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AMDOCS, INC. 401(K) PLAN 401k Plan overview

Plan NameAMDOCS, INC. 401(K) PLAN
Plan identification number 004

AMDOCS, INC. 401(K) 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AMDOCS INC. has sponsored the creation of one or more 401k plans.

Company Name:AMDOCS INC.
Employer identification number (EIN):431339487
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMDOCS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01MICHAEL SAEGER
0042016-01-01MICHAEL SAEGER
0042015-01-01MICHAEL SAEGER MICHAEL SAEGER2016-10-17
0042014-01-01MICHAEL SAEGER MICHAEL SAEGER2015-10-13
0042013-01-01MICHAEL SAEGER MICHAEL SAEGER2014-10-14
0042012-01-01BRYSON STUCKI
0042011-01-01BRYSON STUCKI
0042009-01-01BRYSON STUCKI

Plan Statistics for AMDOCS, INC. 401(K) PLAN

401k plan membership statisitcs for AMDOCS, INC. 401(K) PLAN

Measure Date Value
2022: AMDOCS, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015,052
Total number of active participants reported on line 7a of the Form 55002022-01-013,362
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-011,867
Total of all active and inactive participants2022-01-015,237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-015,238
Number of participants with account balances2022-01-015,238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01165
2021: AMDOCS, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014,764
Total number of active participants reported on line 7a of the Form 55002021-01-013,257
Number of retired or separated participants receiving benefits2021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-011,786
Total of all active and inactive participants2021-01-015,052
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-015,052
Number of participants with account balances2021-01-015,052
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01149
2020: AMDOCS, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,731
Total number of active participants reported on line 7a of the Form 55002020-01-013,136
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-011,620
Total of all active and inactive participants2020-01-014,764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-014,764
Number of participants with account balances2020-01-014,764
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01102
2019: AMDOCS, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,518
Total number of active participants reported on line 7a of the Form 55002019-01-013,224
Number of retired or separated participants receiving benefits2019-01-019
Number of other retired or separated participants entitled to future benefits2019-01-011,498
Total of all active and inactive participants2019-01-014,731
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-014,731
Number of participants with account balances2019-01-014,731
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0199
2018: AMDOCS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,264
Total number of active participants reported on line 7a of the Form 55002018-01-013,105
Number of retired or separated participants receiving benefits2018-01-019
Number of other retired or separated participants entitled to future benefits2018-01-011,404
Total of all active and inactive participants2018-01-014,518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014,518
Number of participants with account balances2018-01-014,518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0168
2017: AMDOCS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,138
Total number of active participants reported on line 7a of the Form 55002017-01-013,004
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-011,254
Total of all active and inactive participants2017-01-014,264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014,264
Number of participants with account balances2017-01-014,264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0173
2016: AMDOCS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,087
Total number of active participants reported on line 7a of the Form 55002016-01-012,993
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-011,141
Total of all active and inactive participants2016-01-014,138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014,138
Number of participants with account balances2016-01-014,138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0165
2015: AMDOCS, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,242
Total number of active participants reported on line 7a of the Form 55002015-01-013,044
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,043
Total of all active and inactive participants2015-01-014,087
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014,087
Number of participants with account balances2015-01-014,087
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0151
2014: AMDOCS, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,230
Total number of active participants reported on line 7a of the Form 55002014-01-013,273
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-01968
Total of all active and inactive participants2014-01-014,242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014,242
Number of participants with account balances2014-01-013,848
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0139
2013: AMDOCS, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,874
Total number of active participants reported on line 7a of the Form 55002013-01-013,273
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01956
Total of all active and inactive participants2013-01-014,230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014,230
Number of participants with account balances2013-01-013,624
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0138
2012: AMDOCS, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,561
Total number of active participants reported on line 7a of the Form 55002012-01-012,700
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-011,173
Total of all active and inactive participants2012-01-013,874
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013,874
Number of participants with account balances2012-01-013,874
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0136
2011: AMDOCS, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,330
Total number of active participants reported on line 7a of the Form 55002011-01-012,673
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01888
Total of all active and inactive participants2011-01-013,561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013,561
Number of participants with account balances2011-01-013,561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01132
2009: AMDOCS, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,251
Total number of active participants reported on line 7a of the Form 55002009-01-012,524
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01800
Total of all active and inactive participants2009-01-013,324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013,324
Number of participants with account balances2009-01-013,324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01158

Financial Data on AMDOCS, INC. 401(K) PLAN

Measure Date Value
2022 : AMDOCS, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$18,485
Total transfer of assets from this plan2022-12-31$532
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$0
Total income from all sources (including contributions)2022-12-31$-74,701,444
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$44,701,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$44,587,803
Value of total corrective distributions2022-12-31$9,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$55,288,991
Value of total assets at end of year2022-12-31$683,736,084
Value of total assets at beginning of year2022-12-31$803,121,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$104,671
Total interest from all sources2022-12-31$2,444,979
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,923,641
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$1,923,641
Administrative expenses professional fees incurred2022-12-31$23,280
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$39,936,878
Participant contributions at end of year2022-12-31$6,380,163
Participant contributions at beginning of year2022-12-31$5,813,623
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$299,776
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,142,991
Other income not declared elsewhere2022-12-31$88,911
Administrative expenses (other) incurred2022-12-31$3,325
Total non interest bearing cash at end of year2022-12-31$426
Total non interest bearing cash at beginning of year2022-12-31$1,609
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-119,403,092
Value of net assets at end of year (total assets less liabilities)2022-12-31$683,736,084
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$803,121,223
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$31,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$112,615,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,351,787
Value of interest in pooled separate accounts at end of year2022-12-31$428,593,171
Value of interest in pooled separate accounts at beginning of year2022-12-31$643,557,615
Interest on participant loans2022-12-31$238,610
Interest earned on other investments2022-12-31$2,206,369
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$135,249,720
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$134,354,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-12,180,508
Net investment gain/loss from pooled separate accounts2022-12-31$-122,267,458
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
Contributions received in cash from employer2022-12-31$11,209,122
Employer contributions (assets) at end of year2022-12-31$897,237
Employer contributions (assets) at beginning of year2022-12-31$742,688
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$44,587,803
Contract administrator fees2022-12-31$46,566
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : AMDOCS, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$23,871,529
Total transfer of assets from this plan2021-12-31$18,761,826
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$149,401,584
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$55,592,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$55,520,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$47,827,466
Value of total assets at end of year2021-12-31$803,121,223
Value of total assets at beginning of year2021-12-31$704,202,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$71,699
Total interest from all sources2021-12-31$2,418,655
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$258,194
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$258,194
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$34,681,847
Participant contributions at end of year2021-12-31$5,813,623
Participant contributions at beginning of year2021-12-31$6,677,490
Participant contributions at end of year2021-12-31$299,776
Participant contributions at beginning of year2021-12-31$920,450
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,739,224
Other income not declared elsewhere2021-12-31$-110,629
Administrative expenses (other) incurred2021-12-31$71,699
Total non interest bearing cash at end of year2021-12-31$1,609
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$93,809,229
Value of net assets at end of year (total assets less liabilities)2021-12-31$803,121,223
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$704,202,291
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$18,351,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,582,150
Value of interest in pooled separate accounts at end of year2021-12-31$643,557,615
Value of interest in pooled separate accounts at beginning of year2021-12-31$550,187,930
Interest on participant loans2021-12-31$250,516
Interest earned on other investments2021-12-31$2,168,139
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$134,354,125
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$136,974,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,733,168
Net investment gain/loss from pooled separate accounts2021-12-31$97,274,730
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$9,406,395
Employer contributions (assets) at end of year2021-12-31$742,688
Employer contributions (assets) at beginning of year2021-12-31$859,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$55,520,656
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : AMDOCS, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$143,711,053
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$47,622,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$47,580,879
Expenses. Certain deemed distributions of participant loans2020-12-31$-20,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$48,851,604
Value of total assets at end of year2020-12-31$704,202,291
Value of total assets at beginning of year2020-12-31$608,113,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$62,100
Total interest from all sources2020-12-31$2,814,819
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$89,548
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$89,548
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
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$34,151,835
Participant contributions at end of year2020-12-31$6,677,490
Participant contributions at beginning of year2020-12-31$6,661,953
Participant contributions at end of year2020-12-31$920,450
Participant contributions at beginning of year2020-12-31$942,331
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,709,447
Other income not declared elsewhere2020-12-31$-14,451
Administrative expenses (other) incurred2020-12-31$62,100
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$96,088,765
Value of net assets at end of year (total assets less liabilities)2020-12-31$704,202,291
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$608,113,526
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$8,582,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$473,043
Value of interest in pooled separate accounts at end of year2020-12-31$550,187,930
Value of interest in pooled separate accounts at beginning of year2020-12-31$481,435,056
Interest on participant loans2020-12-31$291,613
Interest earned on other investments2020-12-31$2,523,206
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$136,974,515
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$117,608,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,257,685
Net investment gain/loss from pooled separate accounts2020-12-31$90,711,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$9,990,322
Employer contributions (assets) at end of year2020-12-31$859,756
Employer contributions (assets) at beginning of year2020-12-31$992,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$47,580,879
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : AMDOCS, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$152,828,685
Total income from all sources (including contributions)2019-12-31$152,828,685
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$43,243,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$43,077,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$43,077,233
Expenses. Certain deemed distributions of participant loans2019-12-31$104,623
Expenses. Certain deemed distributions of participant loans2019-12-31$104,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$48,133,822
Value of total assets at end of year2019-12-31$608,113,526
Value of total assets at end of year2019-12-31$608,113,526
Value of total assets at beginning of year2019-12-31$498,528,332
Value of total assets at beginning of year2019-12-31$498,528,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$61,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$61,635
Total interest from all sources2019-12-31$2,846,114
Total interest from all sources2019-12-31$2,846,114
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,982
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,982
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$2,982
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
Value of fidelity bond cover2019-12-31$15,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$33,428,059
Contributions received from participants2019-12-31$33,428,059
Participant contributions at end of year2019-12-31$6,661,953
Participant contributions at end of year2019-12-31$6,661,953
Participant contributions at beginning of year2019-12-31$6,632,246
Participant contributions at beginning of year2019-12-31$6,632,246
Participant contributions at end of year2019-12-31$942,331
Participant contributions at end of year2019-12-31$942,331
Participant contributions at beginning of year2019-12-31$916,365
Participant contributions at beginning of year2019-12-31$916,365
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,608,682
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,608,682
Other income not declared elsewhere2019-12-31$-563,499
Other income not declared elsewhere2019-12-31$-563,499
Administrative expenses (other) incurred2019-12-31$61,635
Administrative expenses (other) incurred2019-12-31$61,635
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$109,585,194
Value of net income/loss2019-12-31$109,585,194
Value of net assets at end of year (total assets less liabilities)2019-12-31$608,113,526
Value of net assets at end of year (total assets less liabilities)2019-12-31$608,113,526
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$498,528,332
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$498,528,332
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$473,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$481,435,056
Value of interest in pooled separate accounts at end of year2019-12-31$481,435,056
Value of interest in pooled separate accounts at beginning of year2019-12-31$379,602,525
Value of interest in pooled separate accounts at beginning of year2019-12-31$379,602,525
Interest on participant loans2019-12-31$297,647
Interest on participant loans2019-12-31$297,647
Interest earned on other investments2019-12-31$2,548,467
Interest earned on other investments2019-12-31$2,548,467
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$117,608,699
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$117,608,699
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$110,313,951
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,885
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,885
Net investment gain/loss from pooled separate accounts2019-12-31$102,396,381
Net investment gain/loss from pooled separate accounts2019-12-31$102,396,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$10,097,081
Contributions received in cash from employer2019-12-31$10,097,081
Employer contributions (assets) at end of year2019-12-31$992,444
Employer contributions (assets) at end of year2019-12-31$992,444
Employer contributions (assets) at beginning of year2019-12-31$1,063,245
Employer contributions (assets) at beginning of year2019-12-31$1,063,245
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$43,077,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$43,077,233
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
Accountancy firm EIN2019-12-31440160260
2018 : AMDOCS, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$26,652,956
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$44,727,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$44,669,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$54,468,703
Value of total assets at end of year2018-12-31$498,528,332
Value of total assets at beginning of year2018-12-31$516,602,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$57,826
Total interest from all sources2018-12-31$2,411,208
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$33,413,940
Participant contributions at end of year2018-12-31$6,632,246
Participant contributions at beginning of year2018-12-31$7,168,575
Participant contributions at end of year2018-12-31$916,365
Participant contributions at beginning of year2018-12-31$834,980
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$11,211,341
Other income not declared elsewhere2018-12-31$132,565
Administrative expenses (other) incurred2018-12-31$57,826
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-18,074,453
Value of net assets at end of year (total assets less liabilities)2018-12-31$498,528,332
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$516,602,785
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 pooled separate accounts at end of year2018-12-31$379,602,525
Value of interest in pooled separate accounts at beginning of year2018-12-31$401,688,457
Interest on participant loans2018-12-31$259,234
Interest earned on other investments2018-12-31$2,151,974
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$110,313,951
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$105,896,391
Net investment gain/loss from pooled separate accounts2018-12-31$-30,359,520
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$9,843,422
Employer contributions (assets) at end of year2018-12-31$1,063,245
Employer contributions (assets) at beginning of year2018-12-31$1,014,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$44,669,583
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : AMDOCS, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$116,217,977
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$32,316,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$32,240,368
Expenses. Certain deemed distributions of participant loans2017-12-31$11,404
Value of total corrective distributions2017-12-31$1,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$47,545,569
Value of total assets at end of year2017-12-31$516,602,785
Value of total assets at beginning of year2017-12-31$432,701,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$62,743
Total interest from all sources2017-12-31$2,141,811
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$31,662,410
Participant contributions at end of year2017-12-31$7,168,575
Participant contributions at beginning of year2017-12-31$6,882,461
Participant contributions at end of year2017-12-31$834,980
Participant contributions at beginning of year2017-12-31$903,513
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$6,443,231
Other income not declared elsewhere2017-12-31$15,000
Administrative expenses (other) incurred2017-12-31$62,743
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$83,901,757
Value of net assets at end of year (total assets less liabilities)2017-12-31$516,602,785
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$432,701,028
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 pooled separate accounts at end of year2017-12-31$401,688,457
Value of interest in pooled separate accounts at beginning of year2017-12-31$323,112,659
Interest on participant loans2017-12-31$238,650
Interest earned on other investments2017-12-31$1,903,161
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$105,896,391
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$100,908,395
Net investment gain/loss from pooled separate accounts2017-12-31$66,515,597
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$9,439,928
Employer contributions (assets) at end of year2017-12-31$1,014,382
Employer contributions (assets) at beginning of year2017-12-31$894,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$32,240,368
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : AMDOCS, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$65,338,994
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$30,198,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$30,074,815
Expenses. Certain deemed distributions of participant loans2016-12-31$-3,523
Value of total corrective distributions2016-12-31$36,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$41,324,400
Value of total assets at end of year2016-12-31$432,701,028
Value of total assets at beginning of year2016-12-31$397,560,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$90,518
Total interest from all sources2016-12-31$1,997,022
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$29,556,887
Participant contributions at end of year2016-12-31$6,882,461
Participant contributions at beginning of year2016-12-31$7,336,590
Participant contributions at end of year2016-12-31$903,513
Participant contributions at beginning of year2016-12-31$895,858
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,887,542
Other income not declared elsewhere2016-12-31$25,251
Administrative expenses (other) incurred2016-12-31$90,518
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$35,140,703
Value of net assets at end of year (total assets less liabilities)2016-12-31$432,701,028
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$397,560,325
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 pooled separate accounts at end of year2016-12-31$323,112,659
Value of interest in pooled separate accounts at beginning of year2016-12-31$297,465,651
Interest on participant loans2016-12-31$219,287
Interest earned on other investments2016-12-31$1,777,735
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$100,908,395
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$90,993,405
Net investment gain/loss from pooled separate accounts2016-12-31$21,992,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$8,879,971
Employer contributions (assets) at end of year2016-12-31$894,000
Employer contributions (assets) at beginning of year2016-12-31$868,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$30,074,815
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : AMDOCS, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$40,878,176
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$21,774,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$21,645,945
Expenses. Certain deemed distributions of participant loans2015-12-31$43,003
Value of total corrective distributions2015-12-31$1,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$39,183,982
Value of total assets at end of year2015-12-31$397,560,325
Value of total assets at beginning of year2015-12-31$378,456,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$83,759
Total interest from all sources2015-12-31$1,939,096
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$28,412,424
Participant contributions at end of year2015-12-31$7,336,590
Participant contributions at beginning of year2015-12-31$6,786,754
Participant contributions at end of year2015-12-31$895,858
Participant contributions at beginning of year2015-12-31$754,135
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,070,676
Other income not declared elsewhere2015-12-31$35,439
Administrative expenses (other) incurred2015-12-31$83,759
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$19,103,883
Value of net assets at end of year (total assets less liabilities)2015-12-31$397,560,325
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$378,456,442
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 pooled separate accounts at end of year2015-12-31$297,465,651
Value of interest in pooled separate accounts at beginning of year2015-12-31$286,167,608
Interest on participant loans2015-12-31$232,644
Interest earned on other investments2015-12-31$1,706,452
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$90,993,405
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$83,872,830
Net investment gain/loss from pooled separate accounts2015-12-31$-280,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$8,700,882
Employer contributions (assets) at end of year2015-12-31$868,821
Employer contributions (assets) at beginning of year2015-12-31$875,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$21,645,945
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : AMDOCS, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$50,412,362
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$22,332,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$21,989,327
Expenses. Certain deemed distributions of participant loans2014-12-31$272,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$35,625,447
Value of total assets at end of year2014-12-31$378,456,442
Value of total assets at beginning of year2014-12-31$350,376,180
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$70,716
Total interest from all sources2014-12-31$1,810,416
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
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$26,365,564
Participant contributions at end of year2014-12-31$6,786,754
Participant contributions at beginning of year2014-12-31$6,337,689
Participant contributions at end of year2014-12-31$754,135
Participant contributions at beginning of year2014-12-31$702,635
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,965,480
Administrative expenses (other) incurred2014-12-31$70,716
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$28,080,262
Value of net assets at end of year (total assets less liabilities)2014-12-31$378,456,442
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$350,376,180
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 beginning of year2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$286,167,608
Value of interest in pooled separate accounts at beginning of year2014-12-31$264,803,582
Interest on participant loans2014-12-31$209,993
Interest earned on other investments2014-12-31$1,600,423
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$83,872,830
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$77,753,484
Net investment gain/loss from pooled separate accounts2014-12-31$12,976,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$7,294,403
Employer contributions (assets) at end of year2014-12-31$875,115
Employer contributions (assets) at beginning of year2014-12-31$778,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$21,989,327
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : AMDOCS, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$89,888,262
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$20,562,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$20,456,076
Expenses. Certain deemed distributions of participant loans2013-12-31$38,335
Value of total corrective distributions2013-12-31$6,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$32,539,378
Value of total assets at end of year2013-12-31$350,376,180
Value of total assets at beginning of year2013-12-31$281,050,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$61,415
Total interest from all sources2013-12-31$1,794,514
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$319,934
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$319,934
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$24,376,313
Participant contributions at end of year2013-12-31$6,337,689
Participant contributions at beginning of year2013-12-31$5,529,733
Participant contributions at end of year2013-12-31$702,635
Participant contributions at beginning of year2013-12-31$658,479
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$735,848
Administrative expenses (other) incurred2013-12-31$61,415
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$69,326,095
Value of net assets at end of year (total assets less liabilities)2013-12-31$350,376,180
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$281,050,085
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,012,731
Value of interest in pooled separate accounts at end of year2013-12-31$264,803,582
Value of interest in pooled separate accounts at beginning of year2013-12-31$189,106,689
Interest on participant loans2013-12-31$189,362
Interest earned on other investments2013-12-31$1,605,152
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$77,753,484
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$71,965,218
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,019,872
Net investment gain/loss from pooled separate accounts2013-12-31$52,214,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$7,427,217
Employer contributions (assets) at end of year2013-12-31$778,790
Employer contributions (assets) at beginning of year2013-12-31$777,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$20,456,076
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : AMDOCS, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$61,376,779
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$16,503,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$16,436,858
Expenses. Certain deemed distributions of participant loans2012-12-31$13,664
Value of total corrective distributions2012-12-31$1,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$33,269,445
Value of total assets at end of year2012-12-31$281,050,085
Value of total assets at beginning of year2012-12-31$236,176,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$52,137
Total interest from all sources2012-12-31$1,879,353
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$252,826
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$252,826
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$24,061,842
Participant contributions at end of year2012-12-31$5,529,733
Participant contributions at beginning of year2012-12-31$4,804,854
Participant contributions at end of year2012-12-31$658,479
Participant contributions at beginning of year2012-12-31$648,548
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,455,805
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$52,137
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$44,873,098
Value of net assets at end of year (total assets less liabilities)2012-12-31$281,050,085
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$236,176,987
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$13,012,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,070,828
Value of interest in pooled separate accounts at end of year2012-12-31$189,106,689
Value of interest in pooled separate accounts at beginning of year2012-12-31$153,676,329
Interest on participant loans2012-12-31$170,485
Interest earned on other investments2012-12-31$1,708,868
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$71,965,218
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$66,164,826
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,116,712
Net investment gain/loss from pooled separate accounts2012-12-31$24,858,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$7,751,798
Employer contributions (assets) at end of year2012-12-31$777,235
Employer contributions (assets) at beginning of year2012-12-31$811,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$16,436,858
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : AMDOCS, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$26,798,228
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$13,665,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$13,583,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$31,718,313
Value of total assets at end of year2011-12-31$236,176,987
Value of total assets at beginning of year2011-12-31$223,043,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$81,398
Total interest from all sources2011-12-31$1,906,434
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$145,727
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$145,727
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$23,366,597
Participant contributions at end of year2011-12-31$4,804,854
Participant contributions at beginning of year2011-12-31$4,130,508
Participant contributions at end of year2011-12-31$648,548
Participant contributions at beginning of year2011-12-31$658,567
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,042,388
Other income not declared elsewhere2011-12-31$35,127
Administrative expenses (other) incurred2011-12-31$81,398
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$13,133,066
Value of net assets at end of year (total assets less liabilities)2011-12-31$236,176,987
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$223,043,921
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$10,070,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,815,426
Value of interest in pooled separate accounts at end of year2011-12-31$153,676,329
Value of interest in pooled separate accounts at beginning of year2011-12-31$149,825,694
Interest on participant loans2011-12-31$157,575
Interest earned on other investments2011-12-31$1,748,859
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$66,164,826
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$57,839,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,075,966
Net investment gain/loss from pooled separate accounts2011-12-31$-5,931,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$7,309,328
Employer contributions (assets) at end of year2011-12-31$811,602
Employer contributions (assets) at beginning of year2011-12-31$774,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$13,583,764
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : AMDOCS, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$590,638
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$55,287,994
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$12,970,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$12,899,560
Value of total corrective distributions2010-12-31$7,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$31,013,188
Value of total assets at end of year2010-12-31$223,043,921
Value of total assets at beginning of year2010-12-31$180,135,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$62,739
Total interest from all sources2010-12-31$1,864,941
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$110,667
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$110,667
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$20,000,000
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$22,308,261
Participant contributions at end of year2010-12-31$4,130,508
Participant contributions at beginning of year2010-12-31$3,498,229
Participant contributions at end of year2010-12-31$658,567
Participant contributions at beginning of year2010-12-31$650,250
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,560,706
Other income not declared elsewhere2010-12-31$42,771
Administrative expenses (other) incurred2010-12-31$62,739
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$42,317,905
Value of net assets at end of year (total assets less liabilities)2010-12-31$223,043,921
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$180,135,378
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$9,815,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,838,788
Value of interest in pooled separate accounts at end of year2010-12-31$149,825,694
Value of interest in pooled separate accounts at beginning of year2010-12-31$117,699,921
Interest on participant loans2010-12-31$152,953
Interest earned on other investments2010-12-31$1,711,988
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$57,839,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$52,752,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,610,880
Net investment gain/loss from pooled separate accounts2010-12-31$20,645,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$7,144,221
Employer contributions (assets) at end of year2010-12-31$774,722
Employer contributions (assets) at beginning of year2010-12-31$695,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$12,899,560
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260
2009 : AMDOCS, INC. 401(K) 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 AMDOCS, INC. 401(K) PLAN

2022: AMDOCS, INC. 401(K) 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: AMDOCS, INC. 401(K) 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: AMDOCS, INC. 401(K) 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: AMDOCS, INC. 401(K) 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: AMDOCS, INC. 401(K) 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: AMDOCS, INC. 401(K) 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: AMDOCS, INC. 401(K) 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: AMDOCS, INC. 401(K) 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: AMDOCS, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AMDOCS, INC. 401(K) 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: AMDOCS, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AMDOCS, INC. 401(K) 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: AMDOCS, INC. 401(K) 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 number038401
Policy instance 1
Insurance contract or identification number038401
Number of Individuals Covered5238
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 number038401
Policy instance 1
Insurance contract or identification number038401
Number of Individuals Covered5052
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038401
Policy instance 1
Insurance contract or identification number038401
Number of Individuals Covered4764
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 number38401
Policy instance 1
Insurance contract or identification number38401
Number of Individuals Covered4731
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 number38401
Policy instance 1
Insurance contract or identification number38401
Number of Individuals Covered4518
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 number38401
Policy instance 1
Insurance contract or identification number38401
Number of Individuals Covered4264
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 number38401
Policy instance 1
Insurance contract or identification number38401
Number of Individuals Covered4087
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38401
Policy instance 1
Insurance contract or identification number38401
Number of Individuals Covered3848
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38401
Policy instance 1
Insurance contract or identification number38401
Number of Individuals Covered4230
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38401
Policy instance 1
Insurance contract or identification number38401
Number of Individuals Covered3874
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38401
Policy instance 1
Insurance contract or identification number38401
Number of Individuals Covered3561
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38401
Policy instance 1
Insurance contract or identification number38401
Number of Individuals Covered4330
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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