019-12-31MAZARS USA LLP
Accountancy firm name2019-12-31MAZARS USA LLP
Accountancy firm EIN2019-12-31131459550
Accountancy firm EIN2019-12-31131459550
2018 : KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$542,987
Total of all expenses incurred2018-12-31$296,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$275,941
Expenses. Certain deemed distributions of participant loans2018-12-31$1,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$983,221
Value of total assets at end of year2018-12-31$6,701,090
Value of total assets at beginning of year2018-12-31$6,454,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$19,141
Total interest from all sources2018-12-31$7,513
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$107,260
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$107,260
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$550,523
Participant contributions at end of year2018-12-31$68,778
Participant contributions at beginning of year2018-12-31$42,262
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$182,482
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$80
Administrative expenses (other) incurred2018-12-31$19,141
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$246,371
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,701,090
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,454,719
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$5,885,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,654,663
Interest on participant loans2018-12-31$5,205
Income. Interest from loans (other than to participants)2018-12-31$2,308
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$746,466
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$702,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-555,007
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$250,216
Employer contributions (assets) at beginning of year2018-12-31$55,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$275,941
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 name2018-12-31MAZARS USA LLP
Accountancy firm EIN2018-12-31131459550
2017 : KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,021,627
Total of all expenses incurred2017-12-31$682,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$667,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,193,994
Value of total assets at end of year2017-12-31$6,454,719
Value of total assets at beginning of year2017-12-31$5,115,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$15,123
Total interest from all sources2017-12-31$6,938
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$81,645
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$81,645
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$506,160
Participant contributions at end of year2017-12-31$42,262
Participant contributions at beginning of year2017-12-31$46,660
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$454,065
Administrative expenses (other) incurred2017-12-31$15,123
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$1,339,389
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,454,719
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,115,330
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$5,654,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,370,901
Interest on participant loans2017-12-31$2,096
Interest earned on other investments2017-12-31$4,842
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$702,763
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$697,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$739,050
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$233,769
Employer contributions (assets) at end of year2017-12-31$55,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$667,115
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
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 name2017-12-31MAZARS USA LLP
Accountancy firm EIN2017-12-31131459550
2016 : KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$954,969
Total of all expenses incurred2016-12-31$626,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$610,045
Value of total corrective distributions2016-12-31$1,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$626,683
Value of total assets at end of year2016-12-31$5,115,330
Value of total assets at beginning of year2016-12-31$4,786,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$14,542
Total interest from all sources2016-12-31$1,743
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$57,445
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$57,445
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
Contributions received from participants2016-12-31$466,049
Participant contributions at end of year2016-12-31$46,660
Participant contributions at beginning of year2016-12-31$47,420
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,612
Other income not declared elsewhere2016-12-31$6,209
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$328,803
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,115,330
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,786,527
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$4,370,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,986,972
Interest on participant loans2016-12-31$1,743
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$697,769
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$752,135
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$262,889
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$157,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$610,045
Contract administrator fees2016-12-31$14,542
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 name2016-12-31WEISERMAZARS LLP
Accountancy firm EIN2016-12-31131459550
2015 : KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$600,587
Total of all expenses incurred2015-12-31$314,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$291,356
Value of total corrective distributions2015-12-31$12,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$623,890
Value of total assets at end of year2015-12-31$4,786,527
Value of total assets at beginning of year2015-12-31$4,500,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,829
Total interest from all sources2015-12-31$2,090
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$237,109
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$237,109
Administrative expenses professional fees incurred2015-12-31$1,612
Was this plan covered by a fidelity bond2015-12-31No
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$434,223
Participant contributions at end of year2015-12-31$47,420
Participant contributions at beginning of year2015-12-31$47,121
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$39,769
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$286,011
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,786,527
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,500,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$9,217
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,986,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,766,930
Interest on participant loans2015-12-31$2,090
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$752,135
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$686,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-262,502
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$149,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$291,356
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 name2015-12-31WEISERMAZARS LLP
Accountancy firm EIN2015-12-31131459550
2014 : KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$964,063
Total of all expenses incurred2014-12-31$530,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$472,468
Expenses. Certain deemed distributions of participant loans2014-12-31$6,538
Value of total corrective distributions2014-12-31$42,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$708,641
Value of total assets at end of year2014-12-31$4,500,516
Value of total assets at beginning of year2014-12-31$4,066,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,002
Total interest from all sources2014-12-31$2,277
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$200,278
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$200,278
Administrative expenses professional fees incurred2014-12-31$1,395
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$371,446
Participant contributions at end of year2014-12-31$47,121
Participant contributions at beginning of year2014-12-31$63,409
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$234,224
Other income not declared elsewhere2014-12-31$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$433,597
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,500,516
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,066,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$7,607
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,766,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,290,052
Interest on participant loans2014-12-31$2,277
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$686,465
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$713,458
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$52,867
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$102,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$472,468
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WEISERMAZARS LLP
Accountancy firm EIN2014-12-31131459550
2013 : KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,120,557
Total of all expenses incurred2013-12-31$200,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$181,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$458,369
Value of total assets at end of year2013-12-31$4,066,919
Value of total assets at beginning of year2013-12-31$3,147,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$18,740
Total interest from all sources2013-12-31$8,538
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$27,423
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$27,423
Administrative expenses professional fees incurred2013-12-31$750
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$336,657
Participant contributions at end of year2013-12-31$63,409
Participant contributions at beginning of year2013-12-31$17,750
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$17,582
Other income not declared elsewhere2013-12-31$215
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$919,830
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,066,919
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,147,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$17,990
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,290,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$79,770
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,198,738
Interest on participant loans2013-12-31$1,211
Interest earned on other investments2013-12-31$7,327
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$713,458
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$850,831
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$361,223
Net investment gain/loss from pooled separate accounts2013-12-31$264,789
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$104,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$181,987
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WEISERMAZARS LLP
Accountancy firm EIN2013-12-31131459550
2012 : KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$761,107
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$298,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$248,550
Expenses. Certain deemed distributions of participant loans2012-12-31$3,500
Value of total corrective distributions2012-12-31$44,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$450,032
Value of total assets at end of year2012-12-31$3,147,089
Value of total assets at beginning of year2012-12-31$2,684,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,507
Total interest from all sources2012-12-31$18,357
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$734
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$734
Administrative expenses professional fees incurred2012-12-31$1,507
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$341,022
Participant contributions at end of year2012-12-31$17,750
Participant contributions at beginning of year2012-12-31$14,029
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$463,066
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,147,089
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,684,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$79,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$2,198,738
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,929,953
Interest on participant loans2012-12-31$1,535
Interest earned on other investments2012-12-31$16,822
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$850,831
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$740,041
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$8,242
Net investment gain/loss from pooled separate accounts2012-12-31$283,742
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$109,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$248,550
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WEISERMAZARS LLP
Accountancy firm EIN2012-12-31131459550
2011 : KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$394,766
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$389,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$380,571
Value of total corrective distributions2011-12-31$7,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$429,776
Value of total assets at end of year2011-12-31$2,684,023
Value of total assets at beginning of year2011-12-31$2,678,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$999
Total interest from all sources2011-12-31$19,642
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$331,193
Participant contributions at end of year2011-12-31$14,029
Participant contributions at beginning of year2011-12-31$23,450
Other income not declared elsewhere2011-12-31$592
Administrative expenses (other) incurred2011-12-31$999
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$5,614
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,684,023
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,678,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$1,929,953
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,854,469
Interest on participant loans2011-12-31$1,718
Interest earned on other investments2011-12-31$17,924
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$740,041
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$800,490
Net investment gain/loss from pooled separate accounts2011-12-31$-55,244
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$98,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$380,571
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WEISERMAZARS LLP
Accountancy firm EIN2011-12-31131459550
2010 : KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$650,002
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$316,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$315,253
Expenses. Certain deemed distributions of participant loans2010-12-31$-49
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$387,864
Value of total assets at end of year2010-12-31$2,678,409
Value of total assets at beginning of year2010-12-31$2,345,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,399
Total interest from all sources2010-12-31$23,194
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$357,418
Participant contributions at end of year2010-12-31$23,450
Participant contributions at beginning of year2010-12-31$34,353
Other income not declared elsewhere2010-12-31$-1
Administrative expenses (other) incurred2010-12-31$1,399
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$333,399
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,678,409
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,345,010
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$1,854,469
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,570,433
Interest on participant loans2010-12-31$2,641
Interest earned on other investments2010-12-31$20,553
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$800,490
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$740,224
Net investment gain/loss from pooled separate accounts2010-12-31$238,945
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$30,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$315,253
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WEISERMAZARS LLP
Accountancy firm EIN2010-12-31131459550
2009 : KIMMEL CENTER, INC. RETIREMENT SAVINGS 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 KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN

2022: KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: KIMMEL CENTER, INC. RETIREMENT SAVINGS 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: KIMMEL CENTER, INC. RETIREMENT SAVINGS 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: KIMMEL CENTER, INC. RETIREMENT SAVINGS 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

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512165
Policy instance 1
Insurance contract or identification number512165
Number of Individuals Covered315
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,000
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,000
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512165
Policy instance 1
Insurance contract or identification number512165
Number of Individuals Covered297
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,271
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,271
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512165
Policy instance 1
Insurance contract or identification number512165
Number of Individuals Covered280
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,294
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,294
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512165
Policy instance 1
Insurance contract or identification number512165
Number of Individuals Covered274
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,954
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,954
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512165
Policy instance 1
Insurance contract or identification number512165
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,749
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $1,749
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512165
Policy instance 1
Insurance contract or identification number512165
Number of Individuals Covered207
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,739
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,739
Insurance broker organization code?3
Insurance broker nameAMERIPRISE FINANCIAL SERVICES INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512165
Policy instance 1
Insurance contract or identification number512165
Number of Individuals Covered196
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,795
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,795
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512165
Policy instance 1
Insurance contract or identification number512165
Number of Individuals Covered180
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,729
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,729
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512165
Policy instance 1
Insurance contract or identification number512165
Number of Individuals Covered159
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,017
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,017
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS LLC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38465
Policy instance 1
Insurance contract or identification number38465
Number of Individuals Covered194
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38465-001
Policy instance 1
Insurance contract or identification number38465-001
Number of Individuals Covered196
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38465-001
Policy instance 1
Insurance contract or identification number38465-001
Number of Individuals Covered210
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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