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Plan Name | GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | GRANGE INSURANCE COMPANY |
Employer identification number (EIN): | 314192970 |
NAIC Classification: | 524150 |
Additional information about GRANGE INSURANCE COMPANY
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1935-03-28 |
Company Identification Number: | 162435 |
Legal Registered Office Address: |
1300 EAST 9TH STREET - CLEVELAND United States of America (USA) 44114 |
More information about GRANGE INSURANCE COMPANY
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | SANDY CAVINDER | MARK FISHER | 2018-08-15 | |
002 | 2016-01-01 | TONY REESER | MARK FISHER | 2017-10-06 | |
002 | 2015-01-01 | TONY REESER | MARK FISHER | 2016-09-28 | |
002 | 2014-01-01 | TONY REESER | MARK FISHER | 2015-10-09 | |
002 | 2013-01-01 | DAVID ACKERMANN, MGR-CORP ACCTG | |||
002 | 2012-01-01 | DAVID ACKERMANN, MGR-CORP ACCTG | |||
002 | 2011-01-01 | DAVID ACKERMANN-MGR-CORP ACCTG | |||
002 | 2009-01-01 | JEFFREY E. DYE, AVP CORP ACCOUNTING | JEFFREY E. DYE, AVP CORP ACCOUNTING | 2010-10-15 |
Measure | Date | Value |
---|---|---|
2022: GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 1,877 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1,249 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 83 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 610 |
Total of all active and inactive participants | 2022-01-01 | 1,942 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 13 |
Total participants | 2022-01-01 | 1,955 |
Number of participants with account balances | 2022-01-01 | 1,918 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 50 |
2021: GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 1,873 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1,195 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 76 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 594 |
Total of all active and inactive participants | 2021-01-01 | 1,865 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 12 |
Total participants | 2021-01-01 | 1,877 |
Number of participants with account balances | 2021-01-01 | 1,845 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 36 |
2020: GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 1,747 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1,286 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 76 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 499 |
Total of all active and inactive participants | 2020-01-01 | 1,861 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 12 |
Total participants | 2020-01-01 | 1,873 |
Number of participants with account balances | 2020-01-01 | 1,688 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 25 |
2019: GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 1,762 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1,121 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 80 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 535 |
Total of all active and inactive participants | 2019-01-01 | 1,736 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 11 |
Total participants | 2019-01-01 | 1,747 |
Number of participants with account balances | 2019-01-01 | 1,724 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 44 |
2018: GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 1,752 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1,130 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 79 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 541 |
Total of all active and inactive participants | 2018-01-01 | 1,750 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 12 |
Total participants | 2018-01-01 | 1,762 |
Number of participants with account balances | 2018-01-01 | 1,738 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 41 |
2017: GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 1,787 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1,200 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 76 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 467 |
Total of all active and inactive participants | 2017-01-01 | 1,743 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 9 |
Total participants | 2017-01-01 | 1,752 |
Number of participants with account balances | 2017-01-01 | 1,728 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 57 |
2016: GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 1,853 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1,311 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 61 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 407 |
Total of all active and inactive participants | 2016-01-01 | 1,779 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 8 |
Total participants | 2016-01-01 | 1,787 |
Number of participants with account balances | 2016-01-01 | 1,767 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 43 |
2015: GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 1,829 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1,403 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 58 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 385 |
Total of all active and inactive participants | 2015-01-01 | 1,846 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 7 |
Total participants | 2015-01-01 | 1,853 |
Number of participants with account balances | 2015-01-01 | 1,795 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 56 |
2014: GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 1,714 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1,405 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 56 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 362 |
Total of all active and inactive participants | 2014-01-01 | 1,823 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 6 |
Total participants | 2014-01-01 | 1,829 |
Number of participants with account balances | 2014-01-01 | 1,776 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 51 |
2013: GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 1,678 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1,335 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 54 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 320 |
Total of all active and inactive participants | 2013-01-01 | 1,709 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 5 |
Total participants | 2013-01-01 | 1,714 |
Number of participants with account balances | 2013-01-01 | 1,685 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 34 |
2012: GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 1,695 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1,310 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 47 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 316 |
Total of all active and inactive participants | 2012-01-01 | 1,673 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 5 |
Total participants | 2012-01-01 | 1,678 |
Number of participants with account balances | 2012-01-01 | 1,657 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 33 |
2011: GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 1,698 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1,321 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 48 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 320 |
Total of all active and inactive participants | 2011-01-01 | 1,689 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 6 |
Total participants | 2011-01-01 | 1,695 |
Number of participants with account balances | 2011-01-01 | 1,672 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 30 |
2009: GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 1,656 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1,413 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 50 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 229 |
Total of all active and inactive participants | 2009-01-01 | 1,692 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 4 |
Total participants | 2009-01-01 | 1,696 |
Number of participants with account balances | 2009-01-01 | 1,674 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 29 |
Measure | Date | Value |
---|---|---|
2022 : GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-36,563,371 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $27,614,482 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $27,320,624 |
Value of total corrective distributions | 2022-12-31 | $19,524 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $22,928,170 |
Value of total assets at end of year | 2022-12-31 | $329,048,589 |
Value of total assets at beginning of year | 2022-12-31 | $393,226,442 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $274,334 |
Total interest from all sources | 2022-12-31 | $129,011 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $14,666,803 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $14,666,803 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $12,933,708 |
Participant contributions at end of year | 2022-12-31 | $3,375,900 |
Participant contributions at beginning of year | 2022-12-31 | $3,427,028 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $3,633,314 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $36,280 |
Other income not declared elsewhere | 2022-12-31 | $0 |
Administrative expenses (other) incurred | 2022-12-31 | $274,334 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-64,177,853 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $329,048,589 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $393,226,442 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $297,491,910 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $361,110,364 |
Interest on participant loans | 2022-12-31 | $129,011 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $27,446,417 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $27,988,280 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-74,739,246 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $451,891 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $6,361,148 |
Employer contributions (assets) at end of year | 2022-12-31 | $734,362 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $700,770 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $27,284,344 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2022-12-31 | 310800053 |
2021 : GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $71,214,093 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $35,200,963 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $34,922,083 |
Value of total corrective distributions | 2021-12-31 | $241 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $22,171,916 |
Value of total assets at end of year | 2021-12-31 | $393,226,442 |
Value of total assets at beginning of year | 2021-12-31 | $357,213,312 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $278,639 |
Total interest from all sources | 2021-12-31 | $148,982 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $16,877,393 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $16,877,393 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $12,431,897 |
Participant contributions at end of year | 2021-12-31 | $3,427,028 |
Participant contributions at beginning of year | 2021-12-31 | $3,520,226 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $3,926,520 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $44,961 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $17,688,585 |
Administrative expenses (other) incurred | 2021-12-31 | $278,639 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $36,013,130 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $393,226,442 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $357,213,312 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $361,110,364 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $300,700,941 |
Interest on participant loans | 2021-12-31 | $148,982 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $27,988,280 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $31,601,279 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $31,562,920 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $452,882 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $5,813,499 |
Employer contributions (assets) at end of year | 2021-12-31 | $700,770 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $3,702,281 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $34,877,122 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2021-12-31 | 310800053 |
2020 : GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $17,688,585 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $63,459,818 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $22,671,616 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $22,426,465 |
Value of total corrective distributions | 2020-12-31 | $962 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $20,164,828 |
Value of total assets at end of year | 2020-12-31 | $357,213,312 |
Value of total assets at beginning of year | 2020-12-31 | $298,736,525 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $244,189 |
Total interest from all sources | 2020-12-31 | $172,817 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $11,722,737 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $11,722,737 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $10,875,662 |
Participant contributions at end of year | 2020-12-31 | $3,520,226 |
Participant contributions at beginning of year | 2020-12-31 | $3,935,885 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $2,869,869 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $17,688,585 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Administrative expenses (other) incurred | 2020-12-31 | $244,189 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $40,788,202 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $357,213,312 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $298,736,525 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $300,700,941 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $263,277,483 |
Interest on participant loans | 2020-12-31 | $172,817 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $31,601,279 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $29,057,492 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $30,715,413 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $684,023 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $6,419,297 |
Employer contributions (assets) at end of year | 2020-12-31 | $3,702,281 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $2,465,665 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $22,426,465 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | Yes |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2020-12-31 | 310800053 |
2019 : GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $69,514,262 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $21,474,801 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $21,242,966 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $17,607,263 |
Value of total assets at end of year | 2019-12-31 | $298,736,525 |
Value of total assets at beginning of year | 2019-12-31 | $250,697,064 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $231,835 |
Total interest from all sources | 2019-12-31 | $171,061 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $9,835,749 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $9,835,749 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $10,267,190 |
Participant contributions at end of year | 2019-12-31 | $3,935,885 |
Participant contributions at beginning of year | 2019-12-31 | $3,838,444 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $2,262,951 |
Administrative expenses (other) incurred | 2019-12-31 | $231,835 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $48,039,461 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $298,736,525 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $250,697,064 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $263,277,483 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $215,371,301 |
Interest on participant loans | 2019-12-31 | $171,061 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $29,057,492 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $28,946,276 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $41,171,146 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $729,043 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $5,077,122 |
Employer contributions (assets) at end of year | 2019-12-31 | $2,465,665 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $2,541,043 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $21,242,966 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2019-12-31 | 310800053 |
2018 : GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $8,044,641 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $17,639,616 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $17,425,312 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $19,627,455 |
Value of total assets at end of year | 2018-12-31 | $250,697,064 |
Value of total assets at beginning of year | 2018-12-31 | $260,292,039 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $214,304 |
Total interest from all sources | 2018-12-31 | $153,171 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $10,220,057 |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $10,220,057 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $10,228,385 |
Participant contributions at end of year | 2018-12-31 | $3,838,444 |
Participant contributions at beginning of year | 2018-12-31 | $3,886,141 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $4,280,260 |
Administrative expenses (other) incurred | 2018-12-31 | $214,304 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-9,594,975 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $250,697,064 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $260,292,039 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $215,371,301 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $225,822,409 |
Interest on participant loans | 2018-12-31 | $153,171 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $28,946,276 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $27,878,677 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-22,589,492 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $633,450 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $5,118,810 |
Employer contributions (assets) at end of year | 2018-12-31 | $2,541,043 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $2,704,812 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $17,425,312 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2018-12-31 | 310800053 |
2017 : GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $56,163,506 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $26,078,115 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $25,847,328 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $18,141,846 |
Value of total assets at end of year | 2017-12-31 | $260,292,039 |
Value of total assets at beginning of year | 2017-12-31 | $230,206,648 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $230,787 |
Total interest from all sources | 2017-12-31 | $127,253 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $7,767,218 |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $7,767,218 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $9,953,712 |
Participant contributions at end of year | 2017-12-31 | $3,886,141 |
Participant contributions at beginning of year | 2017-12-31 | $3,822,400 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $2,817,530 |
Administrative expenses (other) incurred | 2017-12-31 | $230,787 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $30,085,391 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $260,292,039 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $230,206,648 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $225,822,409 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $194,572,744 |
Interest on participant loans | 2017-12-31 | $127,253 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $27,878,677 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $28,028,690 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $29,590,558 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $536,631 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $5,370,604 |
Employer contributions (assets) at end of year | 2017-12-31 | $2,704,812 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $3,782,814 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $25,847,328 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2017-12-31 | 310800053 |
2016 : GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $37,353,518 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $19,938,976 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $19,734,055 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $20,127,491 |
Value of total assets at end of year | 2016-12-31 | $230,206,648 |
Value of total assets at beginning of year | 2016-12-31 | $212,792,106 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $204,921 |
Total interest from all sources | 2016-12-31 | $130,213 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $6,357,752 |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $6,357,752 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $10,115,480 |
Participant contributions at end of year | 2016-12-31 | $3,822,400 |
Participant contributions at beginning of year | 2016-12-31 | $4,155,727 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $3,358,767 |
Administrative expenses (other) incurred | 2016-12-31 | $204,921 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $17,414,542 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $230,206,648 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $212,792,106 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $194,572,744 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $178,639,713 |
Interest on participant loans | 2016-12-31 | $130,213 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $28,028,690 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $28,183,968 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $10,185,806 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $552,256 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $6,653,244 |
Employer contributions (assets) at end of year | 2016-12-31 | $3,782,814 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $1,812,698 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $19,734,055 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2016-12-31 | 310800053 |
2015 : GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $16,720,632 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $13,825,040 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $13,613,460 |
Value of total corrective distributions | 2015-12-31 | $4,049 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $16,710,204 |
Value of total assets at end of year | 2015-12-31 | $212,792,106 |
Value of total assets at beginning of year | 2015-12-31 | $209,896,514 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $207,531 |
Total interest from all sources | 2015-12-31 | $149,366 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $6,187,287 |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $6,187,287 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $9,712,436 |
Participant contributions at end of year | 2015-12-31 | $4,155,727 |
Participant contributions at beginning of year | 2015-12-31 | $5,050,381 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $2,375,637 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $5,870 |
Administrative expenses (other) incurred | 2015-12-31 | $207,531 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $2,895,592 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $212,792,106 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $209,896,514 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $178,639,713 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $127,045,273 |
Interest on participant loans | 2015-12-31 | $149,366 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $28,183,968 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $75,607,782 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-8,623,369 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $2,297,144 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $4,622,131 |
Employer contributions (assets) at end of year | 2015-12-31 | $1,812,698 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $2,193,078 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $13,607,590 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | CLARK SCHAEFER HCKETT |
Accountancy firm EIN | 2015-12-31 | 310800053 |
2014 : GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $32,389,661 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $17,949,553 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $17,853,758 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $17,264,049 |
Value of total assets at end of year | 2014-12-31 | $209,896,514 |
Value of total assets at beginning of year | 2014-12-31 | $195,456,406 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $95,795 |
Total interest from all sources | 2014-12-31 | $162,921 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $6,208,047 |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $6,208,047 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $9,450,160 |
Participant contributions at end of year | 2014-12-31 | $5,050,381 |
Participant contributions at beginning of year | 2014-12-31 | $4,760,898 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $2,884,672 |
Administrative expenses (other) incurred | 2014-12-31 | $95,795 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $14,440,108 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $209,896,514 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $195,456,406 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $127,045,273 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $159,093,092 |
Interest on participant loans | 2014-12-31 | $162,921 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $75,607,782 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $28,555,760 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $7,578,272 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $1,176,372 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $4,929,217 |
Employer contributions (assets) at end of year | 2014-12-31 | $2,193,078 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $3,046,656 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $17,853,758 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2014-12-31 | 310800053 |
2013 : GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $45,176,114 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $12,864,847 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $12,814,516 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $15,345,333 |
Value of total assets at end of year | 2013-12-31 | $195,456,406 |
Value of total assets at beginning of year | 2013-12-31 | $163,145,139 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $50,331 |
Total interest from all sources | 2013-12-31 | $147,929 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $5,315,887 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $5,315,887 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $8,457,063 |
Participant contributions at end of year | 2013-12-31 | $4,760,898 |
Participant contributions at beginning of year | 2013-12-31 | $4,606,893 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $1,387,434 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $20,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $32,311,267 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $195,456,406 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $163,145,139 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $50,331 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $159,093,092 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $124,999,572 |
Interest on participant loans | 2013-12-31 | $147,929 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $28,555,760 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $31,526,500 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $23,875,346 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $491,619 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $5,500,836 |
Employer contributions (assets) at end of year | 2013-12-31 | $3,046,656 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $1,992,174 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $12,814,516 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2013-12-31 | 310800053 |
2012 : GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $30,701,167 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $10,707,557 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $10,676,921 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $14,504,437 |
Value of total assets at end of year | 2012-12-31 | $163,145,139 |
Value of total assets at beginning of year | 2012-12-31 | $143,151,529 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $30,636 |
Total interest from all sources | 2012-12-31 | $146,039 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $3,246,260 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $3,246,260 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $7,942,902 |
Participant contributions at end of year | 2012-12-31 | $4,606,893 |
Participant contributions at beginning of year | 2012-12-31 | $4,183,880 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $2,033,422 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $20,000 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $19,993,610 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $163,145,139 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $143,151,529 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $30,636 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $124,999,572 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $109,115,017 |
Interest on participant loans | 2012-12-31 | $146,039 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $31,526,500 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $29,159,932 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $12,128,945 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $675,486 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $4,528,113 |
Employer contributions (assets) at end of year | 2012-12-31 | $1,992,174 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $692,700 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $10,676,921 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2012-12-31 | 310800053 |
2011 : GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $15,046,480 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $12,756,062 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $12,731,230 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $13,867,767 |
Value of total assets at end of year | 2011-12-31 | $143,151,529 |
Value of total assets at beginning of year | 2011-12-31 | $140,861,111 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $24,832 |
Total interest from all sources | 2011-12-31 | $150,048 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $3,112,879 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $3,112,879 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $7,243,942 |
Participant contributions at end of year | 2011-12-31 | $4,183,880 |
Participant contributions at beginning of year | 2011-12-31 | $4,118,353 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $3,585,077 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $2,290,418 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $143,151,529 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $140,861,111 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $24,832 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $109,115,017 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $109,685,117 |
Interest on participant loans | 2011-12-31 | $150,048 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $29,159,932 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $26,045,031 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-2,844,153 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $759,939 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $3,038,748 |
Employer contributions (assets) at end of year | 2011-12-31 | $692,700 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $1,012,610 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $12,731,230 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2011-12-31 | 310800053 |
2010 : GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $24,444,790 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $7,266,486 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $7,250,126 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $11,272,736 |
Value of total assets at end of year | 2010-12-31 | $140,861,111 |
Value of total assets at beginning of year | 2010-12-31 | $123,682,807 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $16,360 |
Total interest from all sources | 2010-12-31 | $178,508 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $2,328,613 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $2,328,613 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $6,882,086 |
Participant contributions at end of year | 2010-12-31 | $4,118,353 |
Participant contributions at beginning of year | 2010-12-31 | $3,981,446 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $1,073,759 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $17,178,304 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $140,861,111 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $123,682,807 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $16,360 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $109,685,117 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $92,487,175 |
Interest on participant loans | 2010-12-31 | $178,508 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $26,045,031 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $26,191,707 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $9,926,897 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $738,036 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $3,316,891 |
Employer contributions (assets) at end of year | 2010-12-31 | $1,012,610 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $1,022,479 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $7,250,126 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2010-12-31 | 310800053 |
2022: GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |