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JTEKT NORTH AMERICA 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameJTEKT NORTH AMERICA 401(K) RETIREMENT PLAN
Plan identification number 003

JTEKT NORTH AMERICA 401(K) RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

JTEKT NORTH AMERICA CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:JTEKT NORTH AMERICA CORPORATION
Employer identification number (EIN):570570962
NAIC Classification:336300

Additional information about JTEKT NORTH AMERICA CORPORATION

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1982-02-02
Company Identification Number: 0005365506
Legal Registered Office Address: 7 RESEARCH DR STE A

GREENVILLE
United States of America (USA)
29607

More information about JTEKT NORTH AMERICA CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JTEKT NORTH AMERICA 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032018-01-01
0032018-01-01
0032017-01-01GAYDRIEL TAYLOR GAYDRIEL TAYLOR2018-10-08
0032016-01-01GAYDRIEL TAYLOR GAYDRIEL TAYLOR2017-10-04
0032015-01-01SUSAN MAHONY SUSAN MAHONY2016-08-15
0032014-01-01SUSAN MAHONY SUSAN MAHONY2015-09-02

Plan Statistics for JTEKT NORTH AMERICA 401(K) RETIREMENT PLAN

401k plan membership statisitcs for JTEKT NORTH AMERICA 401(K) RETIREMENT PLAN

Measure Date Value
2022: JTEKT NORTH AMERICA 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015,323
Total number of active participants reported on line 7a of the Form 55002022-01-014,275
Number of retired or separated participants receiving benefits2022-01-0130
Number of other retired or separated participants entitled to future benefits2022-01-011,574
Total of all active and inactive participants2022-01-015,879
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-015,879
Number of participants with account balances2022-01-015,879
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0157
2021: JTEKT NORTH AMERICA 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015,538
Total number of active participants reported on line 7a of the Form 55002021-01-014,214
Number of retired or separated participants receiving benefits2021-01-0124
Number of other retired or separated participants entitled to future benefits2021-01-011,085
Total of all active and inactive participants2021-01-015,323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-015,323
Number of participants with account balances2021-01-015,323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: JTEKT NORTH AMERICA 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015,701
Total number of active participants reported on line 7a of the Form 55002020-01-014,634
Number of retired or separated participants receiving benefits2020-01-0125
Number of other retired or separated participants entitled to future benefits2020-01-01878
Total of all active and inactive participants2020-01-015,537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-015,537
Number of participants with account balances2020-01-015,454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JTEKT NORTH AMERICA 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016,018
Total number of active participants reported on line 7a of the Form 55002019-01-014,950
Number of retired or separated participants receiving benefits2019-01-0116
Number of other retired or separated participants entitled to future benefits2019-01-01734
Total of all active and inactive participants2019-01-015,700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-015,700
Number of participants with account balances2019-01-015,700
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JTEKT NORTH AMERICA 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016,057
Total number of active participants reported on line 7a of the Form 55002018-01-015,273
Number of retired or separated participants receiving benefits2018-01-0113
Number of other retired or separated participants entitled to future benefits2018-01-01732
Total of all active and inactive participants2018-01-016,018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-016,018
Number of participants with account balances2018-01-016,018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0144
2017: JTEKT NORTH AMERICA 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015,847
Total number of active participants reported on line 7a of the Form 55002017-01-015,533
Number of retired or separated participants receiving benefits2017-01-0110
Number of other retired or separated participants entitled to future benefits2017-01-01514
Total of all active and inactive participants2017-01-016,057
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-016,057
Number of participants with account balances2017-01-015,820
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JTEKT NORTH AMERICA 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015,818
Total number of active participants reported on line 7a of the Form 55002016-01-015,349
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-01474
Total of all active and inactive participants2016-01-015,826
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015,826
Number of participants with account balances2016-01-015,826
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0139
2015: JTEKT NORTH AMERICA 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015,482
Total number of active participants reported on line 7a of the Form 55002015-01-015,363
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01454
Total of all active and inactive participants2015-01-015,818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015,818
Number of participants with account balances2015-01-015,635
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: JTEKT NORTH AMERICA 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,298
Total number of active participants reported on line 7a of the Form 55002014-01-014,969
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-01460
Total of all active and inactive participants2014-01-015,430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015,430
Number of participants with account balances2014-01-015,430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0134

Financial Data on JTEKT NORTH AMERICA 401(K) RETIREMENT PLAN

Measure Date Value
2022 : JTEKT NORTH AMERICA 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-27,684,822
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$37,007,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$36,344,858
Expenses. Certain deemed distributions of participant loans2022-12-31$-12,248
Value of total corrective distributions2022-12-31$7,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$35,661,581
Value of total assets at end of year2022-12-31$366,379,011
Value of total assets at beginning of year2022-12-31$431,071,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$667,939
Total interest from all sources2022-12-31$1,739,359
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,717,018
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,717,018
Administrative expenses professional fees incurred2022-12-31$14,016
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$22,240,323
Participant contributions at end of year2022-12-31$7,845,800
Participant contributions at beginning of year2022-12-31$8,221,250
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$339,586
Other income not declared elsewhere2022-12-31$117,799
Administrative expenses (other) incurred2022-12-31$11,275
Total non interest bearing cash at end of year2022-12-31$805
Total non interest bearing cash at beginning of year2022-12-31$720
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-64,692,575
Value of net assets at end of year (total assets less liabilities)2022-12-31$366,379,011
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$431,071,586
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$78,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$136,703,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$170,005,342
Value of interest in pooled separate accounts at end of year2022-12-31$140,870,166
Value of interest in pooled separate accounts at beginning of year2022-12-31$172,712,281
Interest on participant loans2022-12-31$397,067
Interest earned on other investments2022-12-31$1,342,292
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$80,958,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$80,131,993
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-35,318,115
Net investment gain/loss from pooled separate accounts2022-12-31$-32,602,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$13,081,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$36,344,858
Contract administrator fees2022-12-31$564,648
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAUKNIGHT, PIETRAS & STORMER P.A.
Accountancy firm EIN2022-12-31590940019
2021 : JTEKT NORTH AMERICA 401(K) RETIREMENT 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$84,994,629
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$46,731,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$46,007,430
Expenses. Certain deemed distributions of participant loans2021-12-31$59,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$36,029,298
Value of total assets at end of year2021-12-31$431,071,586
Value of total assets at beginning of year2021-12-31$392,808,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$664,611
Total interest from all sources2021-12-31$1,803,733
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,588,687
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$2,588,687
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,500,000
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$21,797,016
Participant contributions at end of year2021-12-31$8,221,250
Participant contributions at beginning of year2021-12-31$10,418,772
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,184,833
Other income not declared elsewhere2021-12-31$92,446
Administrative expenses (other) incurred2021-12-31$664,611
Total non interest bearing cash at end of year2021-12-31$720
Total non interest bearing cash at beginning of year2021-12-31$1,475
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$38,262,840
Value of net assets at end of year (total assets less liabilities)2021-12-31$431,071,586
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$392,808,746
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$170,005,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$154,139,891
Value of interest in pooled separate accounts at end of year2021-12-31$172,712,281
Value of interest in pooled separate accounts at beginning of year2021-12-31$150,959,982
Interest on participant loans2021-12-31$496,662
Interest earned on other investments2021-12-31$1,307,071
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$80,131,993
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$77,288,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$12,781,477
Net investment gain/loss from pooled separate accounts2021-12-31$31,698,988
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$13,047,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$46,007,430
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 name2021-12-31BAUKNIGHT, PIETRAS & STORMER P.A.
Accountancy firm EIN2021-12-31590940019
2020 : JTEKT NORTH AMERICA 401(K) RETIREMENT 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$83,873,933
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$83,902,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$83,113,670
Expenses. Certain deemed distributions of participant loans2020-12-31$25,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$35,499,053
Value of total assets at end of year2020-12-31$392,808,746
Value of total assets at beginning of year2020-12-31$392,836,832
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$762,800
Total interest from all sources2020-12-31$2,125,046
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,060,228
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$2,060,228
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,500,000
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$20,238,403
Participant contributions at end of year2020-12-31$10,418,772
Participant contributions at beginning of year2020-12-31$13,308,408
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,770,460
Other income not declared elsewhere2020-12-31$121,734
Administrative expenses (other) incurred2020-12-31$762,800
Total non interest bearing cash at end of year2020-12-31$1,475
Total non interest bearing cash at beginning of year2020-12-31$92
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-28,086
Value of net assets at end of year (total assets less liabilities)2020-12-31$392,808,746
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$392,836,832
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$154,139,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$144,190,178
Value of interest in pooled separate accounts at end of year2020-12-31$150,959,982
Value of interest in pooled separate accounts at beginning of year2020-12-31$159,632,532
Interest on participant loans2020-12-31$637,268
Interest earned on other investments2020-12-31$1,487,778
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$77,288,626
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$75,705,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$21,000,158
Net investment gain/loss from pooled separate accounts2020-12-31$23,067,714
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$12,490,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$83,113,670
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 name2020-12-31BAUKNIGHT, PIETRAS & STORMER P.A.
Accountancy firm EIN2020-12-31590940019
2019 : JTEKT NORTH AMERICA 401(K) RETIREMENT 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$103,994,356
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$34,205,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$33,167,489
Expenses. Certain deemed distributions of participant loans2019-12-31$3,722
Value of total corrective distributions2019-12-31$28,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$39,017,032
Value of total assets at end of year2019-12-31$392,836,832
Value of total assets at beginning of year2019-12-31$323,048,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,006,183
Total interest from all sources2019-12-31$2,340,189
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,807,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,807,564
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,500,000
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$22,237,144
Participant contributions at end of year2019-12-31$13,308,408
Participant contributions at beginning of year2019-12-31$13,273,069
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,558,615
Other income not declared elsewhere2019-12-31$139,398
Administrative expenses (other) incurred2019-12-31$1,006,183
Total non interest bearing cash at end of year2019-12-31$92
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$69,788,666
Value of net assets at end of year (total assets less liabilities)2019-12-31$392,836,832
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$323,048,166
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$144,190,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$162,911,582
Value of interest in pooled separate accounts at end of year2019-12-31$159,632,532
Value of interest in pooled separate accounts at beginning of year2019-12-31$77,525,557
Interest on participant loans2019-12-31$722,410
Interest earned on other investments2019-12-31$1,617,779
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$75,705,622
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$69,337,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$33,217,309
Net investment gain/loss from pooled separate accounts2019-12-31$26,472,864
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$14,221,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$33,167,489
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 name2019-12-31BAUKNIGHT, PIETRAS & STORMER P.A.
Accountancy firm EIN2019-12-31590940019
2018 : JTEKT NORTH AMERICA 401(K) RETIREMENT 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$17,499,435
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$34,128,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$33,813,288
Expenses. Certain deemed distributions of participant loans2018-12-31$18,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$37,569,837
Value of total assets at end of year2018-12-31$323,048,166
Value of total assets at beginning of year2018-12-31$339,677,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$297,223
Total interest from all sources2018-12-31$2,060,015
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,295,537
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$3,295,537
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,500,000
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$21,438,617
Participant contributions at end of year2018-12-31$13,273,069
Participant contributions at beginning of year2018-12-31$12,325,310
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,230,819
Other income not declared elsewhere2018-12-31$122,845
Administrative expenses (other) incurred2018-12-31$297,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-16,629,272
Value of net assets at end of year (total assets less liabilities)2018-12-31$323,048,166
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$339,677,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$162,911,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$175,044,021
Value of interest in pooled separate accounts at end of year2018-12-31$77,525,557
Value of interest in pooled separate accounts at beginning of year2018-12-31$83,056,706
Interest on participant loans2018-12-31$617,393
Interest earned on other investments2018-12-31$1,442,622
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$69,337,958
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$69,251,401
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-20,351,991
Net investment gain/loss from pooled separate accounts2018-12-31$-5,196,808
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$13,900,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$33,813,288
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 name2018-12-31BAUKNIGHT, PIETRAS & STORMER P.A.
Accountancy firm EIN2018-12-31590940019
2017 : JTEKT NORTH AMERICA 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$81,005,253
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$21,603,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$21,140,754
Value of total corrective distributions2017-12-31$421
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$36,876,328
Value of total assets at end of year2017-12-31$339,677,438
Value of total assets at beginning of year2017-12-31$280,275,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$462,168
Total interest from all sources2017-12-31$1,853,730
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,560,568
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$2,560,568
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,500,000
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$19,452,477
Participant contributions at end of year2017-12-31$12,325,310
Participant contributions at beginning of year2017-12-31$11,896,667
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,742,317
Other income not declared elsewhere2017-12-31$126,640
Administrative expenses (other) incurred2017-12-31$462,168
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$59,401,910
Value of net assets at end of year (total assets less liabilities)2017-12-31$339,677,438
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$280,275,528
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$175,044,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$137,109,076
Value of interest in pooled separate accounts at end of year2017-12-31$83,056,706
Value of interest in pooled separate accounts at beginning of year2017-12-31$65,921,194
Interest on participant loans2017-12-31$527,096
Interest earned on other investments2017-12-31$1,326,634
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$69,251,401
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$65,348,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$25,923,350
Net investment gain/loss from pooled separate accounts2017-12-31$13,664,637
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$12,681,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$21,140,754
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 name2017-12-31BAUKNIGHT, PIETRAS & STORMER P.A.
Accountancy firm EIN2017-12-31590940019
2016 : JTEKT NORTH AMERICA 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$51,999,750
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$18,083,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$17,609,959
Expenses. Certain deemed distributions of participant loans2016-12-31$18,132
Value of total corrective distributions2016-12-31$3,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$34,985,107
Value of total assets at end of year2016-12-31$280,275,528
Value of total assets at beginning of year2016-12-31$246,359,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$451,855
Total interest from all sources2016-12-31$1,697,911
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,055,449
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$2,055,449
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,500,000
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$18,533,916
Participant contributions at end of year2016-12-31$11,896,667
Participant contributions at beginning of year2016-12-31$10,864,894
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,671,550
Other income not declared elsewhere2016-12-31$123,459
Administrative expenses (other) incurred2016-12-31$451,855
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$44
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$33,916,041
Value of net assets at end of year (total assets less liabilities)2016-12-31$280,275,528
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$246,359,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$137,109,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$113,408,788
Value of interest in pooled separate accounts at end of year2016-12-31$65,921,194
Value of interest in pooled separate accounts at beginning of year2016-12-31$63,584,474
Interest on participant loans2016-12-31$485,406
Interest earned on other investments2016-12-31$1,212,505
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$65,348,591
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$58,501,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$7,781,762
Net investment gain/loss from pooled separate accounts2016-12-31$5,356,062
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$13,779,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$17,609,959
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 name2016-12-31BAUKNIGHT, PIETRAS & STORMER P.A.
Accountancy firm EIN2016-12-31590940019
2015 : JTEKT NORTH AMERICA 401(K) RETIREMENT 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$31,774,134
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$20,205,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$19,713,739
Expenses. Certain deemed distributions of participant loans2015-12-31$13,446
Value of total corrective distributions2015-12-31$59
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$29,345,192
Value of total assets at end of year2015-12-31$246,359,487
Value of total assets at beginning of year2015-12-31$234,790,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$478,038
Total interest from all sources2015-12-31$1,676,027
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,091,196
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$2,091,196
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,500,000
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$16,306,940
Participant contributions at end of year2015-12-31$10,864,894
Participant contributions at beginning of year2015-12-31$10,275,661
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,796,666
Other income not declared elsewhere2015-12-31$122,336
Administrative expenses (other) incurred2015-12-31$478,038
Total non interest bearing cash at end of year2015-12-31$44
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$11,568,852
Value of net assets at end of year (total assets less liabilities)2015-12-31$246,359,487
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$234,790,635
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$113,408,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$108,924,795
Value of interest in pooled separate accounts at end of year2015-12-31$63,584,474
Value of interest in pooled separate accounts at beginning of year2015-12-31$62,489,925
Interest on participant loans2015-12-31$445,914
Interest earned on other investments2015-12-31$1,230,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$529,626
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$529,626
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$58,501,287
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$52,570,628
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,486,140
Net investment gain/loss from pooled separate accounts2015-12-31$25,523
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$11,241,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$19,713,739
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 name2015-12-31BAUKNIGHT, PIETRAS & STORMER P.A.
Accountancy firm EIN2015-12-31590940019
2014 : JTEKT NORTH AMERICA 401(K) RETIREMENT 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$43,596,226
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$14,626,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$14,044,174
Expenses. Certain deemed distributions of participant loans2014-12-31$37,435
Value of total corrective distributions2014-12-31$7,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$26,224,354
Value of total assets at end of year2014-12-31$234,790,635
Value of total assets at beginning of year2014-12-31$205,820,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$537,297
Total interest from all sources2014-12-31$1,894,312
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,840,304
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$1,840,304
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,500,000
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$14,803,128
Participant contributions at end of year2014-12-31$10,275,661
Participant contributions at beginning of year2014-12-31$4,963,795
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,050,099
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$5,598,889
Other income not declared elsewhere2014-12-31$-1,729,864
Administrative expenses (other) incurred2014-12-31$537,297
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$28,970,174
Value of net assets at end of year (total assets less liabilities)2014-12-31$234,790,635
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$205,820,461
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$108,924,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$89,720,812
Value of interest in pooled separate accounts at end of year2014-12-31$62,489,925
Value of interest in pooled separate accounts at beginning of year2014-12-31$56,136,168
Interest on participant loans2014-12-31$395,948
Interest earned on other investments2014-12-31$1,498,309
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$529,626
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$547,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$547,886
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$55
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$52,570,628
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$48,852,911
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$9,638,512
Net investment gain/loss from pooled separate accounts2014-12-31$5,728,608
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$10,371,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$14,044,174
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 name2014-12-31BAUKNIGHT, PIETRAS & STORMER
Accountancy firm EIN2014-12-31590940019

Form 5500 Responses for JTEKT NORTH AMERICA 401(K) RETIREMENT PLAN

2022: JTEKT NORTH AMERICA 401(K) RETIREMENT 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: JTEKT NORTH AMERICA 401(K) RETIREMENT 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: JTEKT NORTH AMERICA 401(K) RETIREMENT 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: JTEKT NORTH AMERICA 401(K) RETIREMENT 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: JTEKT NORTH AMERICA 401(K) RETIREMENT 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: JTEKT NORTH AMERICA 401(K) RETIREMENT 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: JTEKT NORTH AMERICA 401(K) RETIREMENT 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: JTEKT NORTH AMERICA 401(K) RETIREMENT 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: JTEKT NORTH AMERICA 401(K) RETIREMENT 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

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040322
Policy instance 1
Insurance contract or identification number040322
Number of Individuals Covered5879
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $45,495
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees45495
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040322
Policy instance 1
Insurance contract or identification number040322
Number of Individuals Covered5323
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $48,421
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees48421
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040322
Policy instance 1
Insurance contract or identification number040322
Number of Individuals Covered5537
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 $44,299
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees44299
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040322
Policy instance 2
Insurance contract or identification number040322
Number of Individuals Covered5700
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 $39,550
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees39550
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number006193
Policy instance 1
Insurance contract or identification number006193
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 $2
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?Yes
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
Amount paid for insurance broker fees2
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040322
Policy instance 1
Insurance contract or identification number040322
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 $30,876
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Number of Individuals Covered6018
Amount paid for insurance broker fees30871
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number006193
Policy instance 2
Insurance contract or identification number006193
Number of Individuals Covered6018
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 $30,876
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?Yes
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
Amount paid for insurance broker fees5
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number006193
Policy instance 2
Insurance contract or identification number006193
Number of Individuals Covered6057
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 $11,742
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees11742
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker namePRUCO SECURITIES CORPORATION
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number006193
Policy instance 1
Insurance contract or identification number006193
Number of Individuals Covered6057
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 $16,643
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees16643
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker namePRUCO SECURITIES CORPORATION
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number006193
Policy instance 1
Insurance contract or identification number006193
Number of Individuals Covered5818
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number006193
Policy instance 1
Insurance contract or identification number006193
Number of Individuals Covered5430
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 $8,764
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees8764
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker namePRUCO SECURITIES CORPORATION

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