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NATIONAL WESTERN LIFE INSURANCE COMPANY PENSION PLAN 401k Plan overview

Plan NameNATIONAL WESTERN LIFE INSURANCE COMPANY PENSION PLAN
Plan identification number 002

NATIONAL WESTERN LIFE INSURANCE COMPANY PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NATIONAL WESTERN LIFE INS CO has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL WESTERN LIFE INS CO
Employer identification number (EIN):840467208
NAIC Classification:524140

Additional information about NATIONAL WESTERN LIFE INS CO

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1956-07-16
Company Identification Number: 19871133108
Legal Registered Office Address: 7700 E Arapahoe Rd Ste 220

Centennial
United States of America (USA)
80112

More information about NATIONAL WESTERN LIFE INS CO

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL WESTERN LIFE INSURANCE COMPANY PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01PATRICK JOHNSON
0022016-01-01PATRICK JOHNSON
0022015-01-01JAMES EGAN
0022014-01-01JAMES EGAN
0022013-01-01JAMES EGAN
0022012-01-01JAMES EGAN2013-10-04
0022011-01-01PAUL ROBIN JAMES EGAN2012-09-24
0022009-01-01LINDA WISHARD

Plan Statistics for NATIONAL WESTERN LIFE INSURANCE COMPANY PENSION PLAN

401k plan membership statisitcs for NATIONAL WESTERN LIFE INSURANCE COMPANY PENSION PLAN

Measure Date Value
2022: NATIONAL WESTERN LIFE INSURANCE COMPANY PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-3123,482,031
Acturial value of plan assets2022-12-3123,482,031
Funding target for retired participants and beneficiaries receiving payment2022-12-3113,151,406
Number of terminated vested participants2022-12-3127
Fundng target for terminated vested participants2022-12-31737,015
Active participant vested funding target2022-12-312,639,273
Number of active participants2022-12-3169
Total funding liabilities for active participants2022-12-312,639,273
Total participant count2022-12-31216
Total funding target for all participants2022-12-3116,527,694
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-31228,185
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31240,712
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31131,087
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01216
Total number of active participants reported on line 7a of the Form 55002022-01-0162
Number of retired or separated participants receiving benefits2022-01-01109
Number of other retired or separated participants entitled to future benefits2022-01-0130
Total of all active and inactive participants2022-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-018
Total participants2022-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: NATIONAL WESTERN LIFE INSURANCE COMPANY PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3121,666,074
Acturial value of plan assets2021-12-3121,666,074
Funding target for retired participants and beneficiaries receiving payment2021-12-3113,726,152
Number of terminated vested participants2021-12-3128
Fundng target for terminated vested participants2021-12-31769,801
Active participant vested funding target2021-12-312,580,558
Number of active participants2021-12-3174
Total funding liabilities for active participants2021-12-312,580,558
Total participant count2021-12-31228
Total funding target for all participants2021-12-3117,076,511
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-311,050,266
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-311,105,405
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-31250,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31228,185
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31119,190
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31228,185
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01228
Total number of active participants reported on line 7a of the Form 55002021-01-0169
Number of retired or separated participants receiving benefits2021-01-01110
Number of other retired or separated participants entitled to future benefits2021-01-0127
Total of all active and inactive participants2021-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0110
Total participants2021-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NATIONAL WESTERN LIFE INSURANCE COMPANY PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3119,321,263
Acturial value of plan assets2020-12-3119,321,263
Funding target for retired participants and beneficiaries receiving payment2020-12-3114,281,659
Number of terminated vested participants2020-12-3129
Fundng target for terminated vested participants2020-12-31956,580
Active participant vested funding target2020-12-312,815,703
Number of active participants2020-12-3179
Total funding liabilities for active participants2020-12-312,815,703
Total participant count2020-12-31235
Total funding target for all participants2020-12-3118,053,942
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31457,102
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31481,786
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-311,122,986
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-311,050,266
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31107,607
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-311,050,266
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01235
Total number of active participants reported on line 7a of the Form 55002020-01-0174
Number of retired or separated participants receiving benefits2020-01-01117
Number of other retired or separated participants entitled to future benefits2020-01-0128
Total of all active and inactive participants2020-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-019
Total participants2020-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: NATIONAL WESTERN LIFE INSURANCE COMPANY PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3116,672,050
Acturial value of plan assets2019-12-3116,672,050
Funding target for retired participants and beneficiaries receiving payment2019-12-3113,600,431
Number of terminated vested participants2019-12-3132
Fundng target for terminated vested participants2019-12-311,344,418
Active participant vested funding target2019-12-313,328,229
Number of active participants2019-12-3183
Total funding liabilities for active participants2019-12-313,328,229
Total participant count2019-12-31239
Total funding target for all participants2019-12-3118,273,078
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31456,139
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31482,002
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31885,969
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31813,093
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3195,843
Net shortfall amortization installment of oustanding balance2019-12-311,601,028
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31355,991
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31355,991
Contributions allocatedtoward minimum required contributions for current year2019-12-31813,093
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01239
Total number of active participants reported on line 7a of the Form 55002019-01-0179
Number of retired or separated participants receiving benefits2019-01-01116
Number of other retired or separated participants entitled to future benefits2019-01-0129
Total of all active and inactive participants2019-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0111
Total participants2019-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: NATIONAL WESTERN LIFE INSURANCE COMPANY PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3119,369,064
Acturial value of plan assets2018-12-3119,369,064
Funding target for retired participants and beneficiaries receiving payment2018-12-3113,616,009
Number of terminated vested participants2018-12-3155
Fundng target for terminated vested participants2018-12-312,024,043
Active participant vested funding target2018-12-313,679,351
Number of active participants2018-12-3196
Total funding liabilities for active participants2018-12-313,679,351
Total participant count2018-12-31270
Total funding target for all participants2018-12-3119,319,403
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31163
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31173
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31564,607
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31517,937
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31111,459
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3161,798
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3161,798
Contributions allocatedtoward minimum required contributions for current year2018-12-31517,937
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01270
Total number of active participants reported on line 7a of the Form 55002018-01-0183
Number of retired or separated participants receiving benefits2018-01-01113
Number of other retired or separated participants entitled to future benefits2018-01-0132
Total of all active and inactive participants2018-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0111
Total participants2018-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: NATIONAL WESTERN LIFE INSURANCE COMPANY PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3118,278,935
Acturial value of plan assets2017-12-3118,278,935
Funding target for retired participants and beneficiaries receiving payment2017-12-3113,418,454
Number of terminated vested participants2017-12-3157
Fundng target for terminated vested participants2017-12-311,792,008
Active participant vested funding target2017-12-313,346,480
Number of active participants2017-12-31100
Total funding liabilities for active participants2017-12-313,346,480
Total participant count2017-12-31277
Total funding target for all participants2017-12-3118,556,942
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31163,880
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31156,680
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31106,295
Net shortfall amortization installment of oustanding balance2017-12-31278,007
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31156,517
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31156,517
Contributions allocatedtoward minimum required contributions for current year2017-12-31156,680
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01277
Total number of active participants reported on line 7a of the Form 55002017-01-0196
Number of retired or separated participants receiving benefits2017-01-01108
Number of other retired or separated participants entitled to future benefits2017-01-0155
Total of all active and inactive participants2017-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0111
Total participants2017-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NATIONAL WESTERN LIFE INSURANCE COMPANY PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3118,115,430
Acturial value of plan assets2016-12-3118,115,430
Funding target for retired participants and beneficiaries receiving payment2016-12-3112,481,946
Number of terminated vested participants2016-12-3160
Fundng target for terminated vested participants2016-12-312,643,713
Active participant vested funding target2016-12-313,224,950
Number of active participants2016-12-31108
Total funding liabilities for active participants2016-12-313,224,950
Total participant count2016-12-31281
Total funding target for all participants2016-12-3118,350,609
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31146,984
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31144,134
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31105,277
Net shortfall amortization installment of oustanding balance2016-12-31235,179
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31144,134
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31144,134
Contributions allocatedtoward minimum required contributions for current year2016-12-31144,134
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01281
Total number of active participants reported on line 7a of the Form 55002016-01-01100
Number of retired or separated participants receiving benefits2016-01-01110
Number of other retired or separated participants entitled to future benefits2016-01-0157
Total of all active and inactive participants2016-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0110
Total participants2016-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NATIONAL WESTERN LIFE INSURANCE COMPANY PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01286
Total number of active participants reported on line 7a of the Form 55002015-01-01108
Number of retired or separated participants receiving benefits2015-01-01105
Number of other retired or separated participants entitled to future benefits2015-01-0160
Total of all active and inactive participants2015-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-018
Total participants2015-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NATIONAL WESTERN LIFE INSURANCE COMPANY PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01291
Total number of active participants reported on line 7a of the Form 55002014-01-01118
Number of retired or separated participants receiving benefits2014-01-01101
Number of other retired or separated participants entitled to future benefits2014-01-0159
Total of all active and inactive participants2014-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-018
Total participants2014-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NATIONAL WESTERN LIFE INSURANCE COMPANY PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01296
Total number of active participants reported on line 7a of the Form 55002013-01-01131
Number of retired or separated participants receiving benefits2013-01-0196
Number of other retired or separated participants entitled to future benefits2013-01-0156
Total of all active and inactive participants2013-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-018
Total participants2013-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NATIONAL WESTERN LIFE INSURANCE COMPANY PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01300
Total number of active participants reported on line 7a of the Form 55002012-01-01139
Number of retired or separated participants receiving benefits2012-01-0199
Number of other retired or separated participants entitled to future benefits2012-01-0152
Total of all active and inactive participants2012-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NATIONAL WESTERN LIFE INSURANCE COMPANY PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01305
Total number of active participants reported on line 7a of the Form 55002011-01-01152
Number of retired or separated participants receiving benefits2011-01-0193
Number of other retired or separated participants entitled to future benefits2011-01-0149
Total of all active and inactive participants2011-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-016
Total participants2011-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: NATIONAL WESTERN LIFE INSURANCE COMPANY PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01334
Total number of active participants reported on line 7a of the Form 55002009-01-01191
Number of retired or separated participants receiving benefits2009-01-0181
Number of other retired or separated participants entitled to future benefits2009-01-0142
Total of all active and inactive participants2009-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-017
Total participants2009-01-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on NATIONAL WESTERN LIFE INSURANCE COMPANY PENSION PLAN

Measure Date Value
2022 : NATIONAL WESTERN LIFE INSURANCE COMPANY PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-4,593,122
Total unrealized appreciation/depreciation of assets2022-12-31$-4,593,122
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$0
Total income from all sources (including contributions)2022-12-31$-3,292,674
Total loss/gain on sale of assets2022-12-31$886,747
Total of all expenses incurred2022-12-31$1,688,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,574,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$18,510,111
Value of total assets at beginning of year2022-12-31$23,491,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$113,625
Total interest from all sources2022-12-31$211,391
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$202,310
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$2,838
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$56,501
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$53,061
Administrative expenses (other) incurred2022-12-31$10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,981,207
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,510,111
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$23,491,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$110,777
Income. Interest from US Government securities2022-12-31$11,332
Income. Interest from corporate debt instruments2022-12-31$184,907
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$784,511
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$849,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$849,999
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$15,152
Asset value of US Government securities at end of year2022-12-31$597,183
Asset value of US Government securities at beginning of year2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$250,000
Income. Dividends from common stock2022-12-31$202,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,574,908
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$5,430,253
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$6,429,333
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$11,641,663
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$15,908,925
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$7,442,660
Aggregate carrying amount (costs) on sale of assets2022-12-31$6,555,913
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HUGHES PITTMAN & GUPTON, LLP
Accountancy firm EIN2022-12-31561415202
2021 : NATIONAL WESTERN LIFE INSURANCE COMPANY PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,695,112
Total unrealized appreciation/depreciation of assets2021-12-31$1,695,112
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$3,640,382
Total loss/gain on sale of assets2021-12-31$1,301,007
Total of all expenses incurred2021-12-31$1,838,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,713,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$250,000
Value of total assets at end of year2021-12-31$23,491,318
Value of total assets at beginning of year2021-12-31$21,689,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$125,210
Total interest from all sources2021-12-31$182,793
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$211,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$2,938
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$53,061
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$52,882
Administrative expenses (other) incurred2021-12-31$11
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$1,802,110
Value of net assets at end of year (total assets less liabilities)2021-12-31$23,491,318
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$21,689,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$122,261
Income. Interest from corporate debt instruments2021-12-31$182,708
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$849,999
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,050,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,050,532
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$85
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$250,000
Employer contributions (assets) at end of year2021-12-31$250,000
Employer contributions (assets) at beginning of year2021-12-31$855,992
Income. Dividends from common stock2021-12-31$211,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,713,062
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$6,429,333
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$5,714,266
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$15,908,925
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$14,015,536
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$7,051,560
Aggregate carrying amount (costs) on sale of assets2021-12-31$5,750,553
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2021-12-31560574444
2020 : NATIONAL WESTERN LIFE INSURANCE COMPANY PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,654,158
Total unrealized appreciation/depreciation of assets2020-12-31$1,654,158
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$4,141,117
Total loss/gain on sale of assets2020-12-31$968,740
Total of all expenses incurred2020-12-31$1,803,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,696,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,122,986
Value of total assets at end of year2020-12-31$21,689,208
Value of total assets at beginning of year2020-12-31$19,351,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$107,207
Total interest from all sources2020-12-31$192,870
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$202,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$3,100
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$52,882
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$62,547
Administrative expenses (other) incurred2020-12-31$12
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$2,337,773
Value of net assets at end of year (total assets less liabilities)2020-12-31$21,689,208
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,351,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$104,095
Income. Interest from corporate debt instruments2020-12-31$189,427
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,050,532
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$756,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$756,781
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,122,986
Employer contributions (assets) at end of year2020-12-31$855,992
Employer contributions (assets) at beginning of year2020-12-31$839,619
Income. Dividends from common stock2020-12-31$202,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,696,137
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$5,714,266
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$5,676,539
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$14,015,536
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$12,015,949
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
Aggregate proceeds on sale of assets2020-12-31$6,744,093
Aggregate carrying amount (costs) on sale of assets2020-12-31$5,775,353
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2020-12-31560574444
2019 : NATIONAL WESTERN LIFE INSURANCE COMPANY PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,892,315
Total unrealized appreciation/depreciation of assets2019-12-31$2,892,315
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$4,344,347
Total loss/gain on sale of assets2019-12-31$120,352
Total of all expenses incurred2019-12-31$1,684,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,581,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$885,969
Value of total assets at end of year2019-12-31$19,351,435
Value of total assets at beginning of year2019-12-31$16,691,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$102,511
Total interest from all sources2019-12-31$278,376
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$167,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$3,012
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$62,547
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$65,463
Administrative expenses (other) incurred2019-12-31$4
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$2,659,854
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,351,435
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,691,581
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
Investment advisory and management fees2019-12-31$99,495
Income. Interest from corporate debt instruments2019-12-31$250,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$756,781
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$208,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$208,401
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$28,211
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$13
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$885,969
Employer contributions (assets) at end of year2019-12-31$839,619
Employer contributions (assets) at beginning of year2019-12-31$522,892
Income. Dividends from common stock2019-12-31$167,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,581,982
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$5,676,539
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$5,803,746
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$12,015,949
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$10,091,066
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
Aggregate proceeds on sale of assets2019-12-31$4,205,671
Aggregate carrying amount (costs) on sale of assets2019-12-31$4,085,319
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2019-12-31560574444
2018 : NATIONAL WESTERN LIFE INSURANCE COMPANY PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-2,127,122
Total unrealized appreciation/depreciation of assets2018-12-31$-2,127,122
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$258,856
Total loss/gain on sale of assets2018-12-31$1,360,239
Total of all expenses incurred2018-12-31$2,937,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,828,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$564,607
Value of total assets at end of year2018-12-31$16,691,581
Value of total assets at beginning of year2018-12-31$19,370,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$108,479
Total interest from all sources2018-12-31$183,184
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$277,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$2,896
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$65,463
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$70,527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,678,477
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,691,581
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$19,370,058
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
Investment advisory and management fees2018-12-31$105,583
Income. Interest from US Government securities2018-12-31$1
Income. Interest from corporate debt instruments2018-12-31$173,965
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$208,401
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$591,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$591,036
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$9,218
Asset value of US Government securities at end of year2018-12-31$13
Asset value of US Government securities at beginning of year2018-12-31$26
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$564,607
Employer contributions (assets) at end of year2018-12-31$522,892
Employer contributions (assets) at beginning of year2018-12-31$58,229
Income. Dividends from common stock2018-12-31$277,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,828,854
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$5,803,746
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$6,370,630
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$10,091,066
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$12,279,610
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
Aggregate proceeds on sale of assets2018-12-31$6,006,558
Aggregate carrying amount (costs) on sale of assets2018-12-31$4,646,319
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 name2018-12-31PMB HELIN DONOVAN, LLP
Accountancy firm EIN2018-12-31743001153
2017 : NATIONAL WESTERN LIFE INSURANCE COMPANY PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,484,108
Total unrealized appreciation/depreciation of assets2017-12-31$1,484,108
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,714,301
Total loss/gain on sale of assets2017-12-31$601,761
Total of all expenses incurred2017-12-31$1,623,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,514,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$163,880
Value of total assets at end of year2017-12-31$19,370,058
Value of total assets at beginning of year2017-12-31$18,278,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$108,201
Total interest from all sources2017-12-31$217,755
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$246,797
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$2,862
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$70,527
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$64,366
Administrative expenses (other) incurred2017-12-31$21
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$1,091,123
Value of net assets at end of year (total assets less liabilities)2017-12-31$19,370,058
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,278,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$105,318
Income. Interest from US Government securities2017-12-31$3
Income. Interest from corporate debt instruments2017-12-31$209,888
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$591,036
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,214,214
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,214,214
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$7,864
Asset value of US Government securities at end of year2017-12-31$26
Asset value of US Government securities at beginning of year2017-12-31$56
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$163,880
Employer contributions (assets) at end of year2017-12-31$58,229
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from common stock2017-12-31$246,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,514,977
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$6,370,630
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$5,669,776
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$12,279,610
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$11,330,523
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$4,119,636
Aggregate carrying amount (costs) on sale of assets2017-12-31$3,517,875
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 name2017-12-31PMB HELIN DONOVAN, LLP
Accountancy firm EIN2017-12-31743001153
2016 : NATIONAL WESTERN LIFE INSURANCE COMPANY PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$732,691
Total unrealized appreciation/depreciation of assets2016-12-31$732,691
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$1,751,026
Total loss/gain on sale of assets2016-12-31$393,483
Total of all expenses incurred2016-12-31$1,587,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,482,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$146,984
Value of total assets at end of year2016-12-31$18,278,935
Value of total assets at beginning of year2016-12-31$18,115,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$104,805
Total interest from all sources2016-12-31$212,662
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$265,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$2,742
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$64,366
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$73,257
Administrative expenses (other) incurred2016-12-31$113
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$163,505
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,278,935
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,115,430
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$101,950
Income. Interest from US Government securities2016-12-31$6
Income. Interest from corporate debt instruments2016-12-31$211,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,214,214
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$638,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$638,162
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,161
Asset value of US Government securities at end of year2016-12-31$56
Asset value of US Government securities at beginning of year2016-12-31$100
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$146,984
Income. Dividends from common stock2016-12-31$265,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,482,716
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$5,669,776
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$6,271,309
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$11,330,523
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$11,132,602
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
Aggregate proceeds on sale of assets2016-12-31$3,547,864
Aggregate carrying amount (costs) on sale of assets2016-12-31$3,154,381
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PMB HELIN DONOVAN, LLP
Accountancy firm EIN2016-12-31743001153
2015 : NATIONAL WESTERN LIFE INSURANCE COMPANY PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,274,916
Total unrealized appreciation/depreciation of assets2015-12-31$-1,274,916
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$489,717
Total income from all sources (including contributions)2015-12-31$-26,704
Total loss/gain on sale of assets2015-12-31$635,455
Total of all expenses incurred2015-12-31$1,513,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,413,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$18,115,430
Value of total assets at beginning of year2015-12-31$20,145,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$100,035
Total interest from all sources2015-12-31$226,423
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$386,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$2,606
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$73,257
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$86,504
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$489,717
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,540,639
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,115,430
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,656,069
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
Investment advisory and management fees2015-12-31$97,429
Income. Interest from US Government securities2015-12-31$11
Income. Interest from corporate debt instruments2015-12-31$225,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$638,162
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,091,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,091,171
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$551
Asset value of US Government securities at end of year2015-12-31$100
Asset value of US Government securities at beginning of year2015-12-31$150
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
Income. Dividends from common stock2015-12-31$386,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,413,900
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$6,271,309
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$6,303,881
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$11,132,602
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$12,664,080
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
Aggregate proceeds on sale of assets2015-12-31$4,641,364
Aggregate carrying amount (costs) on sale of assets2015-12-31$4,005,909
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 name2015-12-31PMB HELIN DONOVAN, LLP
Accountancy firm EIN2015-12-31743001153
2014 : NATIONAL WESTERN LIFE INSURANCE COMPANY PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$306,200
Total unrealized appreciation/depreciation of assets2014-12-31$306,200
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$489,717
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$1,897,234
Total loss/gain on sale of assets2014-12-31$1,093,213
Total of all expenses incurred2014-12-31$1,482,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,332,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$20,145,786
Value of total assets at beginning of year2014-12-31$19,241,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$150,742
Total interest from all sources2014-12-31$229,076
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$268,745
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$2,526
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$86,504
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$68,267
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$489,717
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$39,543
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$414,413
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,656,069
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,241,656
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
Investment advisory and management fees2014-12-31$108,673
Income. Interest from US Government securities2014-12-31$13
Income. Interest from corporate debt instruments2014-12-31$229,035
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,091,171
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$147,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$147,914
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$28
Asset value of US Government securities at end of year2014-12-31$150
Asset value of US Government securities at beginning of year2014-12-31$194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$333,441
Income. Dividends from common stock2014-12-31$268,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,332,079
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$6,303,881
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$5,406,384
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$12,664,080
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$13,285,456
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
Aggregate proceeds on sale of assets2014-12-31$4,262,891
Aggregate carrying amount (costs) on sale of assets2014-12-31$3,169,678
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 name2014-12-31PMB HELIN DONOVAN, LLP
Accountancy firm EIN2014-12-31743001153
2013 : NATIONAL WESTERN LIFE INSURANCE COMPANY PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2,557,451
Total unrealized appreciation/depreciation of assets2013-12-31$2,557,451
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$3,871,135
Total loss/gain on sale of assets2013-12-31$109,560
Total of all expenses incurred2013-12-31$1,496,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,323,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$731,061
Value of total assets at end of year2013-12-31$19,241,656
Value of total assets at beginning of year2013-12-31$16,866,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$173,343
Total interest from all sources2013-12-31$208,167
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$264,896
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$2,304
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$68,267
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$65,957
Administrative expenses (other) incurred2013-12-31$69,654
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$2,374,718
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,241,656
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$16,866,938
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
Investment advisory and management fees2013-12-31$101,385
Income. Interest from US Government securities2013-12-31$452
Income. Interest from corporate debt instruments2013-12-31$207,643
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$147,914
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$819,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$819,825
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$72
Asset value of US Government securities at end of year2013-12-31$194
Asset value of US Government securities at beginning of year2013-12-31$403,342
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$731,061
Employer contributions (assets) at end of year2013-12-31$333,441
Employer contributions (assets) at beginning of year2013-12-31$53,150
Income. Dividends from common stock2013-12-31$264,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,323,074
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$5,406,384
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$5,424,005
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$13,285,456
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$10,100,659
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
Aggregate proceeds on sale of assets2013-12-31$3,523,947
Aggregate carrying amount (costs) on sale of assets2013-12-31$3,414,387
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 name2013-12-31PMB HELIN DONOVAN, LLP
Accountancy firm EIN2013-12-31743001153
2012 : NATIONAL WESTERN LIFE INSURANCE COMPANY PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,222,659
Total unrealized appreciation/depreciation of assets2012-12-31$1,222,659
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$2,227,046
Total loss/gain on sale of assets2012-12-31$3,205
Total of all expenses incurred2012-12-31$1,451,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,289,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$551,636
Value of total assets at end of year2012-12-31$16,866,938
Value of total assets at beginning of year2012-12-31$16,091,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$162,009
Total interest from all sources2012-12-31$209,586
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$239,960
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$10,086
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$65,957
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$65,211
Administrative expenses (other) incurred2012-12-31$57,750
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$775,051
Value of net assets at end of year (total assets less liabilities)2012-12-31$16,866,938
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$16,091,887
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$94,173
Income. Interest from US Government securities2012-12-31$28,695
Income. Interest from corporate debt instruments2012-12-31$180,529
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$819,825
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,613,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,613,675
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$362
Asset value of US Government securities at end of year2012-12-31$403,342
Asset value of US Government securities at beginning of year2012-12-31$1,692,140
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$551,636
Employer contributions (assets) at end of year2012-12-31$53,150
Employer contributions (assets) at beginning of year2012-12-31$403,582
Income. Dividends from common stock2012-12-31$239,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,289,986
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$5,424,005
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$3,369,688
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$10,100,659
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$8,947,591
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
Aggregate proceeds on sale of assets2012-12-31$4,853,142
Aggregate carrying amount (costs) on sale of assets2012-12-31$4,849,937
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PMB HELIN DONOVAN, LLP
Accountancy firm EIN2012-12-31743001153
2011 : NATIONAL WESTERN LIFE INSURANCE COMPANY PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-395,027
Total unrealized appreciation/depreciation of assets2011-12-31$-395,027
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$39,342
Total income from all sources (including contributions)2011-12-31$1,183,793
Total loss/gain on sale of assets2011-12-31$386,445
Total of all expenses incurred2011-12-31$1,341,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,187,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$707,998
Value of total assets at end of year2011-12-31$16,091,887
Value of total assets at beginning of year2011-12-31$16,289,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$154,016
Total interest from all sources2011-12-31$261,189
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$223,188
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$27,876
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$65,211
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$55,338
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$39,342
Administrative expenses (other) incurred2011-12-31$34,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-157,878
Value of net assets at end of year (total assets less liabilities)2011-12-31$16,091,887
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$16,249,765
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
Investment advisory and management fees2011-12-31$91,264
Income. Interest from US Government securities2011-12-31$86,806
Income. Interest from corporate debt instruments2011-12-31$174,273
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,613,675
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$894,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$894,336
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$110
Asset value of US Government securities at end of year2011-12-31$1,692,140
Asset value of US Government securities at beginning of year2011-12-31$3,381,545
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$707,998
Employer contributions (assets) at end of year2011-12-31$403,582
Employer contributions (assets) at beginning of year2011-12-31$153,357
Income. Dividends from common stock2011-12-31$223,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,187,655
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$3,369,688
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$1,736,638
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$8,947,591
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$10,067,893
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
Aggregate proceeds on sale of assets2011-12-31$6,097,164
Aggregate carrying amount (costs) on sale of assets2011-12-31$5,710,719
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 name2011-12-31PMB HELIN DONOVAN, LLP
Accountancy firm EIN2011-12-31743001153
2010 : NATIONAL WESTERN LIFE INSURANCE COMPANY PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$979,605
Total unrealized appreciation/depreciation of assets2010-12-31$979,605
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$39,342
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$2,163,012
Total loss/gain on sale of assets2010-12-31$339,883
Total of all expenses incurred2010-12-31$1,281,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,128,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$427,332
Value of total assets at end of year2010-12-31$16,289,107
Value of total assets at beginning of year2010-12-31$15,368,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$153,150
Total interest from all sources2010-12-31$205,795
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$210,397
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$25,605
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$55,338
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$62,242
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$39,342
Administrative expenses (other) incurred2010-12-31$39,360
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$881,036
Value of net assets at end of year (total assets less liabilities)2010-12-31$16,249,765
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,368,729
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
Investment advisory and management fees2010-12-31$88,185
Income. Interest from US Government securities2010-12-31$133,458
Income. Interest from corporate debt instruments2010-12-31$72,155
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$894,336
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,322,819
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,322,819
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$182
Asset value of US Government securities at end of year2010-12-31$3,381,545
Asset value of US Government securities at beginning of year2010-12-31$3,561,437
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$427,332
Employer contributions (assets) at end of year2010-12-31$153,357
Employer contributions (assets) at beginning of year2010-12-31$297,176
Income. Dividends from common stock2010-12-31$210,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,128,826
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$1,736,638
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$1,349,914
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$10,067,893
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$8,775,141
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
Aggregate proceeds on sale of assets2010-12-31$7,080,423
Aggregate carrying amount (costs) on sale of assets2010-12-31$6,740,540
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 name2010-12-31PMB HELIN DONOVAN, LLP
Accountancy firm EIN2010-12-31743001153
2009 : NATIONAL WESTERN LIFE INSURANCE COMPANY PENSION 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 NATIONAL WESTERN LIFE INSURANCE COMPANY PENSION PLAN

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

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