?>
Logo

KELLER NORTH AMERICA RETIREMENT SAVINGS PROFIT SHARING PLAN 401k Plan overview

Plan NameKELLER NORTH AMERICA RETIREMENT SAVINGS PROFIT SHARING PLAN
Plan identification number 001

KELLER NORTH AMERICA RETIREMENT SAVINGS PROFIT SHARING 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KELLER MANAGEMENT SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name:KELLER MANAGEMENT SERVICES, LLC
Employer identification number (EIN):521691496
NAIC Classification:237990
NAIC Description:Other Heavy and Civil Engineering Construction

Additional information about KELLER MANAGEMENT SERVICES, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2218848

More information about KELLER MANAGEMENT SERVICES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KELLER NORTH AMERICA RETIREMENT SAVINGS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LINDA KOSMICKY LINDA KOSMICKY2018-10-15
0012017-01-01LINDA KOSMICKY
0012016-01-01LINDA KOSMICKY LINDA KOSMICKY2017-10-13
0012016-01-01LINDA KOSMICKY
0012016-01-01 LINDA KOSMICKY2018-09-10
0012015-01-01LINDA KOSMICKY LINDA KOSMICKY2016-10-17
0012014-01-01LINDA KOSMICKY LINDA KOSMICKY2015-10-15
0012014-01-01LINDA KOSMICKY LINDA KOSMICKY2016-01-29
0012013-01-01LINDA KOSMICKY LINDA KOSMICKY2016-01-28
0012012-01-01LINDA KOSMICKY LINDA KOSMICKY2016-01-26
0012011-01-01LINDA KOSMICKY LINDA KOSMICKY2013-03-18
0012009-01-01LINDA KOSMICKY LINDA KOSMICKY2011-04-11
0012009-01-01LINDA KOSMICKY LINDA KOSMICKY2010-10-15

Plan Statistics for KELLER NORTH AMERICA RETIREMENT SAVINGS PROFIT SHARING PLAN

401k plan membership statisitcs for KELLER NORTH AMERICA RETIREMENT SAVINGS PROFIT SHARING PLAN

Measure Date Value
2022: KELLER NORTH AMERICA RETIREMENT SAVINGS PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,658
Total number of active participants reported on line 7a of the Form 55002022-01-012,906
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01826
Total of all active and inactive participants2022-01-013,735
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-013,735
Number of participants with account balances2022-01-013,735
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: KELLER NORTH AMERICA RETIREMENT SAVINGS PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,200
Total number of active participants reported on line 7a of the Form 55002021-01-013,028
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-01626
Total of all active and inactive participants2021-01-013,658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-013,658
Number of participants with account balances2021-01-013,323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0129
2020: KELLER NORTH AMERICA RETIREMENT SAVINGS PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,060
Total number of active participants reported on line 7a of the Form 55002020-01-012,697
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01467
Total of all active and inactive participants2020-01-013,167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013,167
Number of participants with account balances2020-01-012,938
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0132
2019: KELLER NORTH AMERICA RETIREMENT SAVINGS PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,729
Total number of active participants reported on line 7a of the Form 55002019-01-012,589
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01404
Total of all active and inactive participants2019-01-012,996
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,996
Number of participants with account balances2019-01-012,996
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0131
2018: KELLER NORTH AMERICA RETIREMENT SAVINGS PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,240
Total number of active participants reported on line 7a of the Form 55002018-01-012,408
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01319
Total of all active and inactive participants2018-01-012,729
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,729
Number of participants with account balances2018-01-012,729
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0127
2017: KELLER NORTH AMERICA RETIREMENT SAVINGS PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,885
Total number of active participants reported on line 7a of the Form 55002017-01-011,999
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-01238
Total of all active and inactive participants2017-01-012,240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,240
Number of participants with account balances2017-01-012,240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0129
2016: KELLER NORTH AMERICA RETIREMENT SAVINGS PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,839
Total number of active participants reported on line 7a of the Form 55002016-01-011,714
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01169
Total of all active and inactive participants2016-01-011,885
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,885
Number of participants with account balances2016-01-011,885
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0115
2015: KELLER NORTH AMERICA RETIREMENT SAVINGS PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,400
Total number of active participants reported on line 7a of the Form 55002015-01-011,660
Number of other retired or separated participants entitled to future benefits2015-01-01179
Total of all active and inactive participants2015-01-011,839
Total participants2015-01-011,839
Number of participants with account balances2015-01-011,839
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0124
2014: KELLER NORTH AMERICA RETIREMENT SAVINGS PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,331
Total number of active participants reported on line 7a of the Form 55002014-01-012,238
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-01155
Total of all active and inactive participants2014-01-012,394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-012,400
Number of participants with account balances2014-01-011,620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0122
2013: KELLER NORTH AMERICA RETIREMENT SAVINGS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,223
Total number of active participants reported on line 7a of the Form 55002013-01-012,102
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01135
Total of all active and inactive participants2013-01-012,238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-012,243
Number of participants with account balances2013-01-011,375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0139
2012: KELLER NORTH AMERICA RETIREMENT SAVINGS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,203
Total number of active participants reported on line 7a of the Form 55002012-01-012,076
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0190
Total of all active and inactive participants2012-01-012,168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-012,172
Number of participants with account balances2012-01-011,342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0140
2011: KELLER NORTH AMERICA RETIREMENT SAVINGS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,188
Total number of active participants reported on line 7a of the Form 55002011-01-012,088
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0182
Total of all active and inactive participants2011-01-012,172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-012,176
Number of participants with account balances2011-01-011,331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0126
2009: KELLER NORTH AMERICA RETIREMENT SAVINGS PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,489
Total number of active participants reported on line 7a of the Form 55002009-01-012,082
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01469
Total of all active and inactive participants2009-01-012,551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-012,553
Number of participants with account balances2009-01-011,417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01136

Financial Data on KELLER NORTH AMERICA RETIREMENT SAVINGS PROFIT SHARING PLAN

Measure Date Value
2022 : KELLER NORTH AMERICA RETIREMENT SAVINGS PROFIT SHARING 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$0
Total income from all sources (including contributions)2022-12-31$-20,214,168
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$15,586,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$15,351,332
Expenses. Certain deemed distributions of participant loans2022-12-31$-4,137
Value of total corrective distributions2022-12-31$1,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$27,354,748
Value of total assets at end of year2022-12-31$254,347,404
Value of total assets at beginning of year2022-12-31$290,147,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$237,809
Total interest from all sources2022-12-31$885,138
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,166,356
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$2,166,356
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,500,000
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$15,117,719
Participant contributions at end of year2022-12-31$3,128,232
Participant contributions at beginning of year2022-12-31$3,336,624
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$609,992
Other income not declared elsewhere2022-12-31$-2,509
Administrative expenses (other) incurred2022-12-31$8,041
Total non interest bearing cash at end of year2022-12-31$71
Total non interest bearing cash at beginning of year2022-12-31$42
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-35,800,210
Value of net assets at end of year (total assets less liabilities)2022-12-31$254,347,404
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$290,147,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$53,447
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$106,497,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$137,223,082
Value of interest in pooled separate accounts at end of year2022-12-31$48,618,827
Value of interest in pooled separate accounts at beginning of year2022-12-31$58,667,598
Interest on participant loans2022-12-31$121,219
Interest earned on other investments2022-12-31$763,919
Value of interest in common/collective trusts at end of year2022-12-31$50,046,867
Value of interest in common/collective trusts at beginning of year2022-12-31$42,779,998
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$46,056,354
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$48,140,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-21,507,192
Net investment gain/loss from pooled separate accounts2022-12-31$-18,535,210
Net investment gain or loss from common/collective trusts2022-12-31$-10,575,499
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$11,627,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$15,351,332
Contract administrator fees2022-12-31$176,321
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 name2022-12-31CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN2022-12-31222428965
2021 : KELLER NORTH AMERICA RETIREMENT SAVINGS PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$29,831,002
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$56,544,998
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$26,437,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$26,165,912
Expenses. Certain deemed distributions of participant loans2021-12-31$36,437
Value of total corrective distributions2021-12-31$6,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$32,043,573
Value of total assets at end of year2021-12-31$290,147,614
Value of total assets at beginning of year2021-12-31$230,208,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$228,660
Total interest from all sources2021-12-31$853,682
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,991,712
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,991,712
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$12,641,154
Participant contributions at end of year2021-12-31$3,336,624
Participant contributions at beginning of year2021-12-31$2,547,301
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$11,605,737
Other income not declared elsewhere2021-12-31$-1,620
Administrative expenses (other) incurred2021-12-31$228,660
Total non interest bearing cash at end of year2021-12-31$42
Total non interest bearing cash at beginning of year2021-12-31$171
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$30,107,979
Value of net assets at end of year (total assets less liabilities)2021-12-31$290,147,614
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$230,208,633
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$137,223,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$139,691,147
Value of interest in pooled separate accounts at end of year2021-12-31$58,667,598
Value of interest in pooled separate accounts at beginning of year2021-12-31$45,009,094
Interest on participant loans2021-12-31$123,905
Interest earned on other investments2021-12-31$729,777
Value of interest in common/collective trusts at end of year2021-12-31$42,779,998
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$48,140,270
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$42,960,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,327,197
Net investment gain/loss from pooled separate accounts2021-12-31$8,848,095
Net investment gain or loss from common/collective trusts2021-12-31$2,482,359
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$7,796,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$26,165,912
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 name2021-12-31ARONSON LLC
Accountancy firm EIN2021-12-31371611326
2020 : KELLER NORTH AMERICA RETIREMENT SAVINGS PROFIT SHARING 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$52,578,850
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$20,978,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$20,708,861
Expenses. Certain deemed distributions of participant loans2020-12-31$11,392
Value of total corrective distributions2020-12-31$17,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$20,020,200
Value of total assets at end of year2020-12-31$230,208,633
Value of total assets at beginning of year2020-12-31$198,607,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$240,000
Total interest from all sources2020-12-31$886,345
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,616,984
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,616,984
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$11,292,520
Participant contributions at end of year2020-12-31$2,547,301
Participant contributions at beginning of year2020-12-31$2,716,024
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,217,332
Other income not declared elsewhere2020-12-31$13,325
Administrative expenses (other) incurred2020-12-31$240,000
Total non interest bearing cash at end of year2020-12-31$171
Total non interest bearing cash at beginning of year2020-12-31$71
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$31,600,682
Value of net assets at end of year (total assets less liabilities)2020-12-31$230,208,633
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$198,607,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$139,691,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$122,291,134
Value of interest in pooled separate accounts at end of year2020-12-31$45,009,094
Value of interest in pooled separate accounts at beginning of year2020-12-31$37,178,146
Interest on participant loans2020-12-31$116,987
Interest earned on other investments2020-12-31$769,358
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$42,960,920
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$36,422,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$16,629,629
Net investment gain/loss from pooled separate accounts2020-12-31$13,412,367
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$7,510,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$20,708,861
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ARONSON LLC
Accountancy firm EIN2020-12-31371611326
2019 : KELLER NORTH AMERICA RETIREMENT SAVINGS PROFIT SHARING 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 end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$52,238,615
Total income from all sources (including contributions)2019-12-31$52,238,615
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$15,366,906
Total of all expenses incurred2019-12-31$15,366,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$15,164,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$15,164,174
Expenses. Certain deemed distributions of participant loans2019-12-31$676
Expenses. Certain deemed distributions of participant loans2019-12-31$676
Value of total corrective distributions2019-12-31$12,528
Value of total corrective distributions2019-12-31$12,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$20,702,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$20,702,217
Value of total assets at end of year2019-12-31$198,607,951
Value of total assets at end of year2019-12-31$198,607,951
Value of total assets at beginning of year2019-12-31$161,736,242
Value of total assets at beginning of year2019-12-31$161,736,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$189,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$189,528
Total interest from all sources2019-12-31$841,286
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,526,800
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,526,800
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$11,452,551
Contributions received from participants2019-12-31$11,452,551
Participant contributions at end of year2019-12-31$2,716,024
Participant contributions at end of year2019-12-31$2,716,024
Participant contributions at beginning of year2019-12-31$2,312,096
Participant contributions at beginning of year2019-12-31$2,312,096
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,396,690
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,396,690
Other income not declared elsewhere2019-12-31$6,153
Administrative expenses (other) incurred2019-12-31$189,528
Administrative expenses (other) incurred2019-12-31$189,528
Total non interest bearing cash at end of year2019-12-31$71
Total non interest bearing cash at end of year2019-12-31$71
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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$36,871,709
Value of net income/loss2019-12-31$36,871,709
Value of net assets at end of year (total assets less liabilities)2019-12-31$198,607,951
Value of net assets at end of year (total assets less liabilities)2019-12-31$198,607,951
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$161,736,242
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$161,736,242
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$122,291,134
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$122,291,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$98,573,296
Value of interest in pooled separate accounts at end of year2019-12-31$37,178,146
Value of interest in pooled separate accounts at end of year2019-12-31$37,178,146
Value of interest in pooled separate accounts at beginning of year2019-12-31$29,832,812
Value of interest in pooled separate accounts at beginning of year2019-12-31$29,832,812
Interest on participant loans2019-12-31$117,038
Interest on participant loans2019-12-31$117,038
Interest earned on other investments2019-12-31$724,248
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$36,422,576
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$36,422,576
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$31,018,038
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$31,018,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$20,316,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$20,316,833
Net investment gain/loss from pooled separate accounts2019-12-31$7,845,326
Net investment gain/loss from pooled separate accounts2019-12-31$7,845,326
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$7,852,976
Contributions received in cash from employer2019-12-31$7,852,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$15,164,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$15,164,174
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ARONSON LLC
Accountancy firm name2019-12-31ARONSON LLC
Accountancy firm EIN2019-12-31371611326
Accountancy firm EIN2019-12-31371611326
2018 : KELLER NORTH AMERICA RETIREMENT SAVINGS PROFIT SHARING 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$9,409,739
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$13,508,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$13,221,692
Expenses. Certain deemed distributions of participant loans2018-12-31$-104
Value of total corrective distributions2018-12-31$43,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$17,200,344
Value of total assets at end of year2018-12-31$161,736,242
Value of total assets at beginning of year2018-12-31$165,834,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$243,289
Total interest from all sources2018-12-31$709,077
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,410,802
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,410,802
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$9,785,742
Participant contributions at end of year2018-12-31$2,312,096
Participant contributions at beginning of year2018-12-31$2,108,876
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$352,344
Other income not declared elsewhere2018-12-31$67,435
Administrative expenses (other) incurred2018-12-31$243,289
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,098,566
Value of net assets at end of year (total assets less liabilities)2018-12-31$161,736,242
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$165,834,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$98,573,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$103,323,839
Value of interest in pooled separate accounts at end of year2018-12-31$29,832,812
Value of interest in pooled separate accounts at beginning of year2018-12-31$30,389,710
Interest on participant loans2018-12-31$87,009
Interest earned on other investments2018-12-31$622,068
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$31,018,038
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$30,012,383
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-10,667,107
Net investment gain/loss from pooled separate accounts2018-12-31$-310,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$7,062,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$13,221,692
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 name2018-12-31ARONSON LLC
Accountancy firm EIN2018-12-31371611326
2017 : KELLER NORTH AMERICA RETIREMENT SAVINGS PROFIT SHARING 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$38,894,399
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$11,659,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$11,434,320
Expenses. Certain deemed distributions of participant loans2017-12-31$-2,334
Value of total corrective distributions2017-12-31$21,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$13,895,785
Value of total assets at end of year2017-12-31$165,834,808
Value of total assets at beginning of year2017-12-31$138,600,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$206,464
Total interest from all sources2017-12-31$592,067
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,780,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,780,681
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$8,011,255
Participant contributions at end of year2017-12-31$2,108,876
Participant contributions at beginning of year2017-12-31$2,065,530
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$148,560
Other income not declared elsewhere2017-12-31$50,491
Administrative expenses (other) incurred2017-12-31$206,464
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$27,234,591
Value of net assets at end of year (total assets less liabilities)2017-12-31$165,834,808
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$138,600,217
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$103,323,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$85,265,660
Value of interest in pooled separate accounts at end of year2017-12-31$30,389,710
Value of interest in pooled separate accounts at beginning of year2017-12-31$24,788,427
Interest on participant loans2017-12-31$71,603
Interest earned on other investments2017-12-31$520,464
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$30,012,383
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$26,480,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$15,385,520
Net investment gain/loss from pooled separate accounts2017-12-31$7,189,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$5,735,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$11,434,320
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 name2017-12-31ARONSON LLC
Accountancy firm EIN2017-12-31371611326
2016 : KELLER NORTH AMERICA RETIREMENT SAVINGS PROFIT SHARING 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$21,206,533
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,163,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,956,815
Expenses. Certain deemed distributions of participant loans2016-12-31$32,904
Value of total corrective distributions2016-12-31$26,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$12,581,302
Value of total assets at end of year2016-12-31$138,600,217
Value of total assets at beginning of year2016-12-31$123,557,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$147,164
Total interest from all sources2016-12-31$513,275
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,594,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,594,949
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$6,893,540
Participant contributions at end of year2016-12-31$2,065,530
Participant contributions at beginning of year2016-12-31$2,126,348
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$303,570
Other income not declared elsewhere2016-12-31$36,408
Administrative expenses (other) incurred2016-12-31$147,164
Total non interest bearing cash at beginning of year2016-12-31$1,231
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$15,043,127
Value of net assets at end of year (total assets less liabilities)2016-12-31$138,600,217
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$123,557,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$85,265,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$76,023,049
Value of interest in pooled separate accounts at end of year2016-12-31$24,788,427
Value of interest in pooled separate accounts at beginning of year2016-12-31$23,213,592
Interest on participant loans2016-12-31$61,441
Interest earned on other investments2016-12-31$451,834
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$26,480,600
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$22,192,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,435,550
Net investment gain/loss from pooled separate accounts2016-12-31$2,045,049
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$5,384,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,956,815
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ARONSON LLC
Accountancy firm EIN2016-12-31371611326
2015 : KELLER NORTH AMERICA RETIREMENT SAVINGS PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$14,768,047
Total of all expenses incurred2015-12-31$10,017,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,949,179
Expenses. Certain deemed distributions of participant loans2015-12-31$50,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$12,350,625
Value of total assets at end of year2015-12-31$125,933,702
Value of total assets at beginning of year2015-12-31$121,183,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$18,069
Total interest from all sources2015-12-31$100,085
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$578,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$578,564
Administrative expenses professional fees incurred2015-12-31$18,069
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$6,270,846
Participant contributions at end of year2015-12-31$2,106,458
Participant contributions at beginning of year2015-12-31$2,608,305
Participant contributions at end of year2015-12-31$125,769
Participant contributions at beginning of year2015-12-31$87,685
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$886,848
Total non interest bearing cash at end of year2015-12-31$1,231
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$4,750,493
Value of net assets at end of year (total assets less liabilities)2015-12-31$125,933,702
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$121,183,209
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$76,023,048
Value of interest in pooled separate accounts at end of year2015-12-31$23,213,592
Value of interest in pooled separate accounts at beginning of year2015-12-31$105,040,102
Interest on participant loans2015-12-31$72,918
Interest earned on other investments2015-12-31$27,167
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$9,259,457
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$22,192,870
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,119,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,163,741
Net investment gain/loss from pooled separate accounts2015-12-31$2,795,153
Net investment gain or loss from common/collective trusts2015-12-31$107,361
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$5,192,931
Employer contributions (assets) at end of year2015-12-31$2,270,734
Employer contributions (assets) at beginning of year2015-12-31$2,068,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,949,179
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31ARONSON LLC
Accountancy firm EIN2015-12-31371611326
2014 : KELLER NORTH AMERICA RETIREMENT SAVINGS PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$18,861,646
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$7,478,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,384,778
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$73,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$11,428,695
Value of total assets at end of year2014-12-31$121,183,209
Value of total assets at beginning of year2014-12-31$109,800,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$20,339
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$118,165
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
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$5,635,550
Participant contributions at end of year2014-12-31$2,608,305
Participant contributions at beginning of year2014-12-31$3,183,004
Participant contributions at end of year2014-12-31$87,685
Participant contributions at beginning of year2014-12-31$5,655
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,049,156
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$4,829
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$11,383,086
Value of net assets at end of year (total assets less liabilities)2014-12-31$121,183,209
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$109,800,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$105,040,102
Value of interest in pooled separate accounts at beginning of year2014-12-31$94,321,014
Interest on participant loans2014-12-31$90,984
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$27,181
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$9,259,457
Value of interest in common/collective trusts at beginning of year2014-12-31$7,169,614
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,119,152
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,580,725
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$7,170,581
Net investment gain or loss from common/collective trusts2014-12-31$139,376
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,743,989
Employer contributions (assets) at end of year2014-12-31$2,068,508
Employer contributions (assets) at beginning of year2014-12-31$1,540,111
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,384,778
Contract administrator fees2014-12-31$20,339
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ARONSON LLC
Accountancy firm EIN2014-12-31371611326
2013 : KELLER NORTH AMERICA RETIREMENT SAVINGS PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$26,770,716
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,505,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,494,293
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$9,251,568
Value of total assets at end of year2013-12-31$109,800,123
Value of total assets at beginning of year2013-12-31$88,534,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,292
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$152,524
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
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$5,002,432
Participant contributions at end of year2013-12-31$3,183,004
Participant contributions at beginning of year2013-12-31$3,233,356
Participant contributions at end of year2013-12-31$5,655
Participant contributions at beginning of year2013-12-31$51,380
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$270,893
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$16,748
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$6,500
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$21,265,131
Value of net assets at end of year (total assets less liabilities)2013-12-31$109,800,123
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$88,534,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$94,321,014
Value of interest in pooled separate accounts at beginning of year2013-12-31$76,522,376
Interest on participant loans2013-12-31$102,086
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$50,438
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$7,169,614
Value of interest in common/collective trusts at beginning of year2013-12-31$2,050,184
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,580,725
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,277,540
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$17,299,473
Net investment gain or loss from common/collective trusts2013-12-31$60,651
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,978,243
Employer contributions (assets) at end of year2013-12-31$1,540,111
Employer contributions (assets) at beginning of year2013-12-31$1,400,156
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,477,545
Contract administrator fees2013-12-31$11,292
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ARONSON LLC
Accountancy firm EIN2013-12-31371611326
2012 : KELLER NORTH AMERICA RETIREMENT SAVINGS PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$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$18,678,524
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,612,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,589,910
Expenses. Certain deemed distributions of participant loans2012-12-31$1,699
Value of total corrective distributions2012-12-31$16,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$9,134,584
Value of total assets at end of year2012-12-31$88,534,992
Value of total assets at beginning of year2012-12-31$75,469,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,385
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$212,372
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
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$4,794,299
Participant contributions at end of year2012-12-31$3,233,356
Participant contributions at beginning of year2012-12-31$3,223,492
Participant contributions at end of year2012-12-31$51,380
Participant contributions at beginning of year2012-12-31$72,594
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$60,694
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$-7,224
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$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$13,065,543
Value of net assets at end of year (total assets less liabilities)2012-12-31$88,534,992
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$75,469,449
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$76,522,376
Value of interest in pooled separate accounts at beginning of year2012-12-31$65,933,260
Interest on participant loans2012-12-31$103,794
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$108,578
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$2,050,184
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,277,540
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$6,204,350
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$9,274,633
Net investment gain or loss from common/collective trusts2012-12-31$64,159
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,279,591
Employer contributions (assets) at end of year2012-12-31$1,400,156
Employer contributions (assets) at beginning of year2012-12-31$35,753
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,589,910
Contract administrator fees2012-12-31$4,385
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
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 name2012-12-31ARONSON LLC
Accountancy firm EIN2012-12-31371611326
2011 : KELLER NORTH AMERICA RETIREMENT SAVINGS PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$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$8,076,531
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,597,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,570,022
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$20,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,997,814
Value of total assets at end of year2011-12-31$75,469,449
Value of total assets at beginning of year2011-12-31$71,990,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,957
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$242,719
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
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$4,848,710
Participant contributions at end of year2011-12-31$3,223,492
Participant contributions at beginning of year2011-12-31$2,770,684
Participant contributions at end of year2011-12-31$72,594
Participant contributions at beginning of year2011-12-31$73,078
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$292,497
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$24,218
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,479,399
Value of net assets at end of year (total assets less liabilities)2011-12-31$75,469,449
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$71,990,050
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$65,933,260
Value of interest in pooled separate accounts at beginning of year2011-12-31$63,117,840
Interest on participant loans2011-12-31$97,807
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$144,912
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$6,204,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$5,992,959
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-188,220
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,856,607
Employer contributions (assets) at end of year2011-12-31$35,753
Employer contributions (assets) at beginning of year2011-12-31$35,489
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,570,022
Contract administrator fees2011-12-31$6,957
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
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 name2011-12-31ARONSON LLC
Accountancy firm EIN2011-12-31371611326
2010 : KELLER NORTH AMERICA RETIREMENT SAVINGS PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$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$15,727,525
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,690,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,627,847
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$53,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,124,101
Value of total assets at end of year2010-12-31$71,990,050
Value of total assets at beginning of year2010-12-31$61,952,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,221
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$264,565
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
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$4,841,656
Participant contributions at end of year2010-12-31$2,770,684
Participant contributions at beginning of year2010-12-31$2,215,188
Participant contributions at end of year2010-12-31$73,078
Participant contributions at beginning of year2010-12-31$68,376
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,020
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$44,446
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$10,037,316
Value of net assets at end of year (total assets less liabilities)2010-12-31$71,990,050
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$61,952,734
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$63,117,840
Value of interest in pooled separate accounts at beginning of year2010-12-31$53,186,309
Interest on participant loans2010-12-31$95,340
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$169,225
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$5,992,959
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$5,956,601
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$8,294,413
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,279,425
Employer contributions (assets) at end of year2010-12-31$35,489
Employer contributions (assets) at beginning of year2010-12-31$526,260
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,627,847
Contract administrator fees2010-12-31$9,221
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
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 name2010-12-31ARONSON LLC
Accountancy firm EIN2010-12-31371611326
2009 : KELLER NORTH AMERICA RETIREMENT SAVINGS PROFIT SHARING 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 KELLER NORTH AMERICA RETIREMENT SAVINGS PROFIT SHARING PLAN

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

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074385
Policy instance 1
Insurance contract or identification number074385
Number of Individuals Covered3735
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074385
Policy instance 1
Insurance contract or identification number074385
Number of Individuals Covered3658
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074385
Policy instance 1
Insurance contract or identification number074385
Number of Individuals Covered3167
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074385
Policy instance 1
Insurance contract or identification number074385
Number of Individuals Covered2996
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 number074385
Policy instance 1
Insurance contract or identification number074385
Number of Individuals Covered2729
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074385
Policy instance 1
Insurance contract or identification number074385
Number of Individuals Covered2240
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number374762
Policy instance 1
Insurance contract or identification number374762
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $32,206
Total amount of fees paid to insurance companyUSD $50,404
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,206
Amount paid for insurance broker fees9562
Additional information about fees paid to insurance brokerREFERRAL FEE
Insurance broker organization code?3
Insurance broker nameNFP ADVISOR SERVICES LLC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074385
Policy instance 2
Insurance contract or identification number074385
Number of Individuals Covered1839
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number374762
Policy instance 1
Insurance contract or identification number374762
Number of Individuals Covered2400
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $32,275
Total amount of fees paid to insurance companyUSD $59,312
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,275
Amount paid for insurance broker fees8650
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameNFP ADVISOR SERVICES LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number374762
Policy instance 1
Insurance contract or identification number374762
Number of Individuals Covered2243
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $36,498
Total amount of fees paid to insurance companyUSD $50,634
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $36,498
Amount paid for insurance broker fees5132
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameNFP SECURITIES, INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number374762
Policy instance 1
Insurance contract or identification number374762
Number of Individuals Covered2172
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $33,502
Total amount of fees paid to insurance companyUSD $38,538
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,502
Amount paid for insurance broker fees4305
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameNFP SECURITIES, INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number374762
Policy instance 1
Insurance contract or identification number374762
Number of Individuals Covered2176
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $35,000
Total amount of fees paid to insurance companyUSD $16,879
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number374762
Policy instance 1
Insurance contract or identification number374762
Number of Individuals Covered2170
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $32,891
Total amount of fees paid to insurance companyUSD $32,654
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3