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LOZIER CORPORATION 401(K) SAVINGS PLAN 401k Plan overview

Plan NameLOZIER CORPORATION 401(K) SAVINGS PLAN
Plan identification number 006

LOZIER CORPORATION 401(K) SAVINGS PLAN Benefits

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

401k Sponsoring company profile

LOZIER CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:LOZIER CORPORATION
Employer identification number (EIN):470463247
NAIC Classification:337000

Additional information about LOZIER CORPORATION

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2016-03-02
Company Identification Number: 0802404324
Legal Registered Office Address: PO BOX 3448

OMAHA
United States of America (USA)
68103

More information about LOZIER CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOZIER CORPORATION 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062022-01-01
0062021-01-01
0062020-01-01
0062019-01-01
0062018-01-01
0062017-01-01TAMMY CARLSON JAN MULLER2018-08-06
0062016-01-01TAMMY CARLSON JAN MULLER2017-08-31
0062015-01-01TAMMY CARLSON JAN MULLER2016-09-27
0062014-01-01TAMMY CARLSON JAN MULLER2015-09-03
0062013-01-01TAMMY CARLSON JAN MULLER2014-08-20
0062012-01-01TAMMY CARLSON JAN MULLER2013-09-24
0062011-01-01TAMMY CARLSON JAN MULLER2012-10-08
0062009-01-01TAMMY CARLSON JAN MULLER2010-09-03

Plan Statistics for LOZIER CORPORATION 401(K) SAVINGS PLAN

401k plan membership statisitcs for LOZIER CORPORATION 401(K) SAVINGS PLAN

Measure Date Value
2022: LOZIER CORPORATION 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,441
Total number of active participants reported on line 7a of the Form 55002022-01-011,884
Number of retired or separated participants receiving benefits2022-01-0115
Number of other retired or separated participants entitled to future benefits2022-01-01480
Total of all active and inactive participants2022-01-012,379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012,379
Number of participants with account balances2022-01-011,819
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: LOZIER CORPORATION 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,307
Total number of active participants reported on line 7a of the Form 55002021-01-011,873
Number of retired or separated participants receiving benefits2021-01-0115
Number of other retired or separated participants entitled to future benefits2021-01-01465
Total of all active and inactive participants2021-01-012,353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,353
Number of participants with account balances2021-01-011,845
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: LOZIER CORPORATION 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,560
Total number of active participants reported on line 7a of the Form 55002020-01-011,823
Number of retired or separated participants receiving benefits2020-01-0113
Number of other retired or separated participants entitled to future benefits2020-01-01441
Total of all active and inactive participants2020-01-012,277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,277
Number of participants with account balances2020-01-011,887
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: LOZIER CORPORATION 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,536
Total number of active participants reported on line 7a of the Form 55002019-01-012,172
Number of retired or separated participants receiving benefits2019-01-0112
Number of other retired or separated participants entitled to future benefits2019-01-01355
Total of all active and inactive participants2019-01-012,539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-012,540
Number of participants with account balances2019-01-012,005
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: LOZIER CORPORATION 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,658
Total number of active participants reported on line 7a of the Form 55002018-01-012,178
Number of retired or separated participants receiving benefits2018-01-0112
Number of other retired or separated participants entitled to future benefits2018-01-01320
Total of all active and inactive participants2018-01-012,510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,510
Number of participants with account balances2018-01-011,959
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: LOZIER CORPORATION 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,741
Total number of active participants reported on line 7a of the Form 55002017-01-012,295
Number of retired or separated participants receiving benefits2017-01-0113
Number of other retired or separated participants entitled to future benefits2017-01-01324
Total of all active and inactive participants2017-01-012,632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,632
Number of participants with account balances2017-01-011,957
2016: LOZIER CORPORATION 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,625
Total number of active participants reported on line 7a of the Form 55002016-01-012,450
Number of retired or separated participants receiving benefits2016-01-0110
Number of other retired or separated participants entitled to future benefits2016-01-01235
Total of all active and inactive participants2016-01-012,695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,695
Number of participants with account balances2016-01-011,986
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LOZIER CORPORATION 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,209
Total number of active participants reported on line 7a of the Form 55002015-01-012,355
Number of retired or separated participants receiving benefits2015-01-0112
Number of other retired or separated participants entitled to future benefits2015-01-01225
Total of all active and inactive participants2015-01-012,592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,592
Number of participants with account balances2015-01-012,022
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
2014: LOZIER CORPORATION 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,557
Total number of active participants reported on line 7a of the Form 55002014-01-011,965
Number of retired or separated participants receiving benefits2014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-01213
Total of all active and inactive participants2014-01-012,185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012,185
Number of participants with account balances2014-01-011,635
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: LOZIER CORPORATION 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,627
Total number of active participants reported on line 7a of the Form 55002013-01-011,323
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-01219
Total of all active and inactive participants2013-01-011,546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,546
Number of participants with account balances2013-01-011,429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: LOZIER CORPORATION 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,366
Total number of active participants reported on line 7a of the Form 55002012-01-011,393
Number of retired or separated participants receiving benefits2012-01-017
Number of other retired or separated participants entitled to future benefits2012-01-01208
Total of all active and inactive participants2012-01-011,608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,608
Number of participants with account balances2012-01-011,429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: LOZIER CORPORATION 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,451
Total number of active participants reported on line 7a of the Form 55002011-01-012,107
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-01238
Total of all active and inactive participants2011-01-012,347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,347
Number of participants with account balances2011-01-011,447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: LOZIER CORPORATION 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,556
Total number of active participants reported on line 7a of the Form 55002009-01-011,174
Number of retired or separated participants receiving benefits2009-01-0110
Number of other retired or separated participants entitled to future benefits2009-01-01244
Total of all active and inactive participants2009-01-011,428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,428
Number of participants with account balances2009-01-011,428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on LOZIER CORPORATION 401(K) SAVINGS PLAN

Measure Date Value
2022 : LOZIER CORPORATION 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
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$0
Total income from all sources (including contributions)2022-12-31$-16,405,753
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$15,906,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$15,797,515
Value of total corrective distributions2022-12-31$66,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,966,323
Value of total assets at end of year2022-12-31$168,237,888
Value of total assets at beginning of year2022-12-31$200,550,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$43,269
Total interest from all sources2022-12-31$690,529
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$471
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$471
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$6,033,634
Participant contributions at end of year2022-12-31$3,420,360
Participant contributions at beginning of year2022-12-31$4,226,753
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,615,469
Other income not declared elsewhere2022-12-31$-206
Administrative expenses (other) incurred2022-12-31$2,075
Total non interest bearing cash at end of year2022-12-31$145
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-32,312,713
Value of net assets at end of year (total assets less liabilities)2022-12-31$168,237,888
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$200,550,601
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,017,006
Value of interest in pooled separate accounts at end of year2022-12-31$126,783,797
Value of interest in pooled separate accounts at beginning of year2022-12-31$159,302,392
Interest on participant loans2022-12-31$143,399
Interest earned on other investments2022-12-31$547,130
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$35,016,580
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$37,021,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-363,966
Net investment gain/loss from pooled separate accounts2022-12-31$-27,698,904
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$3,317,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$15,797,515
Contract administrator fees2022-12-31$41,194
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 name2022-12-31LUTZ & COMPANY PC
Accountancy firm EIN2022-12-31470625816
2021 : LOZIER CORPORATION 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$32,888,513
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$17,472,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$17,305,859
Value of total corrective distributions2021-12-31$116,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,699,183
Value of total assets at end of year2021-12-31$200,550,601
Value of total assets at beginning of year2021-12-31$185,134,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$50,469
Total interest from all sources2021-12-31$757,539
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,882,657
Participant contributions at end of year2021-12-31$4,226,753
Participant contributions at beginning of year2021-12-31$5,025,763
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$711,090
Administrative expenses (other) incurred2021-12-31$50,469
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$15,415,790
Value of net assets at end of year (total assets less liabilities)2021-12-31$200,550,601
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$185,134,811
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 pooled separate accounts at end of year2021-12-31$159,302,392
Value of interest in pooled separate accounts at beginning of year2021-12-31$143,398,764
Interest on participant loans2021-12-31$197,951
Interest earned on other investments2021-12-31$559,588
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$37,021,456
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$36,710,284
Net investment gain/loss from pooled separate accounts2021-12-31$22,431,791
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$3,105,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$17,305,859
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 name2021-12-31LUTZ & COMPANY PC
Accountancy firm EIN2021-12-31470625816
2020 : LOZIER CORPORATION 401(K) SAVINGS 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$35,162,964
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$17,739,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$17,556,711
Value of total corrective distributions2020-12-31$152,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$10,111,269
Value of total assets at end of year2020-12-31$185,134,811
Value of total assets at beginning of year2020-12-31$167,711,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$31,148
Total interest from all sources2020-12-31$799,841
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
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$6,140,915
Participant contributions at end of year2020-12-31$5,025,763
Participant contributions at beginning of year2020-12-31$3,921,692
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$795,600
Administrative expenses (other) incurred2020-12-31$31,148
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$17,423,021
Value of net assets at end of year (total assets less liabilities)2020-12-31$185,134,811
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$167,711,790
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 pooled separate accounts at end of year2020-12-31$143,398,764
Value of interest in pooled separate accounts at beginning of year2020-12-31$132,838,960
Interest on participant loans2020-12-31$179,505
Interest earned on other investments2020-12-31$620,336
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$36,710,284
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$30,951,138
Net investment gain/loss from pooled separate accounts2020-12-31$24,251,854
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$3,174,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$17,556,711
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LUTZ & COMPANY PC
Accountancy firm EIN2020-12-31470625816
2019 : LOZIER CORPORATION 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$38,667,030
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$8,499,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,293,388
Value of total corrective distributions2019-12-31$176,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,738,933
Value of total assets at end of year2019-12-31$167,711,790
Value of total assets at beginning of year2019-12-31$137,544,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$29,942
Total interest from all sources2019-12-31$794,732
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,207,454
Participant contributions at end of year2019-12-31$3,921,692
Participant contributions at beginning of year2019-12-31$3,618,218
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$623,686
Administrative expenses (other) incurred2019-12-31$29,942
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$30,167,637
Value of net assets at end of year (total assets less liabilities)2019-12-31$167,711,790
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$137,544,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$132,838,960
Value of interest in pooled separate accounts at beginning of year2019-12-31$104,721,203
Interest on participant loans2019-12-31$168,399
Interest earned on other investments2019-12-31$626,333
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$30,951,138
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$29,204,732
Net investment gain/loss from pooled separate accounts2019-12-31$28,133,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,907,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,293,388
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LUTZ & COMPANY PC
Accountancy firm EIN2019-12-31470625816
2018 : LOZIER CORPORATION 401(K) SAVINGS 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$1,277,621
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$11,834,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$11,733,665
Value of total corrective distributions2018-12-31$78,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,455,825
Value of total assets at end of year2018-12-31$137,544,153
Value of total assets at beginning of year2018-12-31$148,101,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$22,561
Total interest from all sources2018-12-31$673,840
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$3,000,000
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$6,088,409
Participant contributions at end of year2018-12-31$3,618,218
Participant contributions at beginning of year2018-12-31$3,661,228
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$663,135
Administrative expenses (other) incurred2018-12-31$22,561
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-10,556,924
Value of net assets at end of year (total assets less liabilities)2018-12-31$137,544,153
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$148,101,077
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$104,721,203
Value of interest in pooled separate accounts at beginning of year2018-12-31$117,374,345
Interest on participant loans2018-12-31$141,895
Interest earned on other investments2018-12-31$531,945
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$29,204,732
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$27,065,504
Net investment gain/loss from pooled separate accounts2018-12-31$-8,852,044
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$2,704,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$11,733,665
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LUTZ & COMPANY PC
Accountancy firm EIN2018-12-31470625816
2017 : LOZIER CORPORATION 401(K) SAVINGS 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$29,307,592
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$10,233,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$10,222,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,090,245
Value of total assets at end of year2017-12-31$148,101,077
Value of total assets at beginning of year2017-12-31$129,027,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,450
Total interest from all sources2017-12-31$580,985
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$3,000,000
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$5,860,613
Participant contributions at end of year2017-12-31$3,661,228
Participant contributions at beginning of year2017-12-31$3,486,030
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$626,818
Administrative expenses (other) incurred2017-12-31$11,450
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$19,073,750
Value of net assets at end of year (total assets less liabilities)2017-12-31$148,101,077
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$129,027,327
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$117,374,345
Value of interest in pooled separate accounts at beginning of year2017-12-31$99,127,894
Interest on participant loans2017-12-31$120,945
Interest earned on other investments2017-12-31$460,040
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$27,065,504
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$26,413,403
Net investment gain/loss from pooled separate accounts2017-12-31$19,636,362
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$2,602,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$10,222,392
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LUTZ & COMPANY PC
Accountancy firm EIN2017-12-31470625816
2016 : LOZIER CORPORATION 401(K) SAVINGS 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$17,526,570
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,008,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,998,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$9,017,793
Value of total assets at end of year2016-12-31$129,027,328
Value of total assets at beginning of year2016-12-31$117,508,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,850
Total interest from all sources2016-12-31$536,267
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$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$6,137,625
Participant contributions at end of year2016-12-31$3,486,030
Participant contributions at beginning of year2016-12-31$3,306,381
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$257,781
Administrative expenses (other) incurred2016-12-31$9,850
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$11,518,524
Value of net assets at end of year (total assets less liabilities)2016-12-31$129,027,328
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$117,508,804
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$99,127,895
Value of interest in pooled separate accounts at beginning of year2016-12-31$91,893,025
Interest on participant loans2016-12-31$113,646
Interest earned on other investments2016-12-31$422,621
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$26,413,403
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$22,309,398
Net investment gain/loss from pooled separate accounts2016-12-31$7,972,510
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$2,622,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,998,196
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LUTZ & COMPANY PC
Accountancy firm EIN2016-12-31470625816
2015 : LOZIER CORPORATION 401(K) SAVINGS 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$11,776,795
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$7,377,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,219,977
Expenses. Certain deemed distributions of participant loans2015-12-31$12,000
Value of total corrective distributions2015-12-31$126,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$10,601,645
Value of total assets at end of year2015-12-31$117,508,804
Value of total assets at beginning of year2015-12-31$113,109,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$19,219
Total interest from all sources2015-12-31$507,590
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$3,000,000
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$5,674,297
Participant contributions at end of year2015-12-31$3,306,381
Participant contributions at beginning of year2015-12-31$2,821,412
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,595,190
Administrative expenses (other) incurred2015-12-31$19,219
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$4,398,918
Value of net assets at end of year (total assets less liabilities)2015-12-31$117,508,804
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$113,109,886
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$91,893,025
Value of interest in pooled separate accounts at beginning of year2015-12-31$88,613,116
Interest on participant loans2015-12-31$99,304
Interest earned on other investments2015-12-31$408,286
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$22,309,398
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$21,675,358
Net investment gain/loss from pooled separate accounts2015-12-31$667,560
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$2,332,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,219,977
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LUTZ & COMPANY PC
Accountancy firm EIN2015-12-31470625816
2014 : LOZIER CORPORATION 401(K) SAVINGS 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$15,709,585
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,980,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,879,029
Expenses. Certain deemed distributions of participant loans2014-12-31$19,047
Value of total corrective distributions2014-12-31$68,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,139,637
Value of total assets at end of year2014-12-31$113,109,886
Value of total assets at beginning of year2014-12-31$102,380,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,386
Total interest from all sources2014-12-31$496,896
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$3,000,000
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$4,398,195
Participant contributions at end of year2014-12-31$2,821,412
Participant contributions at beginning of year2014-12-31$2,979,475
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,970,821
Administrative expenses (other) incurred2014-12-31$14,386
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$10,728,959
Value of net assets at end of year (total assets less liabilities)2014-12-31$113,109,886
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$102,380,927
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 pooled separate accounts at end of year2014-12-31$88,613,116
Value of interest in pooled separate accounts at beginning of year2014-12-31$79,120,916
Interest on participant loans2014-12-31$95,730
Interest earned on other investments2014-12-31$401,166
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$21,675,358
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$20,280,536
Net investment gain/loss from pooled separate accounts2014-12-31$6,073,052
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$1,770,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,879,029
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LUTZ & COMPANY PC
Accountancy firm EIN2014-12-31470625816
2013 : LOZIER CORPORATION 401(K) SAVINGS 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$22,485,148
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,930,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,826,181
Value of total corrective distributions2013-12-31$76,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,870,434
Value of total assets at end of year2013-12-31$102,380,927
Value of total assets at beginning of year2013-12-31$84,826,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$28,054
Total interest from all sources2013-12-31$505,296
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
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$4,400,855
Participant contributions at end of year2013-12-31$2,979,475
Participant contributions at beginning of year2013-12-31$2,789,708
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$195,705
Administrative expenses (other) incurred2013-12-31$28,054
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$17,554,807
Value of net assets at end of year (total assets less liabilities)2013-12-31$102,380,927
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$84,826,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$79,120,916
Value of interest in pooled separate accounts at beginning of year2013-12-31$63,277,860
Interest on participant loans2013-12-31$94,079
Interest earned on other investments2013-12-31$411,217
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$20,280,536
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$18,758,552
Net investment gain/loss from pooled separate accounts2013-12-31$16,109,418
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$1,273,874
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,826,181
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LUTZ AND COMPANY, P.C.
Accountancy firm EIN2013-12-31470625816
2012 : LOZIER CORPORATION 401(K) SAVINGS 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$15,492,470
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,362,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,351,233
Value of total corrective distributions2012-12-31$3,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,523,137
Value of total assets at end of year2012-12-31$84,826,120
Value of total assets at beginning of year2012-12-31$72,695,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,250
Total interest from all sources2012-12-31$538,523
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
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$4,233,908
Participant contributions at end of year2012-12-31$2,789,708
Participant contributions at beginning of year2012-12-31$2,562,850
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$814,143
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$674,702
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$12,130,389
Value of net assets at end of year (total assets less liabilities)2012-12-31$84,826,120
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$72,695,731
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
Investment advisory and management fees2012-12-31$7,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,854,549
Value of interest in pooled separate accounts at end of year2012-12-31$63,277,860
Value of interest in pooled separate accounts at beginning of year2012-12-31$50,096,625
Interest on participant loans2012-12-31$93,219
Interest earned on other investments2012-12-31$445,304
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$18,758,552
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$16,507,005
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$135,282
Net investment gain/loss from pooled separate accounts2012-12-31$8,295,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,475,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,351,233
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LUTZ AND COMPANY, P.C.
Accountancy firm EIN2012-12-31470625816
2011 : LOZIER CORPORATION 401(K) SAVINGS 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$4,541,031
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,209,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,092,190
Value of total corrective distributions2011-12-31$103,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,283,249
Value of total assets at end of year2011-12-31$72,695,731
Value of total assets at beginning of year2011-12-31$72,364,499
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,418
Total interest from all sources2011-12-31$535,024
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
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$4,083,643
Participant contributions at end of year2011-12-31$2,562,850
Participant contributions at beginning of year2011-12-31$2,360,014
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$732,456
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$674,702
Other income not declared elsewhere2011-12-31$4,801
Administrative expenses (other) incurred2011-12-31$14,418
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$331,232
Value of net assets at end of year (total assets less liabilities)2011-12-31$72,695,731
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$72,364,499
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$2,854,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,669,552
Value of interest in pooled separate accounts at end of year2011-12-31$50,096,625
Value of interest in pooled separate accounts at beginning of year2011-12-31$52,102,992
Interest on participant loans2011-12-31$92,841
Interest earned on other investments2011-12-31$442,183
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$16,507,005
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$15,231,941
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-59,227
Net investment gain/loss from pooled separate accounts2011-12-31$-2,222,816
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$1,467,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,092,190
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LUTZ AND COMPANY, P.C.
Accountancy firm EIN2011-12-31470625816
2010 : LOZIER CORPORATION 401(K) SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$11,322,095
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,844,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,833,533
Expenses. Certain deemed distributions of participant loans2010-12-31$2,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,138,677
Value of total assets at end of year2010-12-31$72,364,499
Value of total assets at beginning of year2010-12-31$65,887,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,565
Total interest from all sources2010-12-31$546,793
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
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$3,708,636
Participant contributions at end of year2010-12-31$2,360,014
Participant contributions at beginning of year2010-12-31$2,195,398
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$153,374
Other income not declared elsewhere2010-12-31$-64
Administrative expenses (other) incurred2010-12-31$8,565
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$6,477,298
Value of net assets at end of year (total assets less liabilities)2010-12-31$72,364,499
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$65,887,201
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$2,669,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,525,386
Value of interest in pooled separate accounts at end of year2010-12-31$52,102,992
Value of interest in pooled separate accounts at beginning of year2010-12-31$46,377,524
Interest on participant loans2010-12-31$107,616
Interest earned on other investments2010-12-31$439,177
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$15,231,941
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$14,788,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$296,281
Net investment gain/loss from pooled separate accounts2010-12-31$5,340,408
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$1,276,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,833,533
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LUTZ AND COMPANY, P.C.
Accountancy firm EIN2010-12-31470625816
2009 : LOZIER CORPORATION 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LOZIER CORPORATION 401(K) SAVINGS PLAN

2022: LOZIER CORPORATION 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
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: LOZIER CORPORATION 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
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: LOZIER CORPORATION 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
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: LOZIER CORPORATION 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
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: LOZIER CORPORATION 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
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: LOZIER CORPORATION 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
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: LOZIER CORPORATION 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
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: LOZIER CORPORATION 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
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: LOZIER CORPORATION 401(K) SAVINGS 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 planYes
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: LOZIER CORPORATION 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
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: LOZIER CORPORATION 401(K) SAVINGS 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 planYes
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: LOZIER CORPORATION 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
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: LOZIER CORPORATION 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
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 number039574
Policy instance 1
Insurance contract or identification number039574
Number of Individuals Covered2379
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039574
Policy instance 1
Insurance contract or identification number039574
Number of Individuals Covered2353
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039574
Policy instance 1
Insurance contract or identification number039574
Number of Individuals Covered2277
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 number039574
Policy instance 1
Insurance contract or identification number039574
Number of Individuals Covered2540
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 number039574
Policy instance 1
Insurance contract or identification number039574
Number of Individuals Covered2632
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 number039574
Policy instance 1
Insurance contract or identification number039574
Number of Individuals Covered2592
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 number039574
Policy instance 1
Insurance contract or identification number039574
Number of Individuals Covered2185
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 number039574
Policy instance 1
Insurance contract or identification number039574
Number of Individuals Covered1546
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 numberGA-39574
Policy instance 1
Insurance contract or identification numberGA-39574
Number of Individuals Covered1608
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 numberGA-39574
Policy instance 1
Insurance contract or identification numberGA-39574
Number of Individuals Covered1447
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 numberGA-39574
Policy instance 1
Insurance contract or identification numberGA-39574
Number of Individuals Covered1421
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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