?>
Logo

KENNEDY WILSON 401(K) PLAN 401k Plan overview

Plan NameKENNEDY WILSON 401(K) PLAN
Plan identification number 001

KENNEDY WILSON 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

KENNEDY-WILSON HOLDINGS, INC. has sponsored the creation of one or more 401k plans.

Company Name:KENNEDY-WILSON HOLDINGS, INC.
Employer identification number (EIN):260508760
NAIC Classification:531310

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ANDREW WARDINSKI JUSTIN ENBODY2018-10-15
0012016-01-01ANDREW WARDINSKI JUSTIN ENBODY2017-10-10
0012015-01-01ANDREW WARDINSKI JUSTIN ENBODY2016-10-14
0012014-01-01ANDREW WARDINSKI JUSTIN ENBODY2015-10-13
0012013-01-01ANDREW WARDINSKI JUSTIN ENBODY2014-10-07
0012012-01-01ANDREW WARDINSKI JUSTIN ENBODY2013-10-09

Plan Statistics for KENNEDY WILSON 401(K) PLAN

401k plan membership statisitcs for KENNEDY WILSON 401(K) PLAN

Measure Date Value
2022: KENNEDY WILSON 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01334
Total number of active participants reported on line 7a of the Form 55002022-01-01117
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01206
Total of all active and inactive participants2022-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01323
Number of participants with account balances2022-01-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: KENNEDY WILSON 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01430
Total number of active participants reported on line 7a of the Form 55002021-01-01113
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01220
Total of all active and inactive participants2021-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01334
Number of participants with account balances2021-01-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: KENNEDY WILSON 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01461
Total number of active participants reported on line 7a of the Form 55002020-01-01193
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01236
Total of all active and inactive participants2020-01-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01430
Number of participants with account balances2020-01-01430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: KENNEDY WILSON 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01536
Total number of active participants reported on line 7a of the Form 55002019-01-01208
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01253
Total of all active and inactive participants2019-01-01461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01461
Number of participants with account balances2019-01-01461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: KENNEDY WILSON 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01554
Total number of active participants reported on line 7a of the Form 55002018-01-01352
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01184
Total of all active and inactive participants2018-01-01536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01536
Number of participants with account balances2018-01-01536
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: KENNEDY WILSON 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01500
Total number of active participants reported on line 7a of the Form 55002017-01-01379
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01175
Total of all active and inactive participants2017-01-01554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01554
Number of participants with account balances2017-01-01554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: KENNEDY WILSON 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01504
Total number of active participants reported on line 7a of the Form 55002016-01-01331
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01169
Total of all active and inactive participants2016-01-01500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01500
Number of participants with account balances2016-01-01500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: KENNEDY WILSON 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01484
Total number of active participants reported on line 7a of the Form 55002015-01-01357
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01147
Total of all active and inactive participants2015-01-01504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01504
Number of participants with account balances2015-01-01479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: KENNEDY WILSON 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01454
Total number of active participants reported on line 7a of the Form 55002014-01-01339
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01143
Total of all active and inactive participants2014-01-01482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01482
Number of participants with account balances2014-01-01459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: KENNEDY WILSON 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01407
Total number of active participants reported on line 7a of the Form 55002013-01-01288
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01165
Total of all active and inactive participants2013-01-01453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01453
Number of participants with account balances2013-01-01453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: KENNEDY WILSON 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01439
Total number of active participants reported on line 7a of the Form 55002012-01-01269
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01138
Total of all active and inactive participants2012-01-01407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01407
Number of participants with account balances2012-01-01407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on KENNEDY WILSON 401(K) PLAN

Measure Date Value
2022 : KENNEDY WILSON 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,335,920
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,950,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,757,146
Value of total corrective distributions2022-12-31$5,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,468,025
Value of total assets at end of year2022-12-31$25,817,958
Value of total assets at beginning of year2022-12-31$30,104,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$187,896
Total interest from all sources2022-12-31$92,031
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$419,452
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$419,452
Administrative expenses professional fees incurred2022-12-31$13,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,812,045
Participant contributions at end of year2022-12-31$184,473
Participant contributions at beginning of year2022-12-31$151,394
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$113,220
Other income not declared elsewhere2022-12-31$40,732
Administrative expenses (other) incurred2022-12-31$110,879
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,286,519
Value of net assets at end of year (total assets less liabilities)2022-12-31$25,817,958
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$30,104,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$20,506,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$25,012,819
Interest on participant loans2022-12-31$6,528
Interest earned on other investments2022-12-31$85,503
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,584,701
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,435,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,356,160
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$542,760
Employer contributions (assets) at end of year2022-12-31$542,760
Employer contributions (assets) at beginning of year2022-12-31$505,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,757,146
Contract administrator fees2022-12-31$39,017
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SIKICH LLP
Accountancy firm EIN2022-12-31363168081
2021 : KENNEDY WILSON 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$9,469,460
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$6,352,454
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,677,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,514,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,293,746
Value of total assets at end of year2021-12-31$30,104,477
Value of total assets at beginning of year2021-12-31$34,898,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$162,447
Total interest from all sources2021-12-31$72,611
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$388,414
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$388,414
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,639,882
Participant contributions at end of year2021-12-31$151,394
Participant contributions at beginning of year2021-12-31$284,243
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$148,763
Other income not declared elsewhere2021-12-31$66,332
Administrative expenses (other) incurred2021-12-31$162,447
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$4,675,008
Value of net assets at end of year (total assets less liabilities)2021-12-31$30,104,477
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$34,898,929
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$25,012,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$28,518,218
Interest on participant loans2021-12-31$6,642
Interest earned on other investments2021-12-31$65,969
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,435,163
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,756,654
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,531,351
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$505,101
Employer contributions (assets) at end of year2021-12-31$505,101
Employer contributions (assets) at beginning of year2021-12-31$339,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,514,999
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SIKICH LLP
Accountancy firm EIN2021-12-31363168081
2020 : KENNEDY WILSON 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$6,367,156
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,408,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,218,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,573,854
Value of total assets at end of year2020-12-31$34,898,929
Value of total assets at beginning of year2020-12-31$31,939,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$189,061
Total interest from all sources2020-12-31$110,367
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$358,992
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$358,992
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,174,465
Participant contributions at end of year2020-12-31$284,243
Participant contributions at beginning of year2020-12-31$394,614
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$672
Other income not declared elsewhere2020-12-31$74,202
Administrative expenses (other) incurred2020-12-31$189,061
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$2,959,145
Value of net assets at end of year (total assets less liabilities)2020-12-31$34,898,929
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$31,939,784
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$28,518,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$26,362,210
Interest on participant loans2020-12-31$19,350
Interest earned on other investments2020-12-31$91,017
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,756,654
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,838,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,249,741
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$399,389
Employer contributions (assets) at end of year2020-12-31$339,814
Employer contributions (assets) at beginning of year2020-12-31$343,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,218,950
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SIKICH LLP
Accountancy firm EIN2020-12-31363168081
2019 : KENNEDY WILSON 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$7,767,543
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,775,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,591,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,608,976
Value of total assets at end of year2019-12-31$31,939,784
Value of total assets at beginning of year2019-12-31$26,947,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$183,366
Total interest from all sources2019-12-31$107,460
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$426,765
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$426,765
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,071,708
Participant contributions at end of year2019-12-31$394,614
Participant contributions at beginning of year2019-12-31$409,144
Participant contributions at end of year2019-12-31$672
Participant contributions at beginning of year2019-12-31$948
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$119,009
Other income not declared elsewhere2019-12-31$71,032
Administrative expenses (other) incurred2019-12-31$183,366
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$4,992,384
Value of net assets at end of year (total assets less liabilities)2019-12-31$31,939,784
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,947,400
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$26,362,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,780,059
Interest on participant loans2019-12-31$20,341
Interest earned on other investments2019-12-31$87,119
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,838,488
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,265,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,553,310
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$418,259
Employer contributions (assets) at end of year2019-12-31$343,800
Employer contributions (assets) at beginning of year2019-12-31$491,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,591,793
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 name2019-12-31SIKICH LLP
Accountancy firm EIN2019-12-31363168081
2018 : KENNEDY WILSON 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,424,136
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,821,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,656,048
Value of total corrective distributions2018-12-31$2,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,639,956
Value of total assets at end of year2018-12-31$26,947,400
Value of total assets at beginning of year2018-12-31$29,344,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$163,197
Total interest from all sources2018-12-31$94,504
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$366,317
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$366,317
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,674,172
Participant contributions at end of year2018-12-31$409,144
Participant contributions at beginning of year2018-12-31$520,399
Participant contributions at end of year2018-12-31$948
Participant contributions at beginning of year2018-12-31$9,712
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$389,290
Other income not declared elsewhere2018-12-31$67,691
Administrative expenses (other) incurred2018-12-31$163,197
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$24
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,397,431
Value of net assets at end of year (total assets less liabilities)2018-12-31$26,947,400
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$29,344,831
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$21,780,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$23,831,475
Interest on participant loans2018-12-31$20,926
Interest earned on other investments2018-12-31$73,578
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,265,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,660,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,744,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$576,494
Employer contributions (assets) at end of year2018-12-31$491,880
Employer contributions (assets) at beginning of year2018-12-31$322,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,656,048
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 name2018-12-31SIKICH LLP
Accountancy firm EIN2018-12-31363168081
2017 : KENNEDY WILSON 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$7,355,404
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,273,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,170,947
Value of total corrective distributions2017-12-31$85
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,360,554
Value of total assets at end of year2017-12-31$29,344,831
Value of total assets at beginning of year2017-12-31$26,262,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$102,480
Total interest from all sources2017-12-31$76,106
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$279,376
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$279,376
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,638,540
Participant contributions at end of year2017-12-31$520,399
Participant contributions at beginning of year2017-12-31$374,929
Participant contributions at end of year2017-12-31$9,712
Participant contributions at beginning of year2017-12-31$600
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$312,707
Other income not declared elsewhere2017-12-31$68,103
Administrative expenses (other) incurred2017-12-31$102,480
Total non interest bearing cash at end of year2017-12-31$24
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,081,892
Value of net assets at end of year (total assets less liabilities)2017-12-31$29,344,831
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$26,262,939
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$23,831,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$20,829,370
Interest on participant loans2017-12-31$17,805
Interest earned on other investments2017-12-31$58,301
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,660,505
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,774,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,571,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$409,307
Employer contributions (assets) at end of year2017-12-31$322,716
Employer contributions (assets) at beginning of year2017-12-31$283,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,170,947
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 name2017-12-31SIKICH LLP
Accountancy firm EIN2017-12-31363168081
2016 : KENNEDY WILSON 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,206,442
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,794,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,702,941
Value of total corrective distributions2016-12-31$1,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,947,500
Value of total assets at end of year2016-12-31$26,262,939
Value of total assets at beginning of year2016-12-31$23,851,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$90,535
Total interest from all sources2016-12-31$67,842
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$251,665
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$251,665
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,526,024
Participant contributions at end of year2016-12-31$374,929
Participant contributions at beginning of year2016-12-31$315,042
Participant contributions at end of year2016-12-31$600
Participant contributions at beginning of year2016-12-31$292
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$49,890
Other income not declared elsewhere2016-12-31$63,059
Administrative expenses (other) incurred2016-12-31$90,535
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,411,624
Value of net assets at end of year (total assets less liabilities)2016-12-31$26,262,939
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$23,851,315
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$20,829,370
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,627,256
Interest on participant loans2016-12-31$16,169
Interest earned on other investments2016-12-31$51,673
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,774,127
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,637,076
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$876,376
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$371,586
Employer contributions (assets) at end of year2016-12-31$283,913
Employer contributions (assets) at beginning of year2016-12-31$271,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,702,941
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 name2016-12-31SIKICH LLP
Accountancy firm EIN2016-12-31363168081
2015 : KENNEDY WILSON 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,703,424
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,921,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,829,795
Value of total corrective distributions2015-12-31$577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,774,558
Value of total assets at end of year2015-12-31$23,851,315
Value of total assets at beginning of year2015-12-31$23,068,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$90,717
Total interest from all sources2015-12-31$59,432
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$217,054
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$217,054
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,280,539
Participant contributions at end of year2015-12-31$315,042
Participant contributions at beginning of year2015-12-31$361,400
Participant contributions at end of year2015-12-31$292
Participant contributions at beginning of year2015-12-31$9,547
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$128,032
Other income not declared elsewhere2015-12-31$69,596
Administrative expenses (other) incurred2015-12-31$90,717
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$782,335
Value of net assets at end of year (total assets less liabilities)2015-12-31$23,851,315
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$23,068,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$19,627,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$19,160,444
Interest on participant loans2015-12-31$15,511
Interest earned on other investments2015-12-31$43,921
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,637,076
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,306,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-417,216
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$365,987
Employer contributions (assets) at end of year2015-12-31$271,649
Employer contributions (assets) at beginning of year2015-12-31$231,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,829,795
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 name2015-12-31SIKICH LLP
Accountancy firm EIN2015-12-31363168081
2014 : KENNEDY WILSON 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,593,423
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,984,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,903,065
Value of total corrective distributions2014-12-31$335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,213,777
Value of total assets at end of year2014-12-31$23,068,980
Value of total assets at beginning of year2014-12-31$20,460,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$81,535
Total interest from all sources2014-12-31$57,817
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$207,136
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$207,136
Administrative expenses professional fees incurred2014-12-31$81,535
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,990,829
Participant contributions at end of year2014-12-31$361,400
Participant contributions at beginning of year2014-12-31$296,450
Participant contributions at end of year2014-12-31$9,547
Participant contributions at beginning of year2014-12-31$7,650
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$893,517
Other income not declared elsewhere2014-12-31$55,391
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$2,608,488
Value of net assets at end of year (total assets less liabilities)2014-12-31$23,068,980
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$20,460,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$19,160,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,710,626
Interest on participant loans2014-12-31$14,589
Interest earned on other investments2014-12-31$43,228
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,306,381
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,256,105
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,059,302
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$329,431
Employer contributions (assets) at end of year2014-12-31$231,208
Employer contributions (assets) at beginning of year2014-12-31$189,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,903,065
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
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 name2014-12-31SIKICH LLP
Accountancy firm EIN2014-12-31363168081
2013 : KENNEDY WILSON 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,319,500
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,399,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,371,816
Value of total corrective distributions2013-12-31$183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,244,993
Value of total assets at end of year2013-12-31$20,460,492
Value of total assets at beginning of year2013-12-31$17,540,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$27,815
Total interest from all sources2013-12-31$66,758
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$184,069
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$184,069
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,682,247
Participant contributions at end of year2013-12-31$296,450
Participant contributions at beginning of year2013-12-31$293,631
Participant contributions at end of year2013-12-31$7,650
Participant contributions at beginning of year2013-12-31$13,623
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$265,569
Administrative expenses (other) incurred2013-12-31$27,815
Total non interest bearing cash at beginning of year2013-12-31$3,368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,919,686
Value of net assets at end of year (total assets less liabilities)2013-12-31$20,460,492
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,540,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$16,710,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,981,894
Interest on participant loans2013-12-31$12,371
Interest earned on other investments2013-12-31$54,387
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,256,105
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,171,197
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,823,680
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$297,177
Employer contributions (assets) at end of year2013-12-31$189,661
Employer contributions (assets) at beginning of year2013-12-31$155,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,371,816
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$921,375
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 name2013-12-31SIKICH LLP
Accountancy firm EIN2013-12-31363168081
2012 : KENNEDY WILSON 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,484,496
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,275,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,263,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,566,964
Value of total assets at end of year2012-12-31$17,540,806
Value of total assets at beginning of year2012-12-31$15,331,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$12,132
Total interest from all sources2012-12-31$94,302
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$143,266
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$143,266
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,271,101
Participant contributions at end of year2012-12-31$293,631
Participant contributions at beginning of year2012-12-31$174,313
Participant contributions at end of year2012-12-31$13,623
Participant contributions at beginning of year2012-12-31$17,023
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$56,484
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,694
Other income not declared elsewhere2012-12-31$165,487
Administrative expenses (other) incurred2012-12-31$12,132
Total non interest bearing cash at end of year2012-12-31$3,368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,209,162
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,540,806
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,331,644
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$12,981,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,742,453
Interest on participant loans2012-12-31$10,751
Interest earned on other investments2012-12-31$83,551
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,171,197
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,483,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,514,477
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$239,379
Employer contributions (assets) at end of year2012-12-31$155,718
Employer contributions (assets) at beginning of year2012-12-31$140,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,263,202
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$921,375
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$770,628
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 name2012-12-31KOLB & CO.
Accountancy firm EIN2012-12-31391214345

Form 5500 Responses for KENNEDY WILSON 401(K) PLAN

2022: KENNEDY WILSON 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KENNEDY WILSON 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KENNEDY WILSON 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KENNEDY WILSON 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KENNEDY WILSON 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KENNEDY WILSON 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KENNEDY WILSON 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KENNEDY WILSON 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KENNEDY WILSON 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KENNEDY WILSON 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KENNEDY WILSON 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074014
Policy instance 1
Insurance contract or identification number074014
Number of Individuals Covered323
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074014
Policy instance 1
Insurance contract or identification number074014
Number of Individuals Covered334
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074014
Policy instance 1
Insurance contract or identification number074014
Number of Individuals Covered430
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074014
Policy instance 1
Insurance contract or identification number074014
Number of Individuals Covered461
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074014
Policy instance 1
Insurance contract or identification number074014
Number of Individuals Covered536
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074014
Policy instance 1
Insurance contract or identification number074014
Number of Individuals Covered554
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074014
Policy instance 1
Insurance contract or identification number074014
Number of Individuals Covered504
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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 number074014
Policy instance 1
Insurance contract or identification number074014
Number of Individuals Covered482
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number338125-01
Policy instance 2
Insurance contract or identification number338125-01
Number of Individuals Covered81
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 number074014
Policy instance 1
Insurance contract or identification number074014
Number of Individuals Covered453
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 number074014
Policy instance 2
Insurance contract or identification number074014
Number of Individuals Covered407
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number338125-01
Policy instance 1
Insurance contract or identification number338125-01
Number of Individuals Covered81
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,750
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
Commission paid to Insurance BrokerUSD $3,750
Insurance broker organization code?3
Insurance broker nameANTHONY ROSS

Potentially related plans

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

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

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

See full terms and conditions

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