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JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameJACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN
Plan identification number 003

JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • 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.

401k Sponsoring company profile

JACK HENRY & ASSOCIATES INC has sponsored the creation of one or more 401k plans.

Company Name:JACK HENRY & ASSOCIATES INC
Employer identification number (EIN):431128385
NAIC Classification:541512
NAIC Description:Computer Systems Design Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01GINA COUGHLIN
0032016-01-01JEFFREY OREM JEFFREY OREM2017-10-10
0032015-01-01JEFFREY OREM JEFFREY OREM2016-10-14
0032014-01-012015-09-29
0032014-01-01KEVIN D. WILLIAMS KEVIN D. WILLIAMS2015-10-09
0032013-01-01KEVIN D. WILLIAMS KEVIN D. WILLIAMS2014-10-02
0032012-01-01KEVIN D. WILLIAMS KEVIN D. WILLIAMS2013-10-11
0032011-01-01KEVIN D. WILLIAMS KEVIN D. WILLIAMS2012-10-02
0032009-01-01KEVIN D. WILLIAMS KEVIN D. WILLIAMS2010-10-13

Plan Statistics for JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN

Measure Date Value
2022: JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-017,955
Total number of active participants reported on line 7a of the Form 55002022-01-016,955
Number of retired or separated participants receiving benefits2022-01-0133
Number of other retired or separated participants entitled to future benefits2022-01-011,362
Total of all active and inactive participants2022-01-018,350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-018,350
Number of participants with account balances2022-01-018,097
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-017,910
Total number of active participants reported on line 7a of the Form 55002021-01-016,675
Number of retired or separated participants receiving benefits2021-01-0130
Number of other retired or separated participants entitled to future benefits2021-01-011,250
Total of all active and inactive participants2021-01-017,955
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-017,955
Number of participants with account balances2021-01-017,707
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-017,692
Total number of active participants reported on line 7a of the Form 55002020-01-016,810
Number of retired or separated participants receiving benefits2020-01-0125
Number of other retired or separated participants entitled to future benefits2020-01-011,075
Total of all active and inactive participants2020-01-017,910
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-017,910
Number of participants with account balances2020-01-017,641
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-017,205
Total number of active participants reported on line 7a of the Form 55002019-01-016,588
Number of retired or separated participants receiving benefits2019-01-0120
Number of other retired or separated participants entitled to future benefits2019-01-011,057
Total of all active and inactive participants2019-01-017,665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-017,665
Number of participants with account balances2019-01-017,374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016,760
Total number of active participants reported on line 7a of the Form 55002018-01-016,209
Number of retired or separated participants receiving benefits2018-01-0121
Number of other retired or separated participants entitled to future benefits2018-01-01975
Total of all active and inactive participants2018-01-017,205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-017,205
Number of participants with account balances2018-01-017,205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016,427
Total number of active participants reported on line 7a of the Form 55002017-01-015,818
Number of retired or separated participants receiving benefits2017-01-0114
Number of other retired or separated participants entitled to future benefits2017-01-01928
Total of all active and inactive participants2017-01-016,760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-016,760
Number of participants with account balances2017-01-016,760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016,326
Total number of active participants reported on line 7a of the Form 55002016-01-015,550
Number of retired or separated participants receiving benefits2016-01-0113
Number of other retired or separated participants entitled to future benefits2016-01-01864
Total of all active and inactive participants2016-01-016,427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016,427
Number of participants with account balances2016-01-016,427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015,917
Total number of active participants reported on line 7a of the Form 55002015-01-015,587
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-01733
Total of all active and inactive participants2015-01-016,326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-016,326
Number of participants with account balances2015-01-016,326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015,674
Total number of active participants reported on line 7a of the Form 55002014-01-015,237
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-01675
Total of all active and inactive participants2014-01-015,917
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015,917
Number of participants with account balances2014-01-015,917
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015,058
Total number of active participants reported on line 7a of the Form 55002013-01-014,808
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-01862
Total of all active and inactive participants2013-01-015,674
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015,674
Number of participants with account balances2013-01-015,674
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,654
Total number of active participants reported on line 7a of the Form 55002012-01-014,499
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-01556
Total of all active and inactive participants2012-01-015,058
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015,058
Number of participants with account balances2012-01-015,058
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015,035
Total number of active participants reported on line 7a of the Form 55002011-01-014,150
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-01502
Total of all active and inactive participants2011-01-014,654
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014,654
Number of participants with account balances2011-01-014,654
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,331
Total number of active participants reported on line 7a of the Form 55002009-01-013,484
Number of retired or separated participants receiving benefits2009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-01374
Total of all active and inactive participants2009-01-013,862
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013,862
Number of participants with account balances2009-01-013,862
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-3,514,458
Total unrealized appreciation/depreciation of assets2022-12-31$-3,514,458
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-83,279,911
Total loss/gain on sale of assets2022-12-31$12,689,855
Total of all expenses incurred2022-12-31$78,579,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$77,916,688
Expenses. Certain deemed distributions of participant loans2022-12-31$11,022
Value of total corrective distributions2022-12-31$7,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$93,547,002
Value of total assets at end of year2022-12-31$1,065,917,234
Value of total assets at beginning of year2022-12-31$1,227,776,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$644,875
Total interest from all sources2022-12-31$3,349,503
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$8,311,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$6,568,445
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$55,458,155
Participant contributions at end of year2022-12-31$21,389,971
Participant contributions at beginning of year2022-12-31$20,936,801
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$160,042
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$9,278,994
Other income not declared elsewhere2022-12-31$83,682
Administrative expenses (other) incurred2022-12-31$10,000
Total non interest bearing cash at end of year2022-12-31$790
Total non interest bearing cash at beginning of year2022-12-31$973
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-161,859,642
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,065,917,234
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,227,776,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$85,040
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$360,001,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$370,586,043
Value of interest in pooled separate accounts at end of year2022-12-31$348,342,704
Value of interest in pooled separate accounts at beginning of year2022-12-31$492,199,490
Interest on participant loans2022-12-31$806,464
Interest earned on other investments2022-12-31$2,543,039
Value of interest in common/collective trusts at end of year2022-12-31$31,065,889
Value of interest in common/collective trusts at beginning of year2022-12-31$50,104,145
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$149,067,846
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$135,824,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-84,649,785
Net investment gain/loss from pooled separate accounts2022-12-31$-102,476,527
Net investment gain or loss from common/collective trusts2022-12-31$-10,620,810
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$154,926,721
Assets. Invements in employer securities at beginning of year2022-12-31$156,884,176
Contributions received in cash from employer2022-12-31$28,809,853
Employer contributions (assets) at end of year2022-12-31$1,121,643
Employer contributions (assets) at beginning of year2022-12-31$1,080,792
Income. Dividends from common stock2022-12-31$1,743,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$77,916,688
Contract administrator fees2022-12-31$549,835
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$25,203,977
Aggregate carrying amount (costs) on sale of assets2022-12-31$12,514,122
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-5,675,136
Total unrealized appreciation/depreciation of assets2021-12-31$-5,675,136
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$218,321,703
Total loss/gain on sale of assets2021-12-31$10,558,930
Total of all expenses incurred2021-12-31$77,316,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$76,435,087
Expenses. Certain deemed distributions of participant loans2021-12-31$40,231
Value of total corrective distributions2021-12-31$18,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$85,616,221
Value of total assets at end of year2021-12-31$1,227,776,876
Value of total assets at beginning of year2021-12-31$1,086,771,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$822,797
Total interest from all sources2021-12-31$3,157,901
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$7,312,950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$5,538,711
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$1,458,611
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$51,577,999
Participant contributions at end of year2021-12-31$20,936,801
Participant contributions at beginning of year2021-12-31$20,208,729
Participant contributions at end of year2021-12-31$160,042
Participant contributions at beginning of year2021-12-31$165,581
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,771,757
Other income not declared elsewhere2021-12-31$101,902
Administrative expenses (other) incurred2021-12-31$822,797
Total non interest bearing cash at end of year2021-12-31$973
Total non interest bearing cash at beginning of year2021-12-31$929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$141,005,370
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,227,776,876
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,086,771,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$370,586,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$357,254,539
Value of interest in pooled separate accounts at end of year2021-12-31$492,199,490
Value of interest in pooled separate accounts at beginning of year2021-12-31$422,103,616
Interest on participant loans2021-12-31$831,669
Interest earned on other investments2021-12-31$2,326,232
Value of interest in common/collective trusts at end of year2021-12-31$50,104,145
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$135,824,414
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$125,773,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$42,931,566
Net investment gain/loss from pooled separate accounts2021-12-31$72,248,122
Net investment gain or loss from common/collective trusts2021-12-31$2,069,247
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$156,884,176
Assets. Invements in employer securities at beginning of year2021-12-31$160,397,371
Contributions received in cash from employer2021-12-31$27,266,465
Employer contributions (assets) at end of year2021-12-31$1,080,792
Employer contributions (assets) at beginning of year2021-12-31$867,531
Income. Dividends from common stock2021-12-31$1,774,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$76,435,087
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$21,659,163
Aggregate carrying amount (costs) on sale of assets2021-12-31$11,100,233
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$2,058,321
Total unrealized appreciation/depreciation of assets2020-12-31$2,058,321
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$227,153,519
Total loss/gain on sale of assets2020-12-31$15,166,396
Total of all expenses incurred2020-12-31$61,044,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$60,409,553
Expenses. Certain deemed distributions of participant loans2020-12-31$3,335
Value of total corrective distributions2020-12-31$662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$79,814,141
Value of total assets at end of year2020-12-31$1,086,771,506
Value of total assets at beginning of year2020-12-31$920,662,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$631,411
Total interest from all sources2020-12-31$3,299,743
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,957,133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,227,918
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$47,537,016
Participant contributions at end of year2020-12-31$20,208,729
Participant contributions at beginning of year2020-12-31$19,370,111
Participant contributions at end of year2020-12-31$165,581
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$5,872,792
Administrative expenses (other) incurred2020-12-31$631,411
Total non interest bearing cash at end of year2020-12-31$929
Total non interest bearing cash at beginning of year2020-12-31$32
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$166,108,558
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,086,771,506
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$920,662,948
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$357,254,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$189,735,884
Value of interest in pooled separate accounts at end of year2020-12-31$422,103,616
Value of interest in pooled separate accounts at beginning of year2020-12-31$450,286,116
Interest on participant loans2020-12-31$902,817
Interest earned on other investments2020-12-31$2,396,926
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$125,773,210
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$105,193,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$66,944,787
Net investment gain/loss from pooled separate accounts2020-12-31$54,912,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$160,397,371
Assets. Invements in employer securities at beginning of year2020-12-31$156,077,011
Contributions received in cash from employer2020-12-31$26,404,333
Employer contributions (assets) at end of year2020-12-31$867,531
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from common stock2020-12-31$1,729,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$60,409,553
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$31,221,346
Aggregate carrying amount (costs) on sale of assets2020-12-31$16,054,950
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$14,252,860
Total unrealized appreciation/depreciation of assets2019-12-31$14,252,860
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$227,258,245
Total loss/gain on sale of assets2019-12-31$6,466,088
Total of all expenses incurred2019-12-31$39,916,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$39,230,406
Expenses. Certain deemed distributions of participant loans2019-12-31$5,839
Value of total corrective distributions2019-12-31$2,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$73,289,344
Value of total assets at end of year2019-12-31$920,662,948
Value of total assets at beginning of year2019-12-31$733,320,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$677,639
Total interest from all sources2019-12-31$3,175,876
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,989,773
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$2,265,001
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$580,647
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$44,351,512
Participant contributions at end of year2019-12-31$19,370,111
Participant contributions at beginning of year2019-12-31$18,930,565
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,130,428
Other income not declared elsewhere2019-12-31$82,994
Administrative expenses (other) incurred2019-12-31$677,639
Total non interest bearing cash at end of year2019-12-31$32
Total non interest bearing cash at beginning of year2019-12-31$165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$187,342,197
Value of net assets at end of year (total assets less liabilities)2019-12-31$920,662,948
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$733,320,751
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$189,735,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$140,724,309
Value of interest in pooled separate accounts at end of year2019-12-31$450,286,116
Value of interest in pooled separate accounts at beginning of year2019-12-31$341,276,464
Interest on participant loans2019-12-31$875,407
Interest earned on other investments2019-12-31$2,300,469
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$105,193,794
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$95,044,897
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$35,717,348
Net investment gain/loss from pooled separate accounts2019-12-31$90,283,962
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$156,077,011
Assets. Invements in employer securities at beginning of year2019-12-31$137,344,351
Contributions received in cash from employer2019-12-31$23,807,404
Income. Dividends from common stock2019-12-31$1,724,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$39,230,406
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$14,184,308
Aggregate carrying amount (costs) on sale of assets2019-12-31$7,718,220
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2019-12-31390859910
2018 : JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-4,149,762
Total unrealized appreciation/depreciation of assets2018-12-31$-4,149,762
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$45,438,363
Total loss/gain on sale of assets2018-12-31$15,502,776
Total of all expenses incurred2018-12-31$52,022,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$51,315,860
Expenses. Certain deemed distributions of participant loans2018-12-31$361
Value of total corrective distributions2018-12-31$1,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$64,806,276
Value of total assets at end of year2018-12-31$733,320,751
Value of total assets at beginning of year2018-12-31$739,905,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$704,922
Total interest from all sources2018-12-31$2,756,494
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,683,940
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$2,027,457
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
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$3,456,355
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$39,959,941
Participant contributions at end of year2018-12-31$18,930,565
Participant contributions at beginning of year2018-12-31$18,065,920
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$5,441,907
Other income not declared elsewhere2018-12-31$83,880
Administrative expenses (other) incurred2018-12-31$704,922
Total non interest bearing cash at end of year2018-12-31$165
Total non interest bearing cash at beginning of year2018-12-31$284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,584,428
Value of net assets at end of year (total assets less liabilities)2018-12-31$733,320,751
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$739,905,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$140,724,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$145,630,056
Value of interest in pooled separate accounts at end of year2018-12-31$341,276,464
Value of interest in pooled separate accounts at beginning of year2018-12-31$355,606,299
Interest on participant loans2018-12-31$737,417
Interest earned on other investments2018-12-31$2,019,077
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$95,044,897
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$84,879,755
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-18,626,887
Net investment gain/loss from pooled separate accounts2018-12-31$-18,618,354
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 contributions2018-12-31Yes
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$137,344,351
Assets. Invements in employer securities at beginning of year2018-12-31$135,722,865
Contributions received in cash from employer2018-12-31$19,404,428
Income. Dividends from common stock2018-12-31$1,656,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$51,315,860
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$23,787,661
Aggregate carrying amount (costs) on sale of assets2018-12-31$8,284,885
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MONTGOMERY COSCIA GREILICH LLP
Accountancy firm EIN2018-12-31752919818
2017 : JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$25,967,962
Total unrealized appreciation/depreciation of assets2017-12-31$25,967,962
Total transfer of assets from this plan2017-12-31$25,521
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$184,560,789
Total loss/gain on sale of assets2017-12-31$6,949,002
Total of all expenses incurred2017-12-31$29,940,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$29,384,097
Expenses. Certain deemed distributions of participant loans2017-12-31$21,587
Value of total corrective distributions2017-12-31$7,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$57,043,552
Value of total assets at end of year2017-12-31$739,905,179
Value of total assets at beginning of year2017-12-31$585,310,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$527,629
Total interest from all sources2017-12-31$2,394,042
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,919,270
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$1,471,571
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
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$1,485,043
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$35,352,308
Participant contributions at end of year2017-12-31$18,065,920
Participant contributions at beginning of year2017-12-31$16,879,437
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,856,766
Other income not declared elsewhere2017-12-31$90,278
Administrative expenses (other) incurred2017-12-31$527,629
Total non interest bearing cash at end of year2017-12-31$284
Total non interest bearing cash at beginning of year2017-12-31$971
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$154,620,292
Value of net assets at end of year (total assets less liabilities)2017-12-31$739,905,179
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$585,310,408
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$145,630,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$107,384,087
Value of interest in pooled separate accounts at end of year2017-12-31$355,606,299
Value of interest in pooled separate accounts at beginning of year2017-12-31$280,901,361
Interest on participant loans2017-12-31$624,947
Interest earned on other investments2017-12-31$1,769,095
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$84,879,755
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$75,159,230
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$28,504,994
Net investment gain/loss from pooled separate accounts2017-12-31$60,691,689
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 contributions2017-12-31Yes
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$135,722,865
Assets. Invements in employer securities at beginning of year2017-12-31$104,985,322
Contributions received in cash from employer2017-12-31$17,834,478
Income. Dividends from common stock2017-12-31$1,447,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$29,384,097
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$11,823,714
Aggregate carrying amount (costs) on sale of assets2017-12-31$4,874,712
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 plan2017-12-31Unqualified
Accountancy firm name2017-12-31MONTGOMERY COSCIA GREILICH, LLP
Accountancy firm EIN2017-12-31752919818
2016 : JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$5,714,167
Total unrealized appreciation/depreciation of assets2016-12-31$5,714,167
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$96,260,353
Total loss/gain on sale of assets2016-12-31$7,167,972
Total of all expenses incurred2016-12-31$39,871,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$39,716,851
Expenses. Certain deemed distributions of participant loans2016-12-31$17,974
Value of total corrective distributions2016-12-31$13,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$54,213,150
Value of total assets at end of year2016-12-31$585,310,408
Value of total assets at beginning of year2016-12-31$528,921,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$123,100
Total interest from all sources2016-12-31$1,776,749
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,560,441
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$2,213,353
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$1,587,836
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$32,844,001
Participant contributions at end of year2016-12-31$16,879,437
Participant contributions at beginning of year2016-12-31$15,904,006
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$4,338,875
Other income not declared elsewhere2016-12-31$63,899
Administrative expenses (other) incurred2016-12-31$123,100
Total non interest bearing cash at end of year2016-12-31$971
Total non interest bearing cash at beginning of year2016-12-31$72
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$56,389,143
Value of net assets at end of year (total assets less liabilities)2016-12-31$585,310,408
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$528,921,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$107,384,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$175,638,434
Value of interest in pooled separate accounts at end of year2016-12-31$280,901,361
Value of interest in pooled separate accounts at beginning of year2016-12-31$182,558,386
Interest on participant loans2016-12-31$541,878
Interest earned on other investments2016-12-31$1,234,871
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$75,159,230
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$60,075,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$9,515,318
Net investment gain/loss from pooled separate accounts2016-12-31$14,248,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$104,985,322
Assets. Invements in employer securities at beginning of year2016-12-31$94,745,217
Contributions received in cash from employer2016-12-31$17,030,274
Income. Dividends from common stock2016-12-31$1,347,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$39,716,851
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$12,845,689
Aggregate carrying amount (costs) on sale of assets2016-12-31$5,677,717
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31PRICE WATERHOUSE COOPERS LLP
Accountancy firm EIN2016-12-31134008324
2015 : JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$15,072,422
Total unrealized appreciation/depreciation of assets2015-12-31$15,072,422
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$80,466,142
Total loss/gain on sale of assets2015-12-31$4,271,724
Total of all expenses incurred2015-12-31$19,705,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$19,633,554
Expenses. Certain deemed distributions of participant loans2015-12-31$15,038
Value of total corrective distributions2015-12-31$2,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$57,230,944
Value of total assets at end of year2015-12-31$528,921,265
Value of total assets at beginning of year2015-12-31$468,160,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$54,550
Total interest from all sources2015-12-31$1,638,945
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,586,505
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$2,366,764
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
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$343,159
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$30,132,466
Participant contributions at end of year2015-12-31$15,904,006
Participant contributions at beginning of year2015-12-31$14,126,842
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$11,113,020
Other income not declared elsewhere2015-12-31$-3,430
Administrative expenses (other) incurred2015-12-31$54,550
Total non interest bearing cash at end of year2015-12-31$72
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$60,760,335
Value of net assets at end of year (total assets less liabilities)2015-12-31$528,921,265
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$468,160,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$175,638,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$160,415,059
Value of interest in pooled separate accounts at end of year2015-12-31$182,558,386
Value of interest in pooled separate accounts at beginning of year2015-12-31$165,900,219
Interest on participant loans2015-12-31$491,659
Interest earned on other investments2015-12-31$1,147,286
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$60,075,150
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$51,682,975
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,669,125
Net investment gain/loss from pooled separate accounts2015-12-31$2,338,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$94,745,217
Assets. Invements in employer securities at beginning of year2015-12-31$76,035,835
Contributions received in cash from employer2015-12-31$15,985,458
Income. Dividends from common stock2015-12-31$1,219,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$19,633,554
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$8,325,912
Aggregate carrying amount (costs) on sale of assets2015-12-31$4,054,188
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-1,864,115
Total unrealized appreciation/depreciation of assets2014-12-31$-1,864,115
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$68,869,198
Total loss/gain on sale of assets2014-12-31$5,205,487
Total of all expenses incurred2014-12-31$23,114,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$23,053,607
Expenses. Certain deemed distributions of participant loans2014-12-31$18,190
Value of total corrective distributions2014-12-31$2,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$43,577,384
Value of total assets at end of year2014-12-31$468,160,930
Value of total assets at beginning of year2014-12-31$422,406,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$39,800
Total interest from all sources2014-12-31$9,740,306
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,619,215
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$2,494,149
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$25,990,375
Participant contributions at end of year2014-12-31$14,126,842
Participant contributions at beginning of year2014-12-31$11,395,674
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,294,905
Administrative expenses (other) incurred2014-12-31$39,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$45,754,796
Value of net assets at end of year (total assets less liabilities)2014-12-31$468,160,930
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$422,406,134
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$160,415,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$238,317,789
Value of interest in pooled separate accounts at end of year2014-12-31$165,900,219
Value of interest in pooled separate accounts at beginning of year2014-12-31$49,576,227
Interest on participant loans2014-12-31$424,232
Interest earned on other investments2014-12-31$9,316,074
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$51,682,975
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$46,314,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,667,910
Net investment gain/loss from pooled separate accounts2014-12-31$3,923,011
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 contributions2014-12-31Yes
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$76,035,835
Assets. Invements in employer securities at beginning of year2014-12-31$76,802,303
Contributions received in cash from employer2014-12-31$14,292,104
Income. Dividends from common stock2014-12-31$1,125,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$23,053,607
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$9,994,962
Aggregate carrying amount (costs) on sale of assets2014-12-31$4,789,475
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2014-12-31133891517
2013 : JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$23,327,756
Total unrealized appreciation/depreciation of assets2013-12-31$23,327,756
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$125,301,783
Total loss/gain on sale of assets2013-12-31$2,229,154
Total of all expenses incurred2013-12-31$17,858,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$17,799,014
Expenses. Certain deemed distributions of participant loans2013-12-31$19,837
Value of total corrective distributions2013-12-31$4,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$41,505,387
Value of total assets at end of year2013-12-31$422,406,134
Value of total assets at beginning of year2013-12-31$314,963,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$36,000
Total interest from all sources2013-12-31$4,886,351
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,929,516
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$1,990,470
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$24,439,710
Participant contributions at end of year2013-12-31$11,395,674
Participant contributions at beginning of year2013-12-31$9,954,024
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$807,569
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,798,691
Other income not declared elsewhere2013-12-31$95,547
Administrative expenses (other) incurred2013-12-31$36,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$107,442,799
Value of net assets at end of year (total assets less liabilities)2013-12-31$422,406,134
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$314,963,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$238,317,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$171,202,189
Value of interest in pooled separate accounts at end of year2013-12-31$49,576,227
Value of interest in pooled separate accounts at beginning of year2013-12-31$40,811,717
Interest on participant loans2013-12-31$360,263
Interest earned on other investments2013-12-31$4,526,088
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$46,314,141
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$42,473,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$44,611,535
Net investment gain/loss from pooled separate accounts2013-12-31$5,716,537
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 contributions2013-12-31Yes
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$76,802,303
Assets. Invements in employer securities at beginning of year2013-12-31$49,338,096
Contributions received in cash from employer2013-12-31$13,266,986
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$376,066
Income. Dividends from common stock2013-12-31$939,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$17,799,014
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$4,993,788
Aggregate carrying amount (costs) on sale of assets2013-12-31$2,764,634
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2013-12-31133891517
2012 : JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$5,371,684
Total unrealized appreciation/depreciation of assets2012-12-31$5,371,684
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$69,180,507
Total loss/gain on sale of assets2012-12-31$1,983,206
Total of all expenses incurred2012-12-31$10,890,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$10,855,556
Expenses. Certain deemed distributions of participant loans2012-12-31$6,852
Value of total corrective distributions2012-12-31$17
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$35,037,567
Value of total assets at end of year2012-12-31$314,963,335
Value of total assets at beginning of year2012-12-31$256,673,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$28,350
Total interest from all sources2012-12-31$1,363,817
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,724,217
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$2,130,408
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$20,406,646
Participant contributions at end of year2012-12-31$9,954,024
Participant contributions at beginning of year2012-12-31$9,306,535
Participant contributions at end of year2012-12-31$807,569
Participant contributions at beginning of year2012-12-31$711,220
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,265,211
Administrative expenses (other) incurred2012-12-31$28,350
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$58,289,732
Value of net assets at end of year (total assets less liabilities)2012-12-31$314,963,335
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$256,673,603
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$171,202,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$128,359,560
Value of interest in pooled separate accounts at end of year2012-12-31$40,811,717
Value of interest in pooled separate accounts at beginning of year2012-12-31$38,555,696
Interest on participant loans2012-12-31$320,016
Interest earned on other investments2012-12-31$1,043,801
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$42,473,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$36,544,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$16,929,560
Net investment gain/loss from pooled separate accounts2012-12-31$5,770,456
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 contributions2012-12-31Yes
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$49,338,096
Assets. Invements in employer securities at beginning of year2012-12-31$42,827,121
Contributions received in cash from employer2012-12-31$11,365,710
Employer contributions (assets) at end of year2012-12-31$376,066
Employer contributions (assets) at beginning of year2012-12-31$369,206
Income. Dividends from preferred stock2012-12-31$593,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$10,855,556
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
Aggregate proceeds on sale of assets2012-12-31$5,569,422
Aggregate carrying amount (costs) on sale of assets2012-12-31$3,586,216
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DELOITTE & TOUCHE
Accountancy firm EIN2012-12-31133891517
2011 : JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$4,228,338
Total unrealized appreciation/depreciation of assets2011-12-31$4,228,338
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$35,524,605
Total loss/gain on sale of assets2011-12-31$1,560,382
Total of all expenses incurred2011-12-31$9,415,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$9,371,968
Expenses. Certain deemed distributions of participant loans2011-12-31$2,059
Value of total corrective distributions2011-12-31$11,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$33,526,644
Value of total assets at end of year2011-12-31$256,673,603
Value of total assets at beginning of year2011-12-31$230,564,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$29,400
Total interest from all sources2011-12-31$1,573,725
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,044,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,508,760
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$19,774,303
Participant contributions at end of year2011-12-31$9,306,535
Participant contributions at beginning of year2011-12-31$7,177,507
Participant contributions at end of year2011-12-31$711,220
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,805,887
Other income not declared elsewhere2011-12-31$-204
Administrative expenses (other) incurred2011-12-31$29,400
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$26,109,276
Value of net assets at end of year (total assets less liabilities)2011-12-31$256,673,603
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$230,564,327
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$128,359,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$124,239,494
Value of interest in pooled separate accounts at end of year2011-12-31$38,555,696
Value of interest in pooled separate accounts at beginning of year2011-12-31$31,245,776
Interest on participant loans2011-12-31$274,444
Interest earned on other investments2011-12-31$1,299,281
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$36,544,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$30,423,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-6,871,081
Net investment gain/loss from pooled separate accounts2011-12-31$-538,148
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 contributions2011-12-31Yes
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$42,827,121
Assets. Invements in employer securities at beginning of year2011-12-31$37,478,104
Contributions received in cash from employer2011-12-31$10,946,454
Employer contributions (assets) at end of year2011-12-31$369,206
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$536,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$9,371,968
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
Aggregate proceeds on sale of assets2011-12-31$4,839,526
Aggregate carrying amount (costs) on sale of assets2011-12-31$3,279,144
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DELOITTE & TOUCHE
Accountancy firm EIN2011-12-31133891517
2010 : JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$7,000,696
Total unrealized appreciation/depreciation of assets2010-12-31$7,000,696
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$59,818,063
Total loss/gain on sale of assets2010-12-31$761,078
Total of all expenses incurred2010-12-31$7,714,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,668,444
Expenses. Certain deemed distributions of participant loans2010-12-31$17,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$31,914,970
Value of total assets at end of year2010-12-31$230,564,327
Value of total assets at beginning of year2010-12-31$178,460,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$27,950
Total interest from all sources2010-12-31$1,147,486
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,871,084
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$1,382,896
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$17,927,617
Participant contributions at end of year2010-12-31$7,177,507
Participant contributions at beginning of year2010-12-31$4,188,480
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,963,868
Other income not declared elsewhere2010-12-31$690
Administrative expenses (other) incurred2010-12-31$27,950
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$52,103,744
Value of net assets at end of year (total assets less liabilities)2010-12-31$230,564,327
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$178,460,583
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$124,239,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$94,113,744
Value of interest in pooled separate accounts at end of year2010-12-31$31,245,776
Value of interest in pooled separate accounts at beginning of year2010-12-31$25,413,290
Interest on participant loans2010-12-31$211,048
Interest earned on other investments2010-12-31$936,438
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$30,423,446
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$25,120,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$13,932,040
Net investment gain/loss from pooled separate accounts2010-12-31$3,190,019
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$37,478,104
Assets. Invements in employer securities at beginning of year2010-12-31$29,624,858
Contributions received in cash from employer2010-12-31$10,023,485
Income. Dividends from preferred stock2010-12-31$488,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,668,444
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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
Aggregate proceeds on sale of assets2010-12-31$3,217,357
Aggregate carrying amount (costs) on sale of assets2010-12-31$2,456,279
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DELOITTE & TOUCHE
Accountancy firm EIN2010-12-31133891517
2009 : JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN

2022: JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS 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: JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041197
Policy instance 1
Insurance contract or identification number041197
Number of Individuals Covered8350
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041197
Policy instance 1
Insurance contract or identification number041197
Number of Individuals Covered7955
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041197
Policy instance 1
Insurance contract or identification number041197
Number of Individuals Covered7910
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041197
Policy instance 1
Insurance contract or identification number041197
Number of Individuals Covered7665
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41197
Policy instance 1
Insurance contract or identification number41197
Number of Individuals Covered7205
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41197
Policy instance 1
Insurance contract or identification number41197
Number of Individuals Covered6760
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41197
Policy instance 1
Insurance contract or identification number41197
Number of Individuals Covered6326
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 $84,000
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees84000
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameCES INSURANCE AGENCY, INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41197
Policy instance 1
Insurance contract or identification number41197
Number of Individuals Covered5917
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 $84,000
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees84000
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameCES INSURANCE AGENCY, INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41197
Policy instance 1
Insurance contract or identification number41197
Number of Individuals Covered5674
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $84,000
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees84000
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameCES INSURANCE AGENCY, INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41197
Policy instance 1
Insurance contract or identification number41197
Number of Individuals Covered5058
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $84,000
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees84000
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameCES INSURANCE AGENCY, INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41197
Policy instance 1
Insurance contract or identification number41197
Number of Individuals Covered4654
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $84,000
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041197
Policy instance 1
Insurance contract or identification number041197
Number of Individuals Covered5035
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $84,000
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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