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GREAT-WEST LIFE & ANN INS CO STAFF & AGENTS SAVINGS PLAN 401k Plan overview

Plan NameGREAT-WEST LIFE & ANN INS CO STAFF & AGENTS SAVINGS PLAN
Plan identification number 001

GREAT-WEST LIFE & ANN INS CO STAFF & AGENTS SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA has sponsored the creation of one or more 401k plans.

Company Name:EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
Employer identification number (EIN):840467907

Additional information about EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1957-07-16
Company Identification Number: 19871033618
Legal Registered Office Address: 8515 E Orchard Rd

Greenwood Village
United States of America (USA)
80111

More information about EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREAT-WEST LIFE & ANN INS CO STAFF & AGENTS SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01KELLEY ORTELLI
0012016-01-01KELLEY ORTELLI
0012015-01-01KELLEY ORTELLI
0012014-01-01KELLEY ORTELLI
0012014-01-01KELLEY ORTELLI
0012013-01-01CHELLE DILLABOUGH
0012012-01-01CHELLE DILLABOUGH
0012011-01-01CHELLE DILLABOUGH
0012010-01-01CHELLE DILLABOUGH
0012009-01-01CHELLE DILLABOUGH

Plan Statistics for GREAT-WEST LIFE & ANN INS CO STAFF & AGENTS SAVINGS PLAN

401k plan membership statisitcs for GREAT-WEST LIFE & ANN INS CO STAFF & AGENTS SAVINGS PLAN

Measure Date Value
2019: GREAT-WEST LIFE & ANN INS CO STAFF & AGENTS SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-017,894
Total number of active participants reported on line 7a of the Form 55002019-01-015,071
Number of retired or separated participants receiving benefits2019-01-01386
Number of other retired or separated participants entitled to future benefits2019-01-012,503
Total of all active and inactive participants2019-01-017,960
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-017,961
Number of participants with account balances2019-01-017,918
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0154
2018: GREAT-WEST LIFE & ANN INS CO STAFF & AGENTS SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-017,672
Total number of active participants reported on line 7a of the Form 55002018-01-015,129
Number of retired or separated participants receiving benefits2018-01-01350
Number of other retired or separated participants entitled to future benefits2018-01-012,407
Total of all active and inactive participants2018-01-017,886
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-017,886
Number of participants with account balances2018-01-017,829
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0187
2017: GREAT-WEST LIFE & ANN INS CO STAFF & AGENTS SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-017,852
Total number of active participants reported on line 7a of the Form 55002017-01-014,896
Number of retired or separated participants receiving benefits2017-01-01292
Number of other retired or separated participants entitled to future benefits2017-01-012,449
Total of all active and inactive participants2017-01-017,637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-017,637
Number of participants with account balances2017-01-017,492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GREAT-WEST LIFE & ANN INS CO STAFF & AGENTS SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017,576
Total number of active participants reported on line 7a of the Form 55002016-01-015,181
Number of retired or separated participants receiving benefits2016-01-01372
Number of other retired or separated participants entitled to future benefits2016-01-012,271
Total of all active and inactive participants2016-01-017,824
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0118
Total participants2016-01-017,842
Number of participants with account balances2016-01-017,697
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GREAT-WEST LIFE & ANN INS CO STAFF & AGENTS SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017,095
Total number of active participants reported on line 7a of the Form 55002015-01-014,976
Number of retired or separated participants receiving benefits2015-01-01231
Number of other retired or separated participants entitled to future benefits2015-01-012,328
Total of all active and inactive participants2015-01-017,535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0118
Total participants2015-01-017,553
Number of participants with account balances2015-01-017,347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GREAT-WEST LIFE & ANN INS CO STAFF & AGENTS SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015,750
Total number of active participants reported on line 7a of the Form 55002014-01-014,327
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012,534
Total of all active and inactive participants2014-01-016,861
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-016,861
Number of participants with account balances2014-01-016,607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GREAT-WEST LIFE & ANN INS CO STAFF & AGENTS SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015,855
Total number of active participants reported on line 7a of the Form 55002013-01-013,235
Number of retired or separated participants receiving benefits2013-01-0130
Number of other retired or separated participants entitled to future benefits2013-01-012,479
Total of all active and inactive participants2013-01-015,744
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-015,750
Number of participants with account balances2013-01-015,562
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GREAT-WEST LIFE & ANN INS CO STAFF & AGENTS SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015,806
Total number of active participants reported on line 7a of the Form 55002012-01-013,196
Number of retired or separated participants receiving benefits2012-01-01203
Number of other retired or separated participants entitled to future benefits2012-01-012,420
Total of all active and inactive participants2012-01-015,819
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-017
Total participants2012-01-015,826
Number of participants with account balances2012-01-015,624
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GREAT-WEST LIFE & ANN INS CO STAFF & AGENTS SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015,864
Total number of active participants reported on line 7a of the Form 55002011-01-013,071
Number of retired or separated participants receiving benefits2011-01-01192
Number of other retired or separated participants entitled to future benefits2011-01-012,520
Total of all active and inactive participants2011-01-015,783
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015,783
Number of participants with account balances2011-01-015,562
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: GREAT-WEST LIFE & ANN INS CO STAFF & AGENTS SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-016,075
Total number of active participants reported on line 7a of the Form 55002010-01-012,957
Number of retired or separated participants receiving benefits2010-01-01210
Number of other retired or separated participants entitled to future benefits2010-01-012,672
Total of all active and inactive participants2010-01-015,839
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-015,839
Number of participants with account balances2010-01-015,534
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: GREAT-WEST LIFE & ANN INS CO STAFF & AGENTS SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016,657
Total number of active participants reported on line 7a of the Form 55002009-01-012,936
Number of retired or separated participants receiving benefits2009-01-01156
Number of other retired or separated participants entitled to future benefits2009-01-012,964
Total of all active and inactive participants2009-01-016,056
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016,056
Number of participants with account balances2009-01-015,696
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on GREAT-WEST LIFE & ANN INS CO STAFF & AGENTS SAVINGS PLAN

Measure Date Value
2019 : GREAT-WEST LIFE & ANN INS CO STAFF & AGENTS SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$6,064,719
Total unrealized appreciation/depreciation of assets2019-12-31$6,064,719
Total transfer of assets to this plan2019-12-31$751,374
Total transfer of assets from this plan2019-12-31$9,712,129
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
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$262,966,064
Total loss/gain on sale of assets2019-12-31$481,656
Total of all expenses incurred2019-12-31$67,595,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$67,590,339
Expenses. Certain deemed distributions of participant loans2019-12-31$-27,093
Value of total corrective distributions2019-12-31$9,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$92,993,650
Value of total assets at end of year2019-12-31$997,595,434
Value of total assets at beginning of year2019-12-31$811,185,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,641
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$1,040,358
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$23,748,728
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$21,877,950
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$40,598,956
Participant contributions at end of year2019-12-31$16,118,517
Participant contributions at beginning of year2019-12-31$15,454,333
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$154,639,209
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$137,802,525
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$18,714,641
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$3,233,390
Administrative expenses (other) incurred2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$195,371,019
Value of net assets at end of year (total assets less liabilities)2019-12-31$997,595,434
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$811,185,170
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$22,641
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$503,720,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$411,247,806
Interest on participant loans2019-12-31$983,138
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$57,220
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$276,727,608
Value of interest in common/collective trusts at beginning of year2019-12-31$201,381,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,458
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,251,488
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
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$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$73,106,394
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$62,297,169
Net gain/loss from 103.12 investment entities2019-12-31$0
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
Assets. Invements in employer securities at end of year2019-12-31$32,548,914
Assets. Invements in employer securities at beginning of year2019-12-31$27,397,846
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$33,680,053
Employer contributions (assets) at end of year2019-12-31$13,835,892
Employer contributions (assets) at beginning of year2019-12-31$10,649,194
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$1,870,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$67,590,339
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
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$3,782,434
Aggregate carrying amount (costs) on sale of assets2019-12-31$3,300,778
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DELOITTE & TOUCH LLP
Accountancy firm EIN2019-12-31133891517
2018 : GREAT-WEST LIFE & ANN INS CO STAFF & AGENTS SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-9,418,577
Total unrealized appreciation/depreciation of assets2018-12-31$-9,418,577
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$33,400,395
Total loss/gain on sale of assets2018-12-31$-374,455
Total of all expenses incurred2018-12-31$54,962,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$54,848,967
Expenses. Certain deemed distributions of participant loans2018-12-31$76,388
Value of total corrective distributions2018-12-31$10,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$82,235,741
Value of total assets at end of year2018-12-31$811,185,170
Value of total assets at beginning of year2018-12-31$832,747,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$26,626
Total interest from all sources2018-12-31$862,954
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$28,938,808
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$27,117,501
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$38,714,648
Participant contributions at end of year2018-12-31$15,454,333
Participant contributions at beginning of year2018-12-31$13,761,028
Assets. Other investments not covered elsewhere at end of year2018-12-31$137,802,525
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$127,351,611
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$12,761,508
Other income not declared elsewhere2018-12-31$-716,082
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$-21,562,167
Value of net assets at end of year (total assets less liabilities)2018-12-31$811,185,170
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$832,747,337
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$26,626
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$411,247,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$438,729,657
Interest on participant loans2018-12-31$822,997
Interest earned on other investments2018-12-31$39,957
Value of interest in common/collective trusts at end of year2018-12-31$201,381,978
Value of interest in common/collective trusts at beginning of year2018-12-31$191,730,310
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,251,488
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$15,079,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-56,412,175
Net investment gain or loss from common/collective trusts2018-12-31$-11,715,819
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
Assets. Invements in employer securities at end of year2018-12-31$27,397,846
Assets. Invements in employer securities at beginning of year2018-12-31$37,771,714
Contributions received in cash from employer2018-12-31$30,759,585
Employer contributions (assets) at end of year2018-12-31$10,649,194
Employer contributions (assets) at beginning of year2018-12-31$8,323,197
Income. Dividends from common stock2018-12-31$1,821,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$54,848,967
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$3,066,518
Aggregate carrying amount (costs) on sale of assets2018-12-31$3,440,973
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 name2018-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2018-12-31133891517
2017 : GREAT-WEST LIFE & ANN INS CO STAFF & AGENTS SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,295,193
Total unrealized appreciation/depreciation of assets2017-12-31$2,295,193
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$48,890
Total income from all sources (including contributions)2017-12-31$180,668,645
Total loss/gain on sale of assets2017-12-31$123,459
Total of all expenses incurred2017-12-31$47,602,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$47,161,338
Expenses. Certain deemed distributions of participant loans2017-12-31$317,073
Value of total corrective distributions2017-12-31$10,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$75,170,617
Value of total assets at end of year2017-12-31$832,747,337
Value of total assets at beginning of year2017-12-31$699,729,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$113,570
Total interest from all sources2017-12-31$855,383
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$22,286,472
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$20,756,112
Administrative expenses professional fees incurred2017-12-31$52,203
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$36,520,551
Participant contributions at end of year2017-12-31$13,761,028
Participant contributions at beginning of year2017-12-31$12,665,696
Assets. Other investments not covered elsewhere at end of year2017-12-31$127,351,611
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$120,421,350
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$15,447,426
Other income not declared elsewhere2017-12-31$1,834,831
Administrative expenses (other) incurred2017-12-31$21,263
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$48,890
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$133,066,260
Value of net assets at end of year (total assets less liabilities)2017-12-31$832,747,337
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$699,681,077
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$13,965
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$438,729,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$357,164,730
Interest on participant loans2017-12-31$665,677
Interest earned on other investments2017-12-31$189,706
Value of interest in common/collective trusts at end of year2017-12-31$191,730,310
Value of interest in common/collective trusts at beginning of year2017-12-31$155,388,057
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$15,079,820
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$18,054,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$42,142,698
Net investment gain or loss from common/collective trusts2017-12-31$35,959,992
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
Assets. Invements in employer securities at end of year2017-12-31$37,771,714
Assets. Invements in employer securities at beginning of year2017-12-31$36,035,965
Contributions received in cash from employer2017-12-31$23,202,640
Employer contributions (assets) at end of year2017-12-31$8,323,197
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from common stock2017-12-31$1,530,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$47,161,338
Contract administrator fees2017-12-31$26,139
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$2,910,694
Aggregate carrying amount (costs) on sale of assets2017-12-31$2,787,235
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 name2017-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2017-12-31133891517
2016 : GREAT-WEST LIFE & ANN INS CO STAFF & AGENTS SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,788,754
Total unrealized appreciation/depreciation of assets2016-12-31$1,788,754
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$48,890
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$112,063,249
Total loss/gain on sale of assets2016-12-31$180,121
Total of all expenses incurred2016-12-31$40,194,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$39,114,726
Expenses. Certain deemed distributions of participant loans2016-12-31$106,681
Value of total corrective distributions2016-12-31$16,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$61,524,453
Value of total assets at end of year2016-12-31$699,729,967
Value of total assets at beginning of year2016-12-31$627,812,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$956,961
Total interest from all sources2016-12-31$694,724
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$14,916,769
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$13,480,244
Administrative expenses professional fees incurred2016-12-31$119,096
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$35,048,640
Participant contributions at end of year2016-12-31$12,665,696
Participant contributions at beginning of year2016-12-31$11,443,301
Assets. Other investments not covered elsewhere at end of year2016-12-31$120,421,350
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$103,110,667
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$13,426,422
Other income not declared elsewhere2016-12-31$1,285,105
Administrative expenses (other) incurred2016-12-31$22,073
Liabilities. Value of operating payables at end of year2016-12-31$48,890
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$71,868,827
Value of net assets at end of year (total assets less liabilities)2016-12-31$699,681,077
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$627,812,250
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$154,897
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$357,164,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$265,462,926
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$64,489,503
Interest on participant loans2016-12-31$592,977
Interest earned on other investments2016-12-31$101,747
Value of interest in common/collective trusts at end of year2016-12-31$155,388,057
Value of interest in common/collective trusts at beginning of year2016-12-31$125,868,399
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$18,054,169
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$23,002,639
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$16,130,965
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$15,542,358
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
Assets. Invements in employer securities at end of year2016-12-31$36,035,965
Assets. Invements in employer securities at beginning of year2016-12-31$34,434,815
Contributions received in cash from employer2016-12-31$13,049,391
Income. Dividends from common stock2016-12-31$1,436,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$39,114,726
Contract administrator fees2016-12-31$660,895
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$2,558,750
Aggregate carrying amount (costs) on sale of assets2016-12-31$2,378,629
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2016-12-31133891517
2015 : GREAT-WEST LIFE & ANN INS CO STAFF & AGENTS SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$-5,613,736
Total unrealized appreciation/depreciation of assets2015-12-31$-5,613,736
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$55,309,694
Total loss/gain on sale of assets2015-12-31$-89,966
Total of all expenses incurred2015-12-31$34,074,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$33,211,853
Expenses. Certain deemed distributions of participant loans2015-12-31$219,686
Value of total corrective distributions2015-12-31$23,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$61,776,173
Value of total assets at end of year2015-12-31$627,812,250
Value of total assets at beginning of year2015-12-31$606,577,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$620,198
Total interest from all sources2015-12-31$771,965
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$15,702,370
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$14,339,158
Administrative expenses professional fees incurred2015-12-31$7,795
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$31,212,294
Participant contributions at end of year2015-12-31$11,443,301
Participant contributions at beginning of year2015-12-31$10,969,218
Assets. Other investments not covered elsewhere at end of year2015-12-31$103,110,667
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$10,084,241
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$17,559,619
Other income not declared elsewhere2015-12-31$-181,509
Administrative expenses (other) incurred2015-12-31$22,158
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$21,234,931
Value of net assets at end of year (total assets less liabilities)2015-12-31$627,812,250
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$606,577,319
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$133,602
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$265,462,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$300,800,229
Value of interest in pooled separate accounts at end of year2015-12-31$64,489,503
Value of interest in pooled separate accounts at beginning of year2015-12-31$64,843,993
Interest on participant loans2015-12-31$550,131
Interest earned on other investments2015-12-31$221,834
Value of interest in common/collective trusts at end of year2015-12-31$125,868,399
Value of interest in common/collective trusts at beginning of year2015-12-31$151,992,752
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$23,002,639
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$28,434,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-19,416,594
Net investment gain/loss from pooled separate accounts2015-12-31$849,604
Net investment gain or loss from common/collective trusts2015-12-31$1,511,387
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
Assets. Invements in employer securities at end of year2015-12-31$34,434,815
Assets. Invements in employer securities at beginning of year2015-12-31$39,452,502
Contributions received in cash from employer2015-12-31$13,004,260
Income. Dividends from common stock2015-12-31$1,363,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$33,211,853
Contract administrator fees2015-12-31$456,643
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$1,456,074
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,546,040
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2015-12-31133891517
2014 : GREAT-WEST LIFE & ANN INS CO STAFF & AGENTS SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-2,237,033
Total unrealized appreciation/depreciation of assets2014-12-31$-2,237,033
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$73,310,782
Total loss/gain on sale of assets2014-12-31$-189,816
Total of all expenses incurred2014-12-31$34,437,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$33,914,969
Expenses. Certain deemed distributions of participant loans2014-12-31$48,580
Value of total corrective distributions2014-12-31$5,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$45,084,889
Value of total assets at end of year2014-12-31$606,577,319
Value of total assets at beginning of year2014-12-31$567,703,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$468,727
Total interest from all sources2014-12-31$764,492
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$22,891,935
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$21,369,222
Administrative expenses professional fees incurred2014-12-31$55,736
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$22,692,571
Participant contributions at end of year2014-12-31$10,969,218
Participant contributions at beginning of year2014-12-31$9,730,518
Assets. Other investments not covered elsewhere at end of year2014-12-31$10,084,241
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$9,042,497
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$14,746,715
Other income not declared elsewhere2014-12-31$1,011,628
Administrative expenses (other) incurred2014-12-31$31,894
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$38,873,346
Value of net assets at end of year (total assets less liabilities)2014-12-31$606,577,319
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$567,703,973
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$117,948
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$300,800,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$292,431,972
Value of interest in pooled separate accounts at end of year2014-12-31$64,843,993
Value of interest in pooled separate accounts at beginning of year2014-12-31$45,878,869
Interest on participant loans2014-12-31$496,355
Interest earned on other investments2014-12-31$268,137
Value of interest in common/collective trusts at end of year2014-12-31$151,992,752
Value of interest in common/collective trusts at beginning of year2014-12-31$132,497,261
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$11
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$11
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$28,434,384
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$35,687,903
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-7,714,434
Net investment gain/loss from pooled separate accounts2014-12-31$3,460,719
Net investment gain or loss from common/collective trusts2014-12-31$10,238,402
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
Assets. Invements in employer securities at end of year2014-12-31$39,452,502
Assets. Invements in employer securities at beginning of year2014-12-31$42,434,942
Contributions received in cash from employer2014-12-31$7,645,603
Income. Dividends from common stock2014-12-31$1,522,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$33,914,969
Contract administrator fees2014-12-31$263,149
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$2,799,495
Aggregate carrying amount (costs) on sale of assets2014-12-31$2,989,311
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 name2014-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2014-12-31133891517
2013 : GREAT-WEST LIFE & ANN INS CO STAFF & AGENTS SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$8,480,595
Total unrealized appreciation/depreciation of assets2013-12-31$8,480,595
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$126,981,226
Total loss/gain on sale of assets2013-12-31$759,838
Total of all expenses incurred2013-12-31$37,521,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$37,042,385
Value of total corrective distributions2013-12-31$7,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$33,457,341
Value of total assets at end of year2013-12-31$567,703,973
Value of total assets at beginning of year2013-12-31$478,244,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$471,817
Total interest from all sources2013-12-31$708,477
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$14,762,988
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$13,079,996
Administrative expenses professional fees incurred2013-12-31$49,008
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$19,983,988
Participant contributions at end of year2013-12-31$9,730,518
Participant contributions at beginning of year2013-12-31$8,835,427
Assets. Other investments not covered elsewhere at end of year2013-12-31$9,042,497
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$7,187,714
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$6,770,928
Other income not declared elsewhere2013-12-31$1,654,781
Administrative expenses (other) incurred2013-12-31$72,166
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$89,459,553
Value of net assets at end of year (total assets less liabilities)2013-12-31$567,703,973
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$478,244,420
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$94,582
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$292,431,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$193,616,264
Value of interest in pooled separate accounts at end of year2013-12-31$45,878,869
Value of interest in pooled separate accounts at beginning of year2013-12-31$87,791,586
Interest on participant loans2013-12-31$464,393
Interest earned on other investments2013-12-31$244,084
Value of interest in common/collective trusts at end of year2013-12-31$132,497,261
Value of interest in common/collective trusts at beginning of year2013-12-31$102,436,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$11
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$22
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$22
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$35,687,903
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$41,190,705
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$44,167,379
Net investment gain/loss from pooled separate accounts2013-12-31$13,524,800
Net investment gain or loss from common/collective trusts2013-12-31$9,465,027
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
Assets. Invements in employer securities at end of year2013-12-31$42,434,942
Assets. Invements in employer securities at beginning of year2013-12-31$37,186,529
Contributions received in cash from employer2013-12-31$6,702,425
Income. Dividends from common stock2013-12-31$1,682,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$37,042,385
Contract administrator fees2013-12-31$256,061
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$6,397,909
Aggregate carrying amount (costs) on sale of assets2013-12-31$5,638,071
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 name2013-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2013-12-31133891517
2012 : GREAT-WEST LIFE & ANN INS CO STAFF & AGENTS SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$6,338,160
Total unrealized appreciation/depreciation of assets2012-12-31$6,338,160
Total transfer of assets to this plan2012-12-31$7,633
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
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$90,790,461
Total loss/gain on sale of assets2012-12-31$465,085
Total of all expenses incurred2012-12-31$28,925,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$28,496,235
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$12,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$30,327,853
Value of total assets at end of year2012-12-31$478,244,420
Value of total assets at beginning of year2012-12-31$416,371,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$416,823
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$3,682,823
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$8,865,527
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$6,941,410
Administrative expenses professional fees incurred2012-12-31$76,353
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$18,659,083
Participant contributions at end of year2012-12-31$8,835,427
Participant contributions at beginning of year2012-12-31$8,455,034
Assets. Other investments not covered elsewhere at end of year2012-12-31$7,187,714
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$5,743,844
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$5,369,159
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$36,132
Other income not declared elsewhere2012-12-31$1,095,207
Administrative expenses (other) incurred2012-12-31$35,585
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
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$61,865,193
Value of net assets at end of year (total assets less liabilities)2012-12-31$478,244,420
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$416,371,594
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$71,112
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$193,616,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$152,294,730
Value of interest in pooled separate accounts at end of year2012-12-31$87,791,586
Value of interest in pooled separate accounts at beginning of year2012-12-31$80,882,447
Interest on participant loans2012-12-31$441,646
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$3,241,177
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$102,436,173
Value of interest in common/collective trusts at beginning of year2012-12-31$101,260,526
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$22
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$22,039
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$22,039
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$41,190,705
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$35,393,844
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$20,650,551
Net investment gain/loss from pooled separate accounts2012-12-31$12,759,757
Net investment gain or loss from common/collective trusts2012-12-31$6,605,498
Net gain/loss from 103.12 investment entities2012-12-31$0
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
Assets. Invements in employer securities at end of year2012-12-31$37,186,529
Assets. Invements in employer securities at beginning of year2012-12-31$32,282,998
Contributions received in cash from employer2012-12-31$6,299,611
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$1,924,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$28,496,235
Contract administrator fees2012-12-31$233,773
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$4,521,095
Aggregate carrying amount (costs) on sale of assets2012-12-31$4,056,010
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 name2012-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2012-12-31133891517
2011 : GREAT-WEST LIFE & ANN INS CO STAFF & AGENTS SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-10,165,759
Total unrealized appreciation/depreciation of assets2011-12-31$-10,165,759
Total transfer of assets to this plan2011-12-31$113,257
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$10,097,984
Total loss/gain on sale of assets2011-12-31$-215,547
Total of all expenses incurred2011-12-31$26,109,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$25,679,399
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$25,978,819
Value of total assets at end of year2011-12-31$416,371,594
Value of total assets at beginning of year2011-12-31$432,269,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$429,875
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$2,065,464
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$5,753,253
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$3,794,972
Administrative expenses professional fees incurred2011-12-31$91,790
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$17,011,299
Participant contributions at end of year2011-12-31$8,455,034
Participant contributions at beginning of year2011-12-31$7,488,044
Assets. Other investments not covered elsewhere at end of year2011-12-31$5,743,844
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$5,342,477
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,361,547
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$36,132
Other income not declared elsewhere2011-12-31$-91,517
Administrative expenses (other) incurred2011-12-31$35,476
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
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$-16,011,450
Value of net assets at end of year (total assets less liabilities)2011-12-31$416,371,594
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$432,269,787
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$60,561
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$152,294,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$162,799,541
Value of interest in pooled separate accounts at end of year2011-12-31$80,882,447
Value of interest in pooled separate accounts at beginning of year2011-12-31$82,013,023
Interest on participant loans2011-12-31$425,341
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$1,640,123
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$101,260,526
Value of interest in common/collective trusts at beginning of year2011-12-31$98,832,139
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$22,039
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$26,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$26,439
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$35,393,844
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$32,716,612
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-10,348,889
Net investment gain/loss from pooled separate accounts2011-12-31$-4,042,097
Net investment gain or loss from common/collective trusts2011-12-31$1,164,257
Net gain/loss from 103.12 investment entities2011-12-31$0
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
Assets. Invements in employer securities at end of year2011-12-31$32,282,998
Assets. Invements in employer securities at beginning of year2011-12-31$43,051,512
Contributions received in cash from employer2011-12-31$5,605,973
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$1,958,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$25,679,399
Contract administrator fees2011-12-31$242,048
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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$3,345,190
Aggregate carrying amount (costs) on sale of assets2011-12-31$3,560,737
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 name2011-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2011-12-31133891517
2010 : GREAT-WEST LIFE & ANN INS CO STAFF & AGENTS SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,512,983
Total unrealized appreciation/depreciation of assets2010-12-31$1,512,983
Total transfer of assets to this plan2010-12-31$157,443
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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$68,940,226
Total loss/gain on sale of assets2010-12-31$-41,439
Total of all expenses incurred2010-12-31$32,088,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$31,697,937
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$10,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$24,362,398
Value of total assets at end of year2010-12-31$432,269,787
Value of total assets at beginning of year2010-12-31$395,260,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$380,301
Total interest from all sources2010-12-31$1,957,002
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$5,630,369
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$3,717,925
Administrative expenses professional fees incurred2010-12-31$33,528
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$16,012,450
Participant contributions at end of year2010-12-31$7,488,044
Participant contributions at beginning of year2010-12-31$6,437,869
Assets. Other investments not covered elsewhere at end of year2010-12-31$5,342,477
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$4,553,771
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,069,785
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Other income not declared elsewhere2010-12-31$677,647
Administrative expenses (other) incurred2010-12-31$38,815
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
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$36,851,760
Value of net assets at end of year (total assets less liabilities)2010-12-31$432,269,787
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$395,260,584
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$58,623
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$162,799,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$138,134,592
Value of interest in pooled separate accounts at end of year2010-12-31$82,013,023
Value of interest in pooled separate accounts at beginning of year2010-12-31$77,785,440
Interest on participant loans2010-12-31$417,817
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$1,539,185
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$98,832,139
Value of interest in common/collective trusts at beginning of year2010-12-31$94,688,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$26,439
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$27,531
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$27,531
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$32,716,612
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$31,827,889
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$15,323,196
Net investment gain/loss from pooled separate accounts2010-12-31$10,904,800
Net investment gain or loss from common/collective trusts2010-12-31$8,613,270
Net gain/loss from 103.12 investment entities2010-12-31$0
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
Assets. Invements in employer securities at end of year2010-12-31$43,051,512
Assets. Invements in employer securities at beginning of year2010-12-31$41,804,937
Contributions received in cash from employer2010-12-31$5,280,163
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$1,912,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$31,697,937
Contract administrator fees2010-12-31$249,335
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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$3,462,796
Aggregate carrying amount (costs) on sale of assets2010-12-31$3,504,235
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 name2010-12-31DELOITTE & TOUCH LLP
Accountancy firm EIN2010-12-31133891517
2009 : GREAT-WEST LIFE & ANN INS CO STAFF & AGENTS SAVINGS 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 GREAT-WEST LIFE & ANN INS CO STAFF & AGENTS SAVINGS PLAN

2019: GREAT-WEST LIFE & ANN INS CO STAFF & AGENTS SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GREAT-WEST LIFE & ANN INS CO STAFF & AGENTS SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GREAT-WEST LIFE & ANN INS CO STAFF & AGENTS SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GREAT-WEST LIFE & ANN INS CO STAFF & AGENTS SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GREAT-WEST LIFE & ANN INS CO STAFF & AGENTS SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GREAT-WEST LIFE & ANN INS CO STAFF & AGENTS SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GREAT-WEST LIFE & ANN INS CO STAFF & AGENTS SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GREAT-WEST LIFE & ANN INS CO STAFF & AGENTS SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GREAT-WEST LIFE & ANN INS CO STAFF & AGENTS SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GREAT-WEST LIFE & ANN INS CO STAFF & AGENTS SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GREAT-WEST LIFE & ANN INS CO STAFF & AGENTS SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number99501-01
Policy instance 1
Insurance contract or identification number99501-01
Number of Individuals Covered5809
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number99501-01
Policy instance 1
Insurance contract or identification number99501-01
Number of Individuals Covered6410
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number99501-01
Policy instance 1
Insurance contract or identification number99501-01
Number of Individuals Covered6667
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number99501
Policy instance 1
Insurance contract or identification number99501
Number of Individuals Covered7175
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number99501
Policy instance 1
Insurance contract or identification number99501
Number of Individuals Covered6548
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number99501
Policy instance 1
Insurance contract or identification number99501
Number of Individuals Covered5449
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number99501
Policy instance 1
Insurance contract or identification number99501
Number of Individuals Covered5624
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number99501
Policy instance 1
Insurance contract or identification number99501
Number of Individuals Covered5562
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number99501
Policy instance 1
Insurance contract or identification number99501
Number of Individuals Covered5534
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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