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403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 401k Plan overview

Plan Name403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION
Plan identification number 001

403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 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(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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

JEFFERSON HILLS CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:JEFFERSON HILLS CORPORATION
Employer identification number (EIN):841241983
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about JEFFERSON HILLS CORPORATION

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1993-09-07
Company Identification Number: 19931093247
Legal Registered Office Address: 421 ZANG ST

Lakewood
United States of America (USA)
80228

More information about JEFFERSON HILLS CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KAREN YARBERRY
0012016-01-01KAREN YARBERRY KAREN YARBERRY2017-09-08
0012015-01-01KAREN YARBERRY KAREN YARBERRY2016-10-14
0012014-01-01KAREN YARBERRY KAREN YARBERRY2015-10-05
0012013-01-01KAREN YARBERRY
0012012-01-01KAREN YARBERRY
0012011-01-01KAREN YARBERRY
0012010-01-01KAREN O. YARBERRY KAREN O. YARBERRY2011-10-17
0012009-01-01KAREN O. YARBERRY KAREN O. YARBERRY2010-10-15

Plan Statistics for 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION

401k plan membership statisitcs for 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION

Measure Date Value
2022: 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 2022 401k membership
Total participants, beginning-of-year2022-01-01770
Total number of active participants reported on line 7a of the Form 55002022-01-01110
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-01653
Total of all active and inactive participants2022-01-01767
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01767
Number of participants with account balances2022-01-01731
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 2021 401k membership
Total participants, beginning-of-year2021-01-01769
Total number of active participants reported on line 7a of the Form 55002021-01-01108
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-01656
Total of all active and inactive participants2021-01-01770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01770
Number of participants with account balances2021-01-01734
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-019
2020: 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 2020 401k membership
Total participants, beginning-of-year2020-01-01822
Total number of active participants reported on line 7a of the Form 55002020-01-0181
Number of retired or separated participants receiving benefits2020-01-0135
Number of other retired or separated participants entitled to future benefits2020-01-01653
Total of all active and inactive participants2020-01-01769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01769
Number of participants with account balances2020-01-01769
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0137
2019: 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 2019 401k membership
Total participants, beginning-of-year2019-01-01831
Total number of active participants reported on line 7a of the Form 55002019-01-01150
Number of other retired or separated participants entitled to future benefits2019-01-01671
Total of all active and inactive participants2019-01-01821
Total participants2019-01-01821
Number of participants with account balances2019-01-01776
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0154
2018: 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 2018 401k membership
Total participants, beginning-of-year2018-01-01771
Total number of active participants reported on line 7a of the Form 55002018-01-01233
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01591
Total of all active and inactive participants2018-01-01824
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01824
Number of participants with account balances2018-01-01752
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0126
2017: 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 2017 401k membership
Total participants, beginning-of-year2017-01-01708
Total number of active participants reported on line 7a of the Form 55002017-01-01200
Number of other retired or separated participants entitled to future benefits2017-01-01529
Total of all active and inactive participants2017-01-01729
Total participants2017-01-01729
Number of participants with account balances2017-01-01691
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0144
2016: 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 2016 401k membership
Total participants, beginning-of-year2016-01-01637
Total number of active participants reported on line 7a of the Form 55002016-01-01264
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01455
Total of all active and inactive participants2016-01-01719
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01719
Number of participants with account balances2016-01-01632
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0149
2015: 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 2015 401k membership
Total participants, beginning-of-year2015-01-01595
Total number of active participants reported on line 7a of the Form 55002015-01-01275
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01404
Total of all active and inactive participants2015-01-01679
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01679
Number of participants with account balances2015-01-01597
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0157
2014: 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 2014 401k membership
Total participants, beginning-of-year2014-01-01499
Total number of active participants reported on line 7a of the Form 55002014-01-01249
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01143
Total of all active and inactive participants2014-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01392
Number of participants with account balances2014-01-01375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 2013 401k membership
Total participants, beginning-of-year2013-01-01439
Total number of active participants reported on line 7a of the Form 55002013-01-01216
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0141
Total of all active and inactive participants2013-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01257
Number of participants with account balances2013-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110
2012: 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 2012 401k membership
Total participants, beginning-of-year2012-01-01474
Total number of active participants reported on line 7a of the Form 55002012-01-01178
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0130
Total of all active and inactive participants2012-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01208
Number of participants with account balances2012-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0140
2011: 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 2011 401k membership
Total participants, beginning-of-year2011-01-01477
Total number of active participants reported on line 7a of the Form 55002011-01-01159
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01315
Total of all active and inactive participants2011-01-01474
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01474
Number of participants with account balances2011-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111
2010: 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 2010 401k membership
Total participants, beginning-of-year2010-01-01329
Total number of active participants reported on line 7a of the Form 55002010-01-01139
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01243
Total of all active and inactive participants2010-01-01382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01382
Number of participants with account balances2010-01-01323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 2009 401k membership
Total participants, beginning-of-year2009-01-01353
Total number of active participants reported on line 7a of the Form 55002009-01-0195
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01234
Total of all active and inactive participants2009-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01329
Number of participants with account balances2009-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0160

Financial Data on 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION

Measure Date Value
2022 : 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-461,959
Total of all expenses incurred2022-12-31$331,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$319,077
Value of total corrective distributions2022-12-31$6
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$263,260
Value of total assets at end of year2022-12-31$4,654,286
Value of total assets at beginning of year2022-12-31$5,447,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$12,550
Total interest from all sources2022-12-31$15,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$185,061
Participant contributions at end of year2022-12-31$37,928
Participant contributions at beginning of year2022-12-31$58,903
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$22,809
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-793,592
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,654,286
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,447,878
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,896,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,641,201
Interest on participant loans2022-12-31$516
Interest earned on other investments2022-12-31$14,523
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$720,010
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$747,774
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$15,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-740,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$55,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$303,344
Contract administrator fees2022-12-31$12,550
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$886,176
Total of all expenses incurred2021-12-31$457,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$437,207
Expenses. Certain deemed distributions of participant loans2021-12-31$2,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$267,576
Value of total assets at end of year2021-12-31$5,447,878
Value of total assets at beginning of year2021-12-31$5,019,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$17,950
Total interest from all sources2021-12-31$14,793
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$174,433
Participant contributions at end of year2021-12-31$58,903
Participant contributions at beginning of year2021-12-31$80,071
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$428,721
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,447,878
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,019,157
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,641,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,338,012
Interest on participant loans2021-12-31$912
Interest earned on other investments2021-12-31$13,881
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$747,774
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$601,074
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$10,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$603,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$93,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$426,705
Contract administrator fees2021-12-31$17,950
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$811,684
Total of all expenses incurred2020-12-31$744,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$727,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$340,513
Value of total assets at end of year2020-12-31$5,019,157
Value of total assets at beginning of year2020-12-31$4,952,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$17,181
Total interest from all sources2020-12-31$14,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$243,294
Participant contributions at end of year2020-12-31$80,071
Participant contributions at beginning of year2020-12-31$94,283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$66,731
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,019,157
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,952,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,338,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,268,467
Interest earned on other investments2020-12-31$14,491
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$601,074
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$589,676
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$96,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$456,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$97,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$631,168
Contract administrator fees2020-12-31$17,181
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,460,687
Total of all expenses incurred2019-12-31$866,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$848,928
Expenses. Certain deemed distributions of participant loans2019-12-31$33
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$673,399
Value of total assets at end of year2019-12-31$4,952,426
Value of total assets at beginning of year2019-12-31$4,358,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$17,635
Total interest from all sources2019-12-31$16,464
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$386,561
Participant contributions at end of year2019-12-31$94,283
Participant contributions at beginning of year2019-12-31$111,712
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$154,719
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$594,091
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,952,426
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,358,335
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,268,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,589,633
Interest on participant loans2019-12-31$2,746
Interest earned on other investments2019-12-31$13,718
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$589,676
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$656,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$770,824
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$132,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$848,928
Contract administrator fees2019-12-31$17,635
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$203,469
Total of all expenses incurred2018-12-31$358,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$317,195
Expenses. Certain deemed distributions of participant loans2018-12-31$5,461
Value of total corrective distributions2018-12-31$19,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$571,931
Value of total assets at end of year2018-12-31$4,358,335
Value of total assets at beginning of year2018-12-31$4,513,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$16,639
Total interest from all sources2018-12-31$17,825
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$428,619
Participant contributions at end of year2018-12-31$111,712
Participant contributions at beginning of year2018-12-31$173,319
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$14,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-155,071
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,358,335
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,513,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,589,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,749,301
Interest on participant loans2018-12-31$3,628
Interest earned on other investments2018-12-31$14,197
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$656,990
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$590,786
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-386,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$128,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$317,195
Contract administrator fees2018-12-31$16,639
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,147,261
Total of all expenses incurred2017-12-31$304,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$286,450
Expenses. Certain deemed distributions of participant loans2017-12-31$3,488
Value of total corrective distributions2017-12-31$393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$599,378
Value of total assets at end of year2017-12-31$4,513,406
Value of total assets at beginning of year2017-12-31$3,670,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$14,155
Total interest from all sources2017-12-31$16,247
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$417,865
Participant contributions at end of year2017-12-31$173,319
Participant contributions at beginning of year2017-12-31$159,149
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$12,930
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$842,775
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,513,406
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,670,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,749,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,016,922
Interest on participant loans2017-12-31$4,502
Interest earned on other investments2017-12-31$11,745
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$590,786
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$494,560
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$531,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$168,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$286,450
Contract administrator fees2017-12-31$14,155
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$888,389
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$242,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$231,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$624,352
Value of total assets at end of year2016-12-31$3,670,631
Value of total assets at beginning of year2016-12-31$3,025,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,448
Total interest from all sources2016-12-31$14,517
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$394,251
Participant contributions at end of year2016-12-31$159,149
Participant contributions at beginning of year2016-12-31$98,100
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$73,428
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$645,560
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,670,631
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,025,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,016,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,466,326
Interest on participant loans2016-12-31$3,763
Interest earned on other investments2016-12-31$10,754
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$494,560
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$460,645
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$249,520
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$156,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$231,381
Contract administrator fees2016-12-31$11,448
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$542,992
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$323,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$314,499
Expenses. Certain deemed distributions of participant loans2015-12-31$-157
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$587,455
Value of total assets at end of year2015-12-31$3,025,071
Value of total assets at beginning of year2015-12-31$2,805,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,496
Total interest from all sources2015-12-31$13,472
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$311,640
Participant contributions at end of year2015-12-31$98,100
Participant contributions at beginning of year2015-12-31$66,741
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$151,896
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$219,154
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,025,071
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,805,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,466,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,236,874
Interest on participant loans2015-12-31$1,892
Interest earned on other investments2015-12-31$11,580
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$460,645
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$502,302
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-57,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$123,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$314,499
Contract administrator fees2015-12-31$9,496
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$581,803
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$218,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$207,993
Expenses. Certain deemed distributions of participant loans2014-12-31$2,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$484,367
Value of total assets at end of year2014-12-31$2,805,917
Value of total assets at beginning of year2014-12-31$2,442,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,995
Total interest from all sources2014-12-31$13,931
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$255,094
Participant contributions at end of year2014-12-31$66,741
Participant contributions at beginning of year2014-12-31$45,369
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$100,483
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$362,934
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,805,917
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,442,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,236,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,946,415
Interest on participant loans2014-12-31$1,199
Interest earned on other investments2014-12-31$12,732
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$502,302
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$451,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$83,505
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$128,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$207,993
Contract administrator fees2014-12-31$7,995
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$645,859
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$95,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$85,679
Expenses. Certain deemed distributions of participant loans2013-12-31$1,791
Value of total corrective distributions2013-12-31$1,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$335,143
Value of total assets at end of year2013-12-31$2,442,983
Value of total assets at beginning of year2013-12-31$1,892,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,214
Total interest from all sources2013-12-31$11,729
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
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$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$217,460
Participant contributions at end of year2013-12-31$45,369
Participant contributions at beginning of year2013-12-31$28,962
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$11,422
Administrative expenses (other) incurred2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$550,833
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,442,983
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,892,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,946,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,481,605
Interest on participant loans2013-12-31$959
Interest earned on other investments2013-12-31$10,770
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$451,199
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$381,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$298,987
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$106,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$85,679
Contract administrator fees2013-12-31$6,214
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$453,408
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$375,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$369,877
Expenses. Certain deemed distributions of participant loans2012-12-31$664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$263,076
Value of total assets at end of year2012-12-31$1,892,150
Value of total assets at beginning of year2012-12-31$1,814,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,866
Total interest from all sources2012-12-31$10,712
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$160,807
Participant contributions at end of year2012-12-31$28,962
Participant contributions at beginning of year2012-12-31$17,564
Participant contributions at beginning of year2012-12-31$5,814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$78,001
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,892,150
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,814,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,481,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,378,213
Interest on participant loans2012-12-31$639
Interest earned on other investments2012-12-31$10,073
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$381,583
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$408,902
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$179,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$102,269
Employer contributions (assets) at beginning of year2012-12-31$3,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$369,877
Contract administrator fees2012-12-31$4,866
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$163,404
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$360,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$353,697
Expenses. Certain deemed distributions of participant loans2011-12-31$1,980
Value of total corrective distributions2011-12-31$948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$197,924
Value of total assets at end of year2011-12-31$1,814,149
Value of total assets at beginning of year2011-12-31$2,011,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,247
Total interest from all sources2011-12-31$11,889
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$130,119
Participant contributions at end of year2011-12-31$17,564
Participant contributions at beginning of year2011-12-31$16,748
Participant contributions at end of year2011-12-31$5,814
Participant contributions at beginning of year2011-12-31$3,483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-197,468
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,814,149
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,011,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,378,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,710,859
Interest on participant loans2011-12-31$590
Interest earned on other investments2011-12-31$11,299
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$408,902
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$277,728
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-46,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$67,805
Employer contributions (assets) at end of year2011-12-31$3,656
Employer contributions (assets) at beginning of year2011-12-31$2,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$353,697
Contract administrator fees2011-12-31$4,247
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
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 name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 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$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$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$448,081
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$313,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$280,448
Expenses. Certain deemed distributions of participant loans2010-12-31$30,167
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$238,192
Value of total assets at end of year2010-12-31$2,011,617
Value of total assets at beginning of year2010-12-31$1,876,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,520
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$13,480
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
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$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31No
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$94,884
Participant contributions at end of year2010-12-31$16,748
Participant contributions at beginning of year2010-12-31$51,051
Participant contributions at end of year2010-12-31$3,483
Participant contributions at beginning of year2010-12-31$5,701
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$75,202
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$134,946
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,011,617
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,876,671
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
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$2,520
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,710,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,583,729
Interest on participant loans2010-12-31$2,101
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$11,379
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
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$277,728
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$231,713
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$196,409
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 beginning of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$68,106
Employer contributions (assets) at end of year2010-12-31$2,799
Employer contributions (assets) at beginning of year2010-12-31$4,477
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$280,448
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$0
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
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
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$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
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 name2010-12-31BKD,LLP
Accountancy firm EIN2010-12-31440160260
2009 : 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 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 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION

2022: 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 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: 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 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: 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 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 benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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 benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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 benefit arrangement – InsuranceYes
2010: 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 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 benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN OF JEFFERSON HILLS CORPORATION 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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number52124
Policy instance 1
Insurance contract or identification number52124
Number of Individuals Covered773
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $3,776
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,398
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016494-J
Policy instance 1
Insurance contract or identification number016494-J
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number52124
Policy instance 2
Insurance contract or identification number52124
Number of Individuals Covered775
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $3,283
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,820
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number52124
Policy instance 2
Insurance contract or identification number52124
Number of Individuals Covered786
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $5,473
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,925
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016494-J
Policy instance 1
Insurance contract or identification number016494-J
Number of Individuals Covered9
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number52124
Policy instance 2
Insurance contract or identification number52124
Number of Individuals Covered780
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $14,388
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,169
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016494-J
Policy instance 1
Insurance contract or identification number016494-J
Number of Individuals Covered9
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number52124
Policy instance 2
Insurance contract or identification number52124
Number of Individuals Covered756
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $11,632
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,102
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016494-J
Policy instance 1
Insurance contract or identification number016494-J
Number of Individuals Covered9
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016494-J
Policy instance 1
Insurance contract or identification number016494-J
Number of Individuals Covered9
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number52124
Policy instance 2
Insurance contract or identification number52124
Number of Individuals Covered695
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $12,112
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,257
Insurance broker organization code?3
Insurance broker nameBARRETTE,JAMES
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number52124
Policy instance 2
Insurance contract or identification number52124
Number of Individuals Covered567
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $13,680
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,570
Insurance broker organization code?3
Insurance broker nameOVERMAN, AVA R
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016494-J
Policy instance 1
Insurance contract or identification number016494-J
Number of Individuals Covered10
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016494-J
Policy instance 2
Insurance contract or identification number016494-J
Number of Individuals Covered10
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number52124
Policy instance 1
Insurance contract or identification number52124
Number of Individuals Covered470
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $9,173
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,097
Insurance broker organization code?3
Insurance broker nameANDES, ALLEN D
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016494-J
Policy instance 2
Insurance contract or identification number016494-J
Number of Individuals Covered9
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number52124
Policy instance 1
Insurance contract or identification number52124
Number of Individuals Covered421
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $8,194
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,322
Insurance broker organization code?3
Insurance broker nameOVERMAN, AVA R
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016494-J
Policy instance 2
Insurance contract or identification number016494-J
Number of Individuals Covered9
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number52124
Policy instance 1
Insurance contract or identification number52124
Number of Individuals Covered378
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,741
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,913
Insurance broker organization code?3
Insurance broker nameDUNN, MARK J
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016494-J
Policy instance 1
Insurance contract or identification number016494-J
Number of Individuals Covered9
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number52124
Policy instance 2
Insurance contract or identification number52124
Number of Individuals Covered325
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,407
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016494
Policy instance 2
Insurance contract or identification number016494
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number52124
Policy instance 1
Insurance contract or identification number52124
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,271
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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