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O.C. TANNER RETIREMENT & SAVINGS PLAN 401k Plan overview

Plan NameO.C. TANNER RETIREMENT & SAVINGS PLAN
Plan identification number 001

O.C. TANNER RETIREMENT & SAVINGS PLAN Benefits

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

401k Sponsoring company profile

O.C. TANNER COMPANY has sponsored the creation of one or more 401k plans.

Company Name:O.C. TANNER COMPANY
Employer identification number (EIN):870182665
NAIC Classification:339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan O.C. TANNER RETIREMENT & SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01RICHARD CLEGG
0012023-01-01
0012023-01-01RICHARD CLEGG
0012022-01-01
0012022-01-01RICHARD CLEGG
0012021-01-01
0012021-01-01RICHARD CLEGG
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01PAULA HARDING
0012016-01-01PAULA HARDING
0012015-01-01RICHARD CLEGG
0012014-01-01RICHARD CLEGG
0012013-01-01RICHARD CLEGG
0012012-01-01JEFF BEDKE JEFF BEDKE2013-09-20
0012011-01-01JEFF BEDKE
0012010-01-01JEFF BEDKE O. C. TANNER COMPANY2011-10-11
0012009-01-01JEFFREY BEDKE

Plan Statistics for O.C. TANNER RETIREMENT & SAVINGS PLAN

401k plan membership statisitcs for O.C. TANNER RETIREMENT & SAVINGS PLAN

Measure Date Value
2023: O.C. TANNER RETIREMENT & SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,978
Total number of active participants reported on line 7a of the Form 55002023-01-011,228
Number of retired or separated participants receiving benefits2023-01-0128
Number of other retired or separated participants entitled to future benefits2023-01-01690
Total of all active and inactive participants2023-01-011,946
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0113
Total participants2023-01-011,959
Number of participants with account balances2023-01-011,954
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0148
2022: O.C. TANNER RETIREMENT & SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,935
Total number of active participants reported on line 7a of the Form 55002022-01-011,195
Number of retired or separated participants receiving benefits2022-01-0162
Number of other retired or separated participants entitled to future benefits2022-01-01708
Total of all active and inactive participants2022-01-011,965
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0113
Total participants2022-01-011,978
Number of participants with account balances2022-01-011,977
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0188
2021: O.C. TANNER RETIREMENT & SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,834
Total number of active participants reported on line 7a of the Form 55002021-01-011,097
Number of retired or separated participants receiving benefits2021-01-0163
Number of other retired or separated participants entitled to future benefits2021-01-01719
Total of all active and inactive participants2021-01-011,879
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0118
Total participants2021-01-011,897
Number of participants with account balances2021-01-011,895
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0172
2020: O.C. TANNER RETIREMENT & SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,932
Total number of active participants reported on line 7a of the Form 55002020-01-011,089
Number of retired or separated participants receiving benefits2020-01-0142
Number of other retired or separated participants entitled to future benefits2020-01-01681
Total of all active and inactive participants2020-01-011,812
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0113
Total participants2020-01-011,825
Number of participants with account balances2020-01-011,825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0180
2019: O.C. TANNER RETIREMENT & SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,919
Total number of active participants reported on line 7a of the Form 55002019-01-011,285
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-01611
Total of all active and inactive participants2019-01-011,902
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-019
Total participants2019-01-011,911
Number of participants with account balances2019-01-011,911
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0165
2018: O.C. TANNER RETIREMENT & SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,951
Total number of active participants reported on line 7a of the Form 55002018-01-011,315
Number of retired or separated participants receiving benefits2018-01-0159
Number of other retired or separated participants entitled to future benefits2018-01-01509
Total of all active and inactive participants2018-01-011,883
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0110
Total participants2018-01-011,893
Number of participants with account balances2018-01-011,892
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0155
2017: O.C. TANNER RETIREMENT & SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,980
Total number of active participants reported on line 7a of the Form 55002017-01-011,358
Number of retired or separated participants receiving benefits2017-01-0154
Number of other retired or separated participants entitled to future benefits2017-01-01528
Total of all active and inactive participants2017-01-011,940
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0111
Total participants2017-01-011,951
Number of participants with account balances2017-01-011,949
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0164
2016: O.C. TANNER RETIREMENT & SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,011
Total number of active participants reported on line 7a of the Form 55002016-01-011,431
Number of retired or separated participants receiving benefits2016-01-0148
Number of other retired or separated participants entitled to future benefits2016-01-01479
Total of all active and inactive participants2016-01-011,958
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0110
Total participants2016-01-011,968
Number of participants with account balances2016-01-011,956
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0160
2015: O.C. TANNER RETIREMENT & SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,841
Total number of active participants reported on line 7a of the Form 55002015-01-011,512
Number of retired or separated participants receiving benefits2015-01-0148
Number of other retired or separated participants entitled to future benefits2015-01-01432
Total of all active and inactive participants2015-01-011,992
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-017
Total participants2015-01-011,999
Number of participants with account balances2015-01-011,866
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0163
2014: O.C. TANNER RETIREMENT & SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,786
Total number of active participants reported on line 7a of the Form 55002014-01-011,359
Number of retired or separated participants receiving benefits2014-01-0147
Number of other retired or separated participants entitled to future benefits2014-01-01420
Total of all active and inactive participants2014-01-011,826
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-017
Total participants2014-01-011,833
Number of participants with account balances2014-01-011,819
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0122
2013: O.C. TANNER RETIREMENT & SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,861
Total number of active participants reported on line 7a of the Form 55002013-01-011,332
Number of retired or separated participants receiving benefits2013-01-0129
Number of other retired or separated participants entitled to future benefits2013-01-01409
Total of all active and inactive participants2013-01-011,770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-011,774
Number of participants with account balances2013-01-011,773
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0130
2012: O.C. TANNER RETIREMENT & SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,842
Total number of active participants reported on line 7a of the Form 55002012-01-011,423
Number of retired or separated participants receiving benefits2012-01-0131
Number of other retired or separated participants entitled to future benefits2012-01-01397
Total of all active and inactive participants2012-01-011,851
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,851
Number of participants with account balances2012-01-011,851
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: O.C. TANNER RETIREMENT & SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,851
Total number of active participants reported on line 7a of the Form 55002011-01-011,443
Number of retired or separated participants receiving benefits2011-01-0128
Number of other retired or separated participants entitled to future benefits2011-01-01371
Total of all active and inactive participants2011-01-011,842
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,842
Number of participants with account balances2011-01-011,842
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0113
2010: O.C. TANNER RETIREMENT & SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,857
Total number of active participants reported on line 7a of the Form 55002010-01-011,493
Number of retired or separated participants receiving benefits2010-01-0157
Number of other retired or separated participants entitled to future benefits2010-01-01301
Total of all active and inactive participants2010-01-011,851
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,851
Number of participants with account balances2010-01-011,851
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0121
2009: O.C. TANNER RETIREMENT & SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,939
Total number of active participants reported on line 7a of the Form 55002009-01-011,533
Number of retired or separated participants receiving benefits2009-01-0134
Number of other retired or separated participants entitled to future benefits2009-01-01287
Total of all active and inactive participants2009-01-011,854
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-011,857
Number of participants with account balances2009-01-011,857
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0118

Financial Data on O.C. TANNER RETIREMENT & SAVINGS PLAN

Measure Date Value
2023 : O.C. TANNER RETIREMENT & SAVINGS PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$28,324,609
Total unrealized appreciation/depreciation of assets2023-12-31$28,324,609
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Expenses. Interest paid2023-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-12-31$0
Total income from all sources (including contributions)2023-12-31$67,609,230
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$43,611,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$43,335,137
Expenses. Certain deemed distributions of participant loans2023-12-31$2,668
Value of total corrective distributions2023-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$23,326,093
Value of total assets at end of year2023-12-31$328,151,782
Value of total assets at beginning of year2023-12-31$304,154,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$274,005
Total income from rents2023-12-31$0
Total interest from all sources2023-12-31$759,881
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$2,223,668
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$2,223,668
Assets. Real estate other than employer real property at end of year2023-12-31$0
Assets. Real estate other than employer real property at beginning of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$11,252,194
Participant contributions at end of year2023-12-31$1,845,508
Participant contributions at beginning of year2023-12-31$1,637,826
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Assets. Other investments not covered elsewhere at end of year2023-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$1,032,332
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$790
Assets. Loans (other than to participants) at end of year2023-12-31$0
Assets. Loans (other than to participants) at beginning of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Other income not declared elsewhere2023-12-31$183,211
Administrative expenses (other) incurred2023-12-31$273,886
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$20,841
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$23,997,420
Value of net assets at end of year (total assets less liabilities)2023-12-31$328,151,782
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$304,154,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$0
Assets. partnership/joint venture interests at beginning of year2023-12-31$0
Investment advisory and management fees2023-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$92,889,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$83,901,371
Interest on participant loans2023-12-31$140,583
Income. Interest from loans (other than to participants)2023-12-31$0
Interest earned on other investments2023-12-31$619,298
Income. Interest from US Government securities2023-12-31$0
Income. Interest from corporate debt instruments2023-12-31$0
Value of interest in master investment trust accounts at end of year2023-12-31$0
Value of interest in master investment trust accounts at beginning of year2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$212,297,092
Value of interest in common/collective trusts at beginning of year2023-12-31$192,598,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$55,714
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$55,714
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$21,119,841
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$25,939,103
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Asset value of US Government securities at end of year2023-12-31$0
Asset value of US Government securities at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$3,617,655
Net investment gain/loss from pooled separate accounts2023-12-31$0
Net investment gain or loss from common/collective trusts2023-12-31$9,174,113
Net gain/loss from 103.12 investment entities2023-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$0
Assets. Invements in employer securities at beginning of year2023-12-31$0
Assets. Value of employer real property at end of year2023-12-31$0
Assets. Value of employer real property at beginning of year2023-12-31$0
Contributions received in cash from employer2023-12-31$11,041,567
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$0
Income. Dividends from preferred stock2023-12-31$0
Income. Dividends from common stock2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$43,335,137
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$0
Contract administrator fees2023-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$0
Liabilities. Value of benefit claims payable at end of year2023-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$0
Aggregate carrying amount (costs) on sale of assets2023-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2023-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-12-31$0
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31TANNER LLC
Accountancy firm EIN2023-12-31202253063
Unrealized appreciation/depreciation of real estate assets2023-01-01$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-01$28,324,609
Total unrealized appreciation/depreciation of assets2023-01-01$28,324,609
Total transfer of assets to this plan2023-01-01$0
Total transfer of assets from this plan2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$67,609,230
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$43,611,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$43,335,137
Expenses. Certain deemed distributions of participant loans2023-01-01$2,668
Value of total corrective distributions2023-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$23,326,093
Value of total assets at end of year2023-01-01$328,151,782
Value of total assets at beginning of year2023-01-01$304,154,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$274,005
Total income from rents2023-01-01$0
Total interest from all sources2023-01-01$759,881
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$2,223,668
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$2,223,668
Assets. Real estate other than employer real property at end of year2023-01-01$0
Assets. Real estate other than employer real property at beginning of year2023-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-01-01$0
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$11,252,194
Participant contributions at end of year2023-01-01$1,845,508
Participant contributions at beginning of year2023-01-01$1,637,826
Participant contributions at end of year2023-01-01$0
Participant contributions at beginning of year2023-01-01$0
Assets. Other investments not covered elsewhere at end of year2023-01-01$0
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$1,032,332
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$790
Assets. Loans (other than to participants) at end of year2023-01-01$0
Assets. Loans (other than to participants) at beginning of year2023-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$0
Other income not declared elsewhere2023-01-01$183,211
Administrative expenses (other) incurred2023-01-01$273,886
Total non interest bearing cash at end of year2023-01-01$0
Total non interest bearing cash at beginning of year2023-01-01$20,841
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Income. Non cash contributions2023-01-01$0
Value of net income/loss2023-01-01$23,997,420
Value of net assets at end of year (total assets less liabilities)2023-01-01$328,151,782
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$304,154,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Assets. partnership/joint venture interests at end of year2023-01-01$0
Assets. partnership/joint venture interests at beginning of year2023-01-01$0
Investment advisory and management fees2023-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$92,889,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$83,901,371
Interest on participant loans2023-01-01$140,583
Income. Interest from loans (other than to participants)2023-01-01$0
Interest earned on other investments2023-01-01$619,298
Income. Interest from US Government securities2023-01-01$0
Income. Interest from corporate debt instruments2023-01-01$0
Value of interest in master investment trust accounts at end of year2023-01-01$0
Value of interest in master investment trust accounts at beginning of year2023-01-01$0
Value of interest in common/collective trusts at end of year2023-01-01$212,297,092
Value of interest in common/collective trusts at beginning of year2023-01-01$192,598,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$0
Assets. Value of investments in 103.12 investment entities at end of year2023-01-01$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$21,119,841
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$25,939,103
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-01$0
Asset value of US Government securities at end of year2023-01-01$0
Asset value of US Government securities at beginning of year2023-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$3,617,655
Net investment gain/loss from pooled separate accounts2023-01-01$0
Net investment gain or loss from common/collective trusts2023-01-01$9,174,113
Net gain/loss from 103.12 investment entities2023-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Assets. Invements in employer securities at end of year2023-01-01$0
Assets. Invements in employer securities at beginning of year2023-01-01$0
Assets. Value of employer real property at end of year2023-01-01$0
Assets. Value of employer real property at beginning of year2023-01-01$0
Contributions received in cash from employer2023-01-01$11,041,567
Employer contributions (assets) at end of year2023-01-01$0
Employer contributions (assets) at beginning of year2023-01-01$0
Income. Dividends from preferred stock2023-01-01$0
Income. Dividends from common stock2023-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$43,335,137
Asset. Corporate debt instrument preferred debt at end of year2023-01-01$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-01-01$0
Asset. Corporate debt instrument debt (other) at end of year2023-01-01$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-01-01$0
Contract administrator fees2023-01-01$0
Assets. Corporate common stocks other than exployer securities at end of year2023-01-01$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-01-01$0
Liabilities. Value of benefit claims payable at end of year2023-01-01$0
Liabilities. Value of benefit claims payable at beginning of year2023-01-01$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-01-01$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-01-01$0
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Aggregate proceeds on sale of assets2023-01-01$0
Aggregate carrying amount (costs) on sale of assets2023-01-01$0
Liabilities. Value of acquisition indebtedness at end of year2023-01-01$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-01-01$0
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01TANNER LLC
Accountancy firm EIN2023-01-01202253063
2022 : O.C. TANNER RETIREMENT & SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-33,716,870
Total of all expenses incurred2022-12-31$32,720,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$32,374,233
Expenses. Certain deemed distributions of participant loans2022-12-31$27,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$20,956,488
Value of total assets at end of year2022-12-31$304,154,362
Value of total assets at beginning of year2022-12-31$370,591,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$318,660
Total interest from all sources2022-12-31$671,551
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,247,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,247,855
Administrative expenses professional fees incurred2022-12-31$15,746
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$10,267,169
Participant contributions at end of year2022-12-31$1,637,826
Participant contributions at beginning of year2022-12-31$2,265,488
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$788,320
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$790
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,517
Administrative expenses (other) incurred2022-12-31$196,641
Total non interest bearing cash at end of year2022-12-31$20,841
Total non interest bearing cash at beginning of year2022-12-31$24,401
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-66,436,991
Value of net assets at end of year (total assets less liabilities)2022-12-31$304,154,362
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$370,591,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$106,273
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$83,901,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$102,074,632
Interest on participant loans2022-12-31$95,503
Interest earned on other investments2022-12-31$575,535
Value of interest in common/collective trusts at end of year2022-12-31$192,598,717
Value of interest in common/collective trusts at beginning of year2022-12-31$240,589,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$55,714
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$41,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$41,325
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$513
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$25,939,103
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$25,594,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-21,230,787
Net investment gain or loss from common/collective trusts2022-12-31$-35,361,977
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$9,900,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$32,374,233
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31TANNER LLC
Accountancy firm EIN2022-12-31202253063
Total income from all sources (including contributions)2022-01-01$-33,716,870
Total of all expenses incurred2022-01-01$32,720,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$32,374,233
Expenses. Certain deemed distributions of participant loans2022-01-01$27,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$20,956,488
Value of total assets at end of year2022-01-01$304,154,362
Value of total assets at beginning of year2022-01-01$370,591,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$318,660
Total interest from all sources2022-01-01$671,551
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$1,247,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$1,247,855
Administrative expenses professional fees incurred2022-01-01$15,746
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$10,267,169
Participant contributions at end of year2022-01-01$1,637,826
Participant contributions at beginning of year2022-01-01$2,265,488
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$788,320
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$790
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$1,517
Administrative expenses (other) incurred2022-01-01$196,641
Total non interest bearing cash at end of year2022-01-01$20,841
Total non interest bearing cash at beginning of year2022-01-01$24,401
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-66,436,991
Value of net assets at end of year (total assets less liabilities)2022-01-01$304,154,362
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$370,591,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$106,273
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$83,901,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$102,074,632
Interest on participant loans2022-01-01$95,503
Interest earned on other investments2022-01-01$575,535
Value of interest in common/collective trusts at end of year2022-01-01$192,598,717
Value of interest in common/collective trusts at beginning of year2022-01-01$240,589,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$55,714
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$513
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$25,939,103
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$25,594,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-21,230,787
Net investment gain or loss from common/collective trusts2022-01-01$-35,361,977
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$9,900,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$32,374,233
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-01-01No
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01TANNER LLC
Accountancy firm EIN2022-01-01202253063
2021 : O.C. TANNER RETIREMENT & SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$60,370,388
Total of all expenses incurred2021-12-31$45,471,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$45,181,545
Value of total corrective distributions2021-12-31$4,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$19,736,289
Value of total assets at end of year2021-12-31$370,591,353
Value of total assets at beginning of year2021-12-31$355,692,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$285,600
Total interest from all sources2021-12-31$705,168
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,551,772
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,551,772
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$9,781,507
Participant contributions at end of year2021-12-31$2,265,488
Participant contributions at beginning of year2021-12-31$2,801,896
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$668,102
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,517
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$13,619
Administrative expenses (other) incurred2021-12-31$183,036
Total non interest bearing cash at end of year2021-12-31$24,401
Total non interest bearing cash at beginning of year2021-12-31$22,140
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$14,898,756
Value of net assets at end of year (total assets less liabilities)2021-12-31$370,591,353
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$355,692,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$102,564
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$102,074,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$92,240,602
Interest on participant loans2021-12-31$128,671
Interest earned on other investments2021-12-31$576,497
Value of interest in common/collective trusts at end of year2021-12-31$240,589,053
Value of interest in common/collective trusts at beginning of year2021-12-31$232,143,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$41,325
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$102,738
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$102,738
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$25,594,937
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$28,367,998
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$12,751,678
Net investment gain or loss from common/collective trusts2021-12-31$25,625,481
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$9,286,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$45,181,545
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31TANNER LLC
Accountancy firm EIN2021-12-31202253063
2020 : O.C. TANNER RETIREMENT & SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$62,717,759
Total of all expenses incurred2020-12-31$32,737,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$32,419,088
Expenses. Certain deemed distributions of participant loans2020-12-31$7,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$16,389,381
Value of total assets at end of year2020-12-31$355,692,597
Value of total assets at beginning of year2020-12-31$325,712,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$311,145
Total interest from all sources2020-12-31$824,314
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,281,519
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$1,281,519
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$9,547,652
Participant contributions at end of year2020-12-31$2,801,896
Participant contributions at beginning of year2020-12-31$3,207,795
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$535,671
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$13,619
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$4,030
Administrative expenses (other) incurred2020-12-31$187,893
Total non interest bearing cash at end of year2020-12-31$22,140
Total non interest bearing cash at beginning of year2020-12-31$19,799
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$29,980,275
Value of net assets at end of year (total assets less liabilities)2020-12-31$355,692,597
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$325,712,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$123,252
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$92,240,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$83,800,341
Interest on participant loans2020-12-31$166,450
Interest earned on other investments2020-12-31$657,845
Value of interest in common/collective trusts at end of year2020-12-31$232,143,604
Value of interest in common/collective trusts at beginning of year2020-12-31$218,759,356
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$102,738
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$19
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$28,367,998
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$19,921,001
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$20,255,099
Net investment gain or loss from common/collective trusts2020-12-31$23,967,446
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$6,306,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$32,419,088
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31TANNER LLC
Accountancy firm EIN2020-12-31202253063
2019 : O.C. TANNER RETIREMENT & SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$74,293,799
Total income from all sources (including contributions)2019-12-31$74,293,799
Total of all expenses incurred2019-12-31$30,037,486
Total of all expenses incurred2019-12-31$30,037,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$29,771,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$29,771,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$19,449,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$19,449,770
Value of total assets at end of year2019-12-31$325,712,322
Value of total assets at end of year2019-12-31$325,712,322
Value of total assets at beginning of year2019-12-31$281,456,009
Value of total assets at beginning of year2019-12-31$281,456,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$266,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$266,349
Total interest from all sources2019-12-31$731,940
Total interest from all sources2019-12-31$731,940
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,278,489
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,278,489
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$1,278,489
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,278,489
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$9,335,602
Contributions received from participants2019-12-31$9,335,602
Participant contributions at end of year2019-12-31$3,207,795
Participant contributions at end of year2019-12-31$3,207,795
Participant contributions at beginning of year2019-12-31$3,573,485
Participant contributions at beginning of year2019-12-31$3,573,485
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,280,901
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,280,901
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$4,030
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$4,030
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,748
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,748
Administrative expenses (other) incurred2019-12-31$192,831
Administrative expenses (other) incurred2019-12-31$192,831
Total non interest bearing cash at end of year2019-12-31$19,799
Total non interest bearing cash at end of year2019-12-31$19,799
Total non interest bearing cash at beginning of year2019-12-31$18,748
Total non interest bearing cash at beginning of year2019-12-31$18,748
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$44,256,313
Value of net income/loss2019-12-31$44,256,313
Value of net assets at end of year (total assets less liabilities)2019-12-31$325,712,322
Value of net assets at end of year (total assets less liabilities)2019-12-31$325,712,322
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$281,456,009
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$281,456,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$73,518
Investment advisory and management fees2019-12-31$73,518
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$83,800,341
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$83,800,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$70,787,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$70,787,293
Interest on participant loans2019-12-31$172,427
Interest on participant loans2019-12-31$172,427
Interest earned on other investments2019-12-31$558,551
Interest earned on other investments2019-12-31$558,551
Value of interest in common/collective trusts at end of year2019-12-31$218,759,356
Value of interest in common/collective trusts at end of year2019-12-31$218,759,356
Value of interest in common/collective trusts at beginning of year2019-12-31$184,643,780
Value of interest in common/collective trusts at beginning of year2019-12-31$184,643,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$75,187
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$75,187
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$962
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$962
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$19,921,001
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$19,921,001
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$22,354,768
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$22,354,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$18,822,695
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$18,822,695
Net investment gain or loss from common/collective trusts2019-12-31$34,010,905
Net investment gain or loss from common/collective trusts2019-12-31$34,010,905
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$8,833,267
Contributions received in cash from employer2019-12-31$8,833,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$29,771,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$29,771,137
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31TANNER LLC
Accountancy firm name2019-12-31TANNER LLC
Accountancy firm EIN2019-12-31202253063
Accountancy firm EIN2019-12-31202253063
2018 : O.C. TANNER RETIREMENT & SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$6,037,262
Total of all expenses incurred2018-12-31$38,743,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$38,500,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$19,591,108
Value of total assets at end of year2018-12-31$281,456,009
Value of total assets at beginning of year2018-12-31$314,162,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$243,280
Total interest from all sources2018-12-31$668,412
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,250,929
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$1,250,929
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$9,788,636
Participant contributions at end of year2018-12-31$3,573,485
Participant contributions at beginning of year2018-12-31$3,844,545
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$280,734
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,748
Administrative expenses (other) incurred2018-12-31$198,577
Total non interest bearing cash at end of year2018-12-31$18,748
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-32,706,588
Value of net assets at end of year (total assets less liabilities)2018-12-31$281,456,009
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$314,162,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$44,703
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$70,787,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$86,857,916
Interest on participant loans2018-12-31$181,028
Interest earned on other investments2018-12-31$486,875
Value of interest in common/collective trusts at end of year2018-12-31$184,643,780
Value of interest in common/collective trusts at beginning of year2018-12-31$201,277,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$75,187
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$52,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$52,296
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$509
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$22,354,768
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$22,130,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,965,789
Net investment gain or loss from common/collective trusts2018-12-31$-10,507,398
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$9,521,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$38,500,570
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31TANNER LLC
Accountancy firm EIN2018-12-31202253063
2017 : O.C. TANNER RETIREMENT & SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$59,089,697
Total of all expenses incurred2017-12-31$26,260,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$26,070,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$18,346,264
Value of total assets at end of year2017-12-31$314,162,597
Value of total assets at beginning of year2017-12-31$281,333,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$190,164
Total interest from all sources2017-12-31$715,966
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,261,626
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$1,261,626
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
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$9,169,644
Participant contributions at end of year2017-12-31$3,844,545
Participant contributions at beginning of year2017-12-31$3,823,701
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$143,691
Administrative expenses (other) incurred2017-12-31$190,164
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$32,829,289
Value of net assets at end of year (total assets less liabilities)2017-12-31$314,162,597
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$281,333,308
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$86,857,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$76,808,422
Interest on participant loans2017-12-31$167,063
Interest earned on other investments2017-12-31$548,903
Value of interest in common/collective trusts at end of year2017-12-31$201,277,375
Value of interest in common/collective trusts at beginning of year2017-12-31$182,197,284
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$52,296
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$8,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$8,621
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$22,130,465
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$18,495,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$14,417,525
Net investment gain or loss from common/collective trusts2017-12-31$24,348,316
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$9,032,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$26,070,244
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31TANNER LLC
Accountancy firm EIN2017-12-31202253063
2016 : O.C. TANNER RETIREMENT & SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$37,115,238
Total of all expenses incurred2016-12-31$20,186,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$19,965,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$18,615,872
Value of total assets at end of year2016-12-31$281,333,308
Value of total assets at beginning of year2016-12-31$264,404,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$220,502
Total interest from all sources2016-12-31$231,316
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,165,399
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$1,165,399
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
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$9,101,039
Participant contributions at end of year2016-12-31$3,823,701
Participant contributions at beginning of year2016-12-31$3,886,220
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$811,072
Other income not declared elsewhere2016-12-31$1,202
Administrative expenses (other) incurred2016-12-31$220,502
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$16,928,788
Value of net assets at end of year (total assets less liabilities)2016-12-31$281,333,308
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$264,404,520
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$76,808,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$75,437,217
Interest on participant loans2016-12-31$159,696
Interest earned on other investments2016-12-31$71,620
Value of interest in common/collective trusts at end of year2016-12-31$182,197,284
Value of interest in common/collective trusts at beginning of year2016-12-31$184,883,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$8,621
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$197,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$197,689
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$18,495,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,583,257
Net investment gain or loss from common/collective trusts2016-12-31$11,518,192
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$8,703,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$19,965,948
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 name2016-12-31TANNER LLC
Accountancy firm EIN2016-12-31202253063
2015 : O.C. TANNER RETIREMENT & SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$15,992,290
Total of all expenses incurred2015-12-31$17,964,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$17,793,575
Value of total corrective distributions2015-12-31$210
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$17,135,728
Value of total assets at end of year2015-12-31$264,404,520
Value of total assets at beginning of year2015-12-31$266,376,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$170,467
Total interest from all sources2015-12-31$167,721
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,451,425
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$1,451,425
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
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$8,248,159
Participant contributions at end of year2015-12-31$3,886,220
Participant contributions at beginning of year2015-12-31$4,071,417
Participant contributions at beginning of year2015-12-31$3,674
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$561,146
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,945
Administrative expenses (other) incurred2015-12-31$170,467
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,971,962
Value of net assets at end of year (total assets less liabilities)2015-12-31$264,404,520
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$266,376,482
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$75,437,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$245,314,282
Interest on participant loans2015-12-31$167,709
Value of interest in common/collective trusts at end of year2015-12-31$184,883,394
Value of interest in common/collective trusts at beginning of year2015-12-31$16,888,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$197,689
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$89,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$89,048
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,780,806
Net investment gain or loss from common/collective trusts2015-12-31$18,222
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$8,326,423
Employer contributions (assets) at beginning of year2015-12-31$6,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$17,793,575
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31TANNER LLC
Accountancy firm EIN2015-12-31202253063
2014 : O.C. TANNER RETIREMENT & SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$34,183,489
Total of all expenses incurred2014-12-31$26,599,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$26,358,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$16,759,589
Value of total assets at end of year2014-12-31$266,376,482
Value of total assets at beginning of year2014-12-31$258,792,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$241,567
Total interest from all sources2014-12-31$179,121
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,214,538
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$5,214,538
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
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$8,118,554
Participant contributions at end of year2014-12-31$4,071,417
Participant contributions at beginning of year2014-12-31$4,350,085
Participant contributions at end of year2014-12-31$3,674
Participant contributions at beginning of year2014-12-31$864
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$230,735
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,945
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$3,143
Other income not declared elsewhere2014-12-31$233
Administrative expenses (other) incurred2014-12-31$241,567
Total non interest bearing cash at beginning of year2014-12-31$2,500
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$7,583,575
Value of net assets at end of year (total assets less liabilities)2014-12-31$266,376,482
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$258,792,907
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$245,314,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$234,349,957
Interest on participant loans2014-12-31$179,115
Value of interest in common/collective trusts at end of year2014-12-31$16,888,489
Value of interest in common/collective trusts at beginning of year2014-12-31$20,073,635
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$89,048
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$11,700
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$11,700
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$6
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$11,816,388
Net investment gain or loss from common/collective trusts2014-12-31$213,620
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$8,410,300
Employer contributions (assets) at end of year2014-12-31$6,627
Employer contributions (assets) at beginning of year2014-12-31$1,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$26,358,347
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31TANNER LLC
Accountancy firm EIN2014-12-31202253063
2013 : O.C. TANNER RETIREMENT & SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$58,591,271
Total of all expenses incurred2013-12-31$22,825,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$22,816,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$15,208,320
Value of total assets at end of year2013-12-31$258,792,907
Value of total assets at beginning of year2013-12-31$223,026,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,060
Total interest from all sources2013-12-31$183,423
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$5,168,804
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$5,168,804
Administrative expenses professional fees incurred2013-12-31$195
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 period2013-12-31Yes
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$7,231,514
Participant contributions at end of year2013-12-31$4,350,085
Participant contributions at beginning of year2013-12-31$4,525,926
Participant contributions at end of year2013-12-31$864
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$537,435
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$3,143
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$2,759
Administrative expenses (other) incurred2013-12-31$8,865
Total non interest bearing cash at end of year2013-12-31$2,500
Total non interest bearing cash at beginning of year2013-12-31$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$35,766,125
Value of net assets at end of year (total assets less liabilities)2013-12-31$258,792,907
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$223,026,782
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$234,349,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$170,858,932
Interest on participant loans2013-12-31$183,421
Value of interest in common/collective trusts at end of year2013-12-31$20,073,635
Value of interest in common/collective trusts at beginning of year2013-12-31$47,641,924
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$11,700
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$37,360,708
Net investment gain or loss from common/collective trusts2013-12-31$667,257
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$7,439,371
Employer contributions (assets) at end of year2013-12-31$1,023
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$22,816,086
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 name2013-12-31TANNER LLC
Accountancy firm EIN2013-12-31202253063
2012 : O.C. TANNER RETIREMENT & SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$38,626,829
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$14,583,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$14,529,145
Expenses. Certain deemed distributions of participant loans2012-12-31$33,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$13,995,264
Value of total assets at end of year2012-12-31$223,026,782
Value of total assets at beginning of year2012-12-31$198,983,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$21,078
Total interest from all sources2012-12-31$196,691
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,780,806
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$2,780,806
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
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$6,500,571
Participant contributions at end of year2012-12-31$4,525,926
Participant contributions at beginning of year2012-12-31$4,588,227
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$215,811
Other income not declared elsewhere2012-12-31$110,595
Administrative expenses (other) incurred2012-12-31$21,078
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$24,042,835
Value of net assets at end of year (total assets less liabilities)2012-12-31$223,026,782
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$198,983,947
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$170,858,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$150,582,957
Interest on participant loans2012-12-31$196,691
Value of interest in common/collective trusts at end of year2012-12-31$47,641,924
Value of interest in common/collective trusts at beginning of year2012-12-31$43,812,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$20,677,553
Net investment gain or loss from common/collective trusts2012-12-31$865,920
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$7,278,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$14,529,145
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 name2012-12-31TANNER LLC
Accountancy firm EIN2012-12-31202253063
2011 : O.C. TANNER RETIREMENT & SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$7,693,754
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$17,423,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$17,327,837
Expenses. Certain deemed distributions of participant loans2011-12-31$518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$13,060,808
Value of total assets at end of year2011-12-31$198,983,947
Value of total assets at beginning of year2011-12-31$208,713,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$94,668
Total interest from all sources2011-12-31$219,434
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,578,378
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$2,578,378
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
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$6,036,419
Participant contributions at end of year2011-12-31$4,588,227
Participant contributions at beginning of year2011-12-31$4,529,206
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$248,646
Other income not declared elsewhere2011-12-31$87,372
Administrative expenses (other) incurred2011-12-31$94,668
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-9,729,269
Value of net assets at end of year (total assets less liabilities)2011-12-31$198,983,947
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$208,713,216
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$150,582,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$204,184,010
Interest on participant loans2011-12-31$219,434
Value of interest in common/collective trusts at end of year2011-12-31$43,812,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-8,252,238
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$6,775,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$17,327,837
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 name2011-12-31TANNER LLC
Accountancy firm EIN2011-12-31202253063
2010 : O.C. TANNER RETIREMENT & SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$34,364,585
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$9,346,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$9,147,667
Expenses. Certain deemed distributions of participant loans2010-12-31$71,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$12,672,285
Value of total assets at end of year2010-12-31$208,713,216
Value of total assets at beginning of year2010-12-31$183,695,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$127,725
Total interest from all sources2010-12-31$257,671
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,483,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,483,938
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$5,891,642
Participant contributions at end of year2010-12-31$4,529,206
Participant contributions at beginning of year2010-12-31$4,483,405
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$432
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$160,520
Other income not declared elsewhere2010-12-31$65,769
Administrative expenses (other) incurred2010-12-31$127,725
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$25,018,019
Value of net assets at end of year (total assets less liabilities)2010-12-31$208,713,216
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$183,695,197
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$204,184,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$179,211,360
Interest on participant loans2010-12-31$257,671
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$18,884,922
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$6,620,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$9,147,667
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 name2010-12-31HAYNIE & COMPANY CPAS
Accountancy firm EIN2010-12-31870325228
2009 : O.C. TANNER RETIREMENT & SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for O.C. TANNER RETIREMENT & SAVINGS PLAN

2023: O.C. TANNER RETIREMENT & SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: O.C. TANNER RETIREMENT & SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: O.C. TANNER RETIREMENT & SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: O.C. TANNER RETIREMENT & SAVINGS PLAN 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: O.C. TANNER RETIREMENT & SAVINGS PLAN 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: O.C. TANNER RETIREMENT & SAVINGS PLAN 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: O.C. TANNER RETIREMENT & SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: O.C. TANNER RETIREMENT & SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: O.C. TANNER RETIREMENT & SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: O.C. TANNER RETIREMENT & SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: O.C. TANNER RETIREMENT & SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: O.C. TANNER RETIREMENT & SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: O.C. TANNER RETIREMENT & SAVINGS PLAN 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: O.C. TANNER RETIREMENT & SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: O.C. TANNER RETIREMENT & SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberQK62820
Policy instance 1
Insurance contract or identification numberQK62820
Number of Individuals Covered1954
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberQK62820
Policy instance 1
Insurance contract or identification numberQK62820
Number of Individuals Covered1977
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberQK62820
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberQK62820
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberQK62820
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberQK62820
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberQK62820
Policy instance 1

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