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THE LANDRUM COMPANY COMBINED BENEFITS PLAN 401k Plan overview

Plan NameTHE LANDRUM COMPANY COMBINED BENEFITS PLAN
Plan identification number 001

THE LANDRUM COMPANY COMBINED BENEFITS PLAN Benefits

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

401k Sponsoring company profile

THE LANDRUM COMPANY has sponsored the creation of one or more 401k plans.

Company Name:THE LANDRUM COMPANY
Employer identification number (EIN):430860602
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LANDRUM COMPANY COMBINED BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01STEVE GUTHRIE LINDA ARNOLD2018-09-28
0012016-01-01STEVE GUTHRIE LINDA ARNOLD2017-10-16
0012016-01-01 LINDA ARNOLD2017-10-12
0012015-01-01STEPHEN GUTHRIE LINDA ARNOLD2017-04-26
0012015-01-01 LINDA ARNOLD2016-10-14
0012014-01-01CAROL KARLE CAROL KARLE2015-10-09
0012014-01-01CAROL KARLE CAROL KARLE2015-10-15
0012013-01-01LINDA ARNOLD STEVE GUTHRIE2014-10-09
0012012-01-01LINDA ARNOLD STEPHEN GUTHRIE2013-10-04
0012011-01-01LINDA ARNOLD STEPHEN GUTHRIE2012-10-11
0012009-01-01LINDA ARNOLD STEPHEN GUTHRIE2010-10-12

Plan Statistics for THE LANDRUM COMPANY COMBINED BENEFITS PLAN

401k plan membership statisitcs for THE LANDRUM COMPANY COMBINED BENEFITS PLAN

Measure Date Value
2020: THE LANDRUM COMPANY COMBINED BENEFITS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01742
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE LANDRUM COMPANY COMBINED BENEFITS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01897
Total number of active participants reported on line 7a of the Form 55002019-01-01680
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01136
Total of all active and inactive participants2019-01-01816
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01817
Number of participants with account balances2019-01-01687
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE LANDRUM COMPANY COMBINED BENEFITS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01832
Total number of active participants reported on line 7a of the Form 55002018-01-01756
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01144
Total of all active and inactive participants2018-01-01900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01901
Number of participants with account balances2018-01-01781
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE LANDRUM COMPANY COMBINED BENEFITS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01864
Total number of active participants reported on line 7a of the Form 55002017-01-01700
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01138
Total of all active and inactive participants2017-01-01838
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-016
Total participants2017-01-01844
Number of participants with account balances2017-01-01721
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE LANDRUM COMPANY COMBINED BENEFITS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01821
Total number of active participants reported on line 7a of the Form 55002016-01-01758
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01103
Total of all active and inactive participants2016-01-01861
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-01865
Number of participants with account balances2016-01-01718
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE LANDRUM COMPANY COMBINED BENEFITS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01812
Total number of active participants reported on line 7a of the Form 55002015-01-01703
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01115
Total of all active and inactive participants2015-01-01818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-01823
Number of participants with account balances2015-01-01701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE LANDRUM COMPANY COMBINED BENEFITS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01793
Total number of active participants reported on line 7a of the Form 55002014-01-01705
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01113
Total of all active and inactive participants2014-01-01818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01820
Number of participants with account balances2014-01-01732
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0171
2013: THE LANDRUM COMPANY COMBINED BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01734
Total number of active participants reported on line 7a of the Form 55002013-01-01776
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0119
Total of all active and inactive participants2013-01-01795
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01795
Number of participants with account balances2013-01-01717
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0198
2012: THE LANDRUM COMPANY COMBINED BENEFITS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01756
Total number of active participants reported on line 7a of the Form 55002012-01-01675
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0186
Total of all active and inactive participants2012-01-01761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01763
Number of participants with account balances2012-01-01763
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0133
2011: THE LANDRUM COMPANY COMBINED BENEFITS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01696
Total number of active participants reported on line 7a of the Form 55002011-01-01654
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01102
Total of all active and inactive participants2011-01-01756
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01756
Number of participants with account balances2011-01-01677
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0140
2009: THE LANDRUM COMPANY COMBINED BENEFITS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01805
Total number of active participants reported on line 7a of the Form 55002009-01-01645
Number of retired or separated participants receiving benefits2009-01-0164
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01709
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01709
Number of participants with account balances2009-01-01616
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0153

Financial Data on THE LANDRUM COMPANY COMBINED BENEFITS PLAN

Measure Date Value
2020 : THE LANDRUM COMPANY COMBINED BENEFITS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-07-08$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-07-08$-1
Total unrealized appreciation/depreciation of assets2020-07-08$-1
Total transfer of assets to this plan2020-07-08$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-07-08$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-07-08$0
Expenses. Interest paid2020-07-08$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-07-08$0
Total income from all sources (including contributions)2020-07-08$-3,694,034
Total loss/gain on sale of assets2020-07-08$0
Total of all expenses incurred2020-07-08$52,752,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-07-08$52,624,777
Expenses. Certain deemed distributions of participant loans2020-07-08$0
Value of total corrective distributions2020-07-08$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-07-08$69,798
Value of total assets at end of year2020-07-08$0
Value of total assets at beginning of year2020-07-08$56,446,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-07-08$127,901
Total income from rents2020-07-08$0
Total interest from all sources2020-07-08$3,963
Total dividends received (eg from common stock, registered investment company shares)2020-07-08$136,148
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-07-08Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-07-08$0
Total dividends received from registered investment company shares (eg mutual funds)2020-07-08$136,148
Administrative expenses professional fees incurred2020-07-08$10,917
Was this plan covered by a fidelity bond2020-07-08Yes
Value of fidelity bond cover2020-07-08$10,000,000
If this is an individual account plan, was there a blackout period2020-07-08No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-07-08$0
Were there any nonexempt tranactions with any party-in-interest2020-07-08No
Amount of non-exempt transactions with any party-in-interest2020-07-08$0
Contributions received from participants2020-07-08$0
Participant contributions at end of year2020-07-08$0
Participant contributions at beginning of year2020-07-08$254,212
Participant contributions at end of year2020-07-08$0
Participant contributions at beginning of year2020-07-08$0
Income. Received or receivable in cash from other sources (including rollovers)2020-07-08$69,798
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-07-08$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-07-08$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-07-08$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-07-08$0
Other income not declared elsewhere2020-07-08$2,669
Administrative expenses (other) incurred2020-07-08$0
Liabilities. Value of operating payables at beginning of year2020-07-08$0
Total non interest bearing cash at end of year2020-07-08$0
Total non interest bearing cash at beginning of year2020-07-08$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-07-08No
Income. Non cash contributions2020-07-08$0
Value of net income/loss2020-07-08$-56,446,712
Value of net assets at end of year (total assets less liabilities)2020-07-08$0
Value of net assets at beginning of year (total assets less liabilities)2020-07-08$56,446,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-07-08No
Were any loans by the plan or fixed income obligations due to the plan in default2020-07-08No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-07-08$0
Were any leases to which the plan was party in default or uncollectible2020-07-08No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-07-08$0
Investment advisory and management fees2020-07-08$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-07-08$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-07-08$32,028,289
Value of interest in pooled separate accounts at end of year2020-07-08$0
Value of interest in pooled separate accounts at beginning of year2020-07-08$5,338,800
Interest on participant loans2020-07-08$3,963
Income. Interest from loans (other than to participants)2020-07-08$0
Interest earned on other investments2020-07-08$0
Income. Interest from US Government securities2020-07-08$0
Income. Interest from corporate debt instruments2020-07-08$0
Value of interest in common/collective trusts at end of year2020-07-08$0
Value of interest in common/collective trusts at beginning of year2020-07-08$8,121,717
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-07-08$10,703,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-07-08$10,703,694
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-07-08$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-07-08$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-07-08$-3,129,382
Net investment gain/loss from pooled separate accounts2020-07-08$-775,902
Net investment gain or loss from common/collective trusts2020-07-08$-1,327
Net gain/loss from 103.12 investment entities2020-07-08$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-07-08Yes
Was there a failure to transmit to the plan any participant contributions2020-07-08No
Has the plan failed to provide any benefit when due under the plan2020-07-08No
Assets. Invements in employer securities at end of year2020-07-08$0
Assets. Invements in employer securities at beginning of year2020-07-08$0
Contributions received in cash from employer2020-07-08$0
Employer contributions (assets) at end of year2020-07-08$0
Employer contributions (assets) at beginning of year2020-07-08$0
Income. Dividends from preferred stock2020-07-08$0
Income. Dividends from common stock2020-07-08$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-07-08$52,624,777
Contract administrator fees2020-07-08$116,984
Liabilities. Value of benefit claims payable at beginning of year2020-07-08$0
Did the plan have assets held for investment2020-07-08No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-07-08No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-07-08Yes
Aggregate proceeds on sale of assets2020-07-08$10,703,693
Aggregate carrying amount (costs) on sale of assets2020-07-08$10,703,693
Liabilities. Value of acquisition indebtedness at beginning of year2020-07-08$0
Opinion of an independent qualified public accountant for this plan2020-07-08Unqualified
Accountancy firm name2020-07-08BKD, LLP
Accountancy firm EIN2020-07-08440160260
2019 : THE LANDRUM COMPANY COMBINED BENEFITS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,995,306
Total unrealized appreciation/depreciation of assets2019-12-31$1,995,306
Total transfer of assets to this plan2019-12-31$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
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$14,545,075
Total loss/gain on sale of assets2019-12-31$477,311
Total of all expenses incurred2019-12-31$10,401,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,360,837
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,970,510
Value of total assets at end of year2019-12-31$56,446,712
Value of total assets at beginning of year2019-12-31$52,303,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$40,641
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$34,964
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$800,020
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$766,804
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$2,560,411
Participant contributions at end of year2019-12-31$254,212
Participant contributions at beginning of year2019-12-31$706,695
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$169,222
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$46,114
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$108,794
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$4,143,597
Value of net assets at end of year (total assets less liabilities)2019-12-31$56,446,712
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$52,303,115
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$32,028,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$29,367,177
Value of interest in pooled separate accounts at end of year2019-12-31$5,338,800
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,188,013
Interest on participant loans2019-12-31$34,964
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$8,121,717
Value of interest in common/collective trusts at beginning of year2019-12-31$8,127,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$10,703,694
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$83,878
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$83,878
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,611,198
Net investment gain/loss from pooled separate accounts2019-12-31$1,146,323
Net investment gain or loss from common/collective trusts2019-12-31$400,649
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$2,657,280
Contributions received in cash from employer2019-12-31$1,240,877
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$33,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,360,837
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$2,994,905
Contract administrator fees2019-12-31$40,641
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$4,132,022
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$2,870,374
Aggregate carrying amount (costs) on sale of assets2019-12-31$2,393,063
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : THE LANDRUM COMPANY COMBINED BENEFITS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-178,230
Total unrealized appreciation/depreciation of assets2018-12-31$-178,230
Total transfer of assets to this plan2018-12-31$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$97,554
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,343,023
Total loss/gain on sale of assets2018-12-31$55,658
Total of all expenses incurred2018-12-31$8,628,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,614,693
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,235,683
Value of total assets at end of year2018-12-31$52,303,115
Value of total assets at beginning of year2018-12-31$59,686,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$13,998
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$185,771
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$853,086
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$642,918
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$2,714,941
Participant contributions at end of year2018-12-31$706,695
Participant contributions at beginning of year2018-12-31$809,677
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$128,960
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$46,114
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$49,070
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$97,554
Other income not declared elsewhere2018-12-31$99,131
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$113,116
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
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-7,285,668
Value of net assets at end of year (total assets less liabilities)2018-12-31$52,303,115
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$59,588,783
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$29,367,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$36,070,908
Value of interest in pooled separate accounts at end of year2018-12-31$4,188,013
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,863,128
Interest on participant loans2018-12-31$36,321
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$149,450
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$8,127,031
Value of interest in common/collective trusts at beginning of year2018-12-31$7,400,498
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$83,878
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$496,340
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$496,340
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,707,004
Net investment gain/loss from pooled separate accounts2018-12-31$-237,288
Net investment gain or loss from common/collective trusts2018-12-31$36,216
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$2,657,280
Assets. Invements in employer securities at beginning of year2018-12-31$2,768,000
Contributions received in cash from employer2018-12-31$1,391,782
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$210,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,614,693
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$2,994,905
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$3,067,270
Contract administrator fees2018-12-31$13,998
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$4,132,022
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$4,048,330
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$4,085,011
Aggregate carrying amount (costs) on sale of assets2018-12-31$4,029,353
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31044016026
2017 : THE LANDRUM COMPANY COMBINED BENEFITS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$814,472
Total unrealized appreciation/depreciation of assets2017-12-31$814,472
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$97,554
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$69,752
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$11,398,624
Total loss/gain on sale of assets2017-12-31$-13,306
Total of all expenses incurred2017-12-31$4,960,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,927,860
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,044,140
Value of total assets at end of year2017-12-31$59,686,337
Value of total assets at beginning of year2017-12-31$53,220,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$32,282
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$194,945
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,669,933
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$1,258,067
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$2,484,495
Participant contributions at end of year2017-12-31$809,677
Participant contributions at beginning of year2017-12-31$742,566
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$263,916
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$49,070
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$46,457
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$97,554
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$69,752
Other income not declared elsewhere2017-12-31$-187
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$113,116
Total non interest bearing cash at beginning of year2017-12-31$83,555
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
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$6,438,482
Value of net assets at end of year (total assets less liabilities)2017-12-31$59,588,783
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$53,150,301
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$36,070,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$30,932,212
Value of interest in pooled separate accounts at end of year2017-12-31$4,863,128
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,956,187
Interest on participant loans2017-12-31$34,726
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$7,400,498
Value of interest in common/collective trusts at beginning of year2017-12-31$6,737,186
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$496,340
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$323,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$323,444
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$160,219
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,886,772
Net investment gain/loss from pooled separate accounts2017-12-31$689,678
Net investment gain or loss from common/collective trusts2017-12-31$112,177
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$2,768,000
Assets. Invements in employer securities at beginning of year2017-12-31$2,684,960
Contributions received in cash from employer2017-12-31$1,295,729
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$411,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,927,860
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$3,067,270
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$3,288,167
Contract administrator fees2017-12-31$32,282
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$4,048,330
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$4,425,319
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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
Aggregate proceeds on sale of assets2017-12-31$1,233,084
Aggregate carrying amount (costs) on sale of assets2017-12-31$1,246,390
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Qualified
Accountancy firm name2017-12-31WILLIAMS KEEPERS
Accountancy firm EIN2017-12-31431126847
2016 : THE LANDRUM COMPANY COMBINED BENEFITS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$972,820
Total unrealized appreciation/depreciation of assets2016-12-31$972,820
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$69,752
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$8,772,663
Total loss/gain on sale of assets2016-12-31$4,095
Total of all expenses incurred2016-12-31$4,008,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,971,867
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,983,372
Value of total assets at end of year2016-12-31$53,220,053
Value of total assets at beginning of year2016-12-31$48,385,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$36,490
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$166,577
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,131,787
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$993,540
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$7,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$2,414,570
Participant contributions at end of year2016-12-31$742,566
Participant contributions at beginning of year2016-12-31$671,128
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$342,764
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$46,457
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$29,138
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$69,752
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$-315
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$83,555
Total non interest bearing cash at beginning of year2016-12-31$12,392
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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$4,764,306
Value of net assets at end of year (total assets less liabilities)2016-12-31$53,150,301
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$48,385,995
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$30,932,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$29,210,873
Value of interest in pooled separate accounts at end of year2016-12-31$3,956,187
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,284,563
Interest on participant loans2016-12-31$29,740
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$6,737,186
Value of interest in common/collective trusts at beginning of year2016-12-31$5,949,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$323,444
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$184,655
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$184,655
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$136,837
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,776,582
Net investment gain/loss from pooled separate accounts2016-12-31$659,562
Net investment gain or loss from common/collective trusts2016-12-31$78,183
Net gain/loss from 103.12 investment entities2016-12-31$0
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
Assets. Invements in employer securities at end of year2016-12-31$2,684,960
Assets. Invements in employer securities at beginning of year2016-12-31$2,103,680
Contributions received in cash from employer2016-12-31$1,226,038
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$138,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,971,867
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$3,288,167
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$2,119,606
Contract administrator fees2016-12-31$36,490
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$4,425,319
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$4,820,684
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$1,507,560
Aggregate carrying amount (costs) on sale of assets2016-12-31$1,503,465
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31WILLIAM KEEPERS LLC
Accountancy firm EIN2016-12-31431126847
2015 : THE LANDRUM COMPANY COMBINED BENEFITS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-16,337,196
Total unrealized appreciation/depreciation of assets2015-12-31$-16,337,196
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,248,405
Total loss/gain on sale of assets2015-12-31$15,747,536
Total of all expenses incurred2015-12-31$8,873,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,836,035
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,658,835
Value of total assets at end of year2015-12-31$48,385,995
Value of total assets at beginning of year2015-12-31$55,011,103
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$37,478
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$63,066
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,552,908
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,338,728
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$2,312,208
Participant contributions at end of year2015-12-31$671,128
Participant contributions at beginning of year2015-12-31$578,139
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$155,406
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$29,138
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$12,392
Total non interest bearing cash at beginning of year2015-12-31$1,809
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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-6,625,108
Value of net assets at end of year (total assets less liabilities)2015-12-31$48,385,995
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$55,011,103
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$29,210,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$24,416,882
Value of interest in pooled separate accounts at end of year2015-12-31$3,284,563
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,328,358
Interest on participant loans2015-12-31$27,862
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$5,949,276
Value of interest in common/collective trusts at beginning of year2015-12-31$5,841,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$184,655
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$73,510
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$73,510
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$35,204
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,453,968
Net investment gain/loss from pooled separate accounts2015-12-31$-24,753
Net investment gain or loss from common/collective trusts2015-12-31$41,977
Net gain/loss from 103.12 investment entities2015-12-31$0
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
Assets. Invements in employer securities at end of year2015-12-31$2,103,680
Assets. Invements in employer securities at beginning of year2015-12-31$20,091,750
Contributions received in cash from employer2015-12-31$1,191,221
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$214,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,836,035
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$2,119,606
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$37,478
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$4,820,684
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$678,940
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$19,957,070
Aggregate carrying amount (costs) on sale of assets2015-12-31$4,209,534
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31WILLIAMS-KEEPERS LLC
Accountancy firm EIN2015-12-31431126847
2014 : THE LANDRUM COMPANY COMBINED BENEFITS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$227,234
Total unrealized appreciation/depreciation of assets2014-12-31$227,234
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$7,260,034
Total loss/gain on sale of assets2014-12-31$1,918,009
Total of all expenses incurred2014-12-31$3,978,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,933,034
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,023,908
Value of total assets at end of year2014-12-31$55,011,103
Value of total assets at beginning of year2014-12-31$51,729,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$45,052
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$17,078
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,386,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,009,875
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$1,967,304
Participant contributions at end of year2014-12-31$578,139
Participant contributions at beginning of year2014-12-31$321,760
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$181
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$359,588
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$410
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$1,809
Total non interest bearing cash at beginning of year2014-12-31$6
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
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$3,281,948
Value of net assets at end of year (total assets less liabilities)2014-12-31$55,011,103
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$51,729,155
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$24,416,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$21,602,151
Value of interest in pooled separate accounts at end of year2014-12-31$3,328,358
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,036,085
Interest on participant loans2014-12-31$16,991
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$5,841,715
Value of interest in common/collective trusts at beginning of year2014-12-31$5,895,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$73,510
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$750,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$750,081
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$87
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$352,669
Net investment gain/loss from pooled separate accounts2014-12-31$255,757
Net investment gain or loss from common/collective trusts2014-12-31$79,040
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$20,091,750
Assets. Invements in employer securities at beginning of year2014-12-31$20,123,475
Contributions received in cash from employer2014-12-31$697,016
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$63
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$376,464
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,933,034
Contract administrator fees2014-12-31$44,642
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$678,940
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$2,177,249
Aggregate carrying amount (costs) on sale of assets2014-12-31$259,240
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 plan2014-12-31Unqualified
Accountancy firm name2014-12-31WILLIAM KEEPERS LLC
Accountancy firm EIN2014-12-31431126847
2013 : THE LANDRUM COMPANY COMBINED BENEFITS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$5,200,830
Total unrealized appreciation/depreciation of assets2013-12-31$5,200,830
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$12,983,337
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,554,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,531,444
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,698,812
Value of total assets at end of year2013-12-31$51,729,155
Value of total assets at beginning of year2013-12-31$40,300,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$23,006
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$14,465
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$480,094
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$480,094
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$1,854,846
Participant contributions at end of year2013-12-31$321,760
Participant contributions at beginning of year2013-12-31$376,927
Participant contributions at end of year2013-12-31$181
Participant contributions at beginning of year2013-12-31$59,172
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$218,384
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$286
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$35,683
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$6
Total non interest bearing cash at beginning of year2013-12-31$4,102
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
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$11,428,887
Value of net assets at end of year (total assets less liabilities)2013-12-31$51,729,155
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$40,300,268
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$21,602,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$22,882,784
Value of interest in pooled separate accounts at end of year2013-12-31$3,036,085
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$14,306
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$5,895,353
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$750,081
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,534,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,534,174
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$159
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,448,889
Net investment gain/loss from pooled separate accounts2013-12-31$100,194
Net investment gain or loss from common/collective trusts2013-12-31$4,370
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$20,123,475
Assets. Invements in employer securities at beginning of year2013-12-31$15,422,445
Contributions received in cash from employer2013-12-31$625,582
Employer contributions (assets) at end of year2013-12-31$63
Employer contributions (assets) at beginning of year2013-12-31$20,378
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,531,444
Contract administrator fees2013-12-31$23,006
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
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
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 name2013-12-31WILLIAMS-KEEPERS LLC
Accountancy firm EIN2013-12-31431126847
2012 : THE LANDRUM COMPANY COMBINED BENEFITS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$3,435,827
Total unrealized appreciation/depreciation of assets2012-12-31$3,435,827
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$9,194,889
Total of all expenses incurred2012-12-31$2,393,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,361,582
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,370,212
Value of total assets at end of year2012-12-31$40,300,268
Value of total assets at beginning of year2012-12-31$33,499,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$32,304
Total interest from all sources2012-12-31$14,649
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,036,096
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$532,261
Administrative expenses professional fees incurred2012-12-31$32,304
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$7,500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,729,534
Participant contributions at end of year2012-12-31$376,927
Participant contributions at beginning of year2012-12-31$330,677
Participant contributions at end of year2012-12-31$59,172
Participant contributions at beginning of year2012-12-31$67,116
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$80,705
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$286
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,513
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$4,102
Total non interest bearing cash at beginning of year2012-12-31$145
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$6,801,003
Value of net assets at end of year (total assets less liabilities)2012-12-31$40,300,268
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$33,499,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$22,882,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$19,026,855
Interest on participant loans2012-12-31$14,417
Interest earned on other investments2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,534,174
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,562,640
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,562,640
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$232
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,338,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$15,422,445
Assets. Invements in employer securities at beginning of year2012-12-31$12,486,523
Contributions received in cash from employer2012-12-31$559,973
Employer contributions (assets) at end of year2012-12-31$20,378
Employer contributions (assets) at beginning of year2012-12-31$22,796
Income. Dividends from common stock2012-12-31$503,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,361,582
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
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 name2012-12-31WILLIAMS-KEEPERS, LLC
Accountancy firm EIN2012-12-31431126847
2011 : THE LANDRUM COMPANY COMBINED BENEFITS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$2,517,015
Total unrealized appreciation/depreciation of assets2011-12-31$2,517,015
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$4,763,331
Total of all expenses incurred2011-12-31$1,981,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,911,045
Expenses. Certain deemed distributions of participant loans2011-12-31$45,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,273,444
Value of total assets at end of year2011-12-31$33,499,265
Value of total assets at beginning of year2011-12-31$30,717,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$25,327
Total interest from all sources2011-12-31$19,148
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$625,783
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$25,327
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$7,500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,662,183
Participant contributions at end of year2011-12-31$330,677
Participant contributions at beginning of year2011-12-31$412,719
Participant contributions at end of year2011-12-31$67,116
Participant contributions at beginning of year2011-12-31$57,037
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$79,368
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,513
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$24,575
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$145
Total non interest bearing cash at beginning of year2011-12-31$27,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,781,840
Value of net assets at end of year (total assets less liabilities)2011-12-31$33,499,265
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$30,717,425
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$19,026,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$18,254,153
Interest on participant loans2011-12-31$18,986
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,562,640
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,499,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,499,496
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$162
Asset value of US Government securities at end of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-672,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$12,486,523
Assets. Invements in employer securities at beginning of year2011-12-31$10,422,139
Contributions received in cash from employer2011-12-31$531,893
Employer contributions (assets) at end of year2011-12-31$22,796
Employer contributions (assets) at beginning of year2011-12-31$19,737
Income. Dividends from preferred stock2011-12-31$205,303
Income. Dividends from common stock2011-12-31$420,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,911,045
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
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 name2011-12-31WILLIAMS-KEEPERS, LLC
Accountancy firm EIN2011-12-31431126847
2010 : THE LANDRUM COMPANY COMBINED BENEFITS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,047,593
Total unrealized appreciation/depreciation of assets2010-12-31$2,047,593
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$9,266
Total income from all sources (including contributions)2010-12-31$6,596,891
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,308,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,268,473
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,194,294
Value of total assets at end of year2010-12-31$30,717,425
Value of total assets at beginning of year2010-12-31$26,437,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$39,695
Total interest from all sources2010-12-31$21,603
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$320,868
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$319,186
Administrative expenses professional fees incurred2010-12-31$39,695
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$7,500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,647,801
Participant contributions at end of year2010-12-31$412,719
Participant contributions at beginning of year2010-12-31$404,430
Participant contributions at end of year2010-12-31$57,037
Participant contributions at beginning of year2010-12-31$60,906
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$29,390
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$24,575
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,584
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$9,266
Total non interest bearing cash at end of year2010-12-31$27,569
Total non interest bearing cash at beginning of year2010-12-31$13,026
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$4,288,723
Value of net assets at end of year (total assets less liabilities)2010-12-31$30,717,425
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$26,428,702
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$18,254,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$15,435,672
Interest on participant loans2010-12-31$19,174
Income. Interest from loans (other than to participants)2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$1,767
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,499,496
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,579,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,579,831
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$662
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,012,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$10,422,139
Assets. Invements in employer securities at beginning of year2010-12-31$8,681,999
Contributions received in cash from employer2010-12-31$517,103
Employer contributions (assets) at end of year2010-12-31$19,737
Employer contributions (assets) at beginning of year2010-12-31$21,259
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$1,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,268,473
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$84,975
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$154,286
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 name2010-12-31WILLIAMS-KEEPERS, LLC
Accountancy firm EIN2010-12-31431126847

Form 5500 Responses for THE LANDRUM COMPANY COMBINED BENEFITS PLAN

2020: THE LANDRUM COMPANY COMBINED BENEFITS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: THE LANDRUM COMPANY COMBINED BENEFITS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: THE LANDRUM COMPANY COMBINED BENEFITS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: THE LANDRUM COMPANY COMBINED BENEFITS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: THE LANDRUM COMPANY COMBINED BENEFITS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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: THE LANDRUM COMPANY COMBINED BENEFITS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
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: THE LANDRUM COMPANY COMBINED BENEFITS 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: THE LANDRUM COMPANY COMBINED BENEFITS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: THE LANDRUM COMPANY COMBINED BENEFITS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE LANDRUM COMPANY COMBINED BENEFITS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE LANDRUM COMPANY COMBINED BENEFITS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number620023
Policy instance 1
Insurance contract or identification number620023
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-07-08
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number620023
Policy instance 1
Insurance contract or identification number620023
Number of Individuals Covered817
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number620023
Policy instance 1
Insurance contract or identification number620023
Number of Individuals Covered901
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number620023
Policy instance 1
Insurance contract or identification number620023
Number of Individuals Covered844
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number620023
Policy instance 1
Insurance contract or identification number620023
Number of Individuals Covered823
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number620023
Policy instance 1
Insurance contract or identification number620023
Number of Individuals Covered820
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number620023
Policy instance 1
Insurance contract or identification number620023
Number of Individuals Covered795
Insurance policy start date2013-11-15
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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