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FERGUSON ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameFERGUSON ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN
Plan identification number 002

FERGUSON ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN Benefits

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

401k Sponsoring company profile

FERGUSON ENTERPRISES, LLC has sponsored the creation of one or more 401k plans.

Company Name:FERGUSON ENTERPRISES, LLC
Employer identification number (EIN):541473338
NAIC Classification:423700

Additional information about FERGUSON ENTERPRISES, LLC

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1982-04-15
Company Identification Number: 0228845
Legal Registered Office Address: 12500 JEFFERSON AVENUE
1111 EAST MAIN STREET
NEWPORT NEWS
United States of America (USA)
23602

More information about FERGUSON ENTERPRISES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FERGUSON ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01WILLIAM BRUNDAGE
0022016-01-01WILLIAM BRUNDAGE
0022015-01-01WILLIAM BRUNDAGE
0022014-01-01BILL BRUNDAGE
0022013-01-01F THOMAS CARMINE JR F THOMAS CARMINE JR2014-10-13
0022012-01-01F THOMAS CARMINE JR F THOMAS CARMINE JR2013-10-11
0022011-01-01F THOMAS CARMINE JR F THOMAS CARMINE JR2012-10-10
0022009-01-01F THOMAS CARMINE JR F THOMAS CARMINE JR2010-10-11

Plan Statistics for FERGUSON ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for FERGUSON ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2022: FERGUSON ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0133,938
Total number of active participants reported on line 7a of the Form 55002022-01-0130,741
Number of retired or separated participants receiving benefits2022-01-01129
Number of other retired or separated participants entitled to future benefits2022-01-016,131
Total of all active and inactive participants2022-01-0137,001
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-0137,002
Number of participants with account balances2022-01-0136,786
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011,154
2021: FERGUSON ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0130,306
Total number of active participants reported on line 7a of the Form 55002021-01-0128,286
Number of retired or separated participants receiving benefits2021-01-01112
Number of other retired or separated participants entitled to future benefits2021-01-015,424
Total of all active and inactive participants2021-01-0133,822
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-0133,823
Number of participants with account balances2021-01-0133,640
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01984
2020: FERGUSON ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0130,256
Total number of active participants reported on line 7a of the Form 55002020-01-0125,322
Number of retired or separated participants receiving benefits2020-01-0199
Number of other retired or separated participants entitled to future benefits2020-01-014,883
Total of all active and inactive participants2020-01-0130,304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-0130,305
Number of participants with account balances2020-01-0130,232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01721
2019: FERGUSON ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0129,795
Total number of active participants reported on line 7a of the Form 55002019-01-0125,850
Number of retired or separated participants receiving benefits2019-01-0199
Number of other retired or separated participants entitled to future benefits2019-01-014,304
Total of all active and inactive participants2019-01-0130,253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-0130,254
Number of participants with account balances2019-01-0130,119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01703
2018: FERGUSON ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0127,188
Total number of active participants reported on line 7a of the Form 55002018-01-0125,953
Number of retired or separated participants receiving benefits2018-01-0173
Number of other retired or separated participants entitled to future benefits2018-01-013,761
Total of all active and inactive participants2018-01-0129,787
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0129,787
Number of participants with account balances2018-01-0129,787
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01685
2017: FERGUSON ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0126,169
Total number of active participants reported on line 7a of the Form 55002017-01-0123,795
Number of retired or separated participants receiving benefits2017-01-0162
Number of other retired or separated participants entitled to future benefits2017-01-013,330
Total of all active and inactive participants2017-01-0127,187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-0127,188
Number of participants with account balances2017-01-0126,925
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01615
2016: FERGUSON ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0124,730
Total number of active participants reported on line 7a of the Form 55002016-01-0123,266
Number of retired or separated participants receiving benefits2016-01-0148
Number of other retired or separated participants entitled to future benefits2016-01-012,849
Total of all active and inactive participants2016-01-0126,163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-0126,164
Number of participants with account balances2016-01-0125,205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01481
2015: FERGUSON ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0122,204
Total number of active participants reported on line 7a of the Form 55002015-01-0121,915
Number of retired or separated participants receiving benefits2015-01-0139
Number of other retired or separated participants entitled to future benefits2015-01-012,761
Total of all active and inactive participants2015-01-0124,715
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-0124,716
Number of participants with account balances2015-01-0124,017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01530
2014: FERGUSON ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0120,502
Total number of active participants reported on line 7a of the Form 55002014-01-0119,539
Number of retired or separated participants receiving benefits2014-01-0132
Number of other retired or separated participants entitled to future benefits2014-01-012,626
Total of all active and inactive participants2014-01-0122,197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0122,197
Number of participants with account balances2014-01-0122,197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011,094
2013: FERGUSON ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0119,686
Total number of active participants reported on line 7a of the Form 55002013-01-0118,044
Number of retired or separated participants receiving benefits2013-01-0130
Number of other retired or separated participants entitled to future benefits2013-01-012,428
Total of all active and inactive participants2013-01-0120,502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0120,502
Number of participants with account balances2013-01-0120,502
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01977
2012: FERGUSON ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0119,472
Total number of active participants reported on line 7a of the Form 55002012-01-0117,387
Number of retired or separated participants receiving benefits2012-01-0122
Number of other retired or separated participants entitled to future benefits2012-01-012,277
Total of all active and inactive participants2012-01-0119,686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0119,686
Number of participants with account balances2012-01-0119,686
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01867
2011: FERGUSON ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0118,933
Total number of active participants reported on line 7a of the Form 55002011-01-0117,092
Number of retired or separated participants receiving benefits2011-01-0116
Number of other retired or separated participants entitled to future benefits2011-01-012,364
Total of all active and inactive participants2011-01-0119,472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0119,472
Number of participants with account balances2011-01-0119,230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011,135
2009: FERGUSON ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0134,455
Total number of active participants reported on line 7a of the Form 55002009-01-0116,706
Number of retired or separated participants receiving benefits2009-01-019
Number of other retired or separated participants entitled to future benefits2009-01-013,619
Total of all active and inactive participants2009-01-0120,334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-0120,337
Number of participants with account balances2009-01-0119,793
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013,653

Financial Data on FERGUSON ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : FERGUSON ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-223,608,403
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$165,715,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$163,544,753
Expenses. Certain deemed distributions of participant loans2022-12-31$57,163
Value of total corrective distributions2022-12-31$9,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$286,275,434
Value of total assets at end of year2022-12-31$2,629,533,816
Value of total assets at beginning of year2022-12-31$3,018,857,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,103,746
Total interest from all sources2022-12-31$3,078,276
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$20,899,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$20,899,210
Administrative expenses professional fees incurred2022-12-31$22,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$175,224,325
Participant contributions at end of year2022-12-31$64,677,974
Participant contributions at beginning of year2022-12-31$61,281,265
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$39,548,379
Other income not declared elsewhere2022-12-31$168,234
Administrative expenses (other) incurred2022-12-31$62,900
Total non interest bearing cash at end of year2022-12-31$805
Total non interest bearing cash at beginning of year2022-12-31$1,537
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-389,323,556
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,629,533,816
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,018,857,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$312,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$844,866,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,057,331,847
Value of interest in pooled separate accounts at end of year2022-12-31$495,220,161
Value of interest in pooled separate accounts at beginning of year2022-12-31$418,952,836
Interest on participant loans2022-12-31$3,078,276
Value of interest in common/collective trusts at end of year2022-12-31$1,224,768,431
Value of interest in common/collective trusts at beginning of year2022-12-31$481,289,887
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-405,310,148
Net investment gain/loss from pooled separate accounts2022-12-31$-45,832,891
Net investment gain or loss from common/collective trusts2022-12-31$-82,886,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$71,502,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$163,544,753
Contract administrator fees2022-12-31$1,706,346
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PBMARES, LLP
Accountancy firm EIN2022-12-31540737372
2021 : FERGUSON ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$570,800,752
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$160,754,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$158,388,743
Expenses. Certain deemed distributions of participant loans2021-12-31$32,566
Value of total corrective distributions2021-12-31$318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$241,279,993
Value of total assets at end of year2021-12-31$3,018,857,372
Value of total assets at beginning of year2021-12-31$2,608,811,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,332,911
Total interest from all sources2021-12-31$3,260,769
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$23,860,768
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$23,860,768
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$156,393,853
Participant contributions at end of year2021-12-31$61,281,265
Participant contributions at beginning of year2021-12-31$61,022,705
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$21,547,175
Other income not declared elsewhere2021-12-31$-256,672
Administrative expenses (other) incurred2021-12-31$2,332,911
Total non interest bearing cash at end of year2021-12-31$1,537
Total non interest bearing cash at beginning of year2021-12-31$1,413
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$410,046,214
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,018,857,372
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,608,811,158
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,057,331,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,827,283,230
Value of interest in pooled separate accounts at end of year2021-12-31$418,952,836
Value of interest in pooled separate accounts at beginning of year2021-12-31$265,204,876
Interest on participant loans2021-12-31$3,260,769
Value of interest in common/collective trusts at end of year2021-12-31$481,289,887
Value of interest in common/collective trusts at beginning of year2021-12-31$455,298,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$248,735,197
Net investment gain/loss from pooled separate accounts2021-12-31$61,870,984
Net investment gain or loss from common/collective trusts2021-12-31$-7,950,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$63,338,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$158,388,743
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PBMARES, LLP
Accountancy firm EIN2021-12-31540737372
2020 : FERGUSON ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$592,154,968
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$209,661,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$207,332,944
Expenses. Certain deemed distributions of participant loans2020-12-31$60,749
Value of total corrective distributions2020-12-31$166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$230,834,524
Value of total assets at end of year2020-12-31$2,608,811,158
Value of total assets at beginning of year2020-12-31$2,226,318,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,268,127
Total interest from all sources2020-12-31$3,548,553
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$19,128,963
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$19,128,963
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$137,376,761
Participant contributions at end of year2020-12-31$61,022,705
Participant contributions at beginning of year2020-12-31$64,679,294
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$37,809,794
Other income not declared elsewhere2020-12-31$265,473
Administrative expenses (other) incurred2020-12-31$2,268,127
Total non interest bearing cash at end of year2020-12-31$1,413
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$382,492,982
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,608,811,158
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,226,318,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,827,283,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,545,682,078
Value of interest in pooled separate accounts at end of year2020-12-31$265,204,876
Value of interest in pooled separate accounts at beginning of year2020-12-31$228,113,279
Interest on participant loans2020-12-31$3,548,553
Value of interest in common/collective trusts at end of year2020-12-31$455,298,934
Value of interest in common/collective trusts at beginning of year2020-12-31$387,843,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$278,089,068
Net investment gain/loss from pooled separate accounts2020-12-31$37,692,950
Net investment gain or loss from common/collective trusts2020-12-31$22,595,437
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$55,647,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$207,332,944
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31PBMARES, LLP
Accountancy firm EIN2020-12-31540737372
2019 : FERGUSON ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$612,703,581
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$167,262,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$165,108,516
Expenses. Certain deemed distributions of participant loans2019-12-31$43,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$229,088,196
Value of total assets at end of year2019-12-31$2,226,318,176
Value of total assets at beginning of year2019-12-31$1,780,877,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,110,987
Total interest from all sources2019-12-31$3,433,349
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$23,367,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$23,367,572
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$134,983,738
Participant contributions at end of year2019-12-31$64,679,294
Participant contributions at beginning of year2019-12-31$60,720,093
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$31,196,336
Other income not declared elsewhere2019-12-31$332,667
Administrative expenses (other) incurred2019-12-31$2,110,987
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$47
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$445,441,039
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,226,318,176
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,780,877,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,545,682,078
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,210,613,553
Value of interest in pooled separate accounts at end of year2019-12-31$228,113,279
Value of interest in pooled separate accounts at beginning of year2019-12-31$180,128,382
Interest on participant loans2019-12-31$3,433,349
Value of interest in common/collective trusts at end of year2019-12-31$387,843,525
Value of interest in common/collective trusts at beginning of year2019-12-31$329,415,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$285,676,102
Net investment gain/loss from pooled separate accounts2019-12-31$46,340,086
Net investment gain or loss from common/collective trusts2019-12-31$24,465,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$62,908,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$165,108,516
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PBMARES, LLP
Accountancy firm EIN2019-12-31540737372
2018 : FERGUSON ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$106,249,473
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$103,869,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$101,058,985
Expenses. Certain deemed distributions of participant loans2018-12-31$-16,975
Value of total corrective distributions2018-12-31$62,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$194,485,912
Value of total assets at end of year2018-12-31$1,780,877,137
Value of total assets at beginning of year2018-12-31$1,778,496,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,764,599
Total interest from all sources2018-12-31$2,893,790
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$19,845,473
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$19,845,473
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$121,547,290
Participant contributions at end of year2018-12-31$60,720,093
Participant contributions at beginning of year2018-12-31$55,857,020
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$19,243,869
Other income not declared elsewhere2018-12-31$638,179
Administrative expenses (other) incurred2018-12-31$2,764,599
Total non interest bearing cash at end of year2018-12-31$47
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$143,420
Value of net income/loss2018-12-31$2,380,255
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,780,877,137
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,778,496,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,210,613,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,116,262,693
Value of interest in pooled separate accounts at end of year2018-12-31$180,128,382
Value of interest in pooled separate accounts at beginning of year2018-12-31$288,419,572
Interest on participant loans2018-12-31$2,893,790
Value of interest in common/collective trusts at end of year2018-12-31$329,415,062
Value of interest in common/collective trusts at beginning of year2018-12-31$317,957,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-104,313,544
Net investment gain/loss from pooled separate accounts2018-12-31$-6,037,488
Net investment gain or loss from common/collective trusts2018-12-31$-1,262,849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$53,551,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$101,058,985
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2018-12-31560747981
2017 : FERGUSON ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$424,305,462
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$116,898,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$114,545,510
Expenses. Certain deemed distributions of participant loans2017-12-31$66,564
Value of total corrective distributions2017-12-31$21,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$174,517,420
Value of total assets at end of year2017-12-31$1,778,496,882
Value of total assets at beginning of year2017-12-31$1,471,089,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,264,883
Total interest from all sources2017-12-31$2,420,105
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$12,780,983
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$12,780,983
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$107,258,488
Participant contributions at end of year2017-12-31$55,857,020
Participant contributions at beginning of year2017-12-31$52,182,285
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$19,139,394
Other income not declared elsewhere2017-12-31$563,093
Administrative expenses (other) incurred2017-12-31$2,264,883
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$58
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$133,708
Value of net income/loss2017-12-31$307,406,955
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,778,496,882
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,471,089,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,116,262,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$823,955,284
Value of interest in pooled separate accounts at end of year2017-12-31$288,419,572
Value of interest in pooled separate accounts at beginning of year2017-12-31$298,599,781
Interest on participant loans2017-12-31$2,420,105
Value of interest in common/collective trusts at end of year2017-12-31$317,957,597
Value of interest in common/collective trusts at beginning of year2017-12-31$296,352,519
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$167,998,230
Net investment gain/loss from pooled separate accounts2017-12-31$56,803,838
Net investment gain or loss from common/collective trusts2017-12-31$9,221,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$47,985,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$114,545,510
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2017-12-31560747981
2016 : FERGUSON ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$162,161
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$223,210,691
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$74,790,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$73,310,583
Expenses. Certain deemed distributions of participant loans2016-12-31$117,787
Value of total corrective distributions2016-12-31$45,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$148,420,517
Value of total assets at end of year2016-12-31$1,471,089,927
Value of total assets at beginning of year2016-12-31$1,322,507,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,315,963
Total interest from all sources2016-12-31$2,155,747
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$10,584,963
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$10,584,963
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$93,171,864
Participant contributions at end of year2016-12-31$52,182,285
Participant contributions at beginning of year2016-12-31$49,187,657
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$12,153,776
Other income not declared elsewhere2016-12-31$-3,173,191
Administrative expenses (other) incurred2016-12-31$1,315,963
Total non interest bearing cash at end of year2016-12-31$58
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$148,420,684
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,471,089,927
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,322,507,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$823,955,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$845,916,276
Value of interest in pooled separate accounts at end of year2016-12-31$298,599,781
Value of interest in pooled separate accounts at beginning of year2016-12-31$159,149,698
Interest on participant loans2016-12-31$2,155,747
Value of interest in common/collective trusts at end of year2016-12-31$296,352,519
Value of interest in common/collective trusts at beginning of year2016-12-31$268,253,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$22,271,374
Net investment gain/loss from pooled separate accounts2016-12-31$33,920,877
Net investment gain or loss from common/collective trusts2016-12-31$9,030,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$43,094,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$73,310,583
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2016-12-31560747981
2015 : FERGUSON ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$149,337,060
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$65,168,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$64,534,753
Expenses. Certain deemed distributions of participant loans2015-12-31$18,754
Value of total corrective distributions2015-12-31$15,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$140,780,915
Value of total assets at end of year2015-12-31$1,322,507,082
Value of total assets at beginning of year2015-12-31$1,238,338,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$599,364
Total interest from all sources2015-12-31$2,015,661
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$10,050,889
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$10,050,889
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$80,422,706
Participant contributions at end of year2015-12-31$49,187,657
Participant contributions at beginning of year2015-12-31$45,199,432
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$21,149,247
Other income not declared elsewhere2015-12-31$-13,516
Administrative expenses (other) incurred2015-12-31$599,364
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$42
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$84,168,512
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,322,507,082
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,238,338,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$845,916,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$786,231,007
Value of interest in pooled separate accounts at end of year2015-12-31$159,149,698
Value of interest in pooled separate accounts at beginning of year2015-12-31$152,871,559
Interest on participant loans2015-12-31$2,015,661
Value of interest in common/collective trusts at end of year2015-12-31$268,253,451
Value of interest in common/collective trusts at beginning of year2015-12-31$254,036,530
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-6,852,896
Net investment gain/loss from pooled separate accounts2015-12-31$2,821,296
Net investment gain or loss from common/collective trusts2015-12-31$534,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$39,208,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$64,534,753
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2015-12-31560747981
2014 : FERGUSON ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$53,090
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$172,604,641
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$63,137,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$62,197,299
Expenses. Certain deemed distributions of participant loans2014-12-31$45,589
Value of total corrective distributions2014-12-31$841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$110,851,258
Value of total assets at end of year2014-12-31$1,238,338,570
Value of total assets at beginning of year2014-12-31$1,128,818,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$893,445
Total interest from all sources2014-12-31$1,826,337
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$10,751,407
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$10,751,407
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$67,929,170
Participant contributions at end of year2014-12-31$45,199,432
Participant contributions at beginning of year2014-12-31$40,759,021
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$8,450,014
Other income not declared elsewhere2014-12-31$362,441
Administrative expenses (other) incurred2014-12-31$893,445
Total non interest bearing cash at end of year2014-12-31$42
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$109,467,467
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,238,338,570
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,128,818,013
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$786,231,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$698,462,482
Value of interest in pooled separate accounts at end of year2014-12-31$152,871,559
Value of interest in pooled separate accounts at beginning of year2014-12-31$154,771,508
Interest on participant loans2014-12-31$1,826,337
Value of interest in common/collective trusts at end of year2014-12-31$254,036,530
Value of interest in common/collective trusts at beginning of year2014-12-31$234,825,002
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$31,148,264
Net investment gain/loss from pooled separate accounts2014-12-31$4,531,811
Net investment gain or loss from common/collective trusts2014-12-31$13,133,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$34,472,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$62,197,299
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2014-12-31560747981
2013 : FERGUSON ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$6,331
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$263,545,992
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$56,409,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$55,591,210
Expenses. Certain deemed distributions of participant loans2013-12-31$28,941
Value of total corrective distributions2013-12-31$5,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$95,235,472
Value of total assets at end of year2013-12-31$1,128,818,013
Value of total assets at beginning of year2013-12-31$921,675,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$783,476
Total interest from all sources2013-12-31$1,679,047
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$7,604,489
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$7,604,489
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$59,556,397
Participant contributions at end of year2013-12-31$40,759,021
Participant contributions at beginning of year2013-12-31$37,151,142
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,907,249
Other income not declared elsewhere2013-12-31$-18,034,504
Administrative expenses (other) incurred2013-12-31$783,476
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$318
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$207,136,679
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,128,818,013
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$921,675,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$698,462,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$537,347,974
Value of interest in pooled separate accounts at end of year2013-12-31$154,771,508
Value of interest in pooled separate accounts at beginning of year2013-12-31$110,469,780
Interest on participant loans2013-12-31$1,679,047
Value of interest in common/collective trusts at end of year2013-12-31$234,825,002
Value of interest in common/collective trusts at beginning of year2013-12-31$236,705,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$119,315,367
Net investment gain/loss from pooled separate accounts2013-12-31$45,750,526
Net investment gain or loss from common/collective trusts2013-12-31$11,995,595
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$30,771,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$55,591,210
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2013-12-31560747981
2012 : FERGUSON ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$209,514
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$177,649,581
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$43,596,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$42,883,042
Expenses. Certain deemed distributions of participant loans2012-12-31$45,646
Value of total corrective distributions2012-12-31$7,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$89,441,445
Value of total assets at end of year2012-12-31$921,675,003
Value of total assets at beginning of year2012-12-31$787,412,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$660,371
Total interest from all sources2012-12-31$1,605,880
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$7,192,913
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$7,192,913
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$54,121,794
Participant contributions at end of year2012-12-31$37,151,142
Participant contributions at beginning of year2012-12-31$35,375,209
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$6,875,134
Other income not declared elsewhere2012-12-31$301,988
Administrative expenses (other) incurred2012-12-31$660,371
Total non interest bearing cash at end of year2012-12-31$318
Total non interest bearing cash at beginning of year2012-12-31$852
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$134,052,786
Value of net assets at end of year (total assets less liabilities)2012-12-31$921,675,003
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$787,412,703
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$537,347,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$361,795,198
Value of interest in pooled separate accounts at end of year2012-12-31$110,469,780
Value of interest in pooled separate accounts at beginning of year2012-12-31$174,274,953
Interest on participant loans2012-12-31$1,605,880
Value of interest in common/collective trusts at end of year2012-12-31$236,705,789
Value of interest in common/collective trusts at beginning of year2012-12-31$215,966,491
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$49,006,061
Net investment gain/loss from pooled separate accounts2012-12-31$21,365,700
Net investment gain or loss from common/collective trusts2012-12-31$8,735,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$28,444,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$42,883,042
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2012-12-31560747981
2011 : FERGUSON ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$6,144,764
Total unrealized appreciation/depreciation of assets2011-12-31$6,144,764
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$73,056,303
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$41,029,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$40,608,998
Expenses. Certain deemed distributions of participant loans2011-12-31$1,878
Value of total corrective distributions2011-12-31$6,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$79,278,168
Value of total assets at end of year2011-12-31$787,412,703
Value of total assets at beginning of year2011-12-31$755,385,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$412,119
Total interest from all sources2011-12-31$1,639,828
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$4,593,297
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$4,593,297
Administrative expenses professional fees incurred2011-12-31$2,438
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$49,703,885
Participant contributions at end of year2011-12-31$35,375,209
Participant contributions at beginning of year2011-12-31$32,984,143
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$2
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,058,794
Other income not declared elsewhere2011-12-31$50,736
Administrative expenses (other) incurred2011-12-31$117,680
Total non interest bearing cash at end of year2011-12-31$852
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$32,027,040
Value of net assets at end of year (total assets less liabilities)2011-12-31$787,412,703
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$755,385,663
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$292,001
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$361,795,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$362,938,347
Value of interest in pooled separate accounts at end of year2011-12-31$174,274,953
Value of interest in pooled separate accounts at beginning of year2011-12-31$168,043,917
Interest on participant loans2011-12-31$1,639,828
Value of interest in common/collective trusts at end of year2011-12-31$215,966,491
Value of interest in common/collective trusts at beginning of year2011-12-31$191,419,254
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,374,654
Net investment gain/loss from pooled separate accounts2011-12-31$-25,261,247
Net investment gain or loss from common/collective trusts2011-12-31$7,985,411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$26,515,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$40,608,998
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2011-12-31560747981
2010 : FERGUSON ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,391,223
Total unrealized appreciation/depreciation of assets2010-12-31$2,391,223
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$141,725,805
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$50,691,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$50,065,121
Expenses. Certain deemed distributions of participant loans2010-12-31$53,358
Value of total corrective distributions2010-12-31$167,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$60,661,998
Value of total assets at end of year2010-12-31$755,385,663
Value of total assets at beginning of year2010-12-31$664,351,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$405,918
Total interest from all sources2010-12-31$1,661,725
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,133,343
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$3,133,343
Administrative expenses professional fees incurred2010-12-31$58,228
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$43,644,097
Participant contributions at end of year2010-12-31$32,984,143
Participant contributions at beginning of year2010-12-31$29,148,456
Assets. Other investments not covered elsewhere at end of year2010-12-31$2
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$2,036
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,615,794
Other income not declared elsewhere2010-12-31$113,004
Administrative expenses (other) incurred2010-12-31$122,615
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$91,033,860
Value of net assets at end of year (total assets less liabilities)2010-12-31$755,385,663
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$664,351,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$225,075
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$362,938,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$218,680,007
Value of interest in pooled separate accounts at end of year2010-12-31$168,043,917
Value of interest in pooled separate accounts at beginning of year2010-12-31$239,882,967
Interest on participant loans2010-12-31$1,661,720
Interest earned on other investments2010-12-31$5
Value of interest in common/collective trusts at end of year2010-12-31$191,419,254
Value of interest in common/collective trusts at beginning of year2010-12-31$176,638,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$38,971,601
Net investment gain/loss from pooled separate accounts2010-12-31$26,688,884
Net investment gain or loss from common/collective trusts2010-12-31$8,104,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$14,402,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$50,065,121
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2010-12-31560747981
2009 : FERGUSON ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for FERGUSON ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN

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

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA 37392
Policy instance 2
Insurance contract or identification numberGA 37392
Number of Individuals Covered37002
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-62135
Policy instance 1
Insurance contract or identification numberGA-62135
Number of Individuals Covered37002
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA 37392
Policy instance 2
Insurance contract or identification numberGA 37392
Number of Individuals Covered33823
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-62135
Policy instance 1
Insurance contract or identification numberGA-62135
Number of Individuals Covered33823
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA 37392
Policy instance 2
Insurance contract or identification numberGA 37392
Number of Individuals Covered30305
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-62135
Policy instance 1
Insurance contract or identification numberGA-62135
Number of Individuals Covered30305
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-62135
Policy instance 1
Insurance contract or identification numberGA-62135
Number of Individuals Covered30254
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA 37392
Policy instance 2
Insurance contract or identification numberGA 37392
Number of Individuals Covered30254
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-62135
Policy instance 1
Insurance contract or identification numberGA-62135
Number of Individuals Covered29787
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA 37392
Policy instance 2
Insurance contract or identification numberGA 37392
Number of Individuals Covered29787
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA 37392
Policy instance 2
Insurance contract or identification numberGA 37392
Number of Individuals Covered27188
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-62135
Policy instance 1
Insurance contract or identification numberGA-62135
Number of Individuals Covered27188
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA 37392
Policy instance 2
Insurance contract or identification numberGA 37392
Number of Individuals Covered24716
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-62135
Policy instance 1
Insurance contract or identification numberGA-62135
Number of Individuals Covered24716
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA 37392
Policy instance 2
Insurance contract or identification numberGA 37392
Number of Individuals Covered22197
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-62135
Policy instance 1
Insurance contract or identification numberGA-62135
Number of Individuals Covered22197
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA 37392
Policy instance 1
Insurance contract or identification numberGA 37392
Number of Individuals Covered20502
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-62135
Policy instance 2
Insurance contract or identification numberGA-62135
Number of Individuals Covered20502
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-62135
Policy instance 2
Insurance contract or identification numberGA-62135
Number of Individuals Covered19686
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA 37392
Policy instance 1
Insurance contract or identification numberGA 37392
Number of Individuals Covered19686
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-62135
Policy instance 1
Insurance contract or identification numberGA-62135
Number of Individuals Covered19472
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA 37392
Policy instance 2
Insurance contract or identification numberGA 37392
Number of Individuals Covered19472
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-62135
Policy instance 1
Insurance contract or identification numberGA-62135
Number of Individuals Covered18929
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA 37392
Policy instance 2
Insurance contract or identification numberGA 37392
Number of Individuals Covered18929
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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