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APOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN 401k Plan overview

Plan NameAPOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN
Plan identification number 001

APOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Puerto Rico Code.

401k Sponsoring company profile

APOLLO EDUCATION GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:APOLLO EDUCATION GROUP, INC.
Employer identification number (EIN):860419443
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan APOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JENNIFER HOWELL
0012016-01-01
0012015-01-01
0012014-01-01SIGNED WITH AUTHORIZED SIGNATURE
0012013-01-01SIGNED WITH AUTHORIZED SIGNATURE
0012012-01-01SIGNED WITH AUTHORIZED SIGNATURE
0012011-01-01APOLLO GROUP, INC.
0012010-01-01PATRICIA MCCANN
0012009-01-01PATRICIA MCCANN PATRICIA MCCANN2010-10-13

Plan Statistics for APOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN

401k plan membership statisitcs for APOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN

Measure Date Value
2020: APOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0116,308
Total number of active participants reported on line 7a of the Form 55002020-01-014,739
Number of retired or separated participants receiving benefits2020-01-0130
Number of other retired or separated participants entitled to future benefits2020-01-014,337
Total of all active and inactive participants2020-01-019,106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-019,107
Number of participants with account balances2020-01-019,107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: APOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0118,505
Total number of active participants reported on line 7a of the Form 55002019-01-019,491
Number of retired or separated participants receiving benefits2019-01-0130
Number of other retired or separated participants entitled to future benefits2019-01-016,777
Total of all active and inactive participants2019-01-0116,298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0116,298
Number of participants with account balances2019-01-0111,931
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: APOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0123,314
Total number of active participants reported on line 7a of the Form 55002018-01-0111,294
Number of retired or separated participants receiving benefits2018-01-0129
Number of other retired or separated participants entitled to future benefits2018-01-017,182
Total of all active and inactive participants2018-01-0118,505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0118,505
Number of participants with account balances2018-01-0112,947
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: APOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0130,842
Total number of active participants reported on line 7a of the Form 55002017-01-0115,822
Number of retired or separated participants receiving benefits2017-01-0119
Number of other retired or separated participants entitled to future benefits2017-01-017,417
Total of all active and inactive participants2017-01-0123,258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0156
Total participants2017-01-0123,314
Number of participants with account balances2017-01-0114,969
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: APOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0133,102
Total number of active participants reported on line 7a of the Form 55002016-01-0120,716
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-019,918
Total of all active and inactive participants2016-01-0130,637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01112
Total participants2016-01-0130,749
Number of participants with account balances2016-01-0119,515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: APOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0137,297
Total number of active participants reported on line 7a of the Form 55002015-01-0126,484
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-019,029
Total of all active and inactive participants2015-01-0135,515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0198
Total participants2015-01-0135,613
Number of participants with account balances2015-01-0120,857
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: APOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0143,512
Total number of active participants reported on line 7a of the Form 55002014-01-0131,926
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-018,441
Total of all active and inactive participants2014-01-0140,370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0182
Total participants2014-01-0140,452
Number of participants with account balances2014-01-0123,270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: APOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0148,439
Total number of active participants reported on line 7a of the Form 55002013-01-0137,955
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-018,286
Total of all active and inactive participants2013-01-0146,245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0172
Total participants2013-01-0146,317
Number of participants with account balances2013-01-0124,934
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: APOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0153,047
Total number of active participants reported on line 7a of the Form 55002012-01-0143,495
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-018,544
Total of all active and inactive participants2012-01-0152,041
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0166
Total participants2012-01-0152,107
Number of participants with account balances2012-01-0128,397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: APOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0156,073
Total number of active participants reported on line 7a of the Form 55002011-01-0149,660
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-017,520
Total of all active and inactive participants2011-01-0157,184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0144
Total participants2011-01-0157,228
Number of participants with account balances2011-01-0128,667
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: APOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0157,031
Total number of active participants reported on line 7a of the Form 55002010-01-0147,461
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-018,546
Total of all active and inactive participants2010-01-0156,007
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0156,007
Number of participants with account balances2010-01-0130,231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: APOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0147,643
Total number of active participants reported on line 7a of the Form 55002009-01-0147,236
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-019,795
Total of all active and inactive participants2009-01-0157,031
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0157,031
Number of participants with account balances2009-01-0131,197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on APOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN

Measure Date Value
2020 : APOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$90,921,073
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$65,570,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$64,711,206
Expenses. Certain deemed distributions of participant loans2020-12-31$43,988
Value of total corrective distributions2020-12-31$108,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$27,228,335
Value of total assets at end of year2020-12-31$561,926,286
Value of total assets at beginning of year2020-12-31$536,575,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$707,155
Total interest from all sources2020-12-31$479,781
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,246,063
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$4,246,063
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$21,490,571
Participant contributions at end of year2020-12-31$7,677,743
Participant contributions at beginning of year2020-12-31$8,866,876
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$532,348
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$67,183
Administrative expenses (other) incurred2020-12-31$707,155
Total non interest bearing cash at end of year2020-12-31$291
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$25,350,420
Value of net assets at end of year (total assets less liabilities)2020-12-31$561,926,286
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$536,575,866
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$216,151,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$217,017,324
Value of interest in pooled separate accounts at end of year2020-12-31$44,596,617
Value of interest in pooled separate accounts at beginning of year2020-12-31$44,951,519
Interest on participant loans2020-12-31$479,781
Value of interest in common/collective trusts at end of year2020-12-31$293,500,200
Value of interest in common/collective trusts at beginning of year2020-12-31$265,740,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$15,777,891
Net investment gain/loss from pooled separate accounts2020-12-31$3,717,831
Net investment gain or loss from common/collective trusts2020-12-31$39,403,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$5,205,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$64,711,206
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2020-12-31431947695
2019 : APOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$124,569,061
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$58,577,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$57,667,998
Expenses. Certain deemed distributions of participant loans2019-12-31$140,347
Value of total corrective distributions2019-12-31$140,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$26,113,534
Value of total assets at end of year2019-12-31$536,575,866
Value of total assets at beginning of year2019-12-31$470,584,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$628,918
Total interest from all sources2019-12-31$488,182
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,820,830
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,820,830
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$20,397,183
Participant contributions at end of year2019-12-31$8,866,876
Participant contributions at beginning of year2019-12-31$10,238,982
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,087,542
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$337,610
Administrative expenses (other) incurred2019-12-31$628,918
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$65,991,443
Value of net assets at end of year (total assets less liabilities)2019-12-31$536,575,866
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$470,584,423
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$217,017,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$239,123,463
Value of interest in pooled separate accounts at end of year2019-12-31$44,951,519
Value of interest in pooled separate accounts at beginning of year2019-12-31$41,833,142
Interest on participant loans2019-12-31$488,182
Value of interest in common/collective trusts at end of year2019-12-31$265,740,147
Value of interest in common/collective trusts at beginning of year2019-12-31$179,388,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$52,154,117
Net investment gain/loss from pooled separate accounts2019-12-31$5,274,193
Net investment gain or loss from common/collective trusts2019-12-31$35,380,595
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$4,628,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$57,667,998
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 name2019-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2019-12-31431947695
2018 : APOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$106,000
Total income from all sources (including contributions)2018-12-31$3,966,981
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$91,196,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$90,169,653
Expenses. Certain deemed distributions of participant loans2018-12-31$81,913
Value of total corrective distributions2018-12-31$565,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$29,493,972
Value of total assets at end of year2018-12-31$470,584,423
Value of total assets at beginning of year2018-12-31$557,920,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$379,883
Total interest from all sources2018-12-31$520,785
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,979,453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,979,453
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$23,095,844
Participant contributions at end of year2018-12-31$10,238,982
Participant contributions at beginning of year2018-12-31$12,149,000
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$823,067
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$211,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$106,000
Other income not declared elsewhere2018-12-31$332,253
Administrative expenses (other) incurred2018-12-31$379,883
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-87,229,577
Value of net assets at end of year (total assets less liabilities)2018-12-31$470,584,423
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$557,814,000
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$239,123,463
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$297,490,000
Value of interest in pooled separate accounts at end of year2018-12-31$41,833,142
Value of interest in pooled separate accounts at beginning of year2018-12-31$48,358,000
Interest on participant loans2018-12-31$520,785
Value of interest in common/collective trusts at end of year2018-12-31$179,388,836
Value of interest in common/collective trusts at beginning of year2018-12-31$199,712,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-22,630,034
Net investment gain/loss from pooled separate accounts2018-12-31$-721,611
Net investment gain or loss from common/collective trusts2018-12-31$-8,007,837
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$5,575,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$90,169,653
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2018-12-31431947695
2017 : APOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$106,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$119,270,000
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$98,800,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$97,838,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$36,860,000
Value of total assets at end of year2017-12-31$557,920,000
Value of total assets at beginning of year2017-12-31$537,344,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$962,000
Total interest from all sources2017-12-31$530,000
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$13,805,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$13,805,000
Administrative expenses professional fees incurred2017-12-31$227,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$28,792,000
Participant contributions at end of year2017-12-31$12,149,000
Participant contributions at beginning of year2017-12-31$14,911,000
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$873,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$211,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$273,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$106,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$699,000
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$20,470,000
Value of net assets at end of year (total assets less liabilities)2017-12-31$557,814,000
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$537,344,000
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$297,490,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$456,722,000
Value of interest in pooled separate accounts at end of year2017-12-31$48,358,000
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$530,000
Value of interest in common/collective trusts at end of year2017-12-31$199,712,000
Value of interest in common/collective trusts at beginning of year2017-12-31$63,456,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,982,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,982,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$55,833,000
Net investment gain/loss from pooled separate accounts2017-12-31$1,033,000
Net investment gain or loss from common/collective trusts2017-12-31$10,510,000
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$7,195,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$97,838,000
Contract administrator fees2017-12-31$735,000
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 name2017-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2017-12-31431947695
2016 : APOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$166,000
Total income from all sources (including contributions)2016-12-31$77,826,000
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$91,068,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$89,789,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$41,985,000
Value of total assets at end of year2016-12-31$537,344,000
Value of total assets at beginning of year2016-12-31$550,752,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,279,000
Total interest from all sources2016-12-31$532,000
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$8,106,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$8,106,000
Administrative expenses professional fees incurred2016-12-31$281,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$32,851,000
Participant contributions at end of year2016-12-31$14,911,000
Participant contributions at beginning of year2016-12-31$17,668,000
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,230,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$273,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$265,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$166,000
Other income not declared elsewhere2016-12-31$1,406,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-13,242,000
Value of net assets at end of year (total assets less liabilities)2016-12-31$537,344,000
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$550,586,000
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$456,722,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$464,726,000
Interest on participant loans2016-12-31$532,000
Value of interest in common/collective trusts at end of year2016-12-31$63,456,000
Value of interest in common/collective trusts at beginning of year2016-12-31$63,976,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,982,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,117,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,117,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$25,797,000
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$7,904,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$89,789,000
Contract administrator fees2016-12-31$998,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2016-12-31431947695
2015 : APOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$166,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$687,000
Total income from all sources (including contributions)2015-12-31$54,953,000
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$93,870,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$92,609,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$54,427,000
Value of total assets at end of year2015-12-31$550,752,000
Value of total assets at beginning of year2015-12-31$590,190,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,261,000
Total interest from all sources2015-12-31$611,000
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,820,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$6,820,000
Administrative expenses professional fees incurred2015-12-31$245,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$42,574,000
Participant contributions at end of year2015-12-31$17,668,000
Participant contributions at beginning of year2015-12-31$19,509,000
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,586,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$265,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$87,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$166,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$687,000
Other income not declared elsewhere2015-12-31$1,593,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-38,917,000
Value of net assets at end of year (total assets less liabilities)2015-12-31$550,586,000
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$589,503,000
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$464,726,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$497,666,000
Interest on participant loans2015-12-31$611,000
Value of interest in common/collective trusts at end of year2015-12-31$63,976,000
Value of interest in common/collective trusts at beginning of year2015-12-31$69,146,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,117,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,782,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,782,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-8,251,000
Net investment gain or loss from common/collective trusts2015-12-31$-247,000
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$10,267,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$92,609,000
Contract administrator fees2015-12-31$1,016,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2015-12-31431947695
2014 : APOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$687,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$37,000
Total income from all sources (including contributions)2014-12-31$105,711,000
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$83,731,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$82,102,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$67,074,000
Value of total assets at end of year2014-12-31$590,190,000
Value of total assets at beginning of year2014-12-31$567,560,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,629,000
Total interest from all sources2014-12-31$590,000
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$9,147,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$9,147,000
Administrative expenses professional fees incurred2014-12-31$226,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$48,313,000
Participant contributions at end of year2014-12-31$19,509,000
Participant contributions at beginning of year2014-12-31$19,015,000
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,633,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$87,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$138,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$687,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$37,000
Other income not declared elsewhere2014-12-31$2,437,000
Administrative expenses (other) incurred2014-12-31$1,000
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$21,980,000
Value of net assets at end of year (total assets less liabilities)2014-12-31$589,503,000
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$567,523,000
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$497,666,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$473,521,000
Interest on participant loans2014-12-31$590,000
Value of interest in common/collective trusts at end of year2014-12-31$69,146,000
Value of interest in common/collective trusts at beginning of year2014-12-31$72,599,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,782,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,287,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,287,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$26,326,000
Net investment gain or loss from common/collective trusts2014-12-31$137,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$17,128,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$82,102,000
Contract administrator fees2014-12-31$1,402,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2014-12-31431947695
2013 : APOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$37,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$31,879
Total income from all sources (including contributions)2013-12-31$165,797,381
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$74,391,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$72,732,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$78,980,000
Value of total assets at end of year2013-12-31$567,560,000
Value of total assets at beginning of year2013-12-31$476,148,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,659,000
Total interest from all sources2013-12-31$708,000
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$6,879,000
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$6,879,000
Administrative expenses professional fees incurred2013-12-31$273,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$52,818,000
Participant contributions at end of year2013-12-31$19,015,000
Participant contributions at beginning of year2013-12-31$18,128,413
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,204,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$138,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$601,349
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$37,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$31,879
Other income not declared elsewhere2013-12-31$2,478,000
Administrative expenses (other) incurred2013-12-31$4,000
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$91,406,381
Value of net assets at end of year (total assets less liabilities)2013-12-31$567,523,000
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$476,116,619
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$473,521,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$384,414,211
Interest on participant loans2013-12-31$708,000
Value of interest in common/collective trusts at end of year2013-12-31$72,599,000
Value of interest in common/collective trusts at beginning of year2013-12-31$71,708,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,287,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,296,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,296,056
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$77,871,000
Net investment gain or loss from common/collective trusts2013-12-31$-1,118,619
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$23,958,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$72,732,000
Contract administrator fees2013-12-31$1,382,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2013-12-31431947695
2012 : APOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$31,879
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$42,017
Total income from all sources (including contributions)2012-12-31$132,555,793
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$48,613,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$47,506,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$82,799,045
Value of total assets at end of year2012-12-31$476,148,498
Value of total assets at beginning of year2012-12-31$392,216,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,107,127
Total interest from all sources2012-12-31$691,291
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$8,658,832
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$8,658,832
Administrative expenses professional fees incurred2012-12-31$232,012
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$59,414,384
Participant contributions at end of year2012-12-31$18,128,413
Participant contributions at beginning of year2012-12-31$15,212,178
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,405,217
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$601,349
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$473,953
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$31,879
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$42,017
Administrative expenses (other) incurred2012-12-31$362,955
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$83,942,594
Value of net assets at end of year (total assets less liabilities)2012-12-31$476,116,619
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$392,174,025
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$384,414,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$305,651,469
Interest on participant loans2012-12-31$691,291
Value of interest in common/collective trusts at end of year2012-12-31$71,708,469
Value of interest in common/collective trusts at beginning of year2012-12-31$67,704,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,296,056
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,174,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,174,229
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$40,453,907
Net investment gain or loss from common/collective trusts2012-12-31$-47,282
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$20,979,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$47,506,072
Contract administrator fees2012-12-31$512,160
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2012-12-31431947695
2011 : APOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$42,017
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$64,773,652
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$37,979,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$37,862,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$73,340,044
Value of total assets at end of year2011-12-31$392,216,042
Value of total assets at beginning of year2011-12-31$365,380,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$117,478
Total interest from all sources2011-12-31$632,056
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$7,412,367
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$7,412,367
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$57,955,135
Participant contributions at end of year2011-12-31$15,212,178
Participant contributions at beginning of year2011-12-31$11,258,904
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,358,287
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$473,953
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$42,017
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$41,456
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$26,793,961
Value of net assets at end of year (total assets less liabilities)2011-12-31$392,174,025
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$365,380,064
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$305,651,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$295,372,815
Interest on participant loans2011-12-31$632,056
Value of interest in common/collective trusts at end of year2011-12-31$67,704,213
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,174,229
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$58,706,889
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$58,706,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-18,133,002
Net investment gain or loss from common/collective trusts2011-12-31$1,522,187
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$13,026,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$37,862,213
Contract administrator fees2011-12-31$117,478
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2011-12-31431947695
2010 : APOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$85,077
Total income from all sources (including contributions)2010-12-31$111,073,459
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$31,384,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$30,999,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$71,511,952
Value of total assets at end of year2010-12-31$365,380,064
Value of total assets at beginning of year2010-12-31$285,776,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$384,874
Total interest from all sources2010-12-31$572,868
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$6,495,397
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$6,495,397
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
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$57,016,069
Participant contributions at end of year2010-12-31$11,258,904
Participant contributions at beginning of year2010-12-31$8,277,532
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,974,934
Total non interest bearing cash at end of year2010-12-31$41,456
Total non interest bearing cash at beginning of year2010-12-31$107,594
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$79,688,849
Value of net assets at end of year (total assets less liabilities)2010-12-31$365,380,064
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$285,691,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$295,372,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$229,131,909
Interest on participant loans2010-12-31$569,252
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$42,199,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$58,706,889
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$6,059,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$6,059,898
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$30,343,559
Net investment gain or loss from common/collective trusts2010-12-31$2,149,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$11,520,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$30,999,736
Contract administrator fees2010-12-31$384,874
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$85,077
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2010-12-31431947695
2009 : APOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for APOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN

2020: APOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: APOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: APOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: APOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: APOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: APOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: APOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: APOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: APOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: APOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: APOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: APOLLO GROUP, INC. SAVINGS AND INVESTMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075041
Policy instance 1
Insurance contract or identification number075041
Number of Individuals Covered9107
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075041
Policy instance 1
Insurance contract or identification number075041
Number of Individuals Covered16298
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075041
Policy instance 1
Insurance contract or identification number075041
Number of Individuals Covered23258
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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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