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HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN 401k Plan overview

Plan NameHUNTINGTON INVESTMENT AND TAX SAVINGS PLAN
Plan identification number 002

HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HUNTINGTON BANCSHARES INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name:HUNTINGTON BANCSHARES INCORPORATED
Employer identification number (EIN):310724920
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01TASIA MCINTYRE
0022017-01-01TASIA MCINTYRE
0022017-01-01TASIA MCINTYRE
0022016-01-01SARAH HALL SARAH HALL2017-10-12
0022015-01-01SARAH HALL SARAH HALL2016-10-14
0022014-01-01SARAH HALL SARAH HALL2015-10-13
0022013-01-01SARAH HALL SARAH HALL2014-10-14
0022012-01-01SARAH HALL SARAH HALL2013-10-10
0022011-01-01SARAH HALL
0022010-01-01SARAH HALL
0022009-01-01SARAH HALL SARAH HALL2010-10-12

Plan Statistics for HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN

401k plan membership statisitcs for HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN

Measure Date Value
2022: HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0126,426
Total number of active participants reported on line 7a of the Form 55002022-01-0119,962
Number of retired or separated participants receiving benefits2022-01-0179
Number of other retired or separated participants entitled to future benefits2022-01-015,115
Total of all active and inactive participants2022-01-0125,156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0167
Total participants2022-01-0125,223
Number of participants with account balances2022-01-0124,895
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011,596
2021: HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0120,591
Total number of active participants reported on line 7a of the Form 55002021-01-0119,542
Number of retired or separated participants receiving benefits2021-01-0166
Number of other retired or separated participants entitled to future benefits2021-01-016,768
Total of all active and inactive participants2021-01-0126,376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0150
Total participants2021-01-0126,426
Number of participants with account balances2021-01-0125,775
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011,398
2020: HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0120,406
Total number of active participants reported on line 7a of the Form 55002020-01-0115,427
Number of retired or separated participants receiving benefits2020-01-0129
Number of other retired or separated participants entitled to future benefits2020-01-015,093
Total of all active and inactive participants2020-01-0120,549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0142
Total participants2020-01-0120,591
Number of participants with account balances2020-01-0120,295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01763
2019: HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0120,339
Total number of active participants reported on line 7a of the Form 55002019-01-0115,480
Number of retired or separated participants receiving benefits2019-01-0142
Number of other retired or separated participants entitled to future benefits2019-01-014,857
Total of all active and inactive participants2019-01-0120,379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0127
Total participants2019-01-0120,406
Number of participants with account balances2019-01-0120,103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011,164
2018: HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0120,261
Total number of active participants reported on line 7a of the Form 55002018-01-0115,721
Number of retired or separated participants receiving benefits2018-01-0129
Number of other retired or separated participants entitled to future benefits2018-01-014,570
Total of all active and inactive participants2018-01-0120,320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0119
Total participants2018-01-0120,339
Number of participants with account balances2018-01-0120,089
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011,439
2017: HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0119,671
Total number of active participants reported on line 7a of the Form 55002017-01-0115,458
Number of retired or separated participants receiving benefits2017-01-018
Number of other retired or separated participants entitled to future benefits2017-01-014,782
Total of all active and inactive participants2017-01-0120,248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0113
Total participants2017-01-0120,261
Number of participants with account balances2017-01-0119,854
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011,894
2016: HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0115,487
Total number of active participants reported on line 7a of the Form 55002016-01-0115,710
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013,961
Total of all active and inactive participants2016-01-0119,671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0119,671
Number of participants with account balances2016-01-0119,337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011,951
2015: HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0115,145
Total number of active participants reported on line 7a of the Form 55002015-01-0112,402
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013,085
Total of all active and inactive participants2015-01-0115,487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0115,487
Number of participants with account balances2015-01-0115,354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011,803
2014: HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0114,546
Total number of active participants reported on line 7a of the Form 55002014-01-0112,338
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012,807
Total of all active and inactive participants2014-01-0115,145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0115,145
Number of participants with account balances2014-01-0114,304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01250
2013: HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0114,264
Total number of active participants reported on line 7a of the Form 55002013-01-0112,207
Number of retired or separated participants receiving benefits2013-01-012,339
Total of all active and inactive participants2013-01-0114,546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0114,546
Number of participants with account balances2013-01-0110,713
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0112,120
Total number of active participants reported on line 7a of the Form 55002012-01-0112,105
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012,159
Total of all active and inactive participants2012-01-0114,264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0114,264
Number of participants with account balances2012-01-019,786
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0111,790
Total number of active participants reported on line 7a of the Form 55002011-01-0110,034
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012,086
Total of all active and inactive participants2011-01-0112,120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0112,120
Number of participants with account balances2011-01-019,723
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0110,855
Total number of active participants reported on line 7a of the Form 55002010-01-019,785
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012,005
Total of all active and inactive participants2010-01-0111,790
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0111,790
Number of participants with account balances2010-01-019,484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0111,832
Total number of active participants reported on line 7a of the Form 55002009-01-018,920
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011,935
Total of all active and inactive participants2009-01-0110,855
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0110,855
Number of participants with account balances2009-01-019,132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN

Measure Date Value
2022 : HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-10,316,419
Total unrealized appreciation/depreciation of assets2022-12-31$-10,316,419
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$340,448
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$394,493
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-87,516,345
Total loss/gain on sale of assets2022-12-31$-1,650,903
Total of all expenses incurred2022-12-31$153,600,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$152,215,414
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$10,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$216,559,384
Value of total assets at end of year2022-12-31$1,572,213,134
Value of total assets at beginning of year2022-12-31$1,813,383,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,374,542
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$2,243
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$39,047,627
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$33,201,949
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$79,600
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$95,000,000
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$133,925,102
Participant contributions at end of year2022-12-31$66,475
Participant contributions at beginning of year2022-12-31$63,655
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$12,296,382
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$11,126,452
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$22,254,254
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,465,557
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,485,393
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$-3,249,439
Administrative expenses (other) incurred2022-12-31$0
Liabilities. Value of operating payables at end of year2022-12-31$340,448
Liabilities. Value of operating payables at beginning of year2022-12-31$394,493
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-241,116,416
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,571,872,686
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,812,989,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$315,146
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$824,678,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,071,448,005
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$2,243
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$600,447,276
Value of interest in common/collective trusts at beginning of year2022-12-31$581,608,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-215,292,438
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$-112,616,400
Net gain/loss from 103.12 investment entities2022-12-31$0
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
Assets. Invements in employer securities at end of year2022-12-31$133,259,063
Assets. Invements in employer securities at beginning of year2022-12-31$146,885,106
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$60,380,028
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$766,191
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$5,845,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$152,215,414
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$979,796
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$25,179,738
Aggregate carrying amount (costs) on sale of assets2022-12-31$26,830,641
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ARY ROEPCKE MULCHAEY, P.C.
Accountancy firm EIN2022-12-31522370901
2021 : HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$24,565,666
Total unrealized appreciation/depreciation of assets2021-12-31$24,565,666
Total transfer of assets to this plan2021-12-31$16,953,470
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$394,493
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$351,651
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$431,180,550
Total loss/gain on sale of assets2021-12-31$3,914,228
Total of all expenses incurred2021-12-31$159,645,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$158,299,735
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$13,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$184,893,990
Value of total assets at end of year2021-12-31$1,813,383,595
Value of total assets at beginning of year2021-12-31$1,524,852,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,333,091
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$3,491
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$62,963,677
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$57,106,238
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$95,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$115,064,748
Participant contributions at end of year2021-12-31$63,655
Participant contributions at beginning of year2021-12-31$132,303
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$11,126,452
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$20,092,483
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,485,393
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,525,210
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$277,791
Administrative expenses (other) incurred2021-12-31$1,333,091
Liabilities. Value of operating payables at end of year2021-12-31$394,493
Liabilities. Value of operating payables at beginning of year2021-12-31$351,651
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$271,534,642
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,812,989,102
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,524,500,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,071,448,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$921,482,514
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$3,491
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$581,608,793
Value of interest in common/collective trusts at beginning of year2021-12-31$473,878,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$91,468,018
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$63,093,689
Net gain/loss from 103.12 investment entities2021-12-31$0
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
Assets. Invements in employer securities at end of year2021-12-31$146,885,106
Assets. Invements in employer securities at beginning of year2021-12-31$127,834,065
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$49,736,759
Employer contributions (assets) at end of year2021-12-31$766,191
Employer contributions (assets) at beginning of year2021-12-31$0
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$5,857,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$158,299,735
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
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
Aggregate proceeds on sale of assets2021-12-31$31,289,757
Aggregate carrying amount (costs) on sale of assets2021-12-31$27,375,529
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ARY ROEPCKE MULCHAEY, P.C.
Accountancy firm EIN2021-12-31522370901
2020 : HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-17,168,256
Total unrealized appreciation/depreciation of assets2020-12-31$-17,168,256
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$351,651
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$349,952
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$341,532,446
Total loss/gain on sale of assets2020-12-31$-7,420,124
Total of all expenses incurred2020-12-31$114,766,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$113,651,533
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$8,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$151,555,040
Value of total assets at end of year2020-12-31$1,524,852,641
Value of total assets at beginning of year2020-12-31$1,298,085,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,106,727
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$8,377
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$34,258,240
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$28,060,689
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$95,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$95,615,672
Participant contributions at end of year2020-12-31$132,303
Participant contributions at beginning of year2020-12-31$307,219
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$8,273,549
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,525,210
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,608,796
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$1,106,727
Liabilities. Value of operating payables at end of year2020-12-31$351,651
Liabilities. Value of operating payables at beginning of year2020-12-31$349,952
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$226,765,915
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,524,500,990
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,297,735,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$921,482,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,101,409,778
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$8,377
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$473,878,549
Value of interest in common/collective trusts at beginning of year2020-12-31$38,928,391
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$120,896,694
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$59,402,475
Net gain/loss from 103.12 investment entities2020-12-31$0
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 plan2020-12-31Yes
Assets. Invements in employer securities at end of year2020-12-31$127,834,065
Assets. Invements in employer securities at beginning of year2020-12-31$155,830,843
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$47,665,819
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$6,197,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$113,651,533
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$17,562,627
Aggregate carrying amount (costs) on sale of assets2020-12-31$24,982,751
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ARY ROEPCKE MULCHAEY, P.C.
Accountancy firm EIN2020-12-31522370901
2019 : HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$31,301,531
Total unrealized appreciation/depreciation of assets2019-12-31$31,301,531
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$349,952
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$408,906
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$413,641,649
Total loss/gain on sale of assets2019-12-31$3,455,587
Total of all expenses incurred2019-12-31$98,688,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$97,529,146
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$14,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$152,988,733
Value of total assets at end of year2019-12-31$1,298,085,027
Value of total assets at beginning of year2019-12-31$983,191,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,145,250
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$15,896
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$41,167,559
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$34,929,896
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$95,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$88,214,099
Participant contributions at end of year2019-12-31$307,219
Participant contributions at beginning of year2019-12-31$527,530
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$14,039,540
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,608,796
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,543,983
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$1,145,250
Liabilities. Value of operating payables at end of year2019-12-31$349,952
Liabilities. Value of operating payables at beginning of year2019-12-31$408,906
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$314,952,708
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,297,735,075
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$982,782,367
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
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,101,409,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$848,382,094
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$15,896
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$38,928,391
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$183,455,046
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$1,257,297
Net gain/loss from 103.12 investment entities2019-12-31$0
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 plan2019-12-31Yes
Assets. Invements in employer securities at end of year2019-12-31$155,830,843
Assets. Invements in employer securities at beginning of year2019-12-31$131,533,582
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$50,735,094
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$1,204,084
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$6,237,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$97,529,146
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
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
Aggregate proceeds on sale of assets2019-12-31$22,125,147
Aggregate carrying amount (costs) on sale of assets2019-12-31$18,669,560
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31ARY ROEPCKE MULCHAEY, P.C.
Accountancy firm EIN2019-12-31522370901
2018 : HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-33,965,346
Total unrealized appreciation/depreciation of assets2018-12-31$-33,965,346
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$408,906
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$629,590
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$125,736,723
Total loss/gain on sale of assets2018-12-31$6,428,255
Total of all expenses incurred2018-12-31$80,407,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$79,309,399
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$2,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$188,716,665
Value of total assets at end of year2018-12-31$983,191,273
Value of total assets at beginning of year2018-12-31$938,083,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,095,627
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$5,250
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$52,527,940
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$47,008,969
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$95,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$77,416,839
Participant contributions at end of year2018-12-31$527,530
Participant contributions at beginning of year2018-12-31$36,181
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$65,796,744
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,543,983
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,267,727
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$254,616
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$1,095,627
Liabilities. Value of operating payables at end of year2018-12-31$408,906
Liabilities. Value of operating payables at beginning of year2018-12-31$374,974
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$45,328,767
Value of net assets at end of year (total assets less liabilities)2018-12-31$982,782,367
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$937,453,600
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$848,382,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$775,731,602
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$5,250
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-87,976,041
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$131,533,582
Assets. Invements in employer securities at beginning of year2018-12-31$161,047,680
Assets. Value of employer real property at end of year2018-12-31$0
Assets. Value of employer real property at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$45,503,082
Employer contributions (assets) at end of year2018-12-31$1,204,084
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$5,518,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$79,309,399
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$186,774,606
Aggregate carrying amount (costs) on sale of assets2018-12-31$180,346,351
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31ARY ROEPCKE MULCHAEY, P.C.
Accountancy firm EIN2018-12-31522370901
2017 : HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$15,798,471
Total unrealized appreciation/depreciation of assets2017-12-31$15,798,471
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$629,590
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,267,245
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$245,779,629
Total loss/gain on sale of assets2017-12-31$283,720
Total of all expenses incurred2017-12-31$78,573,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$77,522,665
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$5,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$113,598,315
Value of total assets at end of year2017-12-31$938,083,190
Value of total assets at beginning of year2017-12-31$771,514,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,045,289
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$4,048
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$35,605,379
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$31,596,754
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$1,045,289
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$95,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$69,852,864
Participant contributions at end of year2017-12-31$36,181
Participant contributions at beginning of year2017-12-31$129,193
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$9,382,108
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,267,727
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$967,274
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$254,616
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$966,757
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at end of year2017-12-31$374,974
Liabilities. Value of operating payables at beginning of year2017-12-31$300,488
Total non interest bearing cash at end of year2017-12-31$0
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
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$167,206,160
Value of net assets at end of year (total assets less liabilities)2017-12-31$937,453,600
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$770,247,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$775,731,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$604,080,335
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$4,048
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$80,489,696
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$161,047,680
Assets. Invements in employer securities at beginning of year2017-12-31$159,545,068
Assets. Value of employer real property at end of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$34,363,343
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$6,792,815
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$4,008,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$77,522,665
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$14,479,569
Aggregate carrying amount (costs) on sale of assets2017-12-31$14,195,849
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ARY ROEPCKE MULCHAEY, P.C.
Accountancy firm EIN2017-12-31522370901
2016 : HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$25,173,074
Total unrealized appreciation/depreciation of assets2016-12-31$25,173,074
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,267,245
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$969,538
Total income from all sources (including contributions)2016-12-31$175,443,971
Total loss/gain on sale of assets2016-12-31$2,076,460
Total of all expenses incurred2016-12-31$64,637,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$64,377,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$98,581,287
Value of total assets at end of year2016-12-31$771,514,685
Value of total assets at beginning of year2016-12-31$660,410,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$260,261
Total interest from all sources2016-12-31$65,094
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$16,856,935
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$13,112,896
Administrative expenses professional fees incurred2016-12-31$260,261
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$95,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
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$57,040,849
Participant contributions at end of year2016-12-31$129,193
Participant contributions at beginning of year2016-12-31$237,533
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,120,483
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$967,274
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,347,075
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$966,757
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$825,528
Liabilities. Value of operating payables at end of year2016-12-31$300,488
Liabilities. Value of operating payables at beginning of year2016-12-31$144,010
Total non interest bearing cash at beginning of year2016-12-31$778,275
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$110,806,193
Value of net assets at end of year (total assets less liabilities)2016-12-31$770,247,440
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$659,441,247
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$604,080,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$465,622,535
Interest on participant loans2016-12-31$1,471
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$41,617,686
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$41,617,686
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$63,623
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$32,691,121
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
Assets. Invements in employer securities at end of year2016-12-31$159,545,068
Assets. Invements in employer securities at beginning of year2016-12-31$144,622,374
Contributions received in cash from employer2016-12-31$36,419,955
Employer contributions (assets) at end of year2016-12-31$6,792,815
Employer contributions (assets) at beginning of year2016-12-31$6,185,307
Income. Dividends from common stock2016-12-31$3,744,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$64,377,517
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$34,551,566
Aggregate carrying amount (costs) on sale of assets2016-12-31$32,475,106
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31ARY REOPCKE MULCHAEY, P.C.
Accountancy firm EIN2016-12-31522370901
2015 : HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$5,735,074
Total unrealized appreciation/depreciation of assets2015-12-31$5,735,074
Total transfer of assets to this plan2015-12-31$8,364,673
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$969,538
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$658,086
Total income from all sources (including contributions)2015-12-31$96,475,347
Total loss/gain on sale of assets2015-12-31$1,838,419
Total of all expenses incurred2015-12-31$58,814,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$58,732,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$84,115,634
Value of total assets at end of year2015-12-31$660,410,785
Value of total assets at beginning of year2015-12-31$614,074,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$82,624
Total interest from all sources2015-12-31$28,983
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$27,753,372
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$24,537,532
Administrative expenses professional fees incurred2015-12-31$82,624
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$95,000,000
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$49,115,345
Participant contributions at end of year2015-12-31$237,533
Participant contributions at beginning of year2015-12-31$334,018
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,219,698
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,347,075
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,074,384
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$825,528
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$572,277
Liabilities. Value of operating payables at end of year2015-12-31$144,010
Liabilities. Value of operating payables at beginning of year2015-12-31$85,809
Total non interest bearing cash at end of year2015-12-31$778,275
Total non interest bearing cash at beginning of year2015-12-31$118,379
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$37,660,502
Value of net assets at end of year (total assets less liabilities)2015-12-31$659,441,247
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$613,416,072
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$465,622,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$439,077,899
Income. Interest from loans (other than to participants)2015-12-31$10,940
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$41,617,686
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$31,767,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$31,767,373
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$18,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-22,996,135
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
Assets. Invements in employer securities at end of year2015-12-31$144,622,374
Assets. Invements in employer securities at beginning of year2015-12-31$135,532,663
Contributions received in cash from employer2015-12-31$31,780,591
Employer contributions (assets) at end of year2015-12-31$6,185,307
Employer contributions (assets) at beginning of year2015-12-31$6,169,442
Income. Dividends from common stock2015-12-31$3,215,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$58,732,221
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$33,836,731
Aggregate carrying amount (costs) on sale of assets2015-12-31$31,998,312
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ARY ROEPCKE MULCHAEY, P.C.
Accountancy firm EIN2015-12-31522370901
2014 : HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$11,268,289
Total unrealized appreciation/depreciation of assets2014-12-31$11,268,289
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$658,086
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,760,709
Total income from all sources (including contributions)2014-12-31$123,974,850
Total loss/gain on sale of assets2014-12-31$314,343
Total of all expenses incurred2014-12-31$63,155,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$62,831,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$79,991,274
Value of total assets at end of year2014-12-31$614,074,158
Value of total assets at beginning of year2014-12-31$554,357,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$323,531
Total interest from all sources2014-12-31$3,104
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$40,002,849
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$37,218,023
Administrative expenses professional fees incurred2014-12-31$323,531
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$95,000,000
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$44,435,133
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$5,495,709
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,074,384
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,128,645
Assets. Loans (other than to participants) at end of year2014-12-31$334,018
Assets. Loans (other than to participants) at beginning of year2014-12-31$8,546
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$572,277
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,682,390
Liabilities. Value of operating payables at end of year2014-12-31$85,809
Liabilities. Value of operating payables at beginning of year2014-12-31$78,319
Total non interest bearing cash at end of year2014-12-31$118,379
Total non interest bearing cash at beginning of year2014-12-31$1,618,872
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$60,819,776
Value of net assets at end of year (total assets less liabilities)2014-12-31$613,416,072
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$552,596,296
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$439,077,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$387,394,111
Interest on participant loans2014-12-31$3,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$31,767,373
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$32,165,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$32,165,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-7,605,009
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
Assets. Invements in employer securities at end of year2014-12-31$135,532,663
Assets. Invements in employer securities at beginning of year2014-12-31$131,475,740
Contributions received in cash from employer2014-12-31$30,060,432
Employer contributions (assets) at end of year2014-12-31$6,169,442
Employer contributions (assets) at beginning of year2014-12-31$565,964
Income. Dividends from common stock2014-12-31$2,784,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$62,831,543
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$22,933,558
Aggregate carrying amount (costs) on sale of assets2014-12-31$22,619,215
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ARY REOPCKE MULCHAEY, P.C.
Accountancy firm EIN2014-12-31522370901
2013 : HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$40,909,552
Total unrealized appreciation/depreciation of assets2013-12-31$40,909,552
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,760,709
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,379,330
Total income from all sources (including contributions)2013-12-31$181,955,205
Total loss/gain on sale of assets2013-12-31$5,377,606
Total of all expenses incurred2013-12-31$52,322,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$51,991,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$58,839,916
Value of total assets at end of year2013-12-31$554,357,005
Value of total assets at beginning of year2013-12-31$424,342,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$330,234
Total interest from all sources2013-12-31$20,238
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$19,336,184
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$16,769,243
Administrative expenses professional fees incurred2013-12-31$330,234
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$80,000,000
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$37,964,324
Participant contributions at end of year2013-12-31$8,546
Participant contributions at beginning of year2013-12-31$9,788
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$567,744
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,886,820
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,128,645
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$662,116
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,682,390
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,311,718
Liabilities. Value of operating payables at end of year2013-12-31$78,319
Liabilities. Value of operating payables at beginning of year2013-12-31$67,612
Total non interest bearing cash at end of year2013-12-31$1,618,872
Total non interest bearing cash at beginning of year2013-12-31$1,431,643
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$129,633,049
Value of net assets at end of year (total assets less liabilities)2013-12-31$552,596,296
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$422,963,247
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$387,394,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$293,794,026
Interest on participant loans2013-12-31$437
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$32,165,127
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$32,721,894
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$32,721,894
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$19,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$57,471,709
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
Assets. Invements in employer securities at end of year2013-12-31$131,475,740
Assets. Invements in employer securities at beginning of year2013-12-31$95,155,366
Contributions received in cash from employer2013-12-31$17,988,772
Employer contributions (assets) at end of year2013-12-31$565,964
Income. Dividends from common stock2013-12-31$2,566,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$51,991,922
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$30,007,749
Aggregate carrying amount (costs) on sale of assets2013-12-31$24,630,143
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31ARY ROEPCKE MULCHAEY, P.C.
Accountancy firm EIN2013-12-31522370901
2012 : HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$13,401,236
Total unrealized appreciation/depreciation of assets2012-12-31$13,401,236
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,379,330
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$72,083
Total income from all sources (including contributions)2012-12-31$101,274,783
Total loss/gain on sale of assets2012-12-31$232,095
Total of all expenses incurred2012-12-31$40,684,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$40,374,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$51,576,435
Value of total assets at end of year2012-12-31$424,342,577
Value of total assets at beginning of year2012-12-31$362,445,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$309,969
Total interest from all sources2012-12-31$25,645
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$14,774,584
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$12,360,870
Administrative expenses professional fees incurred2012-12-31$309,969
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$80,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$33,514,095
Participant contributions at end of year2012-12-31$9,788
Participant contributions at beginning of year2012-12-31$26,956
Assets. Other investments not covered elsewhere at end of year2012-12-31$567,744
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,862,503
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$662,116
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$660,949
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,311,718
Liabilities. Value of operating payables at end of year2012-12-31$67,612
Liabilities. Value of operating payables at beginning of year2012-12-31$72,083
Total non interest bearing cash at end of year2012-12-31$1,431,643
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$60,589,955
Value of net assets at end of year (total assets less liabilities)2012-12-31$422,963,247
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$362,373,292
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$293,794,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$247,670,455
Interest on participant loans2012-12-31$842
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$32,721,894
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$31,370,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$31,370,476
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$24,803
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$21,264,788
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
Assets. Invements in employer securities at end of year2012-12-31$95,155,366
Assets. Invements in employer securities at beginning of year2012-12-31$82,716,539
Contributions received in cash from employer2012-12-31$16,199,837
Income. Dividends from common stock2012-12-31$2,413,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$40,374,859
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$17,562,759
Aggregate carrying amount (costs) on sale of assets2012-12-31$17,330,664
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DELOITTE & TOUCHE
Accountancy firm EIN2012-12-31133891517
2011 : HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-19,277,328
Total unrealized appreciation/depreciation of assets2011-12-31$-19,277,328
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$72,083
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$18,434
Total income from all sources (including contributions)2011-12-31$26,168,802
Total loss/gain on sale of assets2011-12-31$-980,139
Total of all expenses incurred2011-12-31$36,323,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$36,017,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$48,231,837
Value of total assets at end of year2011-12-31$362,445,375
Value of total assets at beginning of year2011-12-31$372,546,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$306,379
Total interest from all sources2011-12-31$53,868
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$10,673,769
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$9,159,555
Administrative expenses professional fees incurred2011-12-31$306,379
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$70,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$31,448,418
Participant contributions at end of year2011-12-31$26,956
Participant contributions at beginning of year2011-12-31$118,829
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,514,864
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$660,949
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$212,158
Liabilities. Value of operating payables at end of year2011-12-31$72,083
Liabilities. Value of operating payables at beginning of year2011-12-31$18,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-10,155,142
Value of net assets at end of year (total assets less liabilities)2011-12-31$362,373,292
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$372,528,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$247,670,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$243,339,257
Income. Interest from loans (other than to participants)2011-12-31$5,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$31,370,476
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$26,283,637
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$26,283,637
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$48,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-12,533,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$82,716,539
Assets. Invements in employer securities at beginning of year2011-12-31$102,592,987
Contributions received in cash from employer2011-12-31$15,268,555
Income. Dividends from common stock2011-12-31$1,514,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$36,017,565
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$15,821,665
Aggregate carrying amount (costs) on sale of assets2011-12-31$16,801,804
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DELOITTE & TOUCHE
Accountancy firm EIN2011-12-31133891517
2010 : HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$50,218,560
Total unrealized appreciation/depreciation of assets2010-12-31$50,218,560
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$18,434
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$21,747
Total income from all sources (including contributions)2010-12-31$116,921,769
Total loss/gain on sale of assets2010-12-31$-2,506,801
Total of all expenses incurred2010-12-31$35,162,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$34,870,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$36,940,483
Value of total assets at end of year2010-12-31$372,546,868
Value of total assets at beginning of year2010-12-31$290,790,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$291,272
Total interest from all sources2010-12-31$154,494
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$5,586,254
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$4,998,342
Administrative expenses professional fees incurred2010-12-31$291,272
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$70,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$26,701,523
Participant contributions at end of year2010-12-31$118,829
Participant contributions at beginning of year2010-12-31$287,318
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,600,086
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$212,158
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$216,263
Liabilities. Value of operating payables at end of year2010-12-31$18,434
Liabilities. Value of operating payables at beginning of year2010-12-31$21,747
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$81,759,632
Value of net assets at end of year (total assets less liabilities)2010-12-31$372,528,434
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$290,768,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$243,339,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$209,327,836
Interest on participant loans2010-12-31$16,455
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$26,283,637
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$27,377,670
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$27,377,670
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$138,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$26,528,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$102,592,987
Assets. Invements in employer securities at beginning of year2010-12-31$53,581,462
Contributions received in cash from employer2010-12-31$8,638,874
Income. Dividends from common stock2010-12-31$587,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$34,870,865
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$15,973,493
Aggregate carrying amount (costs) on sale of assets2010-12-31$18,480,294
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DELOITTE & TOUCHE
Accountancy firm EIN2010-12-31133891517
2009 : HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN

2022: HUNTINGTON INVESTMENT AND TAX SAVINGS 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HUNTINGTON INVESTMENT AND TAX SAVINGS 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HUNTINGTON INVESTMENT AND TAX SAVINGS 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HUNTINGTON INVESTMENT AND TAX SAVINGS 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HUNTINGTON INVESTMENT AND TAX SAVINGS 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HUNTINGTON INVESTMENT AND TAX SAVINGS 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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