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SECURITY PLAN I OF STITES & HARBISON 401k Plan overview

Plan NameSECURITY PLAN I OF STITES & HARBISON
Plan identification number 001

SECURITY PLAN I OF STITES & HARBISON 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.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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.
  • Life insurance

401k Sponsoring company profile

STITES & HARBISON has sponsored the creation of one or more 401k plans.

Company Name:STITES & HARBISON
Employer identification number (EIN):610680249
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SECURITY PLAN I OF STITES & HARBISON

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DEREK HALLIBURTON2024-10-14 DEREK HALLIBURTON2024-10-14
0012022-01-01DEREK HALLIBURTON2023-10-14
0012021-01-01DEREK HALLIBURTON2023-02-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01DEREK HALLIBURTON
0012016-01-01JOHN BARTLETT HAROLD BUTLER2017-10-04
0012015-01-01JOHN BARTLETT
0012014-01-01JOHN BARTLETT HAROLD BUTLER2015-09-30
0012013-01-01JOHN BARTLETT HAROLD BUTLER2014-09-29
0012012-01-01JOHN BARTLETT HAROLD BUTLER2013-09-23
0012011-01-01JOHN BARTLETT HAROLD BUTLER2012-10-15
0012009-01-01JOHN BARTLETT HAROLD BUTLER2010-10-15

Plan Statistics for SECURITY PLAN I OF STITES & HARBISON

401k plan membership statisitcs for SECURITY PLAN I OF STITES & HARBISON

Measure Date Value
2023: SECURITY PLAN I OF STITES & HARBISON 2023 401k membership
Total participants, beginning-of-year2023-01-01455
Total number of active participants reported on line 7a of the Form 55002023-01-01312
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01140
Total of all active and inactive participants2023-01-01452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01453
Number of participants with account balances2023-01-01453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: SECURITY PLAN I OF STITES & HARBISON 2022 401k membership
Total participants, beginning-of-year2022-01-01430
Total number of active participants reported on line 7a of the Form 55002022-01-01315
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01138
Total of all active and inactive participants2022-01-01453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01455
Number of participants with account balances2022-01-01455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SECURITY PLAN I OF STITES & HARBISON 2021 401k membership
Total participants, beginning-of-year2021-01-01421
Total number of active participants reported on line 7a of the Form 55002021-01-01292
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01136
Total of all active and inactive participants2021-01-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01429
Number of participants with account balances2021-01-01429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SECURITY PLAN I OF STITES & HARBISON 2020 401k membership
Total participants, beginning-of-year2020-01-01427
Total number of active participants reported on line 7a of the Form 55002020-01-01286
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01133
Total of all active and inactive participants2020-01-01420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01421
Number of participants with account balances2020-01-01419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SECURITY PLAN I OF STITES & HARBISON 2019 401k membership
Total participants, beginning-of-year2019-01-01442
Total number of active participants reported on line 7a of the Form 55002019-01-01282
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01144
Total of all active and inactive participants2019-01-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01428
Number of participants with account balances2019-01-01422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SECURITY PLAN I OF STITES & HARBISON 2018 401k membership
Total participants, beginning-of-year2018-01-01487
Total number of active participants reported on line 7a of the Form 55002018-01-01284
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01154
Total of all active and inactive participants2018-01-01440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01442
Number of participants with account balances2018-01-01438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SECURITY PLAN I OF STITES & HARBISON 2017 401k membership
Total participants, beginning-of-year2017-01-01527
Total number of active participants reported on line 7a of the Form 55002017-01-01325
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-01158
Total of all active and inactive participants2017-01-01486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01487
Number of participants with account balances2017-01-01484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SECURITY PLAN I OF STITES & HARBISON 2016 401k membership
Total participants, beginning-of-year2016-01-01561
Total number of active participants reported on line 7a of the Form 55002016-01-01364
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01159
Total of all active and inactive participants2016-01-01525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01527
Number of participants with account balances2016-01-01520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SECURITY PLAN I OF STITES & HARBISON 2015 401k membership
Total participants, beginning-of-year2015-01-01487
Total number of active participants reported on line 7a of the Form 55002015-01-01365
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-01184
Total of all active and inactive participants2015-01-01552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01554
Number of participants with account balances2015-01-01554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SECURITY PLAN I OF STITES & HARBISON 2014 401k membership
Total participants, beginning-of-year2014-01-01501
Total number of active participants reported on line 7a of the Form 55002014-01-01377
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01106
Total of all active and inactive participants2014-01-01485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01486
Number of participants with account balances2014-01-01485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SECURITY PLAN I OF STITES & HARBISON 2013 401k membership
Total participants, beginning-of-year2013-01-01537
Total number of active participants reported on line 7a of the Form 55002013-01-01393
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01102
Total of all active and inactive participants2013-01-01497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01501
Number of participants with account balances2013-01-01500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SECURITY PLAN I OF STITES & HARBISON 2012 401k membership
Total participants, beginning-of-year2012-01-01518
Total number of active participants reported on line 7a of the Form 55002012-01-01390
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-01132
Total of all active and inactive participants2012-01-01524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01526
Number of participants with account balances2012-01-01521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SECURITY PLAN I OF STITES & HARBISON 2011 401k membership
Total participants, beginning-of-year2011-01-01553
Total number of active participants reported on line 7a of the Form 55002011-01-01427
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0182
Total of all active and inactive participants2011-01-01511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01512
Number of participants with account balances2011-01-01510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SECURITY PLAN I OF STITES & HARBISON 2009 401k membership
Total participants, beginning-of-year2009-01-01533
Total number of active participants reported on line 7a of the Form 55002009-01-01429
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0197
Total of all active and inactive participants2009-01-01528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01530
Number of participants with account balances2009-01-01522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SECURITY PLAN I OF STITES & HARBISON

Measure Date Value
2023 : SECURITY PLAN I OF STITES & HARBISON 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$33,069,862
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$17,698,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$17,545,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$5,687,519
Value of total assets at end of year2023-12-31$170,269,660
Value of total assets at beginning of year2023-12-31$154,898,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$152,457
Total interest from all sources2023-12-31$43,567
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,547,890
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,547,890
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$2,000,000
If this is an individual account plan, was there a blackout period2023-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$3,322,903
Participant contributions at end of year2023-12-31$722,354
Participant contributions at beginning of year2023-12-31$783,784
Participant contributions at end of year2023-12-31$140,050
Participant contributions at beginning of year2023-12-31$174,550
Assets. Other investments not covered elsewhere at end of year2023-12-31$20,995,121
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$20,433,021
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$193,441
Other income not declared elsewhere2023-12-31$4,005,869
Administrative expenses (other) incurred2023-12-31$16,792
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$15,371,583
Value of net assets at end of year (total assets less liabilities)2023-12-31$170,269,660
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$154,898,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$62,650
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$109,281,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$94,872,084
Interest on participant loans2023-12-31$43,567
Value of interest in common/collective trusts at end of year2023-12-31$36,982,149
Value of interest in common/collective trusts at beginning of year2023-12-31$36,233,479
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$17,070,003
Net investment gain or loss from common/collective trusts2023-12-31$4,715,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$2,171,175
Employer contributions (assets) at end of year2023-12-31$2,148,259
Employer contributions (assets) at beginning of year2023-12-31$2,401,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$17,545,822
Contract administrator fees2023-12-31$956
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31Yes
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CROWE LLP
Accountancy firm EIN2023-12-31350921680
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$33,069,862
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$17,698,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$17,545,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$5,687,519
Value of total assets at end of year2023-01-01$170,269,660
Value of total assets at beginning of year2023-01-01$154,898,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$152,457
Total interest from all sources2023-01-01$43,567
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$1,547,890
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$1,547,890
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$2,000,000
If this is an individual account plan, was there a blackout period2023-01-01Yes
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$3,322,903
Participant contributions at end of year2023-01-01$722,354
Participant contributions at beginning of year2023-01-01$783,784
Participant contributions at end of year2023-01-01$140,050
Participant contributions at beginning of year2023-01-01$174,550
Assets. Other investments not covered elsewhere at end of year2023-01-01$20,995,121
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$20,433,021
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$193,441
Other income not declared elsewhere2023-01-01$4,005,869
Administrative expenses (other) incurred2023-01-01$16,792
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$15,371,583
Value of net assets at end of year (total assets less liabilities)2023-01-01$170,269,660
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$154,898,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$62,650
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$109,281,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$94,872,084
Interest on participant loans2023-01-01$43,567
Value of interest in common/collective trusts at end of year2023-01-01$36,982,149
Value of interest in common/collective trusts at beginning of year2023-01-01$36,233,479
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$17,070,003
Net investment gain or loss from common/collective trusts2023-01-01$4,715,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$2,171,175
Employer contributions (assets) at end of year2023-01-01$2,148,259
Employer contributions (assets) at beginning of year2023-01-01$2,401,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$17,545,822
Contract administrator fees2023-01-01$956
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-01-01Yes
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01CROWE LLP
Accountancy firm EIN2023-01-01350921680
2022 : SECURITY PLAN I OF STITES & HARBISON 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$0
Total income from all sources (including contributions)2022-12-31$-23,670,969
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$9,941,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,843,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,117,711
Value of total assets at end of year2022-12-31$154,898,077
Value of total assets at beginning of year2022-12-31$188,510,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$97,818
Total interest from all sources2022-12-31$39,242
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,616,925
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$1,616,925
Administrative expenses professional fees incurred2022-12-31$5,100
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,156,224
Participant contributions at end of year2022-12-31$783,784
Participant contributions at beginning of year2022-12-31$919,855
Participant contributions at end of year2022-12-31$174,550
Participant contributions at beginning of year2022-12-31$153,100
Assets. Other investments not covered elsewhere at end of year2022-12-31$20,433,021
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$24,423,072
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$560,332
Other income not declared elsewhere2022-12-31$-4,139,236
Administrative expenses (other) incurred2022-12-31$30,166
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-33,612,477
Value of net assets at end of year (total assets less liabilities)2022-12-31$154,898,077
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$188,510,554
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$62,552
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$94,872,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$116,692,278
Interest on participant loans2022-12-31$39,242
Value of interest in common/collective trusts at end of year2022-12-31$36,233,479
Value of interest in common/collective trusts at beginning of year2022-12-31$44,071,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-33,292,092
Net investment gain or loss from common/collective trusts2022-12-31$5,986,481
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$2,401,155
Employer contributions (assets) at end of year2022-12-31$2,401,159
Employer contributions (assets) at beginning of year2022-12-31$2,250,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,843,690
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
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 name2022-12-31CROWE LLP
Accountancy firm EIN2022-12-31350921680
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-23,670,969
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$9,941,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$9,843,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$6,117,711
Value of total assets at end of year2022-01-01$154,898,077
Value of total assets at beginning of year2022-01-01$188,510,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$97,818
Total interest from all sources2022-01-01$39,242
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$1,616,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$1,616,925
Administrative expenses professional fees incurred2022-01-01$5,100
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$2,000,000
If this is an individual account plan, was there a blackout period2022-01-01Yes
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$3,156,224
Participant contributions at end of year2022-01-01$783,784
Participant contributions at beginning of year2022-01-01$919,855
Participant contributions at end of year2022-01-01$174,550
Participant contributions at beginning of year2022-01-01$153,100
Assets. Other investments not covered elsewhere at end of year2022-01-01$20,433,021
Assets. Other investments not covered elsewhere at beginning of year2022-01-01$24,423,072
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$560,332
Other income not declared elsewhere2022-01-01$-4,139,236
Administrative expenses (other) incurred2022-01-01$30,166
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-33,612,477
Value of net assets at end of year (total assets less liabilities)2022-01-01$154,898,077
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$188,510,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$62,552
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$94,872,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$116,692,278
Interest on participant loans2022-01-01$39,242
Value of interest in common/collective trusts at end of year2022-01-01$36,233,479
Value of interest in common/collective trusts at beginning of year2022-01-01$44,071,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-33,292,092
Net investment gain or loss from common/collective trusts2022-01-01$5,986,481
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$2,401,155
Employer contributions (assets) at end of year2022-01-01$2,401,159
Employer contributions (assets) at beginning of year2022-01-01$2,250,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$9,843,690
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-01-01Yes
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01CROWE LLP
Accountancy firm EIN2022-01-01350921680
2021 : SECURITY PLAN I OF STITES & HARBISON 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$29,632,569
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$9,141,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,046,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,047,794
Value of total assets at end of year2021-12-31$188,510,554
Value of total assets at beginning of year2021-12-31$168,019,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$95,059
Total interest from all sources2021-12-31$44,419
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$9,689,399
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$9,689,399
Administrative expenses professional fees incurred2021-12-31$26,424
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,508,179
Participant contributions at end of year2021-12-31$919,855
Participant contributions at beginning of year2021-12-31$925,950
Participant contributions at end of year2021-12-31$153,100
Participant contributions at beginning of year2021-12-31$203,700
Assets. Other investments not covered elsewhere at end of year2021-12-31$24,423,072
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$22,351,877
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$136,028
Other income not declared elsewhere2021-12-31$4,704,206
Administrative expenses (other) incurred2021-12-31$27,385
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$20,490,668
Value of net assets at end of year (total assets less liabilities)2021-12-31$188,510,554
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$168,019,886
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
Investment advisory and management fees2021-12-31$41,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$116,692,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$101,894,287
Interest on participant loans2021-12-31$44,419
Value of interest in common/collective trusts at end of year2021-12-31$44,071,762
Value of interest in common/collective trusts at beginning of year2021-12-31$40,429,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,643,196
Net investment gain or loss from common/collective trusts2021-12-31$4,503,555
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$2,403,587
Employer contributions (assets) at end of year2021-12-31$2,250,487
Employer contributions (assets) at beginning of year2021-12-31$2,214,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,046,842
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 name2021-12-31CROWE LLP
Accountancy firm EIN2021-12-31350921680
2020 : SECURITY PLAN I OF STITES & HARBISON 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$26,734,696
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$8,515,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,444,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,699,055
Value of total assets at end of year2020-12-31$168,019,886
Value of total assets at beginning of year2020-12-31$149,800,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$70,487
Total interest from all sources2020-12-31$50,960
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,862,824
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$5,862,824
Administrative expenses professional fees incurred2020-12-31$14,510
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,424,978
Participant contributions at end of year2020-12-31$925,950
Participant contributions at beginning of year2020-12-31$1,023,823
Participant contributions at end of year2020-12-31$203,700
Participant contributions at beginning of year2020-12-31$222,238
Assets. Other investments not covered elsewhere at end of year2020-12-31$22,351,877
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$21,338,399
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$59,804
Other income not declared elsewhere2020-12-31$2,015,295
Administrative expenses (other) incurred2020-12-31$9,749
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$18,219,378
Value of net assets at end of year (total assets less liabilities)2020-12-31$168,019,886
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$149,800,508
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
Investment advisory and management fees2020-12-31$33,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$101,894,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$90,212,000
Interest on participant loans2020-12-31$50,960
Value of interest in common/collective trusts at end of year2020-12-31$40,429,799
Value of interest in common/collective trusts at beginning of year2020-12-31$34,928,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,108,570
Net investment gain or loss from common/collective trusts2020-12-31$3,997,992
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$2,214,273
Employer contributions (assets) at end of year2020-12-31$2,214,273
Employer contributions (assets) at beginning of year2020-12-31$2,075,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,444,831
Contract administrator fees2020-12-31$13,228
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 name2020-12-31CROWE LLP
Accountancy firm EIN2020-12-31350921680
2019 : SECURITY PLAN I OF STITES & HARBISON 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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$30,669,483
Total income from all sources (including contributions)2019-12-31$30,669,483
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$8,308,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,244,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,244,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,438,936
Value of total assets at end of year2019-12-31$149,800,508
Value of total assets at end of year2019-12-31$149,800,508
Value of total assets at beginning of year2019-12-31$127,439,106
Value of total assets at beginning of year2019-12-31$127,439,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$63,755
Total interest from all sources2019-12-31$54,568
Total interest from all sources2019-12-31$54,568
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,408,210
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,408,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$5,408,210
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$5,408,210
Administrative expenses professional fees incurred2019-12-31$5,000
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,363,366
Participant contributions at end of year2019-12-31$1,023,823
Participant contributions at end of year2019-12-31$1,023,823
Participant contributions at beginning of year2019-12-31$1,105,166
Participant contributions at beginning of year2019-12-31$1,105,166
Participant contributions at end of year2019-12-31$222,238
Participant contributions at beginning of year2019-12-31$115,693
Participant contributions at beginning of year2019-12-31$115,693
Assets. Other investments not covered elsewhere at end of year2019-12-31$21,338,399
Assets. Other investments not covered elsewhere at end of year2019-12-31$21,338,399
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$17,319,688
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$17,319,688
Other income not declared elsewhere2019-12-31$3,514,851
Administrative expenses (other) incurred2019-12-31$40,500
Administrative expenses (other) incurred2019-12-31$40,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$22,361,402
Value of net assets at end of year (total assets less liabilities)2019-12-31$149,800,508
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$127,439,106
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$127,439,106
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$90,212,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$90,212,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$76,935,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$76,935,995
Interest on participant loans2019-12-31$54,568
Interest on participant loans2019-12-31$54,568
Value of interest in common/collective trusts at end of year2019-12-31$34,928,478
Value of interest in common/collective trusts at end of year2019-12-31$34,928,478
Value of interest in common/collective trusts at beginning of year2019-12-31$30,281,165
Value of interest in common/collective trusts at beginning of year2019-12-31$30,281,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,129,325
Net investment gain or loss from common/collective trusts2019-12-31$5,123,593
Net investment gain or loss from common/collective trusts2019-12-31$5,123,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,075,570
Employer contributions (assets) at end of year2019-12-31$2,075,570
Employer contributions (assets) at end of year2019-12-31$2,075,570
Employer contributions (assets) at beginning of year2019-12-31$1,681,399
Employer contributions (assets) at beginning of year2019-12-31$1,681,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,244,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,244,326
Contract administrator fees2019-12-31$18,255
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CROWE LLP
Accountancy firm name2019-12-31CROWE LLP
Accountancy firm EIN2019-12-31350921680
Accountancy firm EIN2019-12-31350921680
2018 : SECURITY PLAN I OF STITES & HARBISON 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$0
Total income from all sources (including contributions)2018-12-31$-8,488
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$22,623,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$22,554,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,628,396
Value of total assets at end of year2018-12-31$127,439,106
Value of total assets at beginning of year2018-12-31$150,071,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$68,955
Total interest from all sources2018-12-31$57,766
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$6,433,546
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$6,433,546
Administrative expenses professional fees incurred2018-12-31$18,344
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,224,022
Participant contributions at end of year2018-12-31$1,105,166
Participant contributions at beginning of year2018-12-31$1,527,676
Participant contributions at end of year2018-12-31$115,693
Participant contributions at beginning of year2018-12-31$294,730
Assets. Other investments not covered elsewhere at end of year2018-12-31$17,319,688
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$15,531,466
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$646,213
Other income not declared elsewhere2018-12-31$-204,539
Administrative expenses (other) incurred2018-12-31$40,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-22,632,219
Value of net assets at end of year (total assets less liabilities)2018-12-31$127,439,106
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$150,071,325
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$76,935,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$96,624,812
Interest on participant loans2018-12-31$57,766
Value of interest in common/collective trusts at end of year2018-12-31$30,281,165
Value of interest in common/collective trusts at beginning of year2018-12-31$35,496,472
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-10,696,586
Net investment gain or loss from common/collective trusts2018-12-31$-227,071
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$1,758,161
Employer contributions (assets) at end of year2018-12-31$1,681,399
Employer contributions (assets) at beginning of year2018-12-31$596,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$22,554,776
Contract administrator fees2018-12-31$10,461
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 name2018-12-31CROWE LLP
Accountancy firm EIN2018-12-31350921680
2017 : SECURITY PLAN I OF STITES & HARBISON 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$26,337,199
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$13,993,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$13,917,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,291,962
Value of total assets at end of year2017-12-31$150,071,325
Value of total assets at beginning of year2017-12-31$137,727,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$75,835
Total interest from all sources2017-12-31$68,069
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,324,068
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$5,324,068
Administrative expenses professional fees incurred2017-12-31$12,865
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,695,793
Participant contributions at end of year2017-12-31$1,527,676
Participant contributions at beginning of year2017-12-31$1,633,462
Participant contributions at end of year2017-12-31$294,730
Participant contributions at beginning of year2017-12-31$119,100
Assets. Other investments not covered elsewhere at end of year2017-12-31$15,531,466
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$13,434,271
Other income not declared elsewhere2017-12-31$1,870,622
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$12,343,786
Value of net assets at end of year (total assets less liabilities)2017-12-31$150,071,325
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$137,727,539
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
Investment advisory and management fees2017-12-31$39,768
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$96,624,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$86,421,052
Interest on participant loans2017-12-31$68,069
Value of interest in common/collective trusts at end of year2017-12-31$35,496,472
Value of interest in common/collective trusts at beginning of year2017-12-31$33,256,179
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$11,234,791
Net investment gain or loss from common/collective trusts2017-12-31$4,547,687
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$596,169
Employer contributions (assets) at end of year2017-12-31$596,169
Employer contributions (assets) at beginning of year2017-12-31$2,863,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$13,917,578
Contract administrator fees2017-12-31$23,202
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 name2017-12-31CROWE LLP
Accountancy firm EIN2017-12-31350921680
2016 : SECURITY PLAN I OF STITES & HARBISON 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$15,973,793
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$16,002,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$15,920,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,752,428
Value of total assets at end of year2016-12-31$137,727,539
Value of total assets at beginning of year2016-12-31$137,756,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$82,254
Total interest from all sources2016-12-31$71,168
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,500,524
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$3,500,524
Administrative expenses professional fees incurred2016-12-31$23,125
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,629,637
Participant contributions at end of year2016-12-31$1,633,462
Participant contributions at beginning of year2016-12-31$1,906,875
Participant contributions at end of year2016-12-31$119,100
Participant contributions at beginning of year2016-12-31$122,035
Assets. Other investments not covered elsewhere at end of year2016-12-31$13,434,271
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$12,446,921
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$259,316
Other income not declared elsewhere2016-12-31$1,095,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-29,110
Value of net assets at end of year (total assets less liabilities)2016-12-31$137,727,539
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$137,756,649
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
Investment advisory and management fees2016-12-31$44,860
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$86,421,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$78,881,027
Interest on participant loans2016-12-31$71,168
Value of interest in common/collective trusts at end of year2016-12-31$33,256,179
Value of interest in common/collective trusts at beginning of year2016-12-31$41,285,422
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$3,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,217,490
Net investment gain or loss from common/collective trusts2016-12-31$1,336,658
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$2,863,475
Employer contributions (assets) at end of year2016-12-31$2,863,475
Employer contributions (assets) at beginning of year2016-12-31$3,114,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$15,916,882
Contract administrator fees2016-12-31$14,269
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 name2016-12-31CROWE HORWATH LLP
Accountancy firm EIN2016-12-31350921680
2015 : SECURITY PLAN I OF STITES & HARBISON 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$38,109,714
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$7,888,616
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$16,722,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$16,652,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,532,803
Value of total assets at end of year2015-12-31$137,756,649
Value of total assets at beginning of year2015-12-31$108,480,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$70,068
Total interest from all sources2015-12-31$71,183
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,507,766
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$4,507,766
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,747,186
Participant contributions at end of year2015-12-31$1,906,875
Participant contributions at beginning of year2015-12-31$1,432,198
Participant contributions at end of year2015-12-31$122,035
Participant contributions at beginning of year2015-12-31$378,033
Assets. Other investments not covered elsewhere at end of year2015-12-31$12,446,921
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$10,577,235
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,700,808
Other income not declared elsewhere2015-12-31$-396,378
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$-8,833,704
Value of net assets at end of year (total assets less liabilities)2015-12-31$137,756,649
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$108,480,639
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$78,881,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$64,528,574
Interest on participant loans2015-12-31$71,183
Value of interest in common/collective trusts at end of year2015-12-31$41,285,422
Value of interest in common/collective trusts at beginning of year2015-12-31$31,564,599
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$6,519
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,512,004
Net investment gain or loss from common/collective trusts2015-12-31$-1,314,754
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$3,084,809
Employer contributions (assets) at end of year2015-12-31$3,114,369
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$16,645,733
Contract administrator fees2015-12-31$70,068
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 name2015-12-31CROWE HORWATH LLP
Accountancy firm EIN2015-12-31350921680
2014 : SECURITY PLAN I OF STITES & HARBISON 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$9,311,254
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$8,321,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,285,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,691,148
Value of total assets at end of year2014-12-31$108,480,639
Value of total assets at beginning of year2014-12-31$107,490,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$35,850
Total interest from all sources2014-12-31$59,837
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,354,047
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$3,354,047
Administrative expenses professional fees incurred2014-12-31$35,850
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,639,809
Participant contributions at end of year2014-12-31$1,432,198
Participant contributions at beginning of year2014-12-31$1,428,473
Participant contributions at end of year2014-12-31$378,033
Participant contributions at beginning of year2014-12-31$143,828
Assets. Other investments not covered elsewhere at end of year2014-12-31$10,577,235
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$11,002,368
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$51,339
Other income not declared elsewhere2014-12-31$735,644
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$989,964
Value of net assets at end of year (total assets less liabilities)2014-12-31$108,480,639
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$107,490,675
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$64,528,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$62,886,541
Interest on participant loans2014-12-31$59,837
Value of interest in common/collective trusts at end of year2014-12-31$31,564,599
Value of interest in common/collective trusts at beginning of year2014-12-31$29,060,666
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$9,849
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-260,225
Net investment gain or loss from common/collective trusts2014-12-31$2,730,803
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
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$2,968,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,275,591
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 name2014-12-31CROWE HORWATH LLP
Accountancy firm EIN2014-12-31350921680
2013 : SECURITY PLAN I OF STITES & HARBISON 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$24,692,259
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$10,910,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$10,876,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,709,179
Value of total assets at end of year2013-12-31$107,490,675
Value of total assets at beginning of year2013-12-31$93,708,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$33,074
Total interest from all sources2013-12-31$62,261
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,443,180
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$2,443,180
Administrative expenses professional fees incurred2013-12-31$33,074
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,405,925
Participant contributions at end of year2013-12-31$1,428,473
Participant contributions at beginning of year2013-12-31$1,427,821
Participant contributions at end of year2013-12-31$143,828
Participant contributions at beginning of year2013-12-31$323,736
Assets. Other investments not covered elsewhere at end of year2013-12-31$11,002,368
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$7,056,579
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$334,456
Other income not declared elsewhere2013-12-31$1,495,724
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$13,782,249
Value of net assets at end of year (total assets less liabilities)2013-12-31$107,490,675
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$93,708,426
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$62,886,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$56,519,161
Interest on participant loans2013-12-31$62,261
Value of interest in common/collective trusts at end of year2013-12-31$29,060,666
Value of interest in common/collective trusts at beginning of year2013-12-31$25,413,343
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$6,654
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,171,581
Net investment gain or loss from common/collective trusts2013-12-31$6,810,334
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$2,968,798
Employer contributions (assets) at end of year2013-12-31$2,968,799
Employer contributions (assets) at beginning of year2013-12-31$2,967,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$10,870,282
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 name2013-12-31CROWE HORWATH LLP
Accountancy firm EIN2013-12-31350921680
2012 : SECURITY PLAN I OF STITES & HARBISON 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$16,646,403
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,856,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,843,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,574,281
Value of total assets at end of year2012-12-31$93,708,426
Value of total assets at beginning of year2012-12-31$81,918,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,089
Total interest from all sources2012-12-31$58,426
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,253,379
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$2,253,379
Administrative expenses professional fees incurred2012-12-31$13,089
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
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$2,369,393
Participant contributions at end of year2012-12-31$1,427,821
Participant contributions at beginning of year2012-12-31$1,553,996
Participant contributions at end of year2012-12-31$323,736
Participant contributions at beginning of year2012-12-31$102,063
Assets. Other investments not covered elsewhere at end of year2012-12-31$7,056,579
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$6,017,529
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$237,102
Other income not declared elsewhere2012-12-31$878,555
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$11,790,087
Value of net assets at end of year (total assets less liabilities)2012-12-31$93,708,426
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$81,918,339
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$56,519,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$70,007,824
Interest on participant loans2012-12-31$58,426
Value of interest in common/collective trusts at end of year2012-12-31$25,413,343
Value of interest in common/collective trusts at beginning of year2012-12-31$1,172,118
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$10,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$7,155,644
Net investment gain or loss from common/collective trusts2012-12-31$726,118
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$2,967,786
Employer contributions (assets) at end of year2012-12-31$2,967,786
Employer contributions (assets) at beginning of year2012-12-31$3,064,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,832,438
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31CROWE HORWATH LLP
Accountancy firm EIN2012-12-31350921680
2011 : SECURITY PLAN I OF STITES & HARBISON 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$5,014,685
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,307,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,296,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,678,784
Value of total assets at end of year2011-12-31$81,918,339
Value of total assets at beginning of year2011-12-31$80,211,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$11,612
Total interest from all sources2011-12-31$73,213
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,751,007
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$1,751,007
Administrative expenses professional fees incurred2011-12-31$11,612
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,390,155
Participant contributions at end of year2011-12-31$1,553,996
Participant contributions at beginning of year2011-12-31$1,508,476
Participant contributions at end of year2011-12-31$102,063
Participant contributions at beginning of year2011-12-31$152,356
Assets. Other investments not covered elsewhere at end of year2011-12-31$6,017,529
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$5,836,635
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$223,820
Other income not declared elsewhere2011-12-31$389,361
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$1,707,019
Value of net assets at end of year (total assets less liabilities)2011-12-31$81,918,339
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$80,211,320
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$70,007,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$68,278,891
Interest on participant loans2011-12-31$73,213
Value of interest in common/collective trusts at end of year2011-12-31$1,172,118
Value of interest in common/collective trusts at beginning of year2011-12-31$1,523,697
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$10,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,000,182
Net investment gain or loss from common/collective trusts2011-12-31$122,502
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$3,064,809
Employer contributions (assets) at end of year2011-12-31$3,064,809
Employer contributions (assets) at beginning of year2011-12-31$2,911,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,286,051
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 name2011-12-31CROWE HORWATH LLP
Accountancy firm EIN2011-12-31350921680
2010 : SECURITY PLAN I OF STITES & HARBISON 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$14,788,620
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,697,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,683,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,610,026
Value of total assets at end of year2010-12-31$80,211,320
Value of total assets at beginning of year2010-12-31$71,119,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$13,206
Total interest from all sources2010-12-31$70,462
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,576,513
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$1,576,513
Administrative expenses professional fees incurred2010-12-31$13,206
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,344,055
Participant contributions at end of year2010-12-31$1,508,476
Participant contributions at beginning of year2010-12-31$1,129,674
Participant contributions at end of year2010-12-31$152,356
Participant contributions at beginning of year2010-12-31$155,518
Assets. Other investments not covered elsewhere at end of year2010-12-31$5,836,635
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$5,423,981
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$354,707
Other income not declared elsewhere2010-12-31$251,166
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$9,091,571
Value of net assets at end of year (total assets less liabilities)2010-12-31$80,211,320
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$71,119,749
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$68,278,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$60,734,312
Interest on participant loans2010-12-31$70,462
Value of interest in common/collective trusts at end of year2010-12-31$1,523,697
Value of interest in common/collective trusts at beginning of year2010-12-31$918,554
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$10,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,712,040
Net investment gain or loss from common/collective trusts2010-12-31$568,413
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$2,911,264
Employer contributions (assets) at end of year2010-12-31$2,911,265
Employer contributions (assets) at beginning of year2010-12-31$2,757,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,673,101
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 name2010-12-31CROWE HORWATH LLP
Accountancy firm EIN2010-12-31350921680
2009 : SECURITY PLAN I OF STITES & HARBISON 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 SECURITY PLAN I OF STITES & HARBISON

2023: SECURITY PLAN I OF STITES & HARBISON 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SECURITY PLAN I OF STITES & HARBISON 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SECURITY PLAN I OF STITES & HARBISON 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SECURITY PLAN I OF STITES & HARBISON 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 – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SECURITY PLAN I OF STITES & HARBISON 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 – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SECURITY PLAN I OF STITES & HARBISON 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 – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SECURITY PLAN I OF STITES & HARBISON 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 – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SECURITY PLAN I OF STITES & HARBISON 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 – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SECURITY PLAN I OF STITES & HARBISON 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 – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SECURITY PLAN I OF STITES & HARBISON 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 – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SECURITY PLAN I OF STITES & HARBISON 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 – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SECURITY PLAN I OF STITES & HARBISON 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 – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SECURITY PLAN I OF STITES & HARBISON 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 – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SECURITY PLAN I OF STITES & HARBISON 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 – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number30414
Policy instance 1
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number904765
Policy instance 2
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number30414
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number30414
Policy instance 2
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number904765
Policy instance 1
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number904765
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number30414
Policy instance 2
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number30414
Policy instance 4
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number904765
Policy instance 3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number7105270
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberJP4228056
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number30414
Policy instance 4
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number904765
Policy instance 3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number7105270
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberJP4228056
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number7105270
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberJP4228056
Policy instance 1
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number904765
Policy instance 3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number30414
Policy instance 4
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number904765
Policy instance 3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number30414
Policy instance 4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number7105270
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberJP4228056
Policy instance 1
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number904765
Policy instance 3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number30414
Policy instance 4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberJP4228056
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number7105270
Policy instance 2
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number30414
Policy instance 4
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number904765
Policy instance 3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number7105270
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberJP4228056
Policy instance 1

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