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SOFTWARE AG USA, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameSOFTWARE AG USA, INC. PROFIT SHARING PLAN
Plan identification number 001

SOFTWARE AG USA, INC. PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

SOFTWARE AG USA, INC. has sponsored the creation of one or more 401k plans.

Company Name:SOFTWARE AG USA, INC.
Employer identification number (EIN):541807654
NAIC Classification:518210
NAIC Description:Data Processing, Hosting, and Related Services

Additional information about SOFTWARE AG USA, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1999-07-16
Company Identification Number: 0012751406
Legal Registered Office Address: 11700 PLAZA AMERICA DR STE 700

RESTON
United States of America (USA)
20190

More information about SOFTWARE AG USA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOFTWARE AG USA, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARK MOSCATO MARK MOSCATO2018-06-05
0012016-01-01MARK MOSCATO MARK MOSCATO2017-06-14
0012015-01-01MARK MOSCATO MARK MOSCATO2016-05-31
0012014-01-01MARK MOSCATO MARK MOSCATO2015-07-31
0012013-01-01MARK MOSCATO MARK MOSCATO2014-07-31
0012012-01-01MARK MOSCATO MARK MOSCATO2013-07-26
0012011-01-01MARK MOSCATO MARK MOSCATO2012-08-24
0012009-01-01
0012009-01-01MARK MOSCATO

Plan Statistics for SOFTWARE AG USA, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for SOFTWARE AG USA, INC. PROFIT SHARING PLAN

Measure Date Value
2022: SOFTWARE AG USA, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,148
Total number of active participants reported on line 7a of the Form 55002022-01-01587
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01525
Total of all active and inactive participants2022-01-011,112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-011,113
Number of participants with account balances2022-01-011,101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: SOFTWARE AG USA, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,145
Total number of active participants reported on line 7a of the Form 55002021-01-01605
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01541
Total of all active and inactive participants2021-01-011,148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,148
Number of participants with account balances2021-01-011,130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0145
2020: SOFTWARE AG USA, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,103
Total number of active participants reported on line 7a of the Form 55002020-01-01635
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01508
Total of all active and inactive participants2020-01-011,145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,145
Number of participants with account balances2020-01-011,133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0131
2019: SOFTWARE AG USA, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,082
Total number of active participants reported on line 7a of the Form 55002019-01-01581
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01521
Total of all active and inactive participants2019-01-011,103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,103
Number of participants with account balances2019-01-011,097
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0130
2018: SOFTWARE AG USA, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,092
Total number of active participants reported on line 7a of the Form 55002018-01-01579
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01502
Total of all active and inactive participants2018-01-011,081
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,081
Number of participants with account balances2018-01-011,064
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0124
2017: SOFTWARE AG USA, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,039
Total number of active participants reported on line 7a of the Form 55002017-01-01575
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01517
Total of all active and inactive participants2017-01-011,092
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,092
Number of participants with account balances2017-01-011,085
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0118
2016: SOFTWARE AG USA, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,138
Total number of active participants reported on line 7a of the Form 55002016-01-01522
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01517
Total of all active and inactive participants2016-01-011,039
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,039
Number of participants with account balances2016-01-011,039
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0118
2015: SOFTWARE AG USA, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,146
Total number of active participants reported on line 7a of the Form 55002015-01-01572
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01566
Total of all active and inactive participants2015-01-011,138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,138
Number of participants with account balances2015-01-011,063
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0132
2014: SOFTWARE AG USA, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,246
Total number of active participants reported on line 7a of the Form 55002014-01-01568
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01578
Total of all active and inactive participants2014-01-011,146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,146
Number of participants with account balances2014-01-011,146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0139
2013: SOFTWARE AG USA, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,313
Total number of active participants reported on line 7a of the Form 55002013-01-01769
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01596
Total of all active and inactive participants2013-01-011,365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,366
Number of participants with account balances2013-01-011,246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0132
2012: SOFTWARE AG USA, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,334
Total number of active participants reported on line 7a of the Form 55002012-01-01742
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01570
Total of all active and inactive participants2012-01-011,313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,313
Number of participants with account balances2012-01-011,202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0124
2011: SOFTWARE AG USA, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,121
Total number of active participants reported on line 7a of the Form 55002011-01-01722
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01612
Total of all active and inactive participants2011-01-011,334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,334
Number of participants with account balances2011-01-011,235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0131
2009: SOFTWARE AG USA, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,171
Total number of active participants reported on line 7a of the Form 55002009-01-01630
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01566
Total of all active and inactive participants2009-01-011,196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,196
Number of participants with account balances2009-01-011,121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0140

Financial Data on SOFTWARE AG USA, INC. PROFIT SHARING PLAN

Measure Date Value
2022 : SOFTWARE AG USA, INC. PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-51,461
Total unrealized appreciation/depreciation of assets2022-12-31$-51,461
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-39,175,515
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$29,963,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$29,800,894
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$14,484,094
Value of total assets at end of year2022-12-31$227,481,435
Value of total assets at beginning of year2022-12-31$296,620,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$162,565
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$540,001
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$8,015,947
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$8,015,947
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$8,874,149
Participant contributions at end of year2022-12-31$868,828
Participant contributions at beginning of year2022-12-31$915,396
Participant contributions at end of year2022-12-31$230,025
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$895
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$39,220,428
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$986,456
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$162,565
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$664
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
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-69,138,974
Value of net assets at end of year (total assets less liabilities)2022-12-31$227,481,435
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$296,620,409
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$216,073,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$167,364,959
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$88,819,562
Interest on participant loans2022-12-31$37,971
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$7,868,516
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,587,412
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$502,030
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-41,103,780
Net investment gain/loss from pooled separate accounts2022-12-31$-21,066,470
Net investment gain or loss from common/collective trusts2022-12-31$6,154
Net gain/loss from 103.12 investment entities2022-12-31$0
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
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$4,623,489
Employer contributions (assets) at end of year2022-12-31$283,822
Employer contributions (assets) at beginning of year2022-12-31$299,400
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$29,800,894
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$568,377
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BELFINT, LYONS & SHUMAN, P.A.
Accountancy firm EIN2022-12-31510232399
2021 : SOFTWARE AG USA, INC. PROFIT SHARING 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$54,989,329
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$16,865,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$16,649,172
Value of total corrective distributions2021-12-31$2,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$15,583,081
Value of total assets at end of year2021-12-31$296,620,409
Value of total assets at beginning of year2021-12-31$258,497,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$213,887
Total interest from all sources2021-12-31$590,194
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,155,556
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$2,155,556
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$8,946,643
Participant contributions at end of year2021-12-31$915,396
Participant contributions at beginning of year2021-12-31$874,731
Assets. Other investments not covered elsewhere at end of year2021-12-31$39,220,428
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$38,600,317
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,779,452
Other income not declared elsewhere2021-12-31$166,812
Administrative expenses (other) incurred2021-12-31$213,887
Total non interest bearing cash at end of year2021-12-31$664
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$38,123,361
Value of net assets at end of year (total assets less liabilities)2021-12-31$296,620,409
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$258,497,048
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$167,364,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$81,892,875
Value of interest in pooled separate accounts at end of year2021-12-31$88,819,562
Value of interest in pooled separate accounts at beginning of year2021-12-31$137,129,125
Interest on participant loans2021-12-31$43,761
Interest earned on other investments2021-12-31$546,433
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$17,495,001
Net investment gain/loss from pooled separate accounts2021-12-31$18,998,685
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$4,856,986
Employer contributions (assets) at end of year2021-12-31$299,400
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$16,649,172
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 name2021-12-31BELFINT, LYONS & SHUMAN, P.A.
Accountancy firm EIN2021-12-31510232399
2020 : SOFTWARE AG USA, INC. PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$49,939,262
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$14,119,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$13,966,511
Value of total corrective distributions2020-12-31$964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$13,900,218
Value of total assets at end of year2020-12-31$258,497,048
Value of total assets at beginning of year2020-12-31$222,676,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$151,600
Total interest from all sources2020-12-31$572,501
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,457,887
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,457,887
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$8,516,926
Participant contributions at end of year2020-12-31$874,731
Participant contributions at beginning of year2020-12-31$728,562
Assets. Other investments not covered elsewhere at end of year2020-12-31$38,600,317
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$29,696,965
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$815,065
Other income not declared elsewhere2020-12-31$328,692
Administrative expenses (other) incurred2020-12-31$151,600
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$35,820,187
Value of net assets at end of year (total assets less liabilities)2020-12-31$258,497,048
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$222,676,861
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$81,892,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$76,912,342
Value of interest in pooled separate accounts at end of year2020-12-31$137,129,125
Value of interest in pooled separate accounts at beginning of year2020-12-31$115,338,992
Interest on participant loans2020-12-31$44,532
Interest earned on other investments2020-12-31$527,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,380,407
Net investment gain/loss from pooled separate accounts2020-12-31$26,299,557
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$4,568,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$13,966,511
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BELFINT, LYONS & SHUMAN, P.A.
Accountancy firm EIN2020-12-31510232399
2019 : SOFTWARE AG USA, INC. PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$53,849,041
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$18,721,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$18,584,258
Value of total corrective distributions2019-12-31$2,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$12,520,250
Value of total assets at end of year2019-12-31$222,676,861
Value of total assets at beginning of year2019-12-31$187,549,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$134,528
Total interest from all sources2019-12-31$560,548
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,656,925
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$1,656,925
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$7,736,812
Participant contributions at end of year2019-12-31$728,562
Participant contributions at beginning of year2019-12-31$705,577
Assets. Other investments not covered elsewhere at end of year2019-12-31$29,696,965
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$26,650,142
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$748,614
Other income not declared elsewhere2019-12-31$235,718
Administrative expenses (other) incurred2019-12-31$134,528
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$35,127,719
Value of net assets at end of year (total assets less liabilities)2019-12-31$222,676,861
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$187,549,142
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$76,912,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$62,695,395
Value of interest in pooled separate accounts at end of year2019-12-31$115,338,992
Value of interest in pooled separate accounts at beginning of year2019-12-31$97,498,028
Interest on participant loans2019-12-31$39,360
Interest earned on other investments2019-12-31$521,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,996,529
Net investment gain/loss from pooled separate accounts2019-12-31$25,879,071
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$4,034,824
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$18,584,258
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 name2019-12-31BELFINT, LYONS & SHUMAN, P.A.
Accountancy firm EIN2019-12-31510232399
2018 : SOFTWARE AG USA, INC. PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,453,075
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$13,978,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$13,846,177
Value of total corrective distributions2018-12-31$101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$11,372,424
Value of total assets at end of year2018-12-31$187,549,142
Value of total assets at beginning of year2018-12-31$199,074,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$132,340
Total interest from all sources2018-12-31$445,894
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,547,936
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$1,547,936
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$7,416,144
Participant contributions at end of year2018-12-31$705,577
Participant contributions at beginning of year2018-12-31$852,322
Assets. Other investments not covered elsewhere at end of year2018-12-31$26,650,142
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$23,853,276
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$176,546
Other income not declared elsewhere2018-12-31$-95,299
Administrative expenses (other) incurred2018-12-31$132,340
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-11,525,543
Value of net assets at end of year (total assets less liabilities)2018-12-31$187,549,142
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$199,074,685
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
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$12,181
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$62,695,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$69,136,859
Value of interest in pooled separate accounts at end of year2018-12-31$97,498,028
Value of interest in pooled separate accounts at beginning of year2018-12-31$105,220,047
Interest on participant loans2018-12-31$39,131
Interest earned on other investments2018-12-31$406,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,302,200
Net investment gain/loss from pooled separate accounts2018-12-31$-3,515,680
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$3,779,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$13,846,177
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BELFINT, LYONS & SHUMAN, P.A.
Accountancy firm EIN2018-12-31510232399
2017 : SOFTWARE AG USA, INC. PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-1,480
Total unrealized appreciation/depreciation of assets2017-12-31$-1,480
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$41,337,653
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$12,626,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$12,483,877
Value of total corrective distributions2017-12-31$2,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$12,186,907
Value of total assets at end of year2017-12-31$199,074,685
Value of total assets at beginning of year2017-12-31$170,363,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$140,488
Total interest from all sources2017-12-31$377,655
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,395,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,395,630
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$7,522,251
Participant contributions at end of year2017-12-31$852,322
Participant contributions at beginning of year2017-12-31$790,336
Assets. Other investments not covered elsewhere at end of year2017-12-31$23,853,276
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$21,641,653
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$853,659
Other income not declared elsewhere2017-12-31$149,769
Administrative expenses (other) incurred2017-12-31$140,488
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$28,711,066
Value of net assets at end of year (total assets less liabilities)2017-12-31$199,074,685
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$170,363,619
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
Assets. partnership/joint venture interests at end of year2017-12-31$12,181
Assets. partnership/joint venture interests at beginning of year2017-12-31$5,144
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$69,136,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$77,172,574
Value of interest in pooled separate accounts at end of year2017-12-31$105,220,047
Value of interest in pooled separate accounts at beginning of year2017-12-31$70,753,912
Interest on participant loans2017-12-31$39,420
Interest earned on other investments2017-12-31$338,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,887,665
Net investment gain/loss from pooled separate accounts2017-12-31$17,341,507
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$3,810,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$12,483,877
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BELFINT, LYONS & SHUMAN, P.A.
Accountancy firm EIN2017-12-31510232399
2016 : SOFTWARE AG USA, INC. PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-1,026
Total unrealized appreciation/depreciation of assets2016-12-31$-1,026
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$22,179,198
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$13,579,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$13,429,219
Value of total corrective distributions2016-12-31$739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,674,192
Value of total assets at end of year2016-12-31$170,363,619
Value of total assets at beginning of year2016-12-31$161,763,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$149,546
Total interest from all sources2016-12-31$340,853
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,326,376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,326,376
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$6,829,664
Participant contributions at end of year2016-12-31$790,336
Participant contributions at beginning of year2016-12-31$839,627
Assets. Other investments not covered elsewhere at end of year2016-12-31$21,641,653
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$20,037,549
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$419,865
Other income not declared elsewhere2016-12-31$50,455
Administrative expenses (other) incurred2016-12-31$149,546
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$8,599,694
Value of net assets at end of year (total assets less liabilities)2016-12-31$170,363,619
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$161,763,925
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
Assets. partnership/joint venture interests at end of year2016-12-31$5,144
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$77,172,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$73,699,490
Value of interest in pooled separate accounts at end of year2016-12-31$70,753,912
Value of interest in pooled separate accounts at beginning of year2016-12-31$67,187,259
Interest on participant loans2016-12-31$35,756
Interest earned on other investments2016-12-31$305,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,098,402
Net investment gain/loss from pooled separate accounts2016-12-31$5,689,946
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$3,424,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$13,429,219
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 name2016-12-31BELFINT, LYONS & SHUMAN, P.A.
Accountancy firm EIN2016-12-31510232399
2015 : SOFTWARE AG USA, INC. PROFIT SHARING 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$12,075,790
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$19,526,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$19,334,198
Value of total corrective distributions2015-12-31$10,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$10,930,716
Value of total assets at end of year2015-12-31$161,763,925
Value of total assets at beginning of year2015-12-31$169,214,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$182,216
Total interest from all sources2015-12-31$357,649
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$682,570
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$682,570
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
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$7,352,021
Participant contributions at end of year2015-12-31$839,627
Participant contributions at beginning of year2015-12-31$951,088
Assets. Other investments not covered elsewhere at end of year2015-12-31$20,037,549
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,105,038
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$178,680
Other income not declared elsewhere2015-12-31$-40,337
Administrative expenses (other) incurred2015-12-31$182,216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-7,450,666
Value of net assets at end of year (total assets less liabilities)2015-12-31$161,763,925
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$169,214,591
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$73,699,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$68,815,733
Value of interest in pooled separate accounts at end of year2015-12-31$67,187,259
Value of interest in pooled separate accounts at beginning of year2015-12-31$98,342,732
Interest on participant loans2015-12-31$39,440
Interest earned on other investments2015-12-31$318,209
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-725,850
Net investment gain/loss from pooled separate accounts2015-12-31$871,042
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$3,400,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$19,334,198
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 name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31039085991
2014 : SOFTWARE AG USA, INC. PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$24,555,455
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$19,660,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$19,602,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$14,380,201
Value of total assets at end of year2014-12-31$169,214,591
Value of total assets at beginning of year2014-12-31$164,319,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$58,250
Total interest from all sources2014-12-31$400,334
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$728,431
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$728,431
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
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$8,179,072
Participant contributions at end of year2014-12-31$951,088
Participant contributions at beginning of year2014-12-31$985,830
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,105,038
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,007,254
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,030,663
Other income not declared elsewhere2014-12-31$-60,322
Administrative expenses (other) incurred2014-12-31$58,250
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$4,895,006
Value of net assets at end of year (total assets less liabilities)2014-12-31$169,214,591
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$164,319,585
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$68,815,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$66,940,730
Value of interest in pooled separate accounts at end of year2014-12-31$98,342,732
Value of interest in pooled separate accounts at beginning of year2014-12-31$95,385,771
Interest on participant loans2014-12-31$42,959
Interest earned on other investments2014-12-31$357,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,052,684
Net investment gain/loss from pooled separate accounts2014-12-31$8,054,127
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$4,170,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$19,602,199
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 name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31039085991
2013 : SOFTWARE AG USA, INC. PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$54,167
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$44,050,588
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$12,386,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$12,337,638
Value of total corrective distributions2013-12-31$8,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$15,309,358
Value of total assets at end of year2013-12-31$164,319,585
Value of total assets at beginning of year2013-12-31$132,601,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$41,060
Total interest from all sources2013-12-31$410,233
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$233,170
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$233,170
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$8,074,745
Participant contributions at end of year2013-12-31$985,830
Participant contributions at beginning of year2013-12-31$778,764
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,007,254
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$20,190,194
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,121,419
Other income not declared elsewhere2013-12-31$-288,646
Administrative expenses (other) incurred2013-12-31$41,060
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$31,663,706
Value of net assets at end of year (total assets less liabilities)2013-12-31$164,319,585
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$132,601,712
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$66,940,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$36,060,840
Value of interest in pooled separate accounts at end of year2013-12-31$95,385,771
Value of interest in pooled separate accounts at beginning of year2013-12-31$75,571,914
Interest on participant loans2013-12-31$37,793
Interest earned on other investments2013-12-31$372,437
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,585,308
Net investment gain/loss from pooled separate accounts2013-12-31$19,801,165
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$4,113,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$12,337,638
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 name2013-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2013-12-31039085991
2012 : SOFTWARE AG USA, INC. PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$26,516,586
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$11,024,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$10,969,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$12,367,608
Value of total assets at end of year2012-12-31$132,601,712
Value of total assets at beginning of year2012-12-31$117,109,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$54,641
Total interest from all sources2012-12-31$445,494
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$291,487
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$291,487
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
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$7,647,392
Participant contributions at end of year2012-12-31$778,764
Participant contributions at beginning of year2012-12-31$874,401
Assets. Other investments not covered elsewhere at end of year2012-12-31$20,190,194
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$17,530,227
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$958,378
Other income not declared elsewhere2012-12-31$-230,349
Administrative expenses (other) incurred2012-12-31$54,641
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$15,492,551
Value of net assets at end of year (total assets less liabilities)2012-12-31$132,601,712
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$117,109,161
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$36,060,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$35,547,809
Value of interest in pooled separate accounts at end of year2012-12-31$75,571,914
Value of interest in pooled separate accounts at beginning of year2012-12-31$63,156,724
Interest on participant loans2012-12-31$36,684
Interest earned on other investments2012-12-31$408,810
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,560,822
Net investment gain/loss from pooled separate accounts2012-12-31$9,081,524
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$3,761,838
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$10,969,394
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 name2012-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2012-12-31039085991
2011 : SOFTWARE AG USA, INC. PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$8,732,649
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$10,784,741
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$7,618,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,560,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$12,548,247
Value of total assets at end of year2011-12-31$117,109,161
Value of total assets at beginning of year2011-12-31$105,209,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$57,807
Total interest from all sources2011-12-31$441,498
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$281,799
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$281,799
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$7,247,197
Participant contributions at end of year2011-12-31$874,401
Participant contributions at beginning of year2011-12-31$657,177
Assets. Other investments not covered elsewhere at end of year2011-12-31$17,530,227
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$16,315,904
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,692,903
Other income not declared elsewhere2011-12-31$10,506
Administrative expenses (other) incurred2011-12-31$57,807
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,166,643
Value of net assets at end of year (total assets less liabilities)2011-12-31$117,109,161
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$105,209,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$35,547,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$33,962,592
Value of interest in pooled separate accounts at end of year2011-12-31$63,156,724
Value of interest in pooled separate accounts at beginning of year2011-12-31$54,274,196
Interest on participant loans2011-12-31$37,611
Interest earned on other investments2011-12-31$403,887
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,497,309
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$3,608,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,560,291
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 name2011-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2011-12-31039085991
2010 : SOFTWARE AG USA, INC. PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$20,956,959
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$11,093,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$11,047,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$9,278,727
Value of total assets at end of year2010-12-31$105,209,869
Value of total assets at beginning of year2010-12-31$95,346,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$46,319
Total interest from all sources2010-12-31$440,031
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$210,990
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$210,990
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$4,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$6,111,249
Participant contributions at end of year2010-12-31$657,177
Participant contributions at beginning of year2010-12-31$675,927
Assets. Other investments not covered elsewhere at end of year2010-12-31$16,315,904
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$15,447,196
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$144,110
Other income not declared elsewhere2010-12-31$339,323
Administrative expenses (other) incurred2010-12-31$46,319
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$9,863,567
Value of net assets at end of year (total assets less liabilities)2010-12-31$105,209,869
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$95,346,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$33,962,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$20,578,310
Value of interest in pooled separate accounts at end of year2010-12-31$54,274,196
Value of interest in pooled separate accounts at beginning of year2010-12-31$58,644,869
Interest on participant loans2010-12-31$32,904
Interest earned on other investments2010-12-31$407,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,059,110
Net investment gain/loss from pooled separate accounts2010-12-31$7,628,778
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$3,023,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$11,047,073
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 name2010-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2010-12-31390859910
2009 : SOFTWARE AG USA, INC. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SOFTWARE AG USA, INC. PROFIT SHARING PLAN

2022: SOFTWARE AG USA, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SOFTWARE AG USA, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SOFTWARE AG USA, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SOFTWARE AG USA, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SOFTWARE AG USA, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOFTWARE AG USA, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOFTWARE AG USA, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOFTWARE AG USA, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOFTWARE AG USA, INC. PROFIT SHARING 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: SOFTWARE AG USA, INC. PROFIT SHARING 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: SOFTWARE AG USA, INC. PROFIT SHARING 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: SOFTWARE AG USA, INC. PROFIT SHARING 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: SOFTWARE AG USA, INC. PROFIT SHARING 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 number036306
Policy instance 1
Insurance contract or identification number036306
Number of Individuals Covered0
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 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 number036306
Policy instance 1
Insurance contract or identification number036306
Number of Individuals Covered1148
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?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 number036306
Policy instance 1
Insurance contract or identification number036306
Number of Individuals Covered1145
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 RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number036306
Policy instance 1
Insurance contract or identification number036306
Number of Individuals Covered1103
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 RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number036306
Policy instance 1
Insurance contract or identification number036306
Number of Individuals Covered1081
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 number36306-001
Policy instance 1
Insurance contract or identification number36306-001
Number of Individuals Covered1092
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 RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number36306-001
Policy instance 1
Insurance contract or identification number36306-001
Number of Individuals Covered1138
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 RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number36306-001
Policy instance 1
Insurance contract or identification number36306-001
Number of Individuals Covered1146
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
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 number36306-001
Policy instance 1
Insurance contract or identification number36306-001
Number of Individuals Covered1246
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
Welfare Benefit Premiums Paid to CarrierUSD $278,441
Commission paid to Insurance BrokerUSD $5,913
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number36306-001
Policy instance 1
Insurance contract or identification number36306-001
Number of Individuals Covered1313
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 RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number36306-001
Policy instance 1
Insurance contract or identification number36306-001
Number of Individuals Covered1334
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 RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number36306-001
Policy instance 1
Insurance contract or identification number36306-001
Number of Individuals Covered1119
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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