SOCIETY FOR WORLDWIDE INTERBANK FINANCIAL TELECOMMUNICATION has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022: SWIFT PENSION PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 243,929,764 |
Acturial value of plan assets | 2022-12-31 | 226,938,509 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 47,116,195 |
Number of terminated vested participants | 2022-12-31 | 166 |
Fundng target for terminated vested participants | 2022-12-31 | 14,401,535 |
Active participant vested funding target | 2022-12-31 | 60,324,451 |
Number of active participants | 2022-12-31 | 234 |
Total funding liabilities for active participants | 2022-12-31 | 63,919,370 |
Total participant count | 2022-12-31 | 585 |
Total funding target for all participants | 2022-12-31 | 125,437,100 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 20,157,704 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 46,804,262 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 20,157,704 |
Amount remaining of prefunding balance | 2022-12-31 | 46,804,262 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 22,469,793 |
Balance of prefunding at beginning of current year | 2022-12-31 | 52,172,711 |
Total employer contributions | 2022-12-31 | 0 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 4,409,480 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 583 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 214 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 172 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 153 |
Total of all active and inactive participants | 2022-01-01 | 539 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 23 |
Total participants | 2022-01-01 | 562 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: SWIFT PENSION PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 226,808,122 |
Acturial value of plan assets | 2021-12-31 | 204,127,310 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 45,119,181 |
Number of terminated vested participants | 2021-12-31 | 156 |
Fundng target for terminated vested participants | 2021-12-31 | 11,600,455 |
Active participant vested funding target | 2021-12-31 | 58,542,696 |
Number of active participants | 2021-12-31 | 261 |
Total funding liabilities for active participants | 2021-12-31 | 61,959,661 |
Total participant count | 2021-12-31 | 592 |
Total funding target for all participants | 2021-12-31 | 118,679,297 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 17,077,011 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 39,651,188 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 17,077,011 |
Amount remaining of prefunding balance | 2021-12-31 | 39,651,188 |
Present value of excess contributions | 2021-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 20,157,704 |
Balance of prefunding at beginning of current year | 2021-12-31 | 46,804,262 |
Total employer contributions | 2021-12-31 | 0 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 4,379,319 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 590 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 234 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 163 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 164 |
Total of all active and inactive participants | 2021-01-01 | 561 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 22 |
Total participants | 2021-01-01 | 583 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: SWIFT PENSION PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 197,087,694 |
Acturial value of plan assets | 2020-12-31 | 184,700,194 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 46,666,890 |
Number of terminated vested participants | 2020-12-31 | 163 |
Fundng target for terminated vested participants | 2020-12-31 | 11,236,335 |
Active participant vested funding target | 2020-12-31 | 53,124,489 |
Number of active participants | 2020-12-31 | 264 |
Total funding liabilities for active participants | 2020-12-31 | 56,112,702 |
Total participant count | 2020-12-31 | 602 |
Total funding target for all participants | 2020-12-31 | 114,015,927 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 13,776,227 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 31,987,083 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 13,776,227 |
Amount remaining of prefunding balance | 2020-12-31 | 31,987,083 |
Present value of excess contributions | 2020-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 17,077,011 |
Balance of prefunding at beginning of current year | 2020-12-31 | 39,651,188 |
Total employer contributions | 2020-12-31 | 0 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 4,081,997 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 600 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 261 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 156 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 153 |
Total of all active and inactive participants | 2020-01-01 | 570 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 20 |
Total participants | 2020-01-01 | 590 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: SWIFT PENSION PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 165,778,143 |
Acturial value of plan assets | 2019-12-31 | 173,495,191 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 41,210,938 |
Number of terminated vested participants | 2019-12-31 | 165 |
Fundng target for terminated vested participants | 2019-12-31 | 13,290,942 |
Active participant vested funding target | 2019-12-31 | 50,258,065 |
Number of active participants | 2019-12-31 | 280 |
Total funding liabilities for active participants | 2019-12-31 | 53,482,479 |
Total participant count | 2019-12-31 | 611 |
Total funding target for all participants | 2019-12-31 | 107,984,359 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 14,525,756 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 33,727,418 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 14,525,756 |
Amount remaining of prefunding balance | 2019-12-31 | 33,727,418 |
Present value of excess contributions | 2019-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 13,776,227 |
Balance of prefunding at beginning of current year | 2019-12-31 | 31,987,083 |
Total employer contributions | 2019-12-31 | 0 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 3,815,540 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 609 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 264 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 158 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 158 |
Total of all active and inactive participants | 2019-01-01 | 580 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 20 |
Total participants | 2019-01-01 | 600 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: SWIFT PENSION PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 186,192,229 |
Acturial value of plan assets | 2018-12-31 | 172,002,827 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 38,935,596 |
Number of terminated vested participants | 2018-12-31 | 161 |
Fundng target for terminated vested participants | 2018-12-31 | 8,858,475 |
Active participant vested funding target | 2018-12-31 | 53,647,539 |
Number of active participants | 2018-12-31 | 309 |
Total funding liabilities for active participants | 2018-12-31 | 57,043,556 |
Total participant count | 2018-12-31 | 630 |
Total funding target for all participants | 2018-12-31 | 104,837,627 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 12,325,631 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 27,722,807 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 12,325,631 |
Amount remaining of prefunding balance | 2018-12-31 | 27,722,807 |
Present value of excess contributions | 2018-12-31 | 995,936 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 1,056,091 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 1,056,090 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 14,525,756 |
Balance of prefunding at beginning of current year | 2018-12-31 | 33,727,418 |
Total employer contributions | 2018-12-31 | 0 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 4,330,590 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 629 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 280 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 149 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 161 |
Total of all active and inactive participants | 2018-01-01 | 590 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 19 |
Total participants | 2018-01-01 | 609 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: SWIFT PENSION PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 161,672,489 |
Acturial value of plan assets | 2017-12-31 | 161,503,578 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 36,660,969 |
Number of terminated vested participants | 2017-12-31 | 158 |
Fundng target for terminated vested participants | 2017-12-31 | 7,658,188 |
Active participant vested funding target | 2017-12-31 | 47,627,638 |
Number of active participants | 2017-12-31 | 323 |
Total funding liabilities for active participants | 2017-12-31 | 50,349,009 |
Total participant count | 2017-12-31 | 634 |
Total funding target for all participants | 2017-12-31 | 94,668,166 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 11,120,201 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 13,868,343 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 11,120,201 |
Amount remaining of prefunding balance | 2017-12-31 | 13,868,343 |
Present value of excess contributions | 2017-12-31 | 11,626,787 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 12,351,136 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 12,351,136 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 12,325,631 |
Balance of prefunding at beginning of current year | 2017-12-31 | 27,722,807 |
Total employer contributions | 2017-12-31 | 1,000,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 995,936 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 4,039,453 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 995,936 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 631 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 307 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 145 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 162 |
Total of all active and inactive participants | 2017-01-01 | 614 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 15 |
Total participants | 2017-01-01 | 629 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: SWIFT PENSION PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 138,074,787 |
Acturial value of plan assets | 2016-12-31 | 143,454,050 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 35,296,229 |
Number of terminated vested participants | 2016-12-31 | 156 |
Fundng target for terminated vested participants | 2016-12-31 | 6,910,651 |
Active participant vested funding target | 2016-12-31 | 42,139,400 |
Number of active participants | 2016-12-31 | 336 |
Total funding liabilities for active participants | 2016-12-31 | 44,773,651 |
Total participant count | 2016-12-31 | 642 |
Total funding target for all participants | 2016-12-31 | 86,980,531 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 11,306,763 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 14,101,010 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 11,306,763 |
Amount remaining of prefunding balance | 2016-12-31 | 14,101,010 |
Present value of excess contributions | 2016-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 11,120,201 |
Balance of prefunding at beginning of current year | 2016-12-31 | 13,868,343 |
Total employer contributions | 2016-12-31 | 12,000,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 11,626,787 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 3,770,273 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 11,626,787 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 640 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 321 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 144 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 157 |
Total of all active and inactive participants | 2016-01-01 | 622 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 9 |
Total participants | 2016-01-01 | 631 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: SWIFT PENSION PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 657 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 334 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 140 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 158 |
Total of all active and inactive participants | 2015-01-01 | 632 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 8 |
Total participants | 2015-01-01 | 640 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: SWIFT PENSION PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 673 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 357 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 139 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 154 |
Total of all active and inactive participants | 2014-01-01 | 650 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 7 |
Total participants | 2014-01-01 | 657 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: SWIFT PENSION PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 837 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 390 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 130 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 146 |
Total of all active and inactive participants | 2013-01-01 | 666 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 7 |
Total participants | 2013-01-01 | 673 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: SWIFT PENSION PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 843 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 407 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 125 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 296 |
Total of all active and inactive participants | 2012-01-01 | 828 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 9 |
Total participants | 2012-01-01 | 837 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: SWIFT PENSION PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 838 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 434 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 116 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 288 |
Total of all active and inactive participants | 2011-01-01 | 838 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 5 |
Total participants | 2011-01-01 | 843 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 7 |
2010: SWIFT PENSION PLAN 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-01-01 | 852 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 448 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 98 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 287 |
Total of all active and inactive participants | 2010-01-01 | 833 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 5 |
Total participants | 2010-01-01 | 838 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 26 |
2009: SWIFT PENSION PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 863 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 503 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 80 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 264 |
Total of all active and inactive participants | 2009-01-01 | 847 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 5 |
Total participants | 2009-01-01 | 852 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 20 |
Measure | Date | Value |
---|
2022 : SWIFT PENSION PLAN 2022 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-10,821 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-10,821 |
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 | $-60,130,674 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $14,075,271 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $14,050,889 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $203,020,436 |
Value of total assets at beginning of year | 2022-12-31 | $277,226,381 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $24,382 |
Total interest from all sources | 2022-12-31 | $735 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $5,227,133 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $5,227,133 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Other income not declared elsewhere | 2022-12-31 | $72,669 |
Total non interest bearing cash at end of year | 2022-12-31 | $344,104 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $333,019 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-74,205,945 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $203,020,436 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $277,226,381 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $24,382 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $145,538,859 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $215,248,047 |
Interest earned on other investments | 2022-12-31 | $735 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $57,137,473 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $61,458,991 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $186,324 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-47,427,903 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-17,992,487 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $14,050,889 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | PRICEWATERHOUSECOOPERS |
Accountancy firm EIN | 2022-12-31 | 134008324 |
2021 : SWIFT PENSION PLAN 2021 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $-3,008 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $-3,008 |
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 | $30,504,015 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $8,441,460 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $8,415,676 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
Value of total assets at end of year | 2021-12-31 | $277,226,381 |
Value of total assets at beginning of year | 2021-12-31 | $255,163,826 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $25,784 |
Total interest from all sources | 2021-12-31 | $7,206 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $13,450,627 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $13,450,627 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Other income not declared elsewhere | 2021-12-31 | $75,880 |
Total non interest bearing cash at end of year | 2021-12-31 | $333,019 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $22,062,555 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $277,226,381 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $255,163,826 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $25,784 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $215,248,047 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $190,705,083 |
Interest earned on other investments | 2021-12-31 | $7,206 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $61,458,991 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $64,276,203 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $186,324 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $182,540 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $18,468,096 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $-1,494,786 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $8,415,676 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | PRICEWATERHOUSECOOPERS |
Accountancy firm EIN | 2021-12-31 | 134008324 |
2020 : SWIFT PENSION PLAN 2020 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2020-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $14,494 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $14,494 |
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 | $39,449,287 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $5,377,203 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $5,355,085 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
Value of total assets at end of year | 2020-12-31 | $255,163,826 |
Value of total assets at beginning of year | 2020-12-31 | $221,091,742 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $22,118 |
Total interest from all sources | 2020-12-31 | $4,641 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $11,800,615 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $11,800,615 |
Administrative expenses professional fees incurred | 2020-12-31 | $22,118 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Other income not declared elsewhere | 2020-12-31 | $57,088 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $34,072,084 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $255,163,826 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $221,091,742 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $190,705,083 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $165,543,762 |
Interest earned on other investments | 2020-12-31 | $4,641 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $64,276,203 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $55,383,209 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $182,540 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $164,771 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $17,743,806 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $9,828,643 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $5,355,085 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | ERNST & YOUNG, LLP |
Accountancy firm EIN | 2020-12-31 | 346565596 |
2019 : SWIFT PENSION PLAN 2019 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $15,699 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $15,699 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $43,796,126 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $7,532,086 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $7,512,010 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
Value of total assets at end of year | 2019-12-31 | $221,091,742 |
Value of total assets at beginning of year | 2019-12-31 | $184,827,702 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $20,076 |
Total interest from all sources | 2019-12-31 | $6,709 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $12,246,538 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $12,246,538 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Other income not declared elsewhere | 2019-12-31 | $51,217 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $36,264,040 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $221,091,742 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $184,827,702 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $20,076 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $165,543,762 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $137,798,662 |
Interest earned on other investments | 2019-12-31 | $6,709 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $55,383,209 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $46,885,311 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $164,771 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $143,729 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $21,878,278 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $9,597,685 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $7,512,010 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | ERNST & YOUNG, LLP |
Accountancy firm EIN | 2019-12-31 | 346565596 |
2018 : SWIFT PENSION PLAN 2018 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-519 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-519 |
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 | $-10,768,464 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $11,119,447 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $11,099,147 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $804 |
Value of total assets at end of year | 2018-12-31 | $184,827,702 |
Value of total assets at beginning of year | 2018-12-31 | $206,715,613 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $20,300 |
Total interest from all sources | 2018-12-31 | $6,340 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $11,155,452 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $11,155,452 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Other income not declared elsewhere | 2018-12-31 | $59,446 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-21,887,911 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $184,827,702 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $206,715,613 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $20,300 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $137,798,662 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $171,482,079 |
Interest earned on other investments | 2018-12-31 | $6,340 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $46,885,311 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $35,082,482 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $143,729 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $151,052 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-19,388,236 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-2,601,751 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $804 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $11,099,147 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | ERNST & YOUNG, LLP |
Accountancy firm EIN | 2018-12-31 | 346565596 |
2017 : SWIFT PENSION PLAN 2017 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $-670 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $-670 |
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 | $33,020,411 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $5,077,187 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $5,058,329 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,333,333 |
Value of total assets at end of year | 2017-12-31 | $206,715,613 |
Value of total assets at beginning of year | 2017-12-31 | $178,772,389 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $18,858 |
Total interest from all sources | 2017-12-31 | $6,030 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $12,972,011 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $12,972,011 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Other income not declared elsewhere | 2017-12-31 | $62,050 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $27,943,224 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $206,715,613 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $178,772,389 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $18,858 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $171,482,079 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $148,265,087 |
Interest earned on other investments | 2017-12-31 | $6,030 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $35,082,482 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $30,346,110 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $151,052 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $161,192 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $15,123,508 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $3,524,149 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,333,333 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $5,058,329 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | ERNST & YOUNG, LLP |
Accountancy firm EIN | 2017-12-31 | 346565596 |
2016 : SWIFT PENSION PLAN 2016 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $835 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $835 |
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 | $31,356,962 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $3,795,891 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $3,779,729 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $14,331,000 |
Value of total assets at end of year | 2016-12-31 | $178,772,389 |
Value of total assets at beginning of year | 2016-12-31 | $151,211,318 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $16,162 |
Total interest from all sources | 2016-12-31 | $6,589 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $9,810,241 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $9,810,241 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Other income not declared elsewhere | 2016-12-31 | $52,382 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $27,561,071 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $178,772,389 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $151,211,318 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $16,162 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $148,265,087 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $124,963,732 |
Interest earned on other investments | 2016-12-31 | $6,589 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $30,346,110 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $26,078,318 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $161,192 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $169,268 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $5,194,979 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $1,960,936 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $14,331,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $3,779,729 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | ERNST & YOUNG, LLP |
Accountancy firm EIN | 2016-12-31 | 346565596 |
2015 : SWIFT PENSION PLAN 2015 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-70,331 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-70,331 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $-2,602,779 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $8,803,953 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $8,788,269 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $0 |
Value of total assets at end of year | 2015-12-31 | $151,211,318 |
Value of total assets at beginning of year | 2015-12-31 | $162,618,050 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $15,684 |
Total interest from all sources | 2015-12-31 | $32,799 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $8,494,634 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $8,494,634 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Other income not declared elsewhere | 2015-12-31 | $85,145 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-11,406,732 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $151,211,318 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $162,618,050 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $15,684 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $124,963,732 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $136,189,550 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $0 |
Interest earned on other investments | 2015-12-31 | $32,799 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $26,078,318 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $25,508,212 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $169,268 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $920,288 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-10,077,197 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-1,067,829 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $8,788,269 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | ERNST & YOUNG, LLP |
Accountancy firm EIN | 2015-12-31 | 346565596 |
2014 : SWIFT PENSION PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $17,677,348 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $4,348,904 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $4,342,157 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $0 |
Value of total assets at end of year | 2014-12-31 | $162,618,050 |
Value of total assets at beginning of year | 2014-12-31 | $149,289,606 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $6,747 |
Total interest from all sources | 2014-12-31 | $1,659,615 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $8,211,308 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $8,211,308 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Other income not declared elsewhere | 2014-12-31 | $6,160 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $13,328,444 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $162,618,050 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $149,289,606 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $6,747 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $136,189,550 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $148,398,586 |
Interest earned on other investments | 2014-12-31 | $1,659,615 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $25,508,212 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $920,288 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $891,020 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-2,011,057 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $8,698,620 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $1,112,702 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $4,342,157 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | ERNST & YOUNG, LLP |
Accountancy firm EIN | 2014-12-31 | 346565596 |
2013 : SWIFT PENSION PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 | $34,305,722 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $10,097,978 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $10,093,273 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $11,938,001 |
Value of total assets at end of year | 2013-12-31 | $149,289,606 |
Value of total assets at beginning of year | 2013-12-31 | $125,081,862 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $4,705 |
Total interest from all sources | 2013-12-31 | $2,825,582 |
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 year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Other income not declared elsewhere | 2013-12-31 | $-44,537 |
Administrative expenses (other) incurred | 2013-12-31 | $4,705 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $24,207,744 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $149,289,606 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $125,081,862 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $148,398,586 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $124,168,342 |
Interest earned on other investments | 2013-12-31 | $2,825,582 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $891,020 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $913,520 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $19,586,676 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $11,938,001 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $10,093,273 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | ERNST & YOUNG, LLP |
Accountancy firm EIN | 2013-12-31 | 346565596 |
2012 : SWIFT PENSION PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 | $25,417,151 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $3,033,760 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $3,029,389 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $11,165,004 |
Value of total assets at end of year | 2012-12-31 | $125,081,862 |
Value of total assets at beginning of year | 2012-12-31 | $102,698,471 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $4,371 |
Total interest from all sources | 2012-12-31 | $2,600,611 |
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 year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Other income not declared elsewhere | 2012-12-31 | $43,302 |
Administrative expenses (other) incurred | 2012-12-31 | $4,371 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $22,383,391 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $125,081,862 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $102,698,471 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $124,168,342 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $101,852,321 |
Interest earned on other investments | 2012-12-31 | $2,600,611 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $913,520 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $846,150 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $11,608,234 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $11,165,004 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $3,029,389 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | ERNST & YOUNG, LLP |
Accountancy firm EIN | 2012-12-31 | 346565596 |
2011 : SWIFT PENSION PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 | $17,157,056 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $2,486,490 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,482,857 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $11,920,008 |
Value of total assets at end of year | 2011-12-31 | $102,698,471 |
Value of total assets at beginning of year | 2011-12-31 | $88,027,905 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $3,633 |
Total interest from all sources | 2011-12-31 | $2,149,234 |
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 year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Other income not declared elsewhere | 2011-12-31 | $16,411 |
Administrative expenses (other) incurred | 2011-12-31 | $3,633 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $14,670,566 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $102,698,471 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $88,027,905 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $101,852,321 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $87,223,570 |
Interest earned on other investments | 2011-12-31 | $2,149,234 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $846,150 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $804,335 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $3,071,403 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $11,920,008 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,482,857 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | ERNST & YOUNG, LLP |
Accountancy firm EIN | 2011-12-31 | 346565596 |
2010 : SWIFT PENSION PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 | $102,198 |
Total income from all sources (including contributions) | 2010-12-31 | $23,251,217 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $2,012,991 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,010,096 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $13,806,996 |
Value of total assets at end of year | 2010-12-31 | $88,027,905 |
Value of total assets at beginning of year | 2010-12-31 | $66,891,877 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,895 |
Total interest from all sources | 2010-12-31 | $1,695,397 |
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 year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Other income not declared elsewhere | 2010-12-31 | $18,628 |
Administrative expenses (other) incurred | 2010-12-31 | $2,895 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $21,238,226 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $88,027,905 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $66,789,679 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $87,223,570 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $66,130,274 |
Interest earned on other investments | 2010-12-31 | $1,695,397 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $804,335 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $761,603 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $7,730,196 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $13,806,996 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,010,096 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $102,198 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | ERNST & YOUNG |
Accountancy firm EIN | 2010-12-31 | 346565596 |
2009 : SWIFT PENSION PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |