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KELSEY-SEYBOLD 401(K) PLAN 401k Plan overview

Plan NameKELSEY-SEYBOLD 401(K) PLAN
Plan identification number 002

KELSEY-SEYBOLD 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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

KS MANAGEMENT SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name:KS MANAGEMENT SERVICES, LLC
Employer identification number (EIN):760602862
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KELSEY-SEYBOLD 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01DAVID E. STRAUSS2023-10-12
0022021-01-01DAVID E. STRAUSS2022-10-12
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JOHN SPERRY
0022016-01-01TONY LIN
0022015-01-01SPENCER BERTHELSEN
0022014-01-01DAVID MILLER
0022013-01-01DAVID MILLER
0022012-01-01DAVID MILLER
0022011-01-01DAVID MILLER
0022010-01-01DAVID MILLER
0022009-01-01DAVID MILLER DAVID MILLER2010-10-13

Plan Statistics for KELSEY-SEYBOLD 401(K) PLAN

401k plan membership statisitcs for KELSEY-SEYBOLD 401(K) PLAN

Measure Date Value
2022: KELSEY-SEYBOLD 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015,959
Total number of active participants reported on line 7a of the Form 55002022-01-015,306
Number of retired or separated participants receiving benefits2022-01-0118
Number of other retired or separated participants entitled to future benefits2022-01-011,626
Total of all active and inactive participants2022-01-016,950
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-016,950
Number of participants with account balances2022-01-016,950
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01253
2021: KELSEY-SEYBOLD 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015,036
Total number of active participants reported on line 7a of the Form 55002021-01-014,412
Number of retired or separated participants receiving benefits2021-01-0116
Number of other retired or separated participants entitled to future benefits2021-01-011,531
Total of all active and inactive participants2021-01-015,959
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-015,959
Number of participants with account balances2021-01-015,917
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01262
2020: KELSEY-SEYBOLD 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,679
Total number of active participants reported on line 7a of the Form 55002020-01-013,694
Number of retired or separated participants receiving benefits2020-01-0112
Number of other retired or separated participants entitled to future benefits2020-01-011,330
Total of all active and inactive participants2020-01-015,036
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-015,036
Number of participants with account balances2020-01-015,020
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01134
2019: KELSEY-SEYBOLD 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,661
Total number of active participants reported on line 7a of the Form 55002019-01-013,301
Number of retired or separated participants receiving benefits2019-01-0112
Number of other retired or separated participants entitled to future benefits2019-01-011,366
Total of all active and inactive participants2019-01-014,679
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-014,679
Number of participants with account balances2019-01-014,649
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0194
2018: KELSEY-SEYBOLD 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,374
Total number of active participants reported on line 7a of the Form 55002018-01-013,019
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-011,635
Total of all active and inactive participants2018-01-014,661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014,661
Number of participants with account balances2018-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: KELSEY-SEYBOLD 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,645
Total number of active participants reported on line 7a of the Form 55002017-01-012,950
Number of other retired or separated participants entitled to future benefits2017-01-011,424
Total of all active and inactive participants2017-01-014,374
Total participants2017-01-014,374
Number of participants with account balances2017-01-014,363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01278
2016: KELSEY-SEYBOLD 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,422
Total number of active participants reported on line 7a of the Form 55002016-01-013,113
Number of other retired or separated participants entitled to future benefits2016-01-011,542
Total of all active and inactive participants2016-01-014,655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014,655
Number of participants with account balances2016-01-014,637
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01293
2015: KELSEY-SEYBOLD 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,045
Total number of active participants reported on line 7a of the Form 55002015-01-013,038
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,398
Total of all active and inactive participants2015-01-014,436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014,436
Number of participants with account balances2015-01-014,428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01275
2014: KELSEY-SEYBOLD 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,210
Total number of active participants reported on line 7a of the Form 55002014-01-012,897
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011,115
Total of all active and inactive participants2014-01-014,012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014,012
Number of participants with account balances2014-01-014,012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01247
2013: KELSEY-SEYBOLD 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,275
Total number of active participants reported on line 7a of the Form 55002013-01-013,275
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011,913
Total of all active and inactive participants2013-01-015,188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015,188
Number of participants with account balances2013-01-014,777
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: KELSEY-SEYBOLD 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,854
Total number of active participants reported on line 7a of the Form 55002012-01-012,789
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011,474
Total of all active and inactive participants2012-01-014,263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014,263
Number of participants with account balances2012-01-014,238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: KELSEY-SEYBOLD 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,987
Total number of active participants reported on line 7a of the Form 55002011-01-012,773
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011,076
Total of all active and inactive participants2011-01-013,849
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013,849
Number of participants with account balances2011-01-013,847
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: KELSEY-SEYBOLD 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013,901
Total number of active participants reported on line 7a of the Form 55002010-01-012,689
Number of retired or separated participants receiving benefits2010-01-014
Number of other retired or separated participants entitled to future benefits2010-01-01947
Total of all active and inactive participants2010-01-013,640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-013,640
Number of participants with account balances2010-01-013,632
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-015
2009: KELSEY-SEYBOLD 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,592
Total number of active participants reported on line 7a of the Form 55002009-01-012,673
Number of retired or separated participants receiving benefits2009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-011,192
Total of all active and inactive participants2009-01-013,870
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-013,871
Number of participants with account balances2009-01-013,853
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01164

Financial Data on KELSEY-SEYBOLD 401(K) PLAN

Measure Date Value
2022 : KELSEY-SEYBOLD 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-58,332,435
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$42,360,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$41,978,212
Expenses. Certain deemed distributions of participant loans2022-12-31$34,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$50,613,969
Value of total assets at end of year2022-12-31$549,479,504
Value of total assets at beginning of year2022-12-31$650,172,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$347,900
Total interest from all sources2022-12-31$1,702,400
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$8,812,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$8,812,710
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$32,511,149
Participant contributions at end of year2022-12-31$9,357,780
Participant contributions at beginning of year2022-12-31$9,557,346
Assets. Other investments not covered elsewhere at end of year2022-12-31$12,065,980
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$15,028,322
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$7,019,042
Other income not declared elsewhere2022-12-31$-3,743,221
Administrative expenses (other) incurred2022-12-31$347,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-100,693,357
Value of net assets at end of year (total assets less liabilities)2022-12-31$549,479,504
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$650,172,861
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$466,229,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$562,549,557
Interest on participant loans2022-12-31$443,284
Interest earned on other investments2022-12-31$1,259,116
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$61,594,167
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$57,836,383
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-115,718,293
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$11,083,778
Employer contributions (assets) at end of year2022-12-31$232,544
Employer contributions (assets) at beginning of year2022-12-31$5,201,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$41,978,212
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : KELSEY-SEYBOLD 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$128,058,397
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$39,215,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$38,850,877
Expenses. Certain deemed distributions of participant loans2021-12-31$-8,722
Value of total corrective distributions2021-12-31$5,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$48,502,718
Value of total assets at end of year2021-12-31$650,172,861
Value of total assets at beginning of year2021-12-31$561,329,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$367,841
Total interest from all sources2021-12-31$1,617,174
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$8,197,550
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$8,197,550
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$25,475,847
Participant contributions at end of year2021-12-31$9,557,346
Participant contributions at beginning of year2021-12-31$9,115,940
Assets. Other investments not covered elsewhere at end of year2021-12-31$15,028,322
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$12,347,017
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,231,809
Other income not declared elsewhere2021-12-31$1,964,091
Administrative expenses (other) incurred2021-12-31$367,841
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$88,843,267
Value of net assets at end of year (total assets less liabilities)2021-12-31$650,172,861
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$561,329,594
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$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$175,172
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$562,549,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$483,020,892
Interest on participant loans2021-12-31$481,681
Interest earned on other investments2021-12-31$1,135,493
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$57,836,383
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$56,670,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$67,776,864
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$20,795,062
Employer contributions (assets) at end of year2021-12-31$5,201,253
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$38,850,877
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CROWE LLP
Accountancy firm EIN2021-12-31350921680
2020 : KELSEY-SEYBOLD 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$15,102
Total unrealized appreciation/depreciation of assets2020-12-31$15,102
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$108,495,763
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$27,704,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$27,374,638
Expenses. Certain deemed distributions of participant loans2020-12-31$-31,142
Value of total corrective distributions2020-12-31$541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$37,672,934
Value of total assets at end of year2020-12-31$561,329,594
Value of total assets at beginning of year2020-12-31$480,538,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$360,158
Total interest from all sources2020-12-31$1,727,731
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$6,830,033
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$6,830,033
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$22,529,032
Participant contributions at end of year2020-12-31$9,115,940
Participant contributions at beginning of year2020-12-31$9,596,608
Assets. Other investments not covered elsewhere at end of year2020-12-31$12,347,017
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$13,566,983
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,863,731
Other income not declared elsewhere2020-12-31$1,787,391
Administrative expenses (other) incurred2020-12-31$360,158
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$80,791,568
Value of net assets at end of year (total assets less liabilities)2020-12-31$561,329,594
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$480,538,026
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$175,172
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$483,020,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$433,510,004
Interest on participant loans2020-12-31$523,794
Interest earned on other investments2020-12-31$1,203,937
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$56,670,573
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$23,864,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$60,462,572
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$13,280,171
Employer contributions (assets) at end of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$27,374,638
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BRIGGS & VESELKA CO
Accountancy firm EIN2020-12-31741769118
2019 : KELSEY-SEYBOLD 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$74
Total unrealized appreciation/depreciation of assets2019-12-31$74
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$113,401,507
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$27,493,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$27,081,485
Expenses. Certain deemed distributions of participant loans2019-12-31$25,902
Value of total corrective distributions2019-12-31$467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$28,976,461
Value of total assets at end of year2019-12-31$480,538,026
Value of total assets at beginning of year2019-12-31$394,629,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$385,400
Total interest from all sources2019-12-31$1,599,765
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$7,610,111
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$7,610,111
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$19,771,709
Participant contributions at end of year2019-12-31$9,596,608
Participant contributions at beginning of year2019-12-31$9,559,361
Assets. Other investments not covered elsewhere at end of year2019-12-31$13,566,983
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$11,446,206
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,952,541
Other income not declared elsewhere2019-12-31$2,160,235
Administrative expenses (other) incurred2019-12-31$385,400
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$85,908,253
Value of net assets at end of year (total assets less liabilities)2019-12-31$480,538,026
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$394,629,773
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$433,510,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$354,575,334
Interest on participant loans2019-12-31$525,859
Interest earned on other investments2019-12-31$1,073,906
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$23,864,431
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$14,351,986
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$73,054,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$7,252,211
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$4,696,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$27,081,485
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BRIGGS & VESELKA CO
Accountancy firm EIN2019-12-31741769118
2018 : KELSEY-SEYBOLD 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,920,754
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$33,253,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$32,424,292
Expenses. Certain deemed distributions of participant loans2018-12-31$368,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$32,226,260
Value of total assets at end of year2018-12-31$394,629,773
Value of total assets at beginning of year2018-12-31$425,962,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$460,668
Total interest from all sources2018-12-31$422,848
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$9,234,563
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$9,234,563
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$18,233,894
Participant contributions at end of year2018-12-31$9,559,361
Participant contributions at beginning of year2018-12-31$9,468,515
Assets. Other investments not covered elsewhere at end of year2018-12-31$11,446,206
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$11,197,555
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,308,719
Administrative expenses (other) incurred2018-12-31$460,668
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-31,332,441
Value of net assets at end of year (total assets less liabilities)2018-12-31$394,629,773
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$425,962,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$354,575,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$362,997,957
Interest on participant loans2018-12-31$422,848
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$14,351,986
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$38,184,750
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-39,962,917
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$11,683,647
Employer contributions (assets) at end of year2018-12-31$4,696,886
Employer contributions (assets) at beginning of year2018-12-31$4,113,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$32,424,292
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 name2018-12-31BRIGGS & VESELKA CO
Accountancy firm EIN2018-12-31741769118
2017 : KELSEY-SEYBOLD 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$89,795,138
Total of all expenses incurred2017-12-31$33,690,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$33,512,606
Value of total corrective distributions2017-12-31$-258,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$29,259,977
Value of total assets at end of year2017-12-31$425,962,214
Value of total assets at beginning of year2017-12-31$369,857,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$436,406
Total interest from all sources2017-12-31$1,201,089
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$17,743,649
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$17,743,649
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$17,583,817
Participant contributions at end of year2017-12-31$9,468,515
Participant contributions at beginning of year2017-12-31$9,451,513
Assets. Other investments not covered elsewhere at end of year2017-12-31$11,197,555
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$10,713,492
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,224,221
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$56,104,343
Value of net assets at end of year (total assets less liabilities)2017-12-31$425,962,214
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$369,857,871
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$362,997,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$301,447,981
Interest on participant loans2017-12-31$377,760
Interest earned on other investments2017-12-31$823,329
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$38,184,750
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$44,495,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$41,590,423
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$10,451,939
Employer contributions (assets) at end of year2017-12-31$4,113,437
Employer contributions (assets) at beginning of year2017-12-31$3,749,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$33,512,606
Contract administrator fees2017-12-31$436,406
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ERNST & YOUNG
Accountancy firm EIN2017-12-31346565596
2016 : KELSEY-SEYBOLD 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$55,880,086
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$17,770,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$17,312,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$29,390,098
Value of total assets at end of year2016-12-31$369,857,871
Value of total assets at beginning of year2016-12-31$331,748,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$458,275
Total interest from all sources2016-12-31$1,240,836
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$11,648,453
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$11,648,453
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$17,775,543
Participant contributions at end of year2016-12-31$9,451,513
Participant contributions at beginning of year2016-12-31$8,678,657
Assets. Other investments not covered elsewhere at end of year2016-12-31$10,713,492
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$10,231,183
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,400,066
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$38,109,547
Value of net assets at end of year (total assets less liabilities)2016-12-31$369,857,871
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$331,748,324
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$301,447,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$269,614,526
Interest on participant loans2016-12-31$341,524
Interest earned on other investments2016-12-31$899,312
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$44,495,245
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$39,647,017
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$13,600,699
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$10,214,489
Employer contributions (assets) at end of year2016-12-31$3,749,640
Employer contributions (assets) at beginning of year2016-12-31$3,576,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$17,312,264
Contract administrator fees2016-12-31$458,275
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 name2016-12-31ERNST & YOUNG
Accountancy firm EIN2016-12-31346565596
2015 : KELSEY-SEYBOLD 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$27,370,362
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$13,303,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$13,041,228
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$28,555,573
Value of total assets at end of year2015-12-31$331,748,324
Value of total assets at beginning of year2015-12-31$317,681,103
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$261,913
Total interest from all sources2015-12-31$1,148,685
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$13,727,018
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$13,727,018
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$16,914,313
Participant contributions at end of year2015-12-31$8,678,657
Participant contributions at beginning of year2015-12-31$8,273,134
Assets. Other investments not covered elsewhere at end of year2015-12-31$10,231,183
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$9,670,856
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,944,633
Administrative expenses (other) incurred2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$14,067,221
Value of net assets at end of year (total assets less liabilities)2015-12-31$331,748,324
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$317,681,103
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$269,614,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$257,626,492
Interest on participant loans2015-12-31$315,461
Interest earned on other investments2015-12-31$833,224
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$39,647,017
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$37,861,633
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-16,060,914
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$9,696,627
Employer contributions (assets) at end of year2015-12-31$3,576,941
Employer contributions (assets) at beginning of year2015-12-31$4,248,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$13,041,228
Contract administrator fees2015-12-31$261,913
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 name2015-12-31ERNST & YOUNG
Accountancy firm EIN2015-12-31346565596
2014 : KELSEY-SEYBOLD 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$43,419,914
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$10,249,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,761,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$25,728,150
Value of total assets at end of year2014-12-31$317,681,103
Value of total assets at beginning of year2014-12-31$284,510,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$488,079
Total interest from all sources2014-12-31$1,132,297
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$11,800,168
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$11,800,168
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$14,771,738
Participant contributions at end of year2014-12-31$8,273,134
Participant contributions at beginning of year2014-12-31$8,260,221
Assets. Other investments not covered elsewhere at end of year2014-12-31$9,670,856
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$8,210,353
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,578,784
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$33,170,825
Value of net assets at end of year (total assets less liabilities)2014-12-31$317,681,103
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$284,510,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$257,626,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$228,675,654
Interest on participant loans2014-12-31$313,524
Interest earned on other investments2014-12-31$818,773
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$37,861,633
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$34,665,207
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,759,299
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$9,377,628
Employer contributions (assets) at end of year2014-12-31$4,248,988
Employer contributions (assets) at beginning of year2014-12-31$4,698,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,761,010
Contract administrator fees2014-12-31$488,079
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 name2014-12-31ERNST & YOUNG
Accountancy firm EIN2014-12-31346565596
2013 : KELSEY-SEYBOLD 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$69,497,654
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$18,654,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$18,354,492
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$25,646,468
Value of total assets at end of year2013-12-31$284,510,278
Value of total assets at beginning of year2013-12-31$233,667,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$299,926
Total interest from all sources2013-12-31$1,235,170
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$7,979,537
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$7,979,537
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$14,204,121
Participant contributions at end of year2013-12-31$8,260,221
Participant contributions at beginning of year2013-12-31$7,755,891
Assets. Other investments not covered elsewhere at end of year2013-12-31$8,210,353
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$7,824,381
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,590,766
Administrative expenses (other) incurred2013-12-31$42
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$50,843,236
Value of net assets at end of year (total assets less liabilities)2013-12-31$284,510,278
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$233,667,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$228,675,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$180,474,568
Interest on participant loans2013-12-31$310,760
Interest earned on other investments2013-12-31$924,410
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$34,665,207
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$33,122,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$34,636,479
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$9,851,581
Employer contributions (assets) at end of year2013-12-31$4,698,843
Employer contributions (assets) at beginning of year2013-12-31$4,489,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$18,354,492
Contract administrator fees2013-12-31$299,884
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 name2013-12-31ERNST & YOUNG
Accountancy firm EIN2013-12-31346565596
2012 : KELSEY-SEYBOLD 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$46,354,750
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$13,642,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$13,227,161
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$207,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$23,526,654
Value of total assets at end of year2012-12-31$233,667,042
Value of total assets at beginning of year2012-12-31$200,954,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$207,940
Total interest from all sources2012-12-31$1,237,610
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$4,686,871
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$4,686,871
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$13,463,296
Participant contributions at end of year2012-12-31$7,755,891
Participant contributions at beginning of year2012-12-31$7,648,364
Assets. Other investments not covered elsewhere at end of year2012-12-31$7,824,381
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$7,195,790
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$620,082
Administrative expenses (other) incurred2012-12-31$170
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$32,712,355
Value of net assets at end of year (total assets less liabilities)2012-12-31$233,667,042
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$200,954,687
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
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$180,474,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$149,284,914
Interest on participant loans2012-12-31$306,565
Interest earned on other investments2012-12-31$931,045
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$33,122,904
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$31,917,975
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$16,903,615
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$9,443,276
Employer contributions (assets) at end of year2012-12-31$4,489,298
Employer contributions (assets) at beginning of year2012-12-31$4,907,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$13,227,161
Contract administrator fees2012-12-31$207,770
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 name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : KELSEY-SEYBOLD 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$21,192,786
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$13,037,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$12,864,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$22,640,063
Value of total assets at end of year2011-12-31$200,954,687
Value of total assets at beginning of year2011-12-31$192,798,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$172,585
Total interest from all sources2011-12-31$2,819,811
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,345,984
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$3,345,984
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$12,841,212
Participant contributions at end of year2011-12-31$7,648,364
Participant contributions at beginning of year2011-12-31$7,605,729
Assets. Other investments not covered elsewhere at end of year2011-12-31$7,195,790
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$6,867,121
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$368,164
Administrative expenses (other) incurred2011-12-31$156
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$8,155,781
Value of net assets at end of year (total assets less liabilities)2011-12-31$200,954,687
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$192,798,906
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$149,284,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$145,320,321
Interest on participant loans2011-12-31$324,000
Interest earned on other investments2011-12-31$2,495,811
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$31,917,975
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$28,299,390
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-7,613,072
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$9,430,687
Employer contributions (assets) at end of year2011-12-31$4,907,644
Employer contributions (assets) at beginning of year2011-12-31$4,706,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$12,864,420
Contract administrator fees2011-12-31$172,429
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 name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : KELSEY-SEYBOLD 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$42,575,441
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$7,707,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,553,523
Value of total corrective distributions2010-12-31$7,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$22,218,380
Value of total assets at end of year2010-12-31$192,798,906
Value of total assets at beginning of year2010-12-31$157,931,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$146,865
Total interest from all sources2010-12-31$1,782,521
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,504,000
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$2,504,000
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$12,277,163
Participant contributions at end of year2010-12-31$7,605,729
Participant contributions at beginning of year2010-12-31$7,081,829
Assets. Other investments not covered elsewhere at end of year2010-12-31$6,867,121
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$5,876,705
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$951,758
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$34,867,862
Value of net assets at end of year (total assets less liabilities)2010-12-31$192,798,906
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$157,931,044
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$145,320,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$112,263,687
Interest on participant loans2010-12-31$341,814
Interest earned on other investments2010-12-31$1,440,707
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$28,299,390
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$26,708,823
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$16,070,540
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$8,989,459
Employer contributions (assets) at end of year2010-12-31$4,706,345
Employer contributions (assets) at beginning of year2010-12-31$6,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,553,523
Contract administrator fees2010-12-31$146,865
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 name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596
2009 : KELSEY-SEYBOLD 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 KELSEY-SEYBOLD 401(K) PLAN

2022: KELSEY-SEYBOLD 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: KELSEY-SEYBOLD 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: KELSEY-SEYBOLD 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: KELSEY-SEYBOLD 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: KELSEY-SEYBOLD 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KELSEY-SEYBOLD 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: KELSEY-SEYBOLD 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: KELSEY-SEYBOLD 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: KELSEY-SEYBOLD 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: KELSEY-SEYBOLD 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: KELSEY-SEYBOLD 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: KELSEY-SEYBOLD 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
2010: KELSEY-SEYBOLD 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: KELSEY-SEYBOLD 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67304
Policy instance 2
Insurance contract or identification number67304
Number of Individuals Covered6950
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractFIXED UNALLOCATED ANNUITY
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075230
Policy instance 1
Insurance contract or identification number075230
Number of Individuals Covered6950
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67304
Policy instance 2
Insurance contract or identification number67304
Number of Individuals Covered5959
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractFIXED UNALLOCATED ANNUITY
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075230
Policy instance 1
Insurance contract or identification number075230
Number of Individuals Covered5959
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67304
Policy instance 2
Insurance contract or identification number67304
Number of Individuals Covered713
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075230
Policy instance 1
Insurance contract or identification number075230
Number of Individuals Covered5036
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67304
Policy instance 2
Insurance contract or identification number67304
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075230
Policy instance 1
Insurance contract or identification number075230
Number of Individuals Covered4679
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 number075230
Policy instance 1
Insurance contract or identification number075230
Number of Individuals Covered4661
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67304
Policy instance 2
Insurance contract or identification number67304
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67304
Policy instance 1
Insurance contract or identification number67304
Number of Individuals Covered4416
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67304
Policy instance 1
Insurance contract or identification number67304
Number of Individuals Covered4470
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67304
Policy instance 1
Insurance contract or identification number67304
Number of Individuals Covered4060
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67304
Policy instance 1
Insurance contract or identification number67304
Number of Individuals Covered4200
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67304
Policy instance 1
Insurance contract or identification number67304
Number of Individuals Covered4023
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67304
Policy instance 1
Insurance contract or identification number67304
Number of Individuals Covered3866
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67304
Policy instance 1
Insurance contract or identification number67304
Number of Individuals Covered3632
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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