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QLOGIC CORPORATION SAVINGS PLAN 401k Plan overview

Plan NameQLOGIC CORPORATION SAVINGS PLAN
Plan identification number 001

QLOGIC CORPORATION SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

QLOGIC CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:QLOGIC CORPORATION
Employer identification number (EIN):330537669
NAIC Classification:334110

Additional information about QLOGIC CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date: 1992-11-16
Company Identification Number: 2316034
Legal Registered Office Address: Corporation Trust Center
1209 Orange St
Wilmington
United States of America (USA)
19801

More information about QLOGIC CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan QLOGIC CORPORATION SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01ANITA SAMUELSON ANITA SAMUELSON2018-02-20
0012017-01-01 ANITA SAMUELSON2018-01-18
0012016-01-01ANITA SAMUELSON ANITA SAMUELSON2017-10-16
0012015-01-01ANITA SAMUELSON ANITA SAMUELSON2016-10-13
0012014-01-01SHEILA GONZALES SHEILA GONZALES2015-10-13
0012013-01-01SHEILA GONZALES SHEILA GONZALES2014-10-09
0012012-01-01PHILLIP FELANDO PHILLIP FELANDO2013-10-14
0012011-01-01PHILLIP FELANDO PHILLIP FELANDO2012-10-12
0012010-01-01PHILLIP FELANDO PHILLIP FELANDO2011-10-07
0012009-01-01PHILLIP FELANDO PHILLIP FELANDO2010-09-30

Plan Statistics for QLOGIC CORPORATION SAVINGS PLAN

401k plan membership statisitcs for QLOGIC CORPORATION SAVINGS PLAN

Measure Date Value
2017: QLOGIC CORPORATION SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,096
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: QLOGIC CORPORATION SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01998
Total number of active participants reported on line 7a of the Form 55002016-01-01540
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01556
Total of all active and inactive participants2016-01-011,096
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,096
Number of participants with account balances2016-01-01556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: QLOGIC CORPORATION SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,060
Total number of active participants reported on line 7a of the Form 55002015-01-01541
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01456
Total of all active and inactive participants2015-01-01998
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01998
Number of participants with account balances2015-01-01950
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: QLOGIC CORPORATION SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,186
Total number of active participants reported on line 7a of the Form 55002014-01-01652
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-01405
Total of all active and inactive participants2014-01-011,060
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,060
Number of participants with account balances2014-01-011,060
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0141
2013: QLOGIC CORPORATION SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,284
Total number of active participants reported on line 7a of the Form 55002013-01-01773
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01411
Total of all active and inactive participants2013-01-011,186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,186
Number of participants with account balances2013-01-011,186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0143
2012: QLOGIC CORPORATION SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,169
Total number of active participants reported on line 7a of the Form 55002012-01-01886
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01398
Total of all active and inactive participants2012-01-011,284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,284
Number of participants with account balances2012-01-011,284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0164
2011: QLOGIC CORPORATION SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,137
Total number of active participants reported on line 7a of the Form 55002011-01-01883
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01286
Total of all active and inactive participants2011-01-011,169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,169
Number of participants with account balances2011-01-011,169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0131
2010: QLOGIC CORPORATION SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,117
Total number of active participants reported on line 7a of the Form 55002010-01-01849
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01288
Total of all active and inactive participants2010-01-011,137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,137
Number of participants with account balances2010-01-011,039
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0126
2009: QLOGIC CORPORATION SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,039
Total number of active participants reported on line 7a of the Form 55002009-01-01851
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01266
Total of all active and inactive participants2009-01-011,117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,117
Number of participants with account balances2009-01-011,052
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0154

Financial Data on QLOGIC CORPORATION SAVINGS PLAN

Measure Date Value
2017 : QLOGIC CORPORATION SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-06$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-06$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-06$0
Total income from all sources (including contributions)2017-06-06$2,668,564
Total loss/gain on sale of assets2017-06-06$0
Total of all expenses incurred2017-06-06$64,562,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-06$64,530,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-06$0
Value of total assets at end of year2017-06-06$0
Value of total assets at beginning of year2017-06-06$61,894,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-06$31,952
Total interest from all sources2017-06-06$60,775
Total dividends received (eg from common stock, registered investment company shares)2017-06-06$48,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-06Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-06-06$0
Total dividends received from registered investment company shares (eg mutual funds)2017-06-06$48,293
Was this plan covered by a fidelity bond2017-06-06Yes
Value of fidelity bond cover2017-06-06$2,000,000
If this is an individual account plan, was there a blackout period2017-06-06No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-06-06$0
Were there any nonexempt tranactions with any party-in-interest2017-06-06No
Participant contributions at end of year2017-06-06$0
Participant contributions at beginning of year2017-06-06$2,255
Other income not declared elsewhere2017-06-06$-9,594
Administrative expenses (other) incurred2017-06-06$31,952
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-06No
Value of net income/loss2017-06-06$-61,894,254
Value of net assets at end of year (total assets less liabilities)2017-06-06$0
Value of net assets at beginning of year (total assets less liabilities)2017-06-06$61,894,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-06No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-06No
Were any leases to which the plan was party in default or uncollectible2017-06-06No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-06$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-06$29,616,717
Value of interest in pooled separate accounts at end of year2017-06-06$0
Value of interest in pooled separate accounts at beginning of year2017-06-06$15,557,594
Interest on participant loans2017-06-06$7
Interest earned on other investments2017-06-06$60,768
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-06$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-06$16,717,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-06$1,728,829
Net investment gain/loss from pooled separate accounts2017-06-06$840,261
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-06No
Was there a failure to transmit to the plan any participant contributions2017-06-06No
Has the plan failed to provide any benefit when due under the plan2017-06-06No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-06$64,530,866
Did the plan have assets held for investment2017-06-06No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-06No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-06Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-06Yes
Opinion of an independent qualified public accountant for this plan2017-06-06Disclaimer
Accountancy firm name2017-06-06MOSS ADAMS LLP
Accountancy firm EIN2017-06-06910189318
2016 : QLOGIC CORPORATION SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$3,428,952
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$14,054,419
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$71,289,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$71,200,551
Value of total corrective distributions2016-12-31$25,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,213,905
Value of total assets at end of year2016-12-31$61,894,254
Value of total assets at beginning of year2016-12-31$122,557,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$62,901
Total interest from all sources2016-12-31$463,516
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$799,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$799,801
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$5,157,848
Participant contributions at end of year2016-12-31$2,255
Participant contributions at beginning of year2016-12-31$1,033,540
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,075,410
Other income not declared elsewhere2016-12-31$380,862
Administrative expenses (other) incurred2016-12-31$62,901
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-57,234,657
Value of net assets at end of year (total assets less liabilities)2016-12-31$61,894,254
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$122,557,863
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$29,616,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$61,298,414
Value of interest in pooled separate accounts at end of year2016-12-31$15,557,594
Value of interest in pooled separate accounts at beginning of year2016-12-31$33,286,140
Interest on participant loans2016-12-31$29,984
Interest earned on other investments2016-12-31$433,532
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$16,717,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$26,939,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,478,624
Net investment gain/loss from pooled separate accounts2016-12-31$1,717,711
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$980,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$71,200,551
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 name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : QLOGIC CORPORATION 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$11,410,668
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$12,587,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$12,517,706
Value of total corrective distributions2015-12-31$7,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$11,027,315
Value of total assets at end of year2015-12-31$122,557,863
Value of total assets at beginning of year2015-12-31$123,735,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$63,060
Total interest from all sources2015-12-31$528,569
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$970,838
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$970,838
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$7,633,508
Participant contributions at end of year2015-12-31$1,033,540
Participant contributions at beginning of year2015-12-31$1,016,706
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,906,163
Other income not declared elsewhere2015-12-31$152,996
Administrative expenses (other) incurred2015-12-31$63,060
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,177,190
Value of net assets at end of year (total assets less liabilities)2015-12-31$122,557,863
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$123,735,053
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$61,298,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$62,017,958
Value of interest in pooled separate accounts at end of year2015-12-31$33,286,140
Value of interest in pooled separate accounts at beginning of year2015-12-31$34,501,955
Interest on participant loans2015-12-31$44,743
Interest earned on other investments2015-12-31$483,826
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$26,939,769
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$26,198,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,302,370
Net investment gain/loss from pooled separate accounts2015-12-31$33,320
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$1,487,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$12,517,706
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 name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : QLOGIC CORPORATION 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$16,559,673
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$22,088,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$22,025,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,924,212
Value of total assets at end of year2014-12-31$123,735,053
Value of total assets at beginning of year2014-12-31$129,263,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$62,529
Total interest from all sources2014-12-31$555,999
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$889,889
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$889,889
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$8,163,800
Participant contributions at end of year2014-12-31$1,016,706
Participant contributions at beginning of year2014-12-31$1,259,134
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$147,338
Other income not declared elsewhere2014-12-31$170,000
Administrative expenses (other) incurred2014-12-31$62,529
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-5,528,647
Value of net assets at end of year (total assets less liabilities)2014-12-31$123,735,053
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$129,263,700
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$62,017,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$34,256,423
Value of interest in pooled separate accounts at end of year2014-12-31$34,501,955
Value of interest in pooled separate accounts at beginning of year2014-12-31$66,598,099
Interest on participant loans2014-12-31$49,718
Interest earned on other investments2014-12-31$506,281
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$26,198,434
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$27,150,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,387,327
Net investment gain/loss from pooled separate accounts2014-12-31$3,632,246
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$1,613,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$22,025,791
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 name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : QLOGIC CORPORATION 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$36,013,879
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$11,646,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$11,627,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$12,702,859
Value of total assets at end of year2013-12-31$129,263,700
Value of total assets at beginning of year2013-12-31$104,895,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$18,227
Total interest from all sources2013-12-31$606,474
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$672,300
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$672,300
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
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$9,299,843
Participant contributions at end of year2013-12-31$1,259,134
Participant contributions at beginning of year2013-12-31$1,216,653
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,590,962
Administrative expenses (other) incurred2013-12-31$18,227
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$24,367,858
Value of net assets at end of year (total assets less liabilities)2013-12-31$129,263,700
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$104,895,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$34,256,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$27,050,018
Value of interest in pooled separate accounts at end of year2013-12-31$66,598,099
Value of interest in pooled separate accounts at beginning of year2013-12-31$51,088,324
Interest on participant loans2013-12-31$54,900
Interest earned on other investments2013-12-31$551,574
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$27,150,044
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$25,540,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,973,922
Net investment gain/loss from pooled separate accounts2013-12-31$18,058,324
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$1,812,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$11,627,794
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 name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : QLOGIC CORPORATION 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$22,413,427
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$7,359,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,343,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$11,874,087
Value of total assets at end of year2012-12-31$104,895,842
Value of total assets at beginning of year2012-12-31$89,841,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$16,449
Total interest from all sources2012-12-31$649,629
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$540,285
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$540,285
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
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$9,117,432
Participant contributions at end of year2012-12-31$1,216,653
Participant contributions at beginning of year2012-12-31$1,109,369
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,210,665
Administrative expenses (other) incurred2012-12-31$16,449
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$15,053,947
Value of net assets at end of year (total assets less liabilities)2012-12-31$104,895,842
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$89,841,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$27,050,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$21,778,660
Value of interest in pooled separate accounts at end of year2012-12-31$51,088,324
Value of interest in pooled separate accounts at beginning of year2012-12-31$43,230,712
Interest on participant loans2012-12-31$52,323
Interest earned on other investments2012-12-31$597,306
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$25,540,847
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$23,723,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,053,199
Net investment gain/loss from pooled separate accounts2012-12-31$7,296,227
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$1,545,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,343,031
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 name2012-12-31WRIGHT FORD YOUNG & CO
Accountancy firm EIN2012-12-31953288054
2011 : QLOGIC CORPORATION 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$9,009,747
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,876,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,857,461
Value of total corrective distributions2011-12-31$2,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$10,071,463
Value of total assets at end of year2011-12-31$89,841,895
Value of total assets at beginning of year2011-12-31$85,708,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,597
Total interest from all sources2011-12-31$672,411
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$428,464
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$428,464
Administrative expenses professional fees incurred2011-12-31$16,597
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
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$8,589,471
Participant contributions at end of year2011-12-31$1,109,369
Participant contributions at beginning of year2011-12-31$841,110
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$606,883
Other income not declared elsewhere2011-12-31$5,886
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$4,132,955
Value of net assets at end of year (total assets less liabilities)2011-12-31$89,841,895
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$85,708,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$21,778,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$14,242,975
Value of interest in pooled separate accounts at end of year2011-12-31$43,230,712
Value of interest in pooled separate accounts at beginning of year2011-12-31$49,507,457
Interest on participant loans2011-12-31$44,291
Interest earned on other investments2011-12-31$628,120
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$23,723,154
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$21,117,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,398,523
Net investment gain/loss from pooled separate accounts2011-12-31$-769,954
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$875,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,857,461
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 name2011-12-31WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2011-12-31953288054
2010 : QLOGIC CORPORATION 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$17,396,459
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,639,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,618,231
Expenses. Certain deemed distributions of participant loans2010-12-31$-34
Value of total corrective distributions2010-12-31$4,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,653,867
Value of total assets at end of year2010-12-31$85,708,940
Value of total assets at beginning of year2010-12-31$72,952,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$17,064
Total interest from all sources2010-12-31$658,450
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$261,167
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$261,167
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$8,135,473
Participant contributions at end of year2010-12-31$841,110
Participant contributions at beginning of year2010-12-31$641,641
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$518,394
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$17,064
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$12,756,861
Value of net assets at end of year (total assets less liabilities)2010-12-31$85,708,940
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$72,952,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$14,242,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,421,493
Value of interest in pooled separate accounts at end of year2010-12-31$49,507,457
Value of interest in pooled separate accounts at beginning of year2010-12-31$41,759,401
Interest on participant loans2010-12-31$43,580
Interest earned on other investments2010-12-31$614,870
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$21,117,398
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$19,129,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,157,237
Net investment gain/loss from pooled separate accounts2010-12-31$6,665,738
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,618,231
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 name2010-12-31WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2010-12-31953288054
2009 : QLOGIC CORPORATION SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for QLOGIC CORPORATION SAVINGS PLAN

2017: QLOGIC CORPORATION SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: QLOGIC CORPORATION 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: QLOGIC CORPORATION 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: QLOGIC CORPORATION 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: QLOGIC CORPORATION 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: QLOGIC CORPORATION SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: QLOGIC CORPORATION SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: QLOGIC CORPORATION SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: QLOGIC CORPORATION SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number36732
Policy instance 1
Insurance contract or identification number36732
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-06-06
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number36732
Policy instance 1
Insurance contract or identification number36732
Number of Individuals Covered998
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number36732
Policy instance 1
Insurance contract or identification number36732
Number of Individuals Covered1060
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number36732
Policy instance 1
Insurance contract or identification number36732
Number of Individuals Covered1186
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number36732
Policy instance 1
Insurance contract or identification number36732
Number of Individuals Covered1265
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number36732
Policy instance 1
Insurance contract or identification number36732
Number of Individuals Covered1169
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number36732
Policy instance 1
Insurance contract or identification number36732
Number of Individuals Covered1137
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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