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ORGILL, INC. 401(K) PLAN 401k Plan overview

Plan NameORGILL, INC. 401(K) PLAN
Plan identification number 002

ORGILL, INC. 401(K) PLAN Benefits

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

401k Sponsoring company profile

ORGILL, INC. has sponsored the creation of one or more 401k plans.

Company Name:ORGILL, INC.
Employer identification number (EIN):620314720
NAIC Classification:423700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORGILL, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DREAMA DANIEL KELLI KELLY2018-07-19
0022016-01-01DREAMA DANIEL KELLI KELLY2017-08-16
0022015-01-01DREAMA DANIEL KELLI KELLY2016-07-29
0022014-01-01DREAMA DANIEL MARY K. ALLEN2015-07-17
0022013-01-01DREAMA DANIEL MARY K. ALLEN2014-07-31
0022012-01-01DREAMA DANIEL
0022011-01-01DREAMA DANIEL MARY K. ALLEN2012-07-26
0022009-01-01 MARY K. ALLEN2010-08-16
0022009-01-01 MARY K. ALLEN2010-08-16
0022009-01-01MARY K. ALLEN MARY K. ALLEN2010-08-16
0022009-01-012010-08-16

Plan Statistics for ORGILL, INC. 401(K) PLAN

401k plan membership statisitcs for ORGILL, INC. 401(K) PLAN

Measure Date Value
2022: ORGILL, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,653
Total number of active participants reported on line 7a of the Form 55002022-01-012,785
Number of retired or separated participants receiving benefits2022-01-0119
Number of other retired or separated participants entitled to future benefits2022-01-01398
Total of all active and inactive participants2022-01-013,202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-013,202
Number of participants with account balances2022-01-013,202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ORGILL, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,447
Total number of active participants reported on line 7a of the Form 55002021-01-012,309
Number of retired or separated participants receiving benefits2021-01-0120
Number of other retired or separated participants entitled to future benefits2021-01-01324
Total of all active and inactive participants2021-01-012,653
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,653
Number of participants with account balances2021-01-012,653
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ORGILL, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,347
Total number of active participants reported on line 7a of the Form 55002020-01-012,150
Number of retired or separated participants receiving benefits2020-01-0118
Number of other retired or separated participants entitled to future benefits2020-01-01279
Total of all active and inactive participants2020-01-012,447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,447
Number of participants with account balances2020-01-012,447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ORGILL, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,836
Total number of active participants reported on line 7a of the Form 55002019-01-012,056
Number of retired or separated participants receiving benefits2019-01-0117
Number of other retired or separated participants entitled to future benefits2019-01-01274
Total of all active and inactive participants2019-01-012,347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,347
Number of participants with account balances2019-01-012,347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: ORGILL, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,583
Total number of active participants reported on line 7a of the Form 55002018-01-012,437
Number of retired or separated participants receiving benefits2018-01-0115
Number of other retired or separated participants entitled to future benefits2018-01-01384
Total of all active and inactive participants2018-01-012,836
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,836
Number of participants with account balances2018-01-011,835
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ORGILL, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,561
Total number of active participants reported on line 7a of the Form 55002017-01-011,403
Number of retired or separated participants receiving benefits2017-01-0116
Number of other retired or separated participants entitled to future benefits2017-01-01163
Total of all active and inactive participants2017-01-011,582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,582
Number of participants with account balances2017-01-011,582
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ORGILL, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,173
Total number of active participants reported on line 7a of the Form 55002016-01-011,413
Number of retired or separated participants receiving benefits2016-01-0113
Number of other retired or separated participants entitled to future benefits2016-01-01135
Total of all active and inactive participants2016-01-011,561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,561
Number of participants with account balances2016-01-011,561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ORGILL, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,205
Total number of active participants reported on line 7a of the Form 55002015-01-012,042
Number of retired or separated participants receiving benefits2015-01-0114
Number of other retired or separated participants entitled to future benefits2015-01-01117
Total of all active and inactive participants2015-01-012,173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,173
Number of participants with account balances2015-01-011,518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ORGILL, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,056
Total number of active participants reported on line 7a of the Form 55002014-01-012,072
Number of retired or separated participants receiving benefits2014-01-0114
Number of other retired or separated participants entitled to future benefits2014-01-01119
Total of all active and inactive participants2014-01-012,205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012,205
Number of participants with account balances2014-01-011,514
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ORGILL, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,016
Total number of active participants reported on line 7a of the Form 55002013-01-011,925
Number of retired or separated participants receiving benefits2013-01-0113
Number of other retired or separated participants entitled to future benefits2013-01-01116
Total of all active and inactive participants2013-01-012,054
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,054
Number of participants with account balances2013-01-011,468
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ORGILL, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,834
Total number of active participants reported on line 7a of the Form 55002012-01-011,897
Number of retired or separated participants receiving benefits2012-01-0112
Number of other retired or separated participants entitled to future benefits2012-01-01107
Total of all active and inactive participants2012-01-012,016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,016
Number of participants with account balances2012-01-011,336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ORGILL, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,809
Total number of active participants reported on line 7a of the Form 55002011-01-011,705
Number of retired or separated participants receiving benefits2011-01-0110
Number of other retired or separated participants entitled to future benefits2011-01-01119
Total of all active and inactive participants2011-01-011,834
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,834
Number of participants with account balances2011-01-011,834
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ORGILL, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,658
Total number of active participants reported on line 7a of the Form 55002009-01-011,220
Number of retired or separated participants receiving benefits2009-01-0115
Number of other retired or separated participants entitled to future benefits2009-01-01117
Total of all active and inactive participants2009-01-011,352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,352
Number of participants with account balances2009-01-011,352

Financial Data on ORGILL, INC. 401(K) PLAN

Measure Date Value
2022 : ORGILL, INC. 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-4,236
Total unrealized appreciation/depreciation of assets2022-12-31$-4,236
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$0
Total income from all sources (including contributions)2022-12-31$-12,387,226
Total loss/gain on sale of assets2022-12-31$-573
Total of all expenses incurred2022-12-31$22,235,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$21,840,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$23,198,762
Value of total assets at end of year2022-12-31$226,643,417
Value of total assets at beginning of year2022-12-31$261,266,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$395,773
Total interest from all sources2022-12-31$1,277,153
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$881,512
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$881,512
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$13,696,927
Participant contributions at end of year2022-12-31$4,525,366
Participant contributions at beginning of year2022-12-31$4,150,408
Participant contributions at end of year2022-12-31$165,004
Participant contributions at beginning of year2022-12-31$155,281
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,013,888
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$5,249,921
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,791,773
Other income not declared elsewhere2022-12-31$-777,083
Administrative expenses (other) incurred2022-12-31$3,895
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-34,623,223
Value of net assets at end of year (total assets less liabilities)2022-12-31$226,643,417
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$261,266,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$34,097
Assets. partnership/joint venture interests at beginning of year2022-12-31$41,697
Investment advisory and management fees2022-12-31$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$66,261,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$107,299,087
Value of interest in pooled separate accounts at end of year2022-12-31$91,778,627
Value of interest in pooled separate accounts at beginning of year2022-12-31$82,412,572
Interest on participant loans2022-12-31$214,528
Interest earned on other investments2022-12-31$1,062,625
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$61,777,251
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$61,874,841
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-23,780,259
Net investment gain/loss from pooled separate accounts2022-12-31$-13,182,502
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$6,710,062
Employer contributions (assets) at end of year2022-12-31$88,174
Employer contributions (assets) at beginning of year2022-12-31$82,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$21,840,224
Contract administrator fees2022-12-31$341,878
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$9,817
Aggregate carrying amount (costs) on sale of assets2022-12-31$10,390
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LBMC, P.C.
Accountancy firm EIN2022-12-31621199757
2021 : ORGILL, INC. 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$7,483
Total unrealized appreciation/depreciation of assets2021-12-31$7,483
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$48,266,125
Total loss/gain on sale of assets2021-12-31$490
Total of all expenses incurred2021-12-31$23,839,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$23,445,746
Expenses. Certain deemed distributions of participant loans2021-12-31$394
Value of total corrective distributions2021-12-31$1,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$20,446,417
Value of total assets at end of year2021-12-31$261,266,640
Value of total assets at beginning of year2021-12-31$236,839,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$392,005
Total interest from all sources2021-12-31$1,326,444
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,326,904
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$1,326,904
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$12,677,683
Participant contributions at end of year2021-12-31$4,150,408
Participant contributions at beginning of year2021-12-31$4,262,836
Participant contributions at end of year2021-12-31$155,281
Participant contributions at beginning of year2021-12-31$144,803
Assets. Other investments not covered elsewhere at end of year2021-12-31$5,249,921
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$4,392,452
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,686,408
Other income not declared elsewhere2021-12-31$822,104
Administrative expenses (other) incurred2021-12-31$392,005
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$24,426,962
Value of net assets at end of year (total assets less liabilities)2021-12-31$261,266,640
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$236,839,678
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
Assets. partnership/joint venture interests at end of year2021-12-31$41,697
Assets. partnership/joint venture interests at beginning of year2021-12-31$34,508
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$107,299,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$116,802,327
Value of interest in pooled separate accounts at end of year2021-12-31$82,412,572
Value of interest in pooled separate accounts at beginning of year2021-12-31$47,899,738
Interest on participant loans2021-12-31$218,849
Interest earned on other investments2021-12-31$1,107,595
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$61,874,841
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$63,222,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$18,569,920
Net investment gain/loss from pooled separate accounts2021-12-31$5,766,363
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$6,082,326
Employer contributions (assets) at end of year2021-12-31$82,833
Employer contributions (assets) at beginning of year2021-12-31$80,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$23,445,746
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
Aggregate proceeds on sale of assets2021-12-31$7,730
Aggregate carrying amount (costs) on sale of assets2021-12-31$7,240
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2021-12-31431947695
2020 : ORGILL, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$44,934,640
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$18,539,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$18,147,356
Expenses. Certain deemed distributions of participant loans2020-12-31$2,442
Value of total corrective distributions2020-12-31$30,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$17,806,259
Value of total assets at end of year2020-12-31$236,839,678
Value of total assets at beginning of year2020-12-31$210,444,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$359,657
Total interest from all sources2020-12-31$1,455,456
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,218,671
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,218,671
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$11,444,575
Participant contributions at end of year2020-12-31$4,262,836
Participant contributions at beginning of year2020-12-31$4,319,019
Participant contributions at end of year2020-12-31$144,803
Participant contributions at beginning of year2020-12-31$133,407
Assets. Other investments not covered elsewhere at end of year2020-12-31$4,392,452
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$3,755,502
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$854,616
Administrative expenses (other) incurred2020-12-31$359,657
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$26,394,952
Value of net assets at end of year (total assets less liabilities)2020-12-31$236,839,678
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$210,444,726
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
Assets. partnership/joint venture interests at end of year2020-12-31$34,508
Assets. partnership/joint venture interests at beginning of year2020-12-31$41,995
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$116,802,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$107,339,299
Value of interest in pooled separate accounts at end of year2020-12-31$47,899,738
Value of interest in pooled separate accounts at beginning of year2020-12-31$40,133,779
Interest on participant loans2020-12-31$1,455,456
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$63,222,312
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$54,651,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$24,454,254
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$5,507,068
Employer contributions (assets) at end of year2020-12-31$80,702
Employer contributions (assets) at beginning of year2020-12-31$70,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$18,147,356
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2020-12-31431947695
2019 : ORGILL, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$15,616,582
Total transfer of assets to this plan2019-12-31$15,616,582
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$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$46,489,867
Total income from all sources (including contributions)2019-12-31$46,489,867
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$12,907,457
Total of all expenses incurred2019-12-31$12,907,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,579,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,579,904
Value of total corrective distributions2019-12-31$4,366
Value of total corrective distributions2019-12-31$4,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$15,154,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$15,154,102
Value of total assets at end of year2019-12-31$210,444,726
Value of total assets at end of year2019-12-31$210,444,726
Value of total assets at beginning of year2019-12-31$161,245,734
Value of total assets at beginning of year2019-12-31$161,245,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$323,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$323,187
Total interest from all sources2019-12-31$1,387,476
Total interest from all sources2019-12-31$1,387,476
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,468,500
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,468,500
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$1,468,500
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,468,500
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$9,540,354
Contributions received from participants2019-12-31$9,540,354
Participant contributions at end of year2019-12-31$4,319,019
Participant contributions at end of year2019-12-31$4,319,019
Participant contributions at beginning of year2019-12-31$4,097,036
Participant contributions at beginning of year2019-12-31$4,097,036
Participant contributions at end of year2019-12-31$133,407
Participant contributions at end of year2019-12-31$133,407
Participant contributions at beginning of year2019-12-31$80,997
Participant contributions at beginning of year2019-12-31$80,997
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,755,502
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,755,502
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$3,247,413
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$3,247,413
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,022,550
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,022,550
Administrative expenses (other) incurred2019-12-31$323,187
Administrative expenses (other) incurred2019-12-31$323,187
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$33,582,410
Value of net income/loss2019-12-31$33,582,410
Value of net assets at end of year (total assets less liabilities)2019-12-31$210,444,726
Value of net assets at end of year (total assets less liabilities)2019-12-31$210,444,726
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$161,245,734
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$161,245,734
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
Assets. partnership/joint venture interests at end of year2019-12-31$41,995
Assets. partnership/joint venture interests at end of year2019-12-31$41,995
Assets. partnership/joint venture interests at beginning of year2019-12-31$21,441
Assets. partnership/joint venture interests at beginning of year2019-12-31$21,441
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$107,339,299
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$107,339,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$79,897,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$79,897,724
Value of interest in pooled separate accounts at end of year2019-12-31$40,133,779
Value of interest in pooled separate accounts at end of year2019-12-31$40,133,779
Value of interest in pooled separate accounts at beginning of year2019-12-31$27,844,999
Value of interest in pooled separate accounts at beginning of year2019-12-31$27,844,999
Interest on participant loans2019-12-31$238,256
Interest on participant loans2019-12-31$238,256
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,149,220
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,149,220
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$54,651,127
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$54,651,127
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$46,013,752
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$46,013,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$20,803,217
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$20,803,217
Net investment gain/loss from pooled separate accounts2019-12-31$7,676,572
Net investment gain/loss from pooled separate accounts2019-12-31$7,676,572
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$4,591,198
Contributions received in cash from employer2019-12-31$4,591,198
Employer contributions (assets) at end of year2019-12-31$70,598
Employer contributions (assets) at end of year2019-12-31$70,598
Employer contributions (assets) at beginning of year2019-12-31$42,372
Employer contributions (assets) at beginning of year2019-12-31$42,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$12,579,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$12,579,904
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm name2019-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2019-12-31431947695
Accountancy firm EIN2019-12-31431947695
2018 : ORGILL, INC. 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$215
Total unrealized appreciation/depreciation of assets2018-12-31$215
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$8,991,574
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$10,644,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$10,483,411
Expenses. Certain deemed distributions of participant loans2018-12-31$-4,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$13,367,770
Value of total assets at end of year2018-12-31$161,245,734
Value of total assets at beginning of year2018-12-31$162,898,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$165,437
Total interest from all sources2018-12-31$1,332,506
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,170,626
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,170,626
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$8,415,509
Participant contributions at end of year2018-12-31$4,097,036
Participant contributions at beginning of year2018-12-31$4,044,265
Participant contributions at end of year2018-12-31$80,997
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$3,247,413
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$3,457,572
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$923,092
Other income not declared elsewhere2018-12-31$-137,684
Administrative expenses (other) incurred2018-12-31$165,437
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,652,429
Value of net assets at end of year (total assets less liabilities)2018-12-31$161,245,734
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$162,898,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$21,441
Assets. partnership/joint venture interests at beginning of year2018-12-31$24,597
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$79,897,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$82,074,256
Value of interest in pooled separate accounts at end of year2018-12-31$27,844,999
Value of interest in pooled separate accounts at beginning of year2018-12-31$28,762,035
Interest on participant loans2018-12-31$197,722
Interest earned on other investments2018-12-31$1,134,784
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$46,013,752
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$44,535,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,063,636
Net investment gain/loss from pooled separate accounts2018-12-31$-678,223
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$4,029,169
Employer contributions (assets) at end of year2018-12-31$42,372
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$10,483,411
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 name2018-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2018-12-31431947695
2017 : ORGILL, INC. 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$60,173
Total unrealized appreciation/depreciation of assets2017-12-31$60,173
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$31,186,111
Total loss/gain on sale of assets2017-12-31$-1,722
Total of all expenses incurred2017-12-31$8,980,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,903,916
Expenses. Certain deemed distributions of participant loans2017-12-31$2
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$11,632,933
Value of total assets at end of year2017-12-31$162,898,163
Value of total assets at beginning of year2017-12-31$140,692,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$76,806
Total interest from all sources2017-12-31$1,076,782
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$920,299
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$920,299
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$7,679,677
Participant contributions at end of year2017-12-31$4,044,265
Participant contributions at beginning of year2017-12-31$4,017,059
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$109,778
Assets. Other investments not covered elsewhere at end of year2017-12-31$3,457,572
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$4,131,452
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$153,155
Other income not declared elsewhere2017-12-31$647,750
Administrative expenses (other) incurred2017-12-31$76,806
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$22,205,387
Value of net assets at end of year (total assets less liabilities)2017-12-31$162,898,163
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$140,692,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$24,597
Assets. partnership/joint venture interests at beginning of year2017-12-31$7,593
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$82,074,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$65,499,846
Value of interest in pooled separate accounts at end of year2017-12-31$28,762,035
Value of interest in pooled separate accounts at beginning of year2017-12-31$23,716,027
Interest on participant loans2017-12-31$182,291
Interest earned on other investments2017-12-31$894,491
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$44,535,438
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$43,149,111
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$13,446,664
Net investment gain/loss from pooled separate accounts2017-12-31$3,403,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,800,101
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$61,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,903,916
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
Aggregate proceeds on sale of assets2017-12-31$387,549
Aggregate carrying amount (costs) on sale of assets2017-12-31$389,271
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 name2017-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2017-12-31431947695
2016 : ORGILL, INC. 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$655
Total unrealized appreciation/depreciation of assets2016-12-31$655
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$18,867,109
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,098,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,020,607
Expenses. Certain deemed distributions of participant loans2016-12-31$2
Value of total corrective distributions2016-12-31$308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$11,215,939
Value of total assets at end of year2016-12-31$140,692,776
Value of total assets at beginning of year2016-12-31$127,924,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$77,904
Total interest from all sources2016-12-31$1,015,172
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$865,208
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$865,208
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$7,251,015
Participant contributions at end of year2016-12-31$4,017,059
Participant contributions at beginning of year2016-12-31$3,599,094
Participant contributions at end of year2016-12-31$109,778
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$4,131,452
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$3,961,275
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$284,064
Other income not declared elsewhere2016-12-31$346,452
Administrative expenses (other) incurred2016-12-31$77,904
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$12,768,288
Value of net assets at end of year (total assets less liabilities)2016-12-31$140,692,776
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$127,924,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$7,593
Assets. partnership/joint venture interests at beginning of year2016-12-31$7,032
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$65,499,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$59,483,528
Value of interest in pooled separate accounts at end of year2016-12-31$23,716,027
Value of interest in pooled separate accounts at beginning of year2016-12-31$22,552,178
Interest on participant loans2016-12-31$156,448
Interest earned on other investments2016-12-31$858,724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$43,149,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$38,321,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,435,707
Net investment gain/loss from pooled separate accounts2016-12-31$987,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,680,860
Employer contributions (assets) at end of year2016-12-31$61,910
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,020,607
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2016-12-31431947695
2015 : ORGILL, INC. 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-5,679
Total unrealized appreciation/depreciation of assets2015-12-31$-5,679
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$12,121,949
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$7,222,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,147,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$11,097,234
Value of total assets at end of year2015-12-31$127,924,488
Value of total assets at beginning of year2015-12-31$123,025,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$75,348
Total interest from all sources2015-12-31$957,340
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$847,228
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$847,228
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$7,064,970
Participant contributions at end of year2015-12-31$3,599,094
Participant contributions at beginning of year2015-12-31$3,107,254
Assets. Other investments not covered elsewhere at end of year2015-12-31$3,961,275
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$3,844,845
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$435,800
Other income not declared elsewhere2015-12-31$51,712
Administrative expenses (other) incurred2015-12-31$75,348
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$4,899,401
Value of net assets at end of year (total assets less liabilities)2015-12-31$127,924,488
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$123,025,087
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
Assets. partnership/joint venture interests at end of year2015-12-31$7,032
Assets. partnership/joint venture interests at beginning of year2015-12-31$12,711
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$59,483,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$57,277,303
Value of interest in pooled separate accounts at end of year2015-12-31$22,552,178
Value of interest in pooled separate accounts at beginning of year2015-12-31$22,364,021
Interest on participant loans2015-12-31$146,437
Interest earned on other investments2015-12-31$810,903
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$38,321,381
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$36,418,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-912,962
Net investment gain/loss from pooled separate accounts2015-12-31$87,076
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$3,596,464
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,147,200
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 name2015-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2015-12-31431947695
2014 : ORGILL, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$16,702,735
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$9,025,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,956,687
Expenses. Certain deemed distributions of participant loans2014-12-31$853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$10,132,051
Value of total assets at end of year2014-12-31$123,025,087
Value of total assets at beginning of year2014-12-31$115,347,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$67,664
Total interest from all sources2014-12-31$877,456
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$685,821
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$685,821
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$6,545,705
Participant contributions at end of year2014-12-31$3,107,254
Participant contributions at beginning of year2014-12-31$3,007,512
Assets. Other investments not covered elsewhere at end of year2014-12-31$3,844,845
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$3,660,040
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$274,110
Other income not declared elsewhere2014-12-31$240,237
Administrative expenses (other) incurred2014-12-31$67,664
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$7,677,531
Value of net assets at end of year (total assets less liabilities)2014-12-31$123,025,087
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$115,347,556
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
Assets. partnership/joint venture interests at end of year2014-12-31$12,711
Assets. partnership/joint venture interests at beginning of year2014-12-31$37,712
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$57,277,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$50,949,701
Value of interest in pooled separate accounts at end of year2014-12-31$22,364,021
Value of interest in pooled separate accounts at beginning of year2014-12-31$19,501,145
Interest on participant loans2014-12-31$128,902
Interest earned on other investments2014-12-31$748,554
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$36,418,953
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$38,191,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,086,446
Net investment gain/loss from pooled separate accounts2014-12-31$1,680,724
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,312,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,956,687
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 name2014-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2014-12-31431947695
2013 : ORGILL, INC. 401(K) PLAN 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$23,965,705
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,829,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,743,572
Expenses. Certain deemed distributions of participant loans2013-12-31$17,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$9,299,581
Value of total assets at end of year2013-12-31$115,347,556
Value of total assets at beginning of year2013-12-31$97,210,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$68,501
Total interest from all sources2013-12-31$940,190
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$564,357
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$564,357
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$5,930,500
Participant contributions at end of year2013-12-31$3,007,512
Participant contributions at beginning of year2013-12-31$3,035,913
Assets. Other investments not covered elsewhere at end of year2013-12-31$3,660,040
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$3,201,983
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$425,718
Other income not declared elsewhere2013-12-31$603,807
Administrative expenses (other) incurred2013-12-31$68,501
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$18,136,576
Value of net assets at end of year (total assets less liabilities)2013-12-31$115,347,556
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$97,210,980
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
Assets. partnership/joint venture interests at end of year2013-12-31$37,712
Assets. partnership/joint venture interests at beginning of year2013-12-31$16,061
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$50,949,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$37,559,674
Value of interest in pooled separate accounts at end of year2013-12-31$19,501,145
Value of interest in pooled separate accounts at beginning of year2013-12-31$14,342,458
Interest on participant loans2013-12-31$132,466
Interest earned on other investments2013-12-31$807,724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$38,191,446
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$39,054,891
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$10,117,219
Net investment gain/loss from pooled separate accounts2013-12-31$2,440,551
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$2,943,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,743,572
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 name2013-12-31MAYER HOFFMAN MCCANN, PC
Accountancy firm EIN2013-12-31431947695
2012 : ORGILL, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$16,481,755
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$7,565,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,498,420
Expenses. Certain deemed distributions of participant loans2012-12-31$5
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,720,685
Value of total assets at end of year2012-12-31$97,210,980
Value of total assets at beginning of year2012-12-31$88,295,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$67,551
Total interest from all sources2012-12-31$1,040,561
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$550,361
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$550,361
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$5,630,375
Participant contributions at end of year2012-12-31$3,035,913
Participant contributions at beginning of year2012-12-31$2,706,436
Assets. Other investments not covered elsewhere at end of year2012-12-31$3,201,983
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$2,677,460
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$328,030
Other income not declared elsewhere2012-12-31$437,455
Administrative expenses (other) incurred2012-12-31$67,551
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$453
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$8,915,779
Value of net assets at end of year (total assets less liabilities)2012-12-31$97,210,980
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$88,295,201
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
Assets. partnership/joint venture interests at end of year2012-12-31$16,061
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$37,559,674
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$32,617,570
Value of interest in pooled separate accounts at end of year2012-12-31$14,342,458
Value of interest in pooled separate accounts at beginning of year2012-12-31$12,108,471
Interest on participant loans2012-12-31$120,736
Interest earned on other investments2012-12-31$919,825
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$39,054,891
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$38,184,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,986,863
Net investment gain/loss from pooled separate accounts2012-12-31$1,745,830
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$2,762,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,498,420
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 name2012-12-31MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN2012-12-31431947695
2011 : ORGILL, INC. 401(K) PLAN 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$7,339,807
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,115,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,064,572
Expenses. Certain deemed distributions of participant loans2011-12-31$-453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,002,164
Value of total assets at end of year2011-12-31$88,295,201
Value of total assets at beginning of year2011-12-31$86,070,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$51,479
Total interest from all sources2011-12-31$1,106,225
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$481,599
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$481,495
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$5,196,525
Participant contributions at end of year2011-12-31$2,706,436
Participant contributions at beginning of year2011-12-31$2,263,968
Assets. Other investments not covered elsewhere at end of year2011-12-31$2,677,460
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$2,832,730
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$205,783
Other income not declared elsewhere2011-12-31$-173,782
Administrative expenses (other) incurred2011-12-31$51,479
Total non interest bearing cash at end of year2011-12-31$453
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$2,224,209
Value of net assets at end of year (total assets less liabilities)2011-12-31$88,295,201
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$86,070,992
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$32,617,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$32,522,133
Value of interest in pooled separate accounts at end of year2011-12-31$12,108,471
Value of interest in pooled separate accounts at beginning of year2011-12-31$12,885,690
Interest on participant loans2011-12-31$110,596
Interest earned on other investments2011-12-31$995,629
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$38,184,811
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$35,566,471
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,613,650
Net investment gain/loss from pooled separate accounts2011-12-31$-462,749
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$2,599,856
Income. Dividends from preferred stock2011-12-31$104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,064,572
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 name2011-12-31MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN2011-12-31431947695
2010 : ORGILL, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$15,666,123
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$6,029,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,015,375
Expenses. Certain deemed distributions of participant loans2010-12-31$861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$9,288,500
Value of total assets at end of year2010-12-31$86,070,992
Value of total assets at beginning of year2010-12-31$76,434,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$13,395
Total interest from all sources2010-12-31$1,157,982
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$406,905
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$406,905
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
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$4,916,899
Participant contributions at end of year2010-12-31$2,263,968
Participant contributions at beginning of year2010-12-31$2,095,017
Assets. Other investments not covered elsewhere at end of year2010-12-31$2,832,730
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$2,580,014
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,951,820
Other income not declared elsewhere2010-12-31$397,765
Administrative expenses (other) incurred2010-12-31$13,395
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$9,636,492
Value of net assets at end of year (total assets less liabilities)2010-12-31$86,070,992
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$76,434,500
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$32,522,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$18,154,960
Value of interest in pooled separate accounts at end of year2010-12-31$12,885,690
Value of interest in pooled separate accounts at beginning of year2010-12-31$18,448,248
Interest on participant loans2010-12-31$109,116
Interest earned on other investments2010-12-31$1,048,866
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$35,566,471
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$35,156,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,917,287
Net investment gain/loss from pooled separate accounts2010-12-31$1,497,684
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$2,419,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,015,375
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 name2010-12-31THOMPSON DUNAVANT PLC
Accountancy firm EIN2010-12-31621701403
2009 : ORGILL, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ORGILL, INC. 401(K) PLAN

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

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040404
Policy instance 1
Insurance contract or identification number040404
Number of Individuals Covered3202
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040404
Policy instance 1
Insurance contract or identification number040404
Number of Individuals Covered2653
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040404
Policy instance 1
Insurance contract or identification number040404
Number of Individuals Covered2447
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040404
Policy instance 1
Insurance contract or identification number040404
Number of Individuals Covered2347
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number40404
Policy instance 1
Insurance contract or identification number40404
Number of Individuals Covered1582
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number40404
Policy instance 1
Insurance contract or identification number40404
Number of Individuals Covered2173
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number386500
Policy instance 2
Insurance contract or identification number386500
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number40404
Policy instance 1
Insurance contract or identification number40404
Number of Individuals Covered1514
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number386500
Policy instance 2
Insurance contract or identification number386500
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number386500
Policy instance 2
Insurance contract or identification number386500
Number of Individuals Covered2
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number40404
Policy instance 1
Insurance contract or identification number40404
Number of Individuals Covered2054
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number40404
Policy instance 1
Insurance contract or identification number40404
Number of Individuals Covered1336
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number386500
Policy instance 2
Insurance contract or identification number386500
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number386500
Policy instance 2
Insurance contract or identification number386500
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number40404
Policy instance 1
Insurance contract or identification number40404
Number of Individuals Covered1834
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,500
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number386500
Policy instance 2
Insurance contract or identification number386500
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number40404
Policy instance 1
Insurance contract or identification number40404
Number of Individuals Covered1809
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $37,500
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees37500
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameMARSH INSURANCE AND INVESTMENT CORP

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