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GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 401k Plan overview

Plan NameGRANGE ENTERPRISE INCENTIVE SAVINGS PLAN
Plan identification number 002

GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN Benefits

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

401k Sponsoring company profile

GRANGE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GRANGE ENTERPRISE INCENTIVE 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
0022017-01-01SANDY CAVINDER MARK FISHER2018-08-15
0022016-01-01TONY REESER MARK FISHER2017-10-06
0022015-01-01TONY REESER MARK FISHER2016-09-28
0022014-01-01TONY REESER MARK FISHER2015-10-09
0022013-01-01DAVID ACKERMANN, MGR-CORP ACCTG
0022012-01-01DAVID ACKERMANN, MGR-CORP ACCTG
0022011-01-01DAVID ACKERMANN-MGR-CORP ACCTG
0022009-01-01JEFFREY E. DYE, AVP CORP ACCOUNTING JEFFREY E. DYE, AVP CORP ACCOUNTING2010-10-15

Plan Statistics for GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN

401k plan membership statisitcs for GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN

Measure Date Value
2022: GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,877
Total number of active participants reported on line 7a of the Form 55002022-01-011,249
Number of retired or separated participants receiving benefits2022-01-0183
Number of other retired or separated participants entitled to future benefits2022-01-01610
Total of all active and inactive participants2022-01-011,942
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0113
Total participants2022-01-011,955
Number of participants with account balances2022-01-011,918
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0150
2021: GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,873
Total number of active participants reported on line 7a of the Form 55002021-01-011,195
Number of retired or separated participants receiving benefits2021-01-0176
Number of other retired or separated participants entitled to future benefits2021-01-01594
Total of all active and inactive participants2021-01-011,865
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0112
Total participants2021-01-011,877
Number of participants with account balances2021-01-011,845
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0136
2020: GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,747
Total number of active participants reported on line 7a of the Form 55002020-01-011,286
Number of retired or separated participants receiving benefits2020-01-0176
Number of other retired or separated participants entitled to future benefits2020-01-01499
Total of all active and inactive participants2020-01-011,861
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0112
Total participants2020-01-011,873
Number of participants with account balances2020-01-011,688
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0125
2019: GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,762
Total number of active participants reported on line 7a of the Form 55002019-01-011,121
Number of retired or separated participants receiving benefits2019-01-0180
Number of other retired or separated participants entitled to future benefits2019-01-01535
Total of all active and inactive participants2019-01-011,736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0111
Total participants2019-01-011,747
Number of participants with account balances2019-01-011,724
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0144
2018: GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,752
Total number of active participants reported on line 7a of the Form 55002018-01-011,130
Number of retired or separated participants receiving benefits2018-01-0179
Number of other retired or separated participants entitled to future benefits2018-01-01541
Total of all active and inactive participants2018-01-011,750
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0112
Total participants2018-01-011,762
Number of participants with account balances2018-01-011,738
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0141
2017: GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,787
Total number of active participants reported on line 7a of the Form 55002017-01-011,200
Number of retired or separated participants receiving benefits2017-01-0176
Number of other retired or separated participants entitled to future benefits2017-01-01467
Total of all active and inactive participants2017-01-011,743
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-019
Total participants2017-01-011,752
Number of participants with account balances2017-01-011,728
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0157
2016: GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,853
Total number of active participants reported on line 7a of the Form 55002016-01-011,311
Number of retired or separated participants receiving benefits2016-01-0161
Number of other retired or separated participants entitled to future benefits2016-01-01407
Total of all active and inactive participants2016-01-011,779
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-018
Total participants2016-01-011,787
Number of participants with account balances2016-01-011,767
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0143
2015: GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,829
Total number of active participants reported on line 7a of the Form 55002015-01-011,403
Number of retired or separated participants receiving benefits2015-01-0158
Number of other retired or separated participants entitled to future benefits2015-01-01385
Total of all active and inactive participants2015-01-011,846
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-017
Total participants2015-01-011,853
Number of participants with account balances2015-01-011,795
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0156
2014: GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,714
Total number of active participants reported on line 7a of the Form 55002014-01-011,405
Number of retired or separated participants receiving benefits2014-01-0156
Number of other retired or separated participants entitled to future benefits2014-01-01362
Total of all active and inactive participants2014-01-011,823
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-011,829
Number of participants with account balances2014-01-011,776
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0151
2013: GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,678
Total number of active participants reported on line 7a of the Form 55002013-01-011,335
Number of retired or separated participants receiving benefits2013-01-0154
Number of other retired or separated participants entitled to future benefits2013-01-01320
Total of all active and inactive participants2013-01-011,709
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-011,714
Number of participants with account balances2013-01-011,685
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0134
2012: GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,695
Total number of active participants reported on line 7a of the Form 55002012-01-011,310
Number of retired or separated participants receiving benefits2012-01-0147
Number of other retired or separated participants entitled to future benefits2012-01-01316
Total of all active and inactive participants2012-01-011,673
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-011,678
Number of participants with account balances2012-01-011,657
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0133
2011: GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,698
Total number of active participants reported on line 7a of the Form 55002011-01-011,321
Number of retired or separated participants receiving benefits2011-01-0148
Number of other retired or separated participants entitled to future benefits2011-01-01320
Total of all active and inactive participants2011-01-011,689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-016
Total participants2011-01-011,695
Number of participants with account balances2011-01-011,672
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0130
2009: GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,656
Total number of active participants reported on line 7a of the Form 55002009-01-011,413
Number of retired or separated participants receiving benefits2009-01-0150
Number of other retired or separated participants entitled to future benefits2009-01-01229
Total of all active and inactive participants2009-01-011,692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-011,696
Number of participants with account balances2009-01-011,674
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0129

Financial Data on GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN

Measure Date Value
2022 : GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-36,563,371
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$27,614,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$27,320,624
Value of total corrective distributions2022-12-31$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 year2022-12-31$329,048,589
Value of total assets at beginning of year2022-12-31$393,226,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$274,334
Total interest from all sources2022-12-31$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 year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$14,666,803
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$12,933,708
Participant contributions at end of year2022-12-31$3,375,900
Participant contributions at beginning of year2022-12-31$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 elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$274,334
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$297,491,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$361,110,364
Interest on participant loans2022-12-31$129,011
Value of interest in common/collective trusts at end of year2022-12-31$27,446,417
Value of interest in common/collective trusts at beginning of year2022-12-31$27,988,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-74,739,246
Net investment gain or loss from common/collective trusts2022-12-31$451,891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$6,361,148
Employer contributions (assets) at end of year2022-12-31$734,362
Employer contributions (assets) at beginning of year2022-12-31$700,770
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$27,284,344
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLARK SCHAEFER HACKETT
Accountancy firm EIN2022-12-31310800053
2021 : GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$71,214,093
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$35,200,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$34,922,083
Value of total corrective distributions2021-12-31$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 year2021-12-31$393,226,442
Value of total assets at beginning of year2021-12-31$357,213,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$278,639
Total interest from all sources2021-12-31$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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$16,877,393
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$12,431,897
Participant contributions at end of year2021-12-31$3,427,028
Participant contributions at beginning of year2021-12-31$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 year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$17,688,585
Administrative expenses (other) incurred2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$361,110,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$300,700,941
Interest on participant loans2021-12-31$148,982
Value of interest in common/collective trusts at end of year2021-12-31$27,988,280
Value of interest in common/collective trusts at beginning of year2021-12-31$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 trusts2021-12-31$452,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$5,813,499
Employer contributions (assets) at end of year2021-12-31$700,770
Employer contributions (assets) at beginning of year2021-12-31$3,702,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$34,877,122
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLARK SCHAEFER HACKETT
Accountancy firm EIN2021-12-31310800053
2020 : GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$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 assets2020-12-31$0
Total of all expenses incurred2020-12-31$22,671,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$22,426,465
Value of total corrective distributions2020-12-31$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 year2020-12-31$357,213,312
Value of total assets at beginning of year2020-12-31$298,736,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$244,189
Total interest from all sources2020-12-31$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 year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$11,722,737
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$10,875,662
Participant contributions at end of year2020-12-31$3,520,226
Participant contributions at beginning of year2020-12-31$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 year2020-12-31$17,688,585
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$300,700,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$263,277,483
Interest on participant loans2020-12-31$172,817
Value of interest in common/collective trusts at end of year2020-12-31$31,601,279
Value of interest in common/collective trusts at beginning of year2020-12-31$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 trusts2020-12-31$684,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$6,419,297
Employer contributions (assets) at end of year2020-12-31$3,702,281
Employer contributions (assets) at beginning of year2020-12-31$2,465,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$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 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLARK SCHAEFER HACKETT
Accountancy firm EIN2020-12-31310800053
2019 : GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$69,514,262
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$21,474,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$298,736,525
Value of total assets at beginning of year2019-12-31$250,697,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$231,835
Total interest from all sources2019-12-31$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 bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$10,267,190
Participant contributions at end of year2019-12-31$3,935,885
Participant contributions at beginning of year2019-12-31$3,838,444
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,262,951
Administrative expenses (other) incurred2019-12-31$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 appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$263,277,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$215,371,301
Interest on participant loans2019-12-31$171,061
Value of interest in common/collective trusts at end of year2019-12-31$29,057,492
Value of interest in common/collective trusts at beginning of year2019-12-31$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 trusts2019-12-31$729,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,077,122
Employer contributions (assets) at end of year2019-12-31$2,465,665
Employer contributions (assets) at beginning of year2019-12-31$2,541,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$21,242,966
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLARK SCHAEFER HACKETT
Accountancy firm EIN2019-12-31310800053
2018 : GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$8,044,641
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$17,639,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$250,697,064
Value of total assets at beginning of year2018-12-31$260,292,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$214,304
Total interest from all sources2018-12-31$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 bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$10,228,385
Participant contributions at end of year2018-12-31$3,838,444
Participant contributions at beginning of year2018-12-31$3,886,141
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,280,260
Administrative expenses (other) incurred2018-12-31$214,304
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$215,371,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$225,822,409
Interest on participant loans2018-12-31$153,171
Value of interest in common/collective trusts at end of year2018-12-31$28,946,276
Value of interest in common/collective trusts at beginning of year2018-12-31$27,878,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-22,589,492
Net investment gain or loss from common/collective trusts2018-12-31$633,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,118,810
Employer contributions (assets) at end of year2018-12-31$2,541,043
Employer contributions (assets) at beginning of year2018-12-31$2,704,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$17,425,312
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLARK SCHAEFER HACKETT
Accountancy firm EIN2018-12-31310800053
2017 : GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$56,163,506
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$26,078,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$260,292,039
Value of total assets at beginning of year2017-12-31$230,206,648
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$230,787
Total interest from all sources2017-12-31$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 bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$9,953,712
Participant contributions at end of year2017-12-31$3,886,141
Participant contributions at beginning of year2017-12-31$3,822,400
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,817,530
Administrative expenses (other) incurred2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$225,822,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$194,572,744
Interest on participant loans2017-12-31$127,253
Value of interest in common/collective trusts at end of year2017-12-31$27,878,677
Value of interest in common/collective trusts at beginning of year2017-12-31$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 trusts2017-12-31$536,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$5,370,604
Employer contributions (assets) at end of year2017-12-31$2,704,812
Employer contributions (assets) at beginning of year2017-12-31$3,782,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$25,847,328
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLARK SCHAEFER HACKETT
Accountancy firm EIN2017-12-31310800053
2016 : GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$37,353,518
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$19,938,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$230,206,648
Value of total assets at beginning of year2016-12-31$212,792,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$204,921
Total interest from all sources2016-12-31$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 bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$10,115,480
Participant contributions at end of year2016-12-31$3,822,400
Participant contributions at beginning of year2016-12-31$4,155,727
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,358,767
Administrative expenses (other) incurred2016-12-31$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 appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
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$194,572,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$178,639,713
Interest on participant loans2016-12-31$130,213
Value of interest in common/collective trusts at end of year2016-12-31$28,028,690
Value of interest in common/collective trusts at beginning of year2016-12-31$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 trusts2016-12-31$552,256
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$6,653,244
Employer contributions (assets) at end of year2016-12-31$3,782,814
Employer contributions (assets) at beginning of year2016-12-31$1,812,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$19,734,055
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLARK SCHAEFER HACKETT
Accountancy firm EIN2016-12-31310800053
2015 : GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$16,720,632
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$13,825,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$13,613,460
Value of total corrective distributions2015-12-31$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 year2015-12-31$212,792,106
Value of total assets at beginning of year2015-12-31$209,896,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$207,531
Total interest from all sources2015-12-31$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 bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$9,712,436
Participant contributions at end of year2015-12-31$4,155,727
Participant contributions at beginning of year2015-12-31$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) incurred2015-12-31$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 appraiser2015-12-31No
Value of net income/loss2015-12-31$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)2015-12-31No
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$178,639,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$127,045,273
Interest on participant loans2015-12-31$149,366
Value of interest in common/collective trusts at end of year2015-12-31$28,183,968
Value of interest in common/collective trusts at beginning of year2015-12-31$75,607,782
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-8,623,369
Net investment gain or loss from common/collective trusts2015-12-31$2,297,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,622,131
Employer contributions (assets) at end of year2015-12-31$1,812,698
Employer contributions (assets) at beginning of year2015-12-31$2,193,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$13,607,590
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLARK SCHAEFER HCKETT
Accountancy firm EIN2015-12-31310800053
2014 : GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$32,389,661
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$17,949,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$209,896,514
Value of total assets at beginning of year2014-12-31$195,456,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$95,795
Total interest from all sources2014-12-31$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 bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$9,450,160
Participant contributions at end of year2014-12-31$5,050,381
Participant contributions at beginning of year2014-12-31$4,760,898
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,884,672
Administrative expenses (other) incurred2014-12-31$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 appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
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$127,045,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$159,093,092
Interest on participant loans2014-12-31$162,921
Value of interest in common/collective trusts at end of year2014-12-31$75,607,782
Value of interest in common/collective trusts at beginning of year2014-12-31$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 trusts2014-12-31$1,176,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,929,217
Employer contributions (assets) at end of year2014-12-31$2,193,078
Employer contributions (assets) at beginning of year2014-12-31$3,046,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$17,853,758
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLARK SCHAEFER HACKETT
Accountancy firm EIN2014-12-31310800053
2013 : GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$45,176,114
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$12,864,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$195,456,406
Value of total assets at beginning of year2013-12-31$163,145,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$50,331
Total interest from all sources2013-12-31$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 year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$5,315,887
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$8,457,063
Participant contributions at end of year2013-12-31$4,760,898
Participant contributions at beginning of year2013-12-31$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 year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$50,331
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$159,093,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$124,999,572
Interest on participant loans2013-12-31$147,929
Value of interest in common/collective trusts at end of year2013-12-31$28,555,760
Value of interest in common/collective trusts at beginning of year2013-12-31$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 trusts2013-12-31$491,619
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$5,500,836
Employer contributions (assets) at end of year2013-12-31$3,046,656
Employer contributions (assets) at beginning of year2013-12-31$1,992,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$12,814,516
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLARK SCHAEFER HACKETT
Accountancy firm EIN2013-12-31310800053
2012 : GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$30,701,167
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$10,707,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$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 year2012-12-31$163,145,139
Value of total assets at beginning of year2012-12-31$143,151,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$30,636
Total interest from all sources2012-12-31$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 year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$3,246,260
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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$7,942,902
Participant contributions at end of year2012-12-31$4,606,893
Participant contributions at beginning of year2012-12-31$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 year2012-12-31$20,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
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
Investment advisory and management fees2012-12-31$30,636
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$124,999,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$109,115,017
Interest on participant loans2012-12-31$146,039
Value of interest in common/collective trusts at end of year2012-12-31$31,526,500
Value of interest in common/collective trusts at beginning of year2012-12-31$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 trusts2012-12-31$675,486
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,528,113
Employer contributions (assets) at end of year2012-12-31$1,992,174
Employer contributions (assets) at beginning of year2012-12-31$692,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$10,676,921
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLARK SCHAEFER HACKETT
Accountancy firm EIN2012-12-31310800053
2011 : GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$15,046,480
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$12,756,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$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 year2011-12-31$143,151,529
Value of total assets at beginning of year2011-12-31$140,861,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$24,832
Total interest from all sources2011-12-31$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 year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$3,112,879
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
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$7,243,942
Participant contributions at end of year2011-12-31$4,183,880
Participant contributions at beginning of year2011-12-31$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 appraiser2011-12-31No
Value of net income/loss2011-12-31$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)2011-12-31No
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
Investment advisory and management fees2011-12-31$24,832
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$109,115,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$109,685,117
Interest on participant loans2011-12-31$150,048
Value of interest in common/collective trusts at end of year2011-12-31$29,159,932
Value of interest in common/collective trusts at beginning of year2011-12-31$26,045,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,844,153
Net investment gain or loss from common/collective trusts2011-12-31$759,939
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
Contributions received in cash from employer2011-12-31$3,038,748
Employer contributions (assets) at end of year2011-12-31$692,700
Employer contributions (assets) at beginning of year2011-12-31$1,012,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$12,731,230
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLARK SCHAEFER HACKETT
Accountancy firm EIN2011-12-31310800053
2010 : GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$24,444,790
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$7,266,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$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 year2010-12-31$140,861,111
Value of total assets at beginning of year2010-12-31$123,682,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$16,360
Total interest from all sources2010-12-31$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 year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,328,613
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$6,882,086
Participant contributions at end of year2010-12-31$4,118,353
Participant contributions at beginning of year2010-12-31$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 appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
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
Investment advisory and management fees2010-12-31$16,360
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$109,685,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$92,487,175
Interest on participant loans2010-12-31$178,508
Value of interest in common/collective trusts at end of year2010-12-31$26,045,031
Value of interest in common/collective trusts at beginning of year2010-12-31$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 trusts2010-12-31$738,036
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,316,891
Employer contributions (assets) at end of year2010-12-31$1,012,610
Employer contributions (assets) at beginning of year2010-12-31$1,022,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,250,126
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CLARK SCHAEFER HACKETT
Accountancy firm EIN2010-12-31310800053

Form 5500 Responses for GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN

2022: GRANGE ENTERPRISE INCENTIVE 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: GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GRANGE ENTERPRISE INCENTIVE 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: GRANGE ENTERPRISE INCENTIVE 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: GRANGE ENTERPRISE INCENTIVE SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GRANGE ENTERPRISE INCENTIVE 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: GRANGE ENTERPRISE INCENTIVE 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: GRANGE ENTERPRISE INCENTIVE 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: GRANGE ENTERPRISE INCENTIVE 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: GRANGE ENTERPRISE INCENTIVE 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: GRANGE ENTERPRISE INCENTIVE 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
2009: GRANGE ENTERPRISE INCENTIVE 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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