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LASALLE BRISTOL LP PENSION PLAN 401k Plan overview

Plan NameLASALLE BRISTOL LP PENSION PLAN
Plan identification number 001

LASALLE BRISTOL LP PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LASALLE BRISTOL, LP has sponsored the creation of one or more 401k plans.

Company Name:LASALLE BRISTOL, LP
Employer identification number (EIN):351499063
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LASALLE BRISTOL LP PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROBIN ROBB
0012016-01-01ROBIN ROBB
0012015-01-01ROBIN L ROBB
0012014-01-01ROBIN L ROBB
0012014-01-01ROBIN L ROBB
0012013-01-01ROBIN L ROBB
0012012-01-01ROBIN L ROBB ROBIN L ROBB2013-10-15
0012011-01-01ROBIN ROBB
0012009-01-01ROBIN L ROBB

Plan Statistics for LASALLE BRISTOL LP PENSION PLAN

401k plan membership statisitcs for LASALLE BRISTOL LP PENSION PLAN

Measure Date Value
2022: LASALLE BRISTOL LP PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-3113,457,504
Acturial value of plan assets2022-12-3113,457,504
Funding target for retired participants and beneficiaries receiving payment2022-12-3112,464,859
Number of terminated vested participants2022-12-3121
Fundng target for terminated vested participants2022-12-31468,071
Active participant vested funding target2022-12-311,628,835
Number of active participants2022-12-3128
Total funding liabilities for active participants2022-12-311,628,835
Total participant count2022-12-31250
Total funding target for all participants2022-12-3114,561,765
Balance at beginning of prior year after applicable adjustments2022-12-3113,234
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3125,107
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-3113,234
Amount remaining of prefunding balance2022-12-3125,107
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Balance of carryovers at beginning of current year2022-12-3112,919
Balance of prefunding at beginning of current year2022-12-3124,509
Total employer contributions2022-12-31154,796
Total employee contributions2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31152,564
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-310
Net shortfall amortization installment of oustanding balance2022-12-311,141,689
Total funding amount beforereflecting carryover/prefunding balances2022-12-31105,505
Additional cash requirement2022-12-31105,505
Contributions allocatedtoward minimum required contributions for current year2022-12-31152,564
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01250
Total number of active participants reported on line 7a of the Form 55002022-01-0127
Number of retired or separated participants receiving benefits2022-01-01164
Number of other retired or separated participants entitled to future benefits2022-01-0119
Total of all active and inactive participants2022-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0136
Total participants2022-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LASALLE BRISTOL LP PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3114,522,428
Acturial value of plan assets2021-12-3114,522,428
Funding target for retired participants and beneficiaries receiving payment2021-12-3114,013,896
Number of terminated vested participants2021-12-3122
Fundng target for terminated vested participants2021-12-31615,361
Active participant vested funding target2021-12-311,712,791
Number of active participants2021-12-3129
Total funding liabilities for active participants2021-12-311,712,791
Total participant count2021-12-31259
Total funding target for all participants2021-12-3116,342,048
Balance at beginning of prior year after applicable adjustments2021-12-3112,126
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3123,004
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-3112,126
Amount remaining of prefunding balance2021-12-3123,004
Present value of excess contributions2021-12-31865
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31910
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-3113,234
Balance of prefunding at beginning of current year2021-12-3125,107
Total employer contributions2021-12-31644,532
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31619,185
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-310
Net shortfall amortization installment of oustanding balance2021-12-311,857,961
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31619,185
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-31619,185
Contributions allocatedtoward minimum required contributions for current year2021-12-31619,185
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01259
Total number of active participants reported on line 7a of the Form 55002021-01-0128
Number of retired or separated participants receiving benefits2021-01-01167
Number of other retired or separated participants entitled to future benefits2021-01-0121
Total of all active and inactive participants2021-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0134
Total participants2021-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LASALLE BRISTOL LP PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3114,241,971
Acturial value of plan assets2020-12-3114,241,971
Funding target for retired participants and beneficiaries receiving payment2020-12-3114,372,638
Number of terminated vested participants2020-12-3120
Fundng target for terminated vested participants2020-12-31487,363
Active participant vested funding target2020-12-311,804,191
Number of active participants2020-12-3136
Total funding liabilities for active participants2020-12-311,804,191
Total participant count2020-12-31274
Total funding target for all participants2020-12-3116,664,192
Balance at beginning of prior year after applicable adjustments2020-12-3110,939
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3120,752
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-3110,939
Amount remaining of prefunding balance2020-12-3120,752
Present value of excess contributions2020-12-31514
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31541
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-3112,126
Balance of prefunding at beginning of current year2020-12-3123,004
Total employer contributions2020-12-31541,334
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31513,074
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-310
Net shortfall amortization installment of oustanding balance2020-12-312,457,351
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31512,008
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-31512,008
Contributions allocatedtoward minimum required contributions for current year2020-12-31513,074
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01283
Total number of active participants reported on line 7a of the Form 55002020-01-0129
Number of retired or separated participants receiving benefits2020-01-01207
Number of other retired or separated participants entitled to future benefits2020-01-0122
Total of all active and inactive participants2020-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LASALLE BRISTOL LP PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3113,541,246
Acturial value of plan assets2019-12-3113,541,246
Funding target for retired participants and beneficiaries receiving payment2019-12-3114,345,119
Number of terminated vested participants2019-12-3125
Fundng target for terminated vested participants2019-12-31578,587
Active participant vested funding target2019-12-312,162,581
Number of active participants2019-12-3139
Total funding liabilities for active participants2019-12-312,162,581
Total participant count2019-12-31289
Total funding target for all participants2019-12-3117,086,287
Balance at beginning of prior year after applicable adjustments2019-12-3111,708
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3122,211
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-3111,708
Amount remaining of prefunding balance2019-12-3122,211
Present value of excess contributions2019-12-31622
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31656
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-3110,939
Balance of prefunding at beginning of current year2019-12-3120,752
Total employer contributions2019-12-31782,958
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31734,429
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-310
Net shortfall amortization installment of oustanding balance2019-12-313,576,732
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31733,915
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31733,915
Contributions allocatedtoward minimum required contributions for current year2019-12-31734,429
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01289
Total number of active participants reported on line 7a of the Form 55002019-01-0136
Number of retired or separated participants receiving benefits2019-01-01225
Number of other retired or separated participants entitled to future benefits2019-01-0120
Total of all active and inactive participants2019-01-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LASALLE BRISTOL LP PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3115,605,509
Acturial value of plan assets2018-12-3115,605,509
Funding target for retired participants and beneficiaries receiving payment2018-12-3114,526,527
Number of terminated vested participants2018-12-3127
Fundng target for terminated vested participants2018-12-31592,266
Active participant vested funding target2018-12-312,149,761
Number of active participants2018-12-3141
Total funding liabilities for active participants2018-12-312,158,757
Total participant count2018-12-31293
Total funding target for all participants2018-12-3117,277,550
Balance at beginning of prior year after applicable adjustments2018-12-3110,383
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3119,698
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-3110,383
Amount remaining of prefunding balance2018-12-3119,698
Present value of excess contributions2018-12-311,302
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-311,376
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-3111,708
Balance of prefunding at beginning of current year2018-12-3122,211
Total employer contributions2018-12-31367,674
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31352,921
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-311,705,960
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31352,299
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31352,299
Contributions allocatedtoward minimum required contributions for current year2018-12-31352,921
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01293
Total number of active participants reported on line 7a of the Form 55002018-01-0139
Number of retired or separated participants receiving benefits2018-01-01185
Number of other retired or separated participants entitled to future benefits2018-01-0127
Total of all active and inactive participants2018-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0138
Total participants2018-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LASALLE BRISTOL LP PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3115,822,057
Acturial value of plan assets2017-12-3115,822,057
Funding target for retired participants and beneficiaries receiving payment2017-12-3114,098,268
Number of terminated vested participants2017-12-3160
Fundng target for terminated vested participants2017-12-311,373,774
Active participant vested funding target2017-12-312,081,403
Number of active participants2017-12-3144
Total funding liabilities for active participants2017-12-312,095,321
Total participant count2017-12-31326
Total funding target for all participants2017-12-3117,567,363
Balance at beginning of prior year after applicable adjustments2017-12-319,764
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3118,524
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-319,764
Amount remaining of prefunding balance2017-12-3118,524
Present value of excess contributions2017-12-3196
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31102
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-3110,383
Balance of prefunding at beginning of current year2017-12-3119,698
Total employer contributions2017-12-31383,204
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31367,842
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-310
Net shortfall amortization installment of oustanding balance2017-12-311,775,387
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31366,540
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31366,540
Contributions allocatedtoward minimum required contributions for current year2017-12-31367,842
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01116
Total of all active and inactive participants2017-01-010
Total participants2017-01-010
2016: LASALLE BRISTOL LP PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3115,951,443
Acturial value of plan assets2016-12-3115,951,443
Funding target for retired participants and beneficiaries receiving payment2016-12-3113,759,124
Number of terminated vested participants2016-12-3172
Fundng target for terminated vested participants2016-12-311,660,474
Active participant vested funding target2016-12-312,224,246
Number of active participants2016-12-3146
Total funding liabilities for active participants2016-12-312,244,352
Total participant count2016-12-31337
Total funding target for all participants2016-12-3117,663,950
Balance at beginning of prior year after applicable adjustments2016-12-319,856
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3118,698
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-319,856
Amount remaining of prefunding balance2016-12-3118,698
Present value of excess contributions2016-12-3120
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3121
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-319,764
Balance of prefunding at beginning of current year2016-12-3118,524
Total employer contributions2016-12-31482,632
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31459,113
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-310
Net shortfall amortization installment of oustanding balance2016-12-311,740,795
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31459,017
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31459,017
Contributions allocatedtoward minimum required contributions for current year2016-12-31459,113
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01337
Total number of active participants reported on line 7a of the Form 55002016-01-0147
Number of retired or separated participants receiving benefits2016-01-0161
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-018
Total participants2016-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LASALLE BRISTOL LP PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01350
Total number of active participants reported on line 7a of the Form 55002015-01-0146
Number of retired or separated participants receiving benefits2015-01-01186
Number of other retired or separated participants entitled to future benefits2015-01-0170
Total of all active and inactive participants2015-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0135
Total participants2015-01-01337
2014: LASALLE BRISTOL LP PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01356
Total number of active participants reported on line 7a of the Form 55002014-01-0152
Number of retired or separated participants receiving benefits2014-01-01188
Number of other retired or separated participants entitled to future benefits2014-01-0178
Total of all active and inactive participants2014-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0132
Total participants2014-01-01350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LASALLE BRISTOL LP PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01370
Total number of active participants reported on line 7a of the Form 55002013-01-0156
Number of retired or separated participants receiving benefits2013-01-01189
Number of other retired or separated participants entitled to future benefits2013-01-0179
Total of all active and inactive participants2013-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0132
Total participants2013-01-01356
2012: LASALLE BRISTOL LP PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01375
Total number of active participants reported on line 7a of the Form 55002012-01-0162
Number of retired or separated participants receiving benefits2012-01-0185
Number of other retired or separated participants entitled to future benefits2012-01-01188
Total of all active and inactive participants2012-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0135
Total participants2012-01-01370
2011: LASALLE BRISTOL LP PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01385
Total number of active participants reported on line 7a of the Form 55002011-01-0168
Number of retired or separated participants receiving benefits2011-01-0188
Number of other retired or separated participants entitled to future benefits2011-01-01189
Total of all active and inactive participants2011-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0130
Total participants2011-01-01375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: LASALLE BRISTOL LP PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01421
Total number of active participants reported on line 7a of the Form 55002009-01-0177
Number of retired or separated participants receiving benefits2009-01-01184
Number of other retired or separated participants entitled to future benefits2009-01-01102
Total of all active and inactive participants2009-01-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0132
Total participants2009-01-01395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LASALLE BRISTOL LP PENSION PLAN

Measure Date Value
2022 : LASALLE BRISTOL LP PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-2,542,920
Total unrealized appreciation/depreciation of assets2022-12-31$-2,542,920
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,784,037
Total loss/gain on sale of assets2022-12-31$203,044
Total of all expenses incurred2022-12-31$1,452,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,321,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$154,796
Value of total assets at end of year2022-12-31$10,225,314
Value of total assets at beginning of year2022-12-31$13,461,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$131,538
Total interest from all sources2022-12-31$366,246
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Other income not declared elsewhere2022-12-31$30,755
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,236,649
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,225,314
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,461,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$101,770
Value of interest in pooled separate accounts at end of year2022-12-31$447,055
Value of interest in pooled separate accounts at beginning of year2022-12-31$134,714
Interest earned on other investments2022-12-31$10,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$236,123
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$981,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$981,667
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$355,249
Asset value of US Government securities at end of year2022-12-31$9,542,136
Asset value of US Government securities at beginning of year2022-12-31$12,085,056
Net investment gain/loss from pooled separate accounts2022-12-31$4,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$154,796
Employer contributions (assets) at beginning of year2022-12-31$260,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,321,074
Contract administrator fees2022-12-31$29,768
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$3,829,180
Aggregate carrying amount (costs) on sale of assets2022-12-31$3,626,136
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KRUGGEL LAWTON & COMPANY, LLC
Accountancy firm EIN2022-12-31351307701
2021 : LASALLE BRISTOL LP PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-1,653,298
Total unrealized appreciation/depreciation of assets2021-12-31$-1,653,298
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$447,390
Total loss/gain on sale of assets2021-12-31$821,309
Total of all expenses incurred2021-12-31$1,510,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,375,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$645,870
Value of total assets at end of year2021-12-31$13,461,963
Value of total assets at beginning of year2021-12-31$14,525,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$134,678
Total interest from all sources2021-12-31$390,343
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$1,000,000
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
Other income not declared elsewhere2021-12-31$242,780
Administrative expenses (other) incurred2021-12-31$95,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-1,063,192
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,461,963
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,525,155
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
Investment advisory and management fees2021-12-31$39,313
Value of interest in pooled separate accounts at end of year2021-12-31$134,714
Value of interest in pooled separate accounts at beginning of year2021-12-31$532,919
Interest earned on other investments2021-12-31$5,252
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$981,667
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$66,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$66,549
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$385,091
Asset value of US Government securities at end of year2021-12-31$12,085,056
Asset value of US Government securities at beginning of year2021-12-31$13,738,354
Net investment gain/loss from pooled separate accounts2021-12-31$386
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$645,870
Employer contributions (assets) at end of year2021-12-31$260,526
Employer contributions (assets) at beginning of year2021-12-31$187,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,375,904
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$4,143,876
Aggregate carrying amount (costs) on sale of assets2021-12-31$3,322,567
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KRUGGEL LAWTON & COMPANY, LLC
Accountancy firm EIN2021-12-31351307701
2020 : LASALLE BRISTOL LP PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$817,943
Total unrealized appreciation/depreciation of assets2020-12-31$817,943
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$1,885,555
Total loss/gain on sale of assets2020-12-31$89,354
Total of all expenses incurred2020-12-31$1,618,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,482,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$541,333
Value of total assets at end of year2020-12-31$14,525,155
Value of total assets at beginning of year2020-12-31$14,258,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$136,045
Total interest from all sources2020-12-31$398,423
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$1,000,000
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
Other income not declared elsewhere2020-12-31$36,018
Administrative expenses (other) incurred2020-12-31$82,482
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$266,709
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,525,155
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,258,446
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
Investment advisory and management fees2020-12-31$53,563
Value of interest in pooled separate accounts at end of year2020-12-31$532,919
Value of interest in pooled separate accounts at beginning of year2020-12-31$472,986
Interest earned on other investments2020-12-31$-330
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$66,549
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$346,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$346,316
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$398,753
Asset value of US Government securities at end of year2020-12-31$13,738,354
Asset value of US Government securities at beginning of year2020-12-31$12,920,411
Net investment gain/loss from pooled separate accounts2020-12-31$2,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$541,333
Employer contributions (assets) at end of year2020-12-31$187,333
Employer contributions (assets) at beginning of year2020-12-31$518,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,482,801
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$3,914,510
Aggregate carrying amount (costs) on sale of assets2020-12-31$3,825,156
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KRUGGEL LAWTON & COMPANY, LLC
Accountancy firm EIN2020-12-31351307701
2019 : LASALLE BRISTOL LP PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$825,221
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$825,221
Total unrealized appreciation/depreciation of assets2019-12-31$825,221
Total unrealized appreciation/depreciation of assets2019-12-31$825,221
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total 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$2,308,128
Total income from all sources (including contributions)2019-12-31$2,308,128
Total loss/gain on sale of assets2019-12-31$299,435
Total loss/gain on sale of assets2019-12-31$299,435
Total of all expenses incurred2019-12-31$1,592,340
Total of all expenses incurred2019-12-31$1,592,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,469,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,469,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$782,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$782,957
Value of total assets at end of year2019-12-31$14,258,446
Value of total assets at end of year2019-12-31$14,258,446
Value of total assets at beginning of year2019-12-31$13,542,658
Value of total assets at beginning of year2019-12-31$13,542,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$122,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$122,813
Total interest from all sources2019-12-31$360,953
Total interest from all sources2019-12-31$360,953
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
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
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other income not declared elsewhere2019-12-31$31,343
Other income not declared elsewhere2019-12-31$31,343
Administrative expenses (other) incurred2019-12-31$69,671
Administrative expenses (other) incurred2019-12-31$69,671
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
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$715,788
Value of net income/loss2019-12-31$715,788
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,258,446
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,258,446
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,542,658
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,542,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$53,142
Investment advisory and management fees2019-12-31$53,142
Value of interest in pooled separate accounts at end of year2019-12-31$472,986
Value of interest in pooled separate accounts at end of year2019-12-31$472,986
Value of interest in pooled separate accounts at beginning of year2019-12-31$609,868
Value of interest in pooled separate accounts at beginning of year2019-12-31$609,868
Interest earned on other investments2019-12-31$-27,225
Interest earned on other investments2019-12-31$-27,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$346,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$346,316
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$707,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$707,727
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$707,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$707,727
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$388,178
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$388,178
Asset value of US Government securities at end of year2019-12-31$12,920,411
Asset value of US Government securities at end of year2019-12-31$12,920,411
Asset value of US Government securities at beginning of year2019-12-31$12,095,189
Asset value of US Government securities at beginning of year2019-12-31$12,095,189
Net investment gain/loss from pooled separate accounts2019-12-31$8,219
Net investment gain/loss from pooled separate accounts2019-12-31$8,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$782,957
Contributions received in cash from employer2019-12-31$782,957
Employer contributions (assets) at end of year2019-12-31$518,733
Employer contributions (assets) at end of year2019-12-31$518,733
Employer contributions (assets) at beginning of year2019-12-31$129,874
Employer contributions (assets) at beginning of year2019-12-31$129,874
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,469,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,469,527
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$17,539,044
Aggregate proceeds on sale of assets2019-12-31$17,539,044
Aggregate carrying amount (costs) on sale of assets2019-12-31$17,239,609
Aggregate carrying amount (costs) on sale of assets2019-12-31$17,239,609
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KRUGGEL LAWTON & COMPANY, LLC
Accountancy firm name2019-12-31KRUGGEL LAWTON & COMPANY, LLC
Accountancy firm EIN2019-12-31351307701
Accountancy firm EIN2019-12-31351307701
2018 : LASALLE BRISTOL LP PENSION 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$0
Total income from all sources (including contributions)2018-12-31$-506,662
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,558,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,450,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$367,674
Value of total assets at end of year2018-12-31$13,542,658
Value of total assets at beginning of year2018-12-31$15,607,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$107,827
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$27,909
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$27,909
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Other income not declared elsewhere2018-12-31$-57,756
Administrative expenses (other) incurred2018-12-31$107,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,065,001
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,542,658
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,607,659
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,223,740
Value of interest in pooled separate accounts at end of year2018-12-31$609,868
Value of interest in pooled separate accounts at beginning of year2018-12-31$7,231,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$707,727
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$52,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$52,844
Asset value of US Government securities at end of year2018-12-31$12,095,189
Asset value of US Government securities at beginning of year2018-12-31$3,858,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-261,461
Net investment gain/loss from pooled separate accounts2018-12-31$-583,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$367,674
Employer contributions (assets) at end of year2018-12-31$129,874
Employer contributions (assets) at beginning of year2018-12-31$103,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,450,512
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$2,685,432
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$452,794
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 name2018-12-31KRUGGEL LAWTON & COMPANY, LLC
Accountancy firm EIN2018-12-31351307701
2017 : LASALLE BRISTOL LP PENSION 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$2,826,313
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,044,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,935,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$891,412
Value of total assets at end of year2017-12-31$15,607,659
Value of total assets at beginning of year2017-12-31$15,826,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$109,696
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$23,633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$23,633
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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
Other income not declared elsewhere2017-12-31$246,998
Administrative expenses (other) incurred2017-12-31$109,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-218,534
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,607,659
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,826,193
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$1,223,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,241,499
Value of interest in pooled separate accounts at end of year2017-12-31$7,231,274
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,159,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$52,844
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$774,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$774,069
Asset value of US Government securities at end of year2017-12-31$3,858,070
Asset value of US Government securities at beginning of year2017-12-31$3,540,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$245,608
Net investment gain/loss from pooled separate accounts2017-12-31$1,418,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$891,412
Employer contributions (assets) at end of year2017-12-31$103,505
Employer contributions (assets) at beginning of year2017-12-31$194,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,935,151
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$2,685,432
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$1,952,349
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$452,794
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$962,808
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 name2017-12-31KRUGGEL LAWTON & COMPANY, LLC
Accountancy firm EIN2017-12-31351307701
2016 : LASALLE BRISTOL LP PENSION 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$1,999,842
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,127,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,022,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,073,806
Value of total assets at end of year2016-12-31$15,826,193
Value of total assets at beginning of year2016-12-31$15,953,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$104,940
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$26,751
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$26,751
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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
Other income not declared elsewhere2016-12-31$187,511
Administrative expenses (other) incurred2016-12-31$104,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-127,794
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,826,193
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,953,987
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$1,241,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,139,286
Value of interest in pooled separate accounts at end of year2016-12-31$7,159,936
Value of interest in pooled separate accounts at beginning of year2016-12-31$7,097,065
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$774,069
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$336,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$336,999
Asset value of US Government securities at end of year2016-12-31$3,540,699
Asset value of US Government securities at beginning of year2016-12-31$3,898,237
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$75,464
Net investment gain/loss from pooled separate accounts2016-12-31$636,310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$1,073,806
Employer contributions (assets) at end of year2016-12-31$194,833
Employer contributions (assets) at beginning of year2016-12-31$143,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,022,696
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$1,952,349
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$1,924,560
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$962,808
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$1,414,338
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 name2016-12-31KRUGGEL LAWTON & COMPANY, LLC
Accountancy firm EIN2016-12-31351307701
2015 : LASALLE BRISTOL LP PENSION 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$7,934
Total income from all sources (including contributions)2015-12-31$242,382
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,529,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,434,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$402,522
Value of total assets at end of year2015-12-31$15,953,987
Value of total assets at beginning of year2015-12-31$17,248,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$94,330
Total interest from all sources2015-12-31$0
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$1,000,000
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
Other income not declared elsewhere2015-12-31$56,151
Administrative expenses (other) incurred2015-12-31$94,330
Liabilities. Value of operating payables at beginning of year2015-12-31$7,934
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,286,697
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,953,987
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$17,240,684
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$1,139,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,275,370
Value of interest in pooled separate accounts at end of year2015-12-31$7,097,065
Value of interest in pooled separate accounts at beginning of year2015-12-31$7,731,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$336,999
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$158,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$158,374
Asset value of US Government securities at end of year2015-12-31$3,898,237
Asset value of US Government securities at beginning of year2015-12-31$3,249,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-146,083
Net investment gain/loss from pooled separate accounts2015-12-31$-70,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$402,522
Employer contributions (assets) at end of year2015-12-31$143,502
Employer contributions (assets) at beginning of year2015-12-31$168,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,434,749
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$1,924,560
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$3,019,154
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$1,414,338
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$1,646,176
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 name2015-12-31KRUGGEL LAWTON & COMPANY, LLC
Accountancy firm EIN2015-12-31351307701
2014 : LASALLE BRISTOL LP PENSION 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$7,934
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$7,925
Total income from all sources (including contributions)2014-12-31$1,842,553
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,584,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,462,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$711,458
Value of total assets at end of year2014-12-31$17,248,618
Value of total assets at beginning of year2014-12-31$16,990,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$121,719
Total interest from all sources2014-12-31$0
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$1,000,000
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
Other income not declared elsewhere2014-12-31$629,559
Administrative expenses (other) incurred2014-12-31$121,719
Liabilities. Value of operating payables at end of year2014-12-31$7,934
Liabilities. Value of operating payables at beginning of year2014-12-31$7,925
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$258,236
Value of net assets at end of year (total assets less liabilities)2014-12-31$17,240,684
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,982,448
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$1,275,370
Value of interest in pooled separate accounts at end of year2014-12-31$7,731,200
Value of interest in pooled separate accounts at beginning of year2014-12-31$9,157,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$158,374
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$146,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$146,847
Asset value of US Government securities at end of year2014-12-31$3,249,910
Asset value of US Government securities at beginning of year2014-12-31$3,652,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-98,368
Net investment gain/loss from pooled separate accounts2014-12-31$599,904
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$711,458
Employer contributions (assets) at end of year2014-12-31$168,434
Employer contributions (assets) at beginning of year2014-12-31$351,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,462,598
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$3,019,154
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$1,504,099
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$1,646,176
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$2,177,794
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 name2014-12-31CROWE HORWATH, LLP
Accountancy firm EIN2014-12-31350921680
2013 : LASALLE BRISTOL LP PENSION 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$7,925
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,564
Total income from all sources (including contributions)2013-12-31$2,611,220
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,563,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,441,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$863,953
Value of total assets at end of year2013-12-31$16,990,373
Value of total assets at beginning of year2013-12-31$15,942,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$122,103
Total interest from all sources2013-12-31$0
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$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other income not declared elsewhere2013-12-31$-222,284
Administrative expenses (other) incurred2013-12-31$122,103
Liabilities. Value of operating payables at end of year2013-12-31$7,925
Liabilities. Value of operating payables at beginning of year2013-12-31$7,564
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$1,047,495
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,982,448
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,934,953
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 pooled separate accounts at end of year2013-12-31$9,157,744
Value of interest in pooled separate accounts at beginning of year2013-12-31$8,220,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$146,847
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$72,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$72,939
Asset value of US Government securities at end of year2013-12-31$3,652,408
Asset value of US Government securities at beginning of year2013-12-31$4,389,342
Net investment gain/loss from pooled separate accounts2013-12-31$1,969,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$863,953
Employer contributions (assets) at end of year2013-12-31$351,481
Employer contributions (assets) at beginning of year2013-12-31$210,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,441,622
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$1,504,099
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$680,058
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$2,177,794
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$2,369,658
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 name2013-12-31CROWE HORWATH, LLP
Accountancy firm EIN2013-12-31350921680
2012 : LASALLE BRISTOL LP PENSION 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$7,564
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,381
Total income from all sources (including contributions)2012-12-31$2,321,859
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,547,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,419,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$721,120
Value of total assets at end of year2012-12-31$15,942,517
Value of total assets at beginning of year2012-12-31$15,168,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$128,141
Total interest from all sources2012-12-31$0
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$1,000,000
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
Other income not declared elsewhere2012-12-31$318,896
Administrative expenses (other) incurred2012-12-31$128,141
Liabilities. Value of operating payables at end of year2012-12-31$7,564
Liabilities. Value of operating payables at beginning of year2012-12-31$7,381
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$774,142
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,934,953
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,160,811
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 pooled separate accounts at end of year2012-12-31$8,220,190
Value of interest in pooled separate accounts at beginning of year2012-12-31$7,758,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$72,939
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$25,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$25,484
Asset value of US Government securities at end of year2012-12-31$4,389,342
Asset value of US Government securities at beginning of year2012-12-31$3,817,280
Net investment gain/loss from pooled separate accounts2012-12-31$1,281,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$721,120
Employer contributions (assets) at end of year2012-12-31$210,330
Employer contributions (assets) at beginning of year2012-12-31$267,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,419,576
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$680,058
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$647,256
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$2,369,658
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$2,652,092
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 name2012-12-31CROWE HORWATH, LLP
Accountancy firm EIN2012-12-31350921680
2011 : LASALLE BRISTOL LP PENSION 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$7,381
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,038
Total income from all sources (including contributions)2011-12-31$921,717
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,440,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,337,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$749,362
Value of total assets at end of year2011-12-31$15,168,192
Value of total assets at beginning of year2011-12-31$15,685,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$102,755
Total interest from all sources2011-12-31$0
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
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
Other income not declared elsewhere2011-12-31$739,695
Administrative expenses (other) incurred2011-12-31$102,755
Liabilities. Value of operating payables at end of year2011-12-31$7,381
Liabilities. Value of operating payables at beginning of year2011-12-31$6,038
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-518,697
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,160,811
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,679,508
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 pooled separate accounts at end of year2011-12-31$7,758,734
Value of interest in pooled separate accounts at beginning of year2011-12-31$8,861,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$25,484
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$77,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$77,318
Asset value of US Government securities at end of year2011-12-31$3,817,280
Asset value of US Government securities at beginning of year2011-12-31$3,531,383
Net investment gain/loss from pooled separate accounts2011-12-31$-567,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$749,362
Employer contributions (assets) at end of year2011-12-31$267,346
Employer contributions (assets) at beginning of year2011-12-31$325,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,337,659
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$647,256
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$1,077,673
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$2,652,092
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$1,812,213
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 name2011-12-31CROWE HORWATH, LLP
Accountancy firm EIN2011-12-31350921680
2010 : LASALLE BRISTOL LP PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$79,302
Total unrealized appreciation/depreciation of assets2010-12-31$79,302
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$6,038
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$8,091
Total income from all sources (including contributions)2010-12-31$2,313,444
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,416,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,336,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$707,766
Value of total assets at end of year2010-12-31$15,685,546
Value of total assets at beginning of year2010-12-31$14,790,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$79,891
Total interest from all sources2010-12-31$125,917
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
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
Other income not declared elsewhere2010-12-31$14,095
Administrative expenses (other) incurred2010-12-31$79,891
Liabilities. Value of operating payables at end of year2010-12-31$6,038
Liabilities. Value of operating payables at beginning of year2010-12-31$8,091
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$896,658
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,679,508
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,782,850
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 pooled separate accounts at end of year2010-12-31$8,861,813
Value of interest in pooled separate accounts at beginning of year2010-12-31$12,309,987
Interest earned on other investments2010-12-31$43,575
Income. Interest from US Government securities2010-12-31$36,878
Income. Interest from corporate debt instruments2010-12-31$44,619
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$77,318
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$845
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,334,183
Asset value of US Government securities at end of year2010-12-31$3,531,383
Net investment gain/loss from pooled separate accounts2010-12-31$1,386,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$707,766
Employer contributions (assets) at end of year2010-12-31$325,146
Employer contributions (assets) at beginning of year2010-12-31$146,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,336,895
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$1,077,673
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$1,812,213
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 name2010-12-31CROWE HORWATH LLP
Accountancy firm EIN2010-12-31350921680
2009 : LASALLE BRISTOL LP PENSION 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 LASALLE BRISTOL LP PENSION PLAN

2022: LASALLE BRISTOL LP PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LASALLE BRISTOL LP PENSION 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: LASALLE BRISTOL LP PENSION 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: LASALLE BRISTOL LP PENSION 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: LASALLE BRISTOL LP PENSION 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: LASALLE BRISTOL LP PENSION 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: LASALLE BRISTOL LP PENSION 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: LASALLE BRISTOL LP PENSION 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: LASALLE BRISTOL LP PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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: LASALLE BRISTOL LP PENSION 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: LASALLE BRISTOL LP PENSION 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: LASALLE BRISTOL LP PENSION 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
2009: LASALLE BRISTOL LP PENSION 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 number015221
Policy instance 1
Insurance contract or identification number015221
Number of Individuals Covered246
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?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?No
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 number015221
Policy instance 1
Insurance contract or identification number015221
Number of Individuals Covered250
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?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 number015221
Policy instance 1
Insurance contract or identification number015221
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 number015221
Policy instance 1
Insurance contract or identification number015221
Number of Individuals Covered283
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?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 number015221
Policy instance 1
Insurance contract or identification number015221
Number of Individuals Covered289
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?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 number015221
Policy instance 1
Insurance contract or identification number015221
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?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 number015221
Policy instance 1
Insurance contract or identification number015221
Number of Individuals Covered337
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 number015221
Policy instance 1
Insurance contract or identification number015221
Number of Individuals Covered350
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015221
Policy instance 1
Insurance contract or identification number015221
Number of Individuals Covered356
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015221
Policy instance 1
Insurance contract or identification number015221
Number of Individuals Covered370
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015221
Policy instance 1
Insurance contract or identification number015221
Number of Individuals Covered375
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015221
Policy instance 1
Insurance contract or identification number015221
Number of Individuals Covered385
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,325
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 $2,325
Insurance broker organization code?4
Insurance broker nameMICHAEL BAUER

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