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DEBARTOLO HOLDINGS RETIREMENT PLAN 401k Plan overview

Plan NameDEBARTOLO HOLDINGS RETIREMENT PLAN
Plan identification number 001

DEBARTOLO HOLDINGS RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

DEBARTOLO HOLDINGS, LLC has sponsored the creation of one or more 401k plans.

Company Name:DEBARTOLO HOLDINGS, LLC
Employer identification number (EIN):340652556
NAIC Classification:531310

Additional information about DEBARTOLO HOLDINGS, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3260183

More information about DEBARTOLO HOLDINGS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEBARTOLO HOLDINGS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAVID MALLITZ
0012016-01-01DAVID MALLITZ DAVID MALLITZ2017-10-09
0012015-01-01DAVID MALLITZ DAVID MALLITZ2016-10-14
0012014-01-01DAVID MALLITZ DAVID MALLITZ2015-09-28
0012013-01-01DAVID MALLITZ DAVID MALLITZ2014-10-14
0012012-01-01DAVID MALLITZ DAVID MALLITZ2013-10-10
0012011-01-01DAVID MALLITZ
0012010-01-01DAVID MALLITZ
0012009-01-01DAVID MALLITZ

Plan Statistics for DEBARTOLO HOLDINGS RETIREMENT PLAN

401k plan membership statisitcs for DEBARTOLO HOLDINGS RETIREMENT PLAN

Measure Date Value
2021: DEBARTOLO HOLDINGS RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01215
Total number of active participants reported on line 7a of the Form 55002021-01-01186
Number of retired or separated participants receiving benefits2021-01-0112
Number of other retired or separated participants entitled to future benefits2021-01-0140
Total of all active and inactive participants2021-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01238
Number of participants with account balances2021-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: DEBARTOLO HOLDINGS RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01237
Total number of active participants reported on line 7a of the Form 55002020-01-01166
Number of retired or separated participants receiving benefits2020-01-0114
Number of other retired or separated participants entitled to future benefits2020-01-0132
Total of all active and inactive participants2020-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01212
Number of participants with account balances2020-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: DEBARTOLO HOLDINGS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01225
Total number of active participants reported on line 7a of the Form 55002019-01-01178
Number of retired or separated participants receiving benefits2019-01-0117
Number of other retired or separated participants entitled to future benefits2019-01-0131
Total of all active and inactive participants2019-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01226
Number of participants with account balances2019-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: DEBARTOLO HOLDINGS RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01225
Total number of active participants reported on line 7a of the Form 55002018-01-01174
Number of retired or separated participants receiving benefits2018-01-0119
Number of other retired or separated participants entitled to future benefits2018-01-0126
Total of all active and inactive participants2018-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01219
Number of participants with account balances2018-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: DEBARTOLO HOLDINGS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01194
Total number of active participants reported on line 7a of the Form 55002017-01-01175
Number of retired or separated participants receiving benefits2017-01-0119
Number of other retired or separated participants entitled to future benefits2017-01-0119
Total of all active and inactive participants2017-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01213
Number of participants with account balances2017-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: DEBARTOLO HOLDINGS RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01165
Total number of active participants reported on line 7a of the Form 55002016-01-01129
Number of retired or separated participants receiving benefits2016-01-0122
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01166
Number of participants with account balances2016-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DEBARTOLO HOLDINGS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01159
Total number of active participants reported on line 7a of the Form 55002015-01-01120
Number of retired or separated participants receiving benefits2015-01-0125
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01157
Number of participants with account balances2015-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DEBARTOLO HOLDINGS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01166
Total number of active participants reported on line 7a of the Form 55002014-01-01128
Number of retired or separated participants receiving benefits2014-01-0128
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01161
Number of participants with account balances2014-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: DEBARTOLO HOLDINGS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01147
Total number of active participants reported on line 7a of the Form 55002013-01-01130
Number of retired or separated participants receiving benefits2013-01-0132
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01163
Number of participants with account balances2013-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DEBARTOLO HOLDINGS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01144
Total number of active participants reported on line 7a of the Form 55002012-01-01110
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0131
Total of all active and inactive participants2012-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01142
Number of participants with account balances2012-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: DEBARTOLO HOLDINGS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01137
Total number of active participants reported on line 7a of the Form 55002011-01-01103
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0131
Total of all active and inactive participants2011-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01137
Number of participants with account balances2011-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: DEBARTOLO HOLDINGS RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01142
Total number of active participants reported on line 7a of the Form 55002010-01-01102
Number of retired or separated participants receiving benefits2010-01-014
Number of other retired or separated participants entitled to future benefits2010-01-0134
Total of all active and inactive participants2010-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01140
Number of participants with account balances2010-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: DEBARTOLO HOLDINGS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01162
Total number of active participants reported on line 7a of the Form 55002009-01-01101
Number of retired or separated participants receiving benefits2009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-0136
Total of all active and inactive participants2009-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01142
Number of participants with account balances2009-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DEBARTOLO HOLDINGS RETIREMENT PLAN

Measure Date Value
2021 : DEBARTOLO HOLDINGS RETIREMENT 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$5,321,052
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,360,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,358,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,545,217
Value of total assets at end of year2021-12-31$30,973,052
Value of total assets at beginning of year2021-12-31$27,012,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,929
Total interest from all sources2021-12-31$9,304
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,050,208
Participant contributions at end of year2021-12-31$116,107
Participant contributions at beginning of year2021-12-31$166,547
Participant contributions at end of year2021-12-31$39,331
Participant contributions at beginning of year2021-12-31$15,615
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,045
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,336
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,969
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$3,960,991
Value of net assets at end of year (total assets less liabilities)2021-12-31$30,973,052
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$27,012,061
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$28,657,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$23,578,585
Interest on participant loans2021-12-31$9,304
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,145,195
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,238,468
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,766,531
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$489,964
Employer contributions (assets) at end of year2021-12-31$12,384
Employer contributions (assets) at beginning of year2021-12-31$9,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,358,132
Contract administrator fees2021-12-31$1,929
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 name2021-12-31SCHROEDEL SCULLIN & BESNIC, LLC
Accountancy firm EIN2021-12-31340903609
2020 : DEBARTOLO HOLDINGS RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,059,546
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,669,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,667,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,638,115
Value of total assets at end of year2020-12-31$27,012,061
Value of total assets at beginning of year2020-12-31$23,621,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,651
Total interest from all sources2020-12-31$7,427
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,081,157
Participant contributions at end of year2020-12-31$166,547
Participant contributions at beginning of year2020-12-31$110,663
Participant contributions at end of year2020-12-31$15,615
Participant contributions at beginning of year2020-12-31$12,701
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$8,631
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,969
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$3,390,446
Value of net assets at end of year (total assets less liabilities)2020-12-31$27,012,061
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$23,621,615
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$23,578,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$21,558,323
Income. Interest from loans (other than to participants)2020-12-31$7,427
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,238,468
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,921,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,414,004
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$548,327
Employer contributions (assets) at end of year2020-12-31$9,877
Employer contributions (assets) at beginning of year2020-12-31$18,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,667,449
Contract administrator fees2020-12-31$1,651
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 name2020-12-31SCHROEDEL SCULLIN & BESNIC, LLC
Accountancy firm EIN2020-12-31340903609
2019 : DEBARTOLO HOLDINGS RETIREMENT 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$5,793,769
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$583,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$582,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,637,063
Value of total assets at end of year2019-12-31$23,621,615
Value of total assets at beginning of year2019-12-31$18,411,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,740
Total interest from all sources2019-12-31$6,643
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,105,690
Participant contributions at end of year2019-12-31$110,663
Participant contributions at beginning of year2019-12-31$112,509
Participant contributions at end of year2019-12-31$12,701
Participant contributions at beginning of year2019-12-31$169
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$5,209,818
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,621,615
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,411,797
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$21,558,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,617,708
Interest on participant loans2019-12-31$6,643
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,921,141
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,681,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,150,063
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$531,373
Employer contributions (assets) at end of year2019-12-31$18,787
Employer contributions (assets) at beginning of year2019-12-31$169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$582,211
Contract administrator fees2019-12-31$1,740
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 name2019-12-31SCHROEDEL SCULLIN & BESNIC, LLC
Accountancy firm EIN2019-12-31341903609
2018 : DEBARTOLO HOLDINGS RETIREMENT 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$133,237
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$211,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$210,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,641,454
Value of total assets at end of year2018-12-31$18,411,797
Value of total assets at beginning of year2018-12-31$18,490,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,459
Total interest from all sources2018-12-31$3,752
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,093,488
Participant contributions at end of year2018-12-31$112,509
Participant contributions at beginning of year2018-12-31$93,388
Participant contributions at end of year2018-12-31$169
Participant contributions at beginning of year2018-12-31$1,400
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$812
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-78,324
Value of net assets at end of year (total assets less liabilities)2018-12-31$18,411,797
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,490,121
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$16,617,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$16,831,515
Interest on participant loans2018-12-31$3,752
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,681,242
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,557,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,511,969
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$547,154
Employer contributions (assets) at end of year2018-12-31$169
Employer contributions (assets) at beginning of year2018-12-31$6,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$210,102
Contract administrator fees2018-12-31$1,459
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 name2018-12-31SCHROEDEL, SCULLIN & BESTIC LLC
Accountancy firm EIN2018-12-31341903609
2017 : DEBARTOLO HOLDINGS RETIREMENT 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$3,972,109
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$541,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$539,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,493,355
Value of total assets at end of year2017-12-31$18,490,121
Value of total assets at beginning of year2017-12-31$15,059,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,184
Total interest from all sources2017-12-31$3,704
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,003,300
Participant contributions at end of year2017-12-31$93,388
Participant contributions at beginning of year2017-12-31$77,140
Participant contributions at end of year2017-12-31$1,400
Participant contributions at beginning of year2017-12-31$27,258
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,640
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$851
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,431,089
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,490,121
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,059,032
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$16,831,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,447,352
Income. Interest from loans (other than to participants)2017-12-31$3,704
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,557,418
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,495,588
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,475,050
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$487,415
Employer contributions (assets) at end of year2017-12-31$6,400
Employer contributions (assets) at beginning of year2017-12-31$10,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$539,836
Contract administrator fees2017-12-31$1,184
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 name2017-12-31SSB
Accountancy firm EIN2017-12-31341903609
2016 : DEBARTOLO HOLDINGS RETIREMENT 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$2,665,742
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$287,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$286,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,564,238
Value of total assets at end of year2016-12-31$15,059,032
Value of total assets at beginning of year2016-12-31$12,680,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,061
Total interest from all sources2016-12-31$3,540
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$942,696
Participant contributions at end of year2016-12-31$77,140
Participant contributions at beginning of year2016-12-31$124,181
Participant contributions at end of year2016-12-31$27,258
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$136,846
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$851
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,378,227
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,059,032
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,680,805
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$13,447,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,584,640
Interest on participant loans2016-12-31$3,540
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$10,239
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$10,239
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,495,588
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$961,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,097,964
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$484,696
Employer contributions (assets) at end of year2016-12-31$10,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$286,454
Contract administrator fees2016-12-31$1,061
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 name2016-12-31SSB
Accountancy firm EIN2016-12-31341903609
2015 : DEBARTOLO HOLDINGS RETIREMENT 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$1,061,186
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,243,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,242,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,307,101
Value of total assets at end of year2015-12-31$12,680,805
Value of total assets at beginning of year2015-12-31$12,862,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,070
Total interest from all sources2015-12-31$4,334
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$868,009
Participant contributions at end of year2015-12-31$124,181
Participant contributions at beginning of year2015-12-31$156,456
Participant contributions at beginning of year2015-12-31$14,779
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$884
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$9,336
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-182,136
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,680,805
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,862,941
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$11,584,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,951,037
Interest on participant loans2015-12-31$4,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$10,239
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$9,778
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$9,778
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$-73
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$961,745
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$699,156
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-250,249
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$438,208
Employer contributions (assets) at beginning of year2015-12-31$22,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,242,252
Contract administrator fees2015-12-31$1,070
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 name2015-12-31SSB
Accountancy firm EIN2015-12-31341903609
2014 : DEBARTOLO HOLDINGS RETIREMENT 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$1,744,295
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$245,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$244,245
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,164,577
Value of total assets at end of year2014-12-31$12,862,941
Value of total assets at beginning of year2014-12-31$11,364,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,542
Total interest from all sources2014-12-31$5,333
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$770,662
Participant contributions at end of year2014-12-31$156,456
Participant contributions at beginning of year2014-12-31$134,642
Participant contributions at end of year2014-12-31$14,779
Participant contributions at beginning of year2014-12-31$8,741
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$9,336
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,824
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$1,498,508
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,862,941
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,364,433
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$11,951,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,550,063
Interest on participant loans2014-12-31$5,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$9,778
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$9,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$9,661
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$-73
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$699,156
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$645,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$574,385
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$393,915
Employer contributions (assets) at end of year2014-12-31$22,399
Employer contributions (assets) at beginning of year2014-12-31$14,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$244,245
Contract administrator fees2014-12-31$1,542
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 name2014-12-31SCHROEDEL, SCULLIN & BESTIC, LLC
Accountancy firm EIN2014-12-31341903609
2013 : DEBARTOLO HOLDINGS RETIREMENT 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$3,012,287
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$708,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$693,274
Expenses. Certain deemed distributions of participant loans2013-12-31$13,105
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,026,625
Value of total assets at end of year2013-12-31$11,364,433
Value of total assets at beginning of year2013-12-31$9,060,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,864
Total interest from all sources2013-12-31$1,788
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
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$674,541
Participant contributions at end of year2013-12-31$134,642
Participant contributions at beginning of year2013-12-31$159,527
Participant contributions at end of year2013-12-31$8,741
Participant contributions at beginning of year2013-12-31$42,604
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$665
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,824
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,567
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,304,044
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,364,433
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,060,389
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$10,550,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,837,399
Interest on participant loans2013-12-31$5,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$9,661
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$-4,205
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$645,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,983,874
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$351,419
Employer contributions (assets) at end of year2013-12-31$14,247
Employer contributions (assets) at beginning of year2013-12-31$17,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$693,274
Contract administrator fees2013-12-31$1,864
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 name2013-12-31SCHROEDEL, SCULLIN & BESTIC LLC
Accountancy firm EIN2013-12-31341903609
2012 : DEBARTOLO HOLDINGS RETIREMENT 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$2,047,488
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$207,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$204,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,091,205
Value of total assets at end of year2012-12-31$9,060,389
Value of total assets at beginning of year2012-12-31$7,220,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,899
Total interest from all sources2012-12-31$6,242
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
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 period2012-12-31Yes
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$657,832
Participant contributions at end of year2012-12-31$159,527
Participant contributions at beginning of year2012-12-31$140,808
Participant contributions at end of year2012-12-31$42,604
Participant contributions at beginning of year2012-12-31$16,708
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$98,310
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,567
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$1,839,690
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,060,389
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,220,699
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$8,837,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,055,945
Income. Interest from loans (other than to participants)2012-12-31$6,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$950,041
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$335,063
Employer contributions (assets) at end of year2012-12-31$17,292
Employer contributions (assets) at beginning of year2012-12-31$7,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$204,899
Contract administrator fees2012-12-31$2,899
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31SCHROEDEL, SCULLIN & BESTIC LLC
Accountancy firm EIN2012-12-31341903609
2011 : DEBARTOLO HOLDINGS RETIREMENT 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$728,813
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$322,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$320,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,091,229
Value of total assets at end of year2011-12-31$7,220,699
Value of total assets at beginning of year2011-12-31$6,814,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,400
Total interest from all sources2011-12-31$5,410
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
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 period2011-12-31Yes
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$626,411
Participant contributions at end of year2011-12-31$140,808
Participant contributions at beginning of year2011-12-31$87,825
Participant contributions at end of year2011-12-31$16,708
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$137,759
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$406,591
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,220,699
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,814,108
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$7,055,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,726,283
Income. Interest from loans (other than to participants)2011-12-31$5,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-367,826
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$327,059
Employer contributions (assets) at end of year2011-12-31$7,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$320,822
Contract administrator fees2011-12-31$1,400
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31SCHROEDEL, SCULLIN & BESTIC, LLC
Accountancy firm EIN2011-12-31341903609
2010 : DEBARTOLO HOLDINGS RETIREMENT 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$1,537,468
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$179,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$179,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$874,582
Value of total assets at end of year2010-12-31$6,814,108
Value of total assets at beginning of year2010-12-31$5,455,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$2,871
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
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 period2010-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$560,005
Participant contributions at end of year2010-12-31$87,825
Participant contributions at beginning of year2010-12-31$56,701
Participant contributions at beginning of year2010-12-31$15,554
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$5,110
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$711
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$1,358,224
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,814,108
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,455,884
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$6,726,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,379,507
Interest on participant loans2010-12-31$2,871
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$660,015
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$309,467
Employer contributions (assets) at beginning of year2010-12-31$3,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$179,244
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
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 name2010-12-31SCHROEDEL, SCULLIN & BESTIC, LLC
Accountancy firm EIN2010-12-31341903609

Form 5500 Responses for DEBARTOLO HOLDINGS RETIREMENT PLAN

2021: DEBARTOLO HOLDINGS RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DEBARTOLO HOLDINGS RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DEBARTOLO HOLDINGS RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DEBARTOLO HOLDINGS RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DEBARTOLO HOLDINGS RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DEBARTOLO HOLDINGS RETIREMENT 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: DEBARTOLO HOLDINGS RETIREMENT 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: DEBARTOLO HOLDINGS RETIREMENT 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: DEBARTOLO HOLDINGS RETIREMENT 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: DEBARTOLO HOLDINGS RETIREMENT 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: DEBARTOLO HOLDINGS RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DEBARTOLO HOLDINGS RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DEBARTOLO HOLDINGS RETIREMENT 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

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAPCPEX8Q
Policy instance 1
Insurance contract or identification numberGAPCPEX8Q
Number of Individuals Covered150
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $11,217
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
Commission paid to Insurance BrokerUSD $11,217
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAPCPEX8Q
Policy instance 1
Insurance contract or identification numberGAPCPEX8Q
Number of Individuals Covered152
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $13,801
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
Commission paid to Insurance BrokerUSD $13,801
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAPCPEX8Q
Policy instance 1
Insurance contract or identification numberGAPCPEX8Q
Number of Individuals Covered226
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $9,619
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
Commission paid to Insurance BrokerUSD $9,619
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAPCPEX8Q
Policy instance 1
Insurance contract or identification numberGAPCPEX8Q
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $8,137
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
Commission paid to Insurance BrokerUSD $8,137
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAPCPEX8Q
Policy instance 1
Insurance contract or identification numberGAPCPEX8Q
Number of Individuals Covered143
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,624
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
Commission paid to Insurance BrokerUSD $7,624
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY SMITH BARNEY
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAPCPEX8Q
Policy instance 1
Insurance contract or identification numberGAPCPEX8Q
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,050
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
Commission paid to Insurance BrokerUSD $4,050
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY SMITH BARNEY
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAPCPEX8Q
Policy instance 1
Insurance contract or identification numberGAPCPEX8Q
Number of Individuals Covered118
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,335
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
Commission paid to Insurance BrokerUSD $3,335
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY SMITH BARNEY
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAPCPEX8Q
Policy instance 1
Insurance contract or identification numberGAPCPEX8Q
Number of Individuals Covered115
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $473
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
Commission paid to Insurance BrokerUSD $473
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY SMITH BARNEY

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