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U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 401k Plan overview

Plan NameU-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN
Plan identification number 002

U-HAUL HOLDING COMPANY 401(K) 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

U-HAUL HOLDING COMPANY has sponsored the creation of one or more 401k plans.

Company Name:U-HAUL HOLDING COMPANY
Employer identification number (EIN):880106815
NAIC Classification:532100
NAIC Description: Automotive Equipment Rental and Leasing

Additional information about U-HAUL HOLDING COMPANY

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 1969-04-09
Company Identification Number: 19691000843
Legal Registered Office Address: 701 S CARSON ST STE 200

CARSON CITY
United States of America (USA)
89701

More information about U-HAUL HOLDING COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01SAMUEL BRIGGS JASON BERG2018-10-15
0022016-01-01SAMUEL BRIGGS JASON BERG2017-10-16
0022016-01-01SAMUEL BRIGGS JASON BERG2018-03-30
0022015-01-01SAMUEL BRIGGS JASON BERG2016-10-14
0022014-01-01SAMUEL BRIGGS GARY HORTON2015-10-14
0022013-01-01SAMUEL BRIGGS GARY HORTON2014-10-14
0022012-01-01SAMUEL BRIGGS GARY HORTON2013-10-11
0022011-01-01SAMUEL BRIGGS GARY HORTON2012-10-09
0022009-01-01SAMUEL BRIGGS GARY HORTON2010-10-14

Plan Statistics for U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN

401k plan membership statisitcs for U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN

Measure Date Value
2022: U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0132,839
Total number of active participants reported on line 7a of the Form 55002022-01-0131,816
Number of retired or separated participants receiving benefits2022-01-0190
Number of other retired or separated participants entitled to future benefits2022-01-013,488
Total of all active and inactive participants2022-01-0135,394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01109
Total participants2022-01-0135,503
Number of participants with account balances2022-01-0123,482
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0129,709
Total number of active participants reported on line 7a of the Form 55002021-01-0129,328
Number of retired or separated participants receiving benefits2021-01-0184
Number of other retired or separated participants entitled to future benefits2021-01-013,344
Total of all active and inactive participants2021-01-0132,756
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0183
Total participants2021-01-0132,839
Number of participants with account balances2021-01-0120,621
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0130,710
Total number of active participants reported on line 7a of the Form 55002020-01-0126,838
Number of retired or separated participants receiving benefits2020-01-0131
Number of other retired or separated participants entitled to future benefits2020-01-012,791
Total of all active and inactive participants2020-01-0129,660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0149
Total participants2020-01-0129,709
Number of participants with account balances2020-01-0118,163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0124,989
Total number of active participants reported on line 7a of the Form 55002019-01-0126,631
Number of retired or separated participants receiving benefits2019-01-0173
Number of other retired or separated participants entitled to future benefits2019-01-013,974
Total of all active and inactive participants2019-01-0130,678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0132
Total participants2019-01-0130,710
Number of participants with account balances2019-01-0118,832
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0124,729
Total number of active participants reported on line 7a of the Form 55002018-01-0116,178
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-018,707
Total of all active and inactive participants2018-01-0124,885
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01104
Total participants2018-01-0124,989
Number of participants with account balances2018-01-0124,989
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0123,285
Total number of active participants reported on line 7a of the Form 55002017-01-0116,759
Number of other retired or separated participants entitled to future benefits2017-01-017,875
Total of all active and inactive participants2017-01-0124,634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0195
Total participants2017-01-0124,729
Number of participants with account balances2017-01-0124,729
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0122,031
Total number of active participants reported on line 7a of the Form 55002016-01-0115,905
Number of other retired or separated participants entitled to future benefits2016-01-017,293
Total of all active and inactive participants2016-01-0123,198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0187
Total participants2016-01-0123,285
Number of participants with account balances2016-01-0123,285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0120,584
Total number of active participants reported on line 7a of the Form 55002015-01-0115,341
Number of other retired or separated participants entitled to future benefits2015-01-016,604
Total of all active and inactive participants2015-01-0121,945
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0186
Total participants2015-01-0122,031
Number of participants with account balances2015-01-0122,031
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0118,825
Total number of active participants reported on line 7a of the Form 55002014-01-0114,570
Number of other retired or separated participants entitled to future benefits2014-01-015,952
Total of all active and inactive participants2014-01-0120,522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0162
Total participants2014-01-0120,584
Number of participants with account balances2014-01-0120,584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0117,842
Total number of active participants reported on line 7a of the Form 55002013-01-0113,256
Number of other retired or separated participants entitled to future benefits2013-01-015,506
Total of all active and inactive participants2013-01-0118,762
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0163
Total participants2013-01-0118,825
Number of participants with account balances2013-01-0118,825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0116,973
Total number of active participants reported on line 7a of the Form 55002012-01-0112,552
Number of other retired or separated participants entitled to future benefits2012-01-015,236
Total of all active and inactive participants2012-01-0117,788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0154
Total participants2012-01-0117,842
Number of participants with account balances2012-01-0117,842
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0116,606
Total number of active participants reported on line 7a of the Form 55002011-01-0111,690
Number of retired or separated participants receiving benefits2011-01-015,224
Total of all active and inactive participants2011-01-0116,914
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0159
Total participants2011-01-0116,973
Number of participants with account balances2011-01-0116,973
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0112,613
Total number of active participants reported on line 7a of the Form 55002009-01-0111,052
Number of retired or separated participants receiving benefits2009-01-015,433
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0116,485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0175
Total participants2009-01-0116,560
Number of participants with account balances2009-01-0116,560
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN

Measure Date Value
2022 : U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$5,229,641
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-35,796,654
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$52,153,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$50,880,183
Expenses. Certain deemed distributions of participant loans2022-12-31$129,241
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$47,368,170
Value of total assets at end of year2022-12-31$432,718,369
Value of total assets at beginning of year2022-12-31$515,439,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,144,456
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$826,761
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$9,292,827
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$9,292,827
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$45,713,351
Participant contributions at end of year2022-12-31$15,113,883
Participant contributions at beginning of year2022-12-31$14,101,242
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,654,819
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$1,144,456
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-87,950,534
Value of net assets at end of year (total assets less liabilities)2022-12-31$432,718,369
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$515,439,262
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$399,968,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$487,893,144
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$824,346
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$17,469,055
Value of interest in common/collective trusts at beginning of year2022-12-31$12,988,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$166,961
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$456,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$456,238
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2,415
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-92,119,571
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$-1,164,841
Net gain/loss from 103.12 investment entities2022-12-31$0
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
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$0
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$50,880,183
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2022-12-31431947695
2021 : U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$45,871,585
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$95,532,702
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$80,468,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$79,317,645
Expenses. Certain deemed distributions of participant loans2021-12-31$256,037
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$41,059,243
Value of total assets at end of year2021-12-31$515,439,262
Value of total assets at beginning of year2021-12-31$454,503,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$894,394
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$855,894
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$10,706,946
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$10,706,946
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$39,926,897
Participant contributions at end of year2021-12-31$14,101,242
Participant contributions at beginning of year2021-12-31$14,038,882
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,132,346
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$894,394
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$15,064,626
Value of net assets at end of year (total assets less liabilities)2021-12-31$515,439,262
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$454,503,051
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
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$487,893,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$427,556,717
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$855,822
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$12,988,638
Value of interest in common/collective trusts at beginning of year2021-12-31$12,341,418
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$456,238
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$566,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$566,034
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$72
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$43,071,835
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$-161,216
Net gain/loss from 103.12 investment entities2021-12-31$0
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
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$0
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$79,317,645
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$10,239,490
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$89,163,621
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$59,196,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$58,238,751
Expenses. Certain deemed distributions of participant loans2020-12-31$240,507
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$34,801,089
Value of total assets at end of year2020-12-31$454,503,051
Value of total assets at beginning of year2020-12-31$414,295,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$716,790
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$987,964
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$9,596,222
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$9,596,222
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$33,308,042
Participant contributions at end of year2020-12-31$14,038,882
Participant contributions at beginning of year2020-12-31$15,122,095
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$11,392
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,493,047
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$98,147
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$716,790
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$29,967,573
Value of net assets at end of year (total assets less liabilities)2020-12-31$454,503,051
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$414,295,988
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
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$427,556,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$393,770,765
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$986,597
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$12,341,418
Value of interest in common/collective trusts at beginning of year2020-12-31$5,146,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$566,034
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$64,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$64,773
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,367
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$43,269,689
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$508,657
Net gain/loss from 103.12 investment entities2020-12-31$0
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$0
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$82,625
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$58,238,751
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,137,338
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,137,338
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$115,784,802
Total income from all sources (including contributions)2019-12-31$115,784,802
Total loss/gain on sale of assets2019-12-31$2,192,860
Total loss/gain on sale of assets2019-12-31$2,192,860
Total of all expenses incurred2019-12-31$53,375,693
Total of all expenses incurred2019-12-31$53,375,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$51,856,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$51,856,690
Expenses. Certain deemed distributions of participant loans2019-12-31$1,225,762
Expenses. Certain deemed distributions of participant loans2019-12-31$1,225,762
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$47,051,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$47,051,685
Value of total assets at end of year2019-12-31$414,295,988
Value of total assets at end of year2019-12-31$414,295,988
Value of total assets at beginning of year2019-12-31$355,024,217
Value of total assets at beginning of year2019-12-31$355,024,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$293,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$293,241
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$2,825,282
Total interest from all sources2019-12-31$2,825,282
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,299,689
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,299,689
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$3,299,689
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,299,689
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
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$45,144,303
Contributions received from participants2019-12-31$45,144,303
Participant contributions at end of year2019-12-31$15,122,095
Participant contributions at end of year2019-12-31$15,122,095
Participant contributions at beginning of year2019-12-31$12,746,080
Participant contributions at beginning of year2019-12-31$12,746,080
Participant contributions at end of year2019-12-31$11,392
Participant contributions at end of year2019-12-31$11,392
Participant contributions at beginning of year2019-12-31$16,589
Participant contributions at beginning of year2019-12-31$16,589
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,824,757
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,824,757
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$98,147
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$98,147
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$327,693
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$293,241
Administrative expenses (other) incurred2019-12-31$293,241
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$2,609
Liabilities. Value of operating payables at beginning of year2019-12-31$2,609
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$62,409,109
Value of net income/loss2019-12-31$62,409,109
Value of net assets at end of year (total assets less liabilities)2019-12-31$414,295,988
Value of net assets at end of year (total assets less liabilities)2019-12-31$414,295,988
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$351,886,879
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$351,886,879
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
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$393,770,765
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$393,770,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$240,394,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$240,394,690
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$860,266
Interest on participant loans2019-12-31$860,266
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$115,579
Interest earned on other investments2019-12-31$115,579
Income. Interest from US Government securities2019-12-31$320,295
Income. Interest from US Government securities2019-12-31$320,295
Income. Interest from corporate debt instruments2019-12-31$336,066
Income. Interest from corporate debt instruments2019-12-31$336,066
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$5,146,191
Value of interest in common/collective trusts at end of year2019-12-31$5,146,191
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$64,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$64,773
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$62,096,330
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$62,096,330
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,193,076
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,193,076
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,152,547
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,152,547
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,194
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,194
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$14,705,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$60,316,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$60,316,426
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$82,625
Contributions received in cash from employer2019-12-31$82,625
Employer contributions (assets) at end of year2019-12-31$82,625
Employer contributions (assets) at end of year2019-12-31$82,625
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$51,855,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$51,855,496
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$17,116,987
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$467,971
Contract administrator fees2019-12-31$0
Contract administrator fees2019-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$3,134,729
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$3,134,729
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan 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
Aggregate proceeds on sale of assets2019-12-31$564,893,506
Aggregate proceeds on sale of assets2019-12-31$564,893,506
Aggregate carrying amount (costs) on sale of assets2019-12-31$562,700,646
Aggregate carrying amount (costs) on sale of assets2019-12-31$562,700,646
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
Accountancy firm EIN2019-12-31135381590
2018 : U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-614,304
Total unrealized appreciation/depreciation of assets2018-12-31$-614,304
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,137,338
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,562,580
Total income from all sources (including contributions)2018-12-31$31,189,573
Total loss/gain on sale of assets2018-12-31$-365,117
Total of all expenses incurred2018-12-31$36,110,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$34,973,081
Expenses. Certain deemed distributions of participant loans2018-12-31$1,137,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$42,030,969
Value of total assets at end of year2018-12-31$355,024,217
Value of total assets at beginning of year2018-12-31$359,370,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$3,050,060
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,767,826
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$5,767,826
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$41,604,041
Participant contributions at end of year2018-12-31$12,746,080
Participant contributions at beginning of year2018-12-31$12,514,255
Participant contributions at end of year2018-12-31$16,589
Participant contributions at beginning of year2018-12-31$31,903
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$426,928
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$327,693
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$265,871
Liabilities. Value of operating payables at end of year2018-12-31$2,609
Liabilities. Value of operating payables at beginning of year2018-12-31$1,530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,921,183
Value of net assets at end of year (total assets less liabilities)2018-12-31$351,886,879
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$356,808,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$240,394,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$246,735,725
Interest on participant loans2018-12-31$697,505
Interest earned on other investments2018-12-31$45,854
Income. Interest from US Government securities2018-12-31$492,762
Income. Interest from corporate debt instruments2018-12-31$550,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$62,096,330
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$58,893,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$58,893,336
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,263,261
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,152,547
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,972,979
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$16,592
Asset value of US Government securities at end of year2018-12-31$14,705,330
Asset value of US Government securities at beginning of year2018-12-31$16,113,146
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-18,679,861
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$34,956,489
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$17,116,987
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$16,312,855
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$467,971
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$1,530,572
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
Liabilities. Value of benefit claims payable at end of year2018-12-31$3,134,729
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$2,561,050
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$166,072,806
Aggregate carrying amount (costs) on sale of assets2018-12-31$166,437,923
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 name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$168,041
Total unrealized appreciation/depreciation of assets2017-12-31$168,041
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,562,580
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,069,607
Total income from all sources (including contributions)2017-12-31$77,574,433
Total loss/gain on sale of assets2017-12-31$-111,065
Total of all expenses incurred2017-12-31$29,848,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$28,835,786
Expenses. Certain deemed distributions of participant loans2017-12-31$1,012,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$40,413,874
Value of total assets at end of year2017-12-31$359,370,642
Value of total assets at beginning of year2017-12-31$310,151,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$2,414,525
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$40,024,813
Participant contributions at end of year2017-12-31$12,514,255
Participant contributions at beginning of year2017-12-31$11,345,687
Participant contributions at end of year2017-12-31$31,903
Participant contributions at beginning of year2017-12-31$2,498
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$389,061
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$265,871
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$250,503
Liabilities. Value of operating payables at end of year2017-12-31$1,530
Liabilities. Value of operating payables at beginning of year2017-12-31$1,659
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$47,726,122
Value of net assets at end of year (total assets less liabilities)2017-12-31$356,808,062
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$309,081,940
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$246,735,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$204,313,806
Interest on participant loans2017-12-31$562,252
Interest earned on other investments2017-12-31$104,119
Income. Interest from US Government securities2017-12-31$481,535
Income. Interest from corporate debt instruments2017-12-31$517,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$58,893,336
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$52,792,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$52,792,501
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$749,236
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,972,979
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,802,889
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$19,047
Asset value of US Government securities at end of year2017-12-31$16,113,146
Asset value of US Government securities at beginning of year2017-12-31$17,044,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$34,689,058
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$28,816,739
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$16,312,855
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$16,162,057
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$1,530,572
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$1,436,993
Liabilities. Value of benefit claims payable at end of year2017-12-31$2,561,050
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$1,067,948
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$39,776,281
Aggregate carrying amount (costs) on sale of assets2017-12-31$39,887,346
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-533,783
Total unrealized appreciation/depreciation of assets2016-12-31$-533,783
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,069,605
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,778,865
Total income from all sources (including contributions)2016-12-31$57,105,568
Total loss/gain on sale of assets2016-12-31$215,835
Total of all expenses incurred2016-12-31$25,250,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$24,496,393
Expenses. Certain deemed distributions of participant loans2016-12-31$754,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$34,439,896
Value of total assets at end of year2016-12-31$310,151,547
Value of total assets at beginning of year2016-12-31$279,005,850
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$1,993,491
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$33,822,033
Participant contributions at end of year2016-12-31$11,345,687
Participant contributions at beginning of year2016-12-31$10,922,752
Participant contributions at end of year2016-12-31$2,498
Participant contributions at beginning of year2016-12-31$118,921
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$617,863
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$250,503
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$228,140
Liabilities. Value of operating payables at end of year2016-12-31$1,659
Liabilities. Value of operating payables at beginning of year2016-12-31$1,873
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$31,854,957
Value of net assets at end of year (total assets less liabilities)2016-12-31$309,081,942
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$277,226,985
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$204,313,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$179,856,153
Interest on participant loans2016-12-31$538,137
Interest earned on other investments2016-12-31$116,323
Income. Interest from US Government securities2016-12-31$528,558
Income. Interest from corporate debt instruments2016-12-31$498,241
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$52,792,501
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$48,723,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$48,723,480
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$312,232
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,802,889
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,633,747
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$22,724
Asset value of US Government securities at end of year2016-12-31$17,044,613
Asset value of US Government securities at beginning of year2016-12-31$15,069,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$20,990,129
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$24,473,669
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$16,162,057
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$16,028,692
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$1,436,993
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$1,424,182
Liabilities. Value of benefit claims payable at end of year2016-12-31$1,067,946
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$1,776,992
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$38,316,042
Aggregate carrying amount (costs) on sale of assets2016-12-31$38,100,207
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BDO USA, LLC
Accountancy firm EIN2016-12-31135381590
2015 : U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-519,294
Total unrealized appreciation/depreciation of assets2015-12-31$-519,294
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,778,865
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,093,110
Total income from all sources (including contributions)2015-12-31$40,848,697
Total loss/gain on sale of assets2015-12-31$-318,872
Total of all expenses incurred2015-12-31$25,630,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$24,874,767
Expenses. Certain deemed distributions of participant loans2015-12-31$756,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$39,906,249
Value of total assets at end of year2015-12-31$279,005,850
Value of total assets at beginning of year2015-12-31$263,102,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$1,754,433
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$39,114,035
Participant contributions at end of year2015-12-31$10,922,752
Participant contributions at beginning of year2015-12-31$9,508,839
Participant contributions at end of year2015-12-31$118,921
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$792,214
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$228,140
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$203,693
Liabilities. Value of operating payables at end of year2015-12-31$1,873
Liabilities. Value of operating payables at beginning of year2015-12-31$2,072
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$15,217,864
Value of net assets at end of year (total assets less liabilities)2015-12-31$277,226,985
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$262,009,121
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$179,856,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$171,344,558
Interest on participant loans2015-12-31$494,370
Interest earned on other investments2015-12-31$131,531
Income. Interest from US Government securities2015-12-31$471,452
Income. Interest from corporate debt instruments2015-12-31$449,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$48,723,480
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$41,352,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$41,352,999
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$207,727
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,633,747
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$10,083,144
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$24,691
Asset value of US Government securities at end of year2015-12-31$15,069,783
Asset value of US Government securities at beginning of year2015-12-31$16,131,533
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$26,181
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$24,850,076
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$16,028,692
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$13,121,291
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$1,424,182
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$1,356,174
Liabilities. Value of benefit claims payable at end of year2015-12-31$1,776,992
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$1,091,038
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$35,696,919
Aggregate carrying amount (costs) on sale of assets2015-12-31$36,015,791
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 name2015-12-31BDO USA, LLC
Accountancy firm EIN2015-12-31135381590
2014 : U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$866,288
Total unrealized appreciation/depreciation of assets2014-12-31$866,288
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,093,110
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,629,572
Total income from all sources (including contributions)2014-12-31$47,242,402
Total loss/gain on sale of assets2014-12-31$43,714
Total of all expenses incurred2014-12-31$20,972,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$20,233,112
Expenses. Certain deemed distributions of participant loans2014-12-31$739,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$28,913,077
Value of total assets at end of year2014-12-31$263,102,231
Value of total assets at beginning of year2014-12-31$237,369,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$1,834,552
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$28,685,502
Participant contributions at end of year2014-12-31$9,508,839
Participant contributions at beginning of year2014-12-31$8,713,475
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$227,575
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$203,693
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$230,247
Liabilities. Value of operating payables at end of year2014-12-31$2,072
Liabilities. Value of operating payables at beginning of year2014-12-31$2,169
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$26,269,524
Value of net assets at end of year (total assets less liabilities)2014-12-31$262,009,121
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$235,739,597
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$171,344,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$147,441,987
Interest on participant loans2014-12-31$444,373
Interest earned on other investments2014-12-31$145,900
Income. Interest from US Government securities2014-12-31$478,301
Income. Interest from corporate debt instruments2014-12-31$510,431
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$41,352,999
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$41,068,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$41,068,171
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$255,547
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$10,083,144
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$9,808,028
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$25,744
Asset value of US Government securities at end of year2014-12-31$16,131,533
Asset value of US Government securities at beginning of year2014-12-31$11,624,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$15,584,771
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$20,207,368
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$13,121,291
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$16,038,098
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$1,356,174
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$2,444,747
Liabilities. Value of benefit claims payable at end of year2014-12-31$1,091,038
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$1,627,403
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$29,337,373
Aggregate carrying amount (costs) on sale of assets2014-12-31$29,293,659
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-1,170,451
Total unrealized appreciation/depreciation of assets2013-12-31$-1,170,451
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,629,572
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,189,108
Total income from all sources (including contributions)2013-12-31$53,478,563
Total loss/gain on sale of assets2013-12-31$-740,872
Total of all expenses incurred2013-12-31$20,020,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$19,399,340
Expenses. Certain deemed distributions of participant loans2013-12-31$621,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$26,342,020
Value of total assets at end of year2013-12-31$237,369,169
Value of total assets at beginning of year2013-12-31$203,470,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$1,879,068
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$26,066,825
Participant contributions at end of year2013-12-31$8,713,475
Participant contributions at beginning of year2013-12-31$8,130,905
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$275,195
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$230,247
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$283,650
Liabilities. Value of operating payables at end of year2013-12-31$2,169
Liabilities. Value of operating payables at beginning of year2013-12-31$2,623
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$33,457,731
Value of net assets at end of year (total assets less liabilities)2013-12-31$235,739,597
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$202,281,866
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$147,441,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$108,093,777
Interest on participant loans2013-12-31$412,911
Interest earned on other investments2013-12-31$188,791
Income. Interest from US Government securities2013-12-31$508,029
Income. Interest from corporate debt instruments2013-12-31$541,118
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$41,068,171
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$40,331,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$40,331,351
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$228,219
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$9,808,028
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$9,530,753
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$27,818
Asset value of US Government securities at end of year2013-12-31$11,624,416
Asset value of US Government securities at beginning of year2013-12-31$16,346,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$27,168,798
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$19,371,522
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$16,038,098
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$17,151,321
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$2,444,747
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$3,603,159
Liabilities. Value of benefit claims payable at end of year2013-12-31$1,627,403
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$1,186,485
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$45,219,276
Aggregate carrying amount (costs) on sale of assets2013-12-31$45,960,148
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 name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590
2012 : U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$298,556
Total unrealized appreciation/depreciation of assets2012-12-31$298,556
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,189,108
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,648,291
Total income from all sources (including contributions)2012-12-31$34,557,994
Total loss/gain on sale of assets2012-12-31$-189,749
Total of all expenses incurred2012-12-31$13,189,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$12,674,887
Expenses. Certain deemed distributions of participant loans2012-12-31$514,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$19,535,496
Value of total assets at end of year2012-12-31$203,470,974
Value of total assets at beginning of year2012-12-31$182,561,295
Total interest from all sources2012-12-31$2,222,198
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$18,937,144
Participant contributions at end of year2012-12-31$8,130,905
Participant contributions at beginning of year2012-12-31$6,858,574
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$598,352
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$283,650
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$267,449
Liabilities. Value of operating payables at end of year2012-12-31$2,623
Liabilities. Value of operating payables at beginning of year2012-12-31$2,506
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$21,368,862
Value of net assets at end of year (total assets less liabilities)2012-12-31$202,281,866
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$180,913,004
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$108,093,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$92,828,104
Interest on participant loans2012-12-31$347,743
Interest earned on other investments2012-12-31$221,515
Income. Interest from US Government securities2012-12-31$594,125
Income. Interest from corporate debt instruments2012-12-31$539,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$40,331,351
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$40,792,455
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$40,792,455
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$518,909
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$9,530,753
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$9,241,680
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$30,362
Asset value of US Government securities at end of year2012-12-31$16,346,058
Asset value of US Government securities at beginning of year2012-12-31$15,963,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$12,691,493
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$12,644,525
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$17,151,321
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$14,218,868
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$3,603,159
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$2,390,509
Liabilities. Value of benefit claims payable at end of year2012-12-31$1,186,485
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$1,645,785
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$40,757,498
Aggregate carrying amount (costs) on sale of assets2012-12-31$40,947,247
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 name2012-12-31BDO USA, LLP
Accountancy firm EIN2012-12-31135381590
2011 : U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$1,177,476
Total unrealized appreciation/depreciation of assets2011-12-31$1,177,476
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,648,291
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,302,753
Total income from all sources (including contributions)2011-12-31$23,078,222
Total loss/gain on sale of assets2011-12-31$97,398
Total of all expenses incurred2011-12-31$12,736,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$12,256,523
Expenses. Certain deemed distributions of participant loans2011-12-31$479,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$17,989,782
Value of total assets at end of year2011-12-31$182,561,295
Value of total assets at beginning of year2011-12-31$171,873,753
Total interest from all sources2011-12-31$2,177,821
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$17,644,384
Participant contributions at end of year2011-12-31$6,858,574
Participant contributions at beginning of year2011-12-31$6,302,481
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$345,398
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$267,449
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$269,897
Liabilities. Value of operating payables at end of year2011-12-31$2,506
Liabilities. Value of operating payables at beginning of year2011-12-31$2,575
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$10,342,004
Value of net assets at end of year (total assets less liabilities)2011-12-31$180,913,004
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$170,571,000
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$92,828,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$83,197,064
Interest on participant loans2011-12-31$352,407
Interest earned on other investments2011-12-31$158,300
Income. Interest from US Government securities2011-12-31$678,662
Income. Interest from corporate debt instruments2011-12-31$510,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$40,792,455
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$40,227,275
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$40,227,275
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$478,393
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$9,241,680
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$8,948,872
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$31,409
Asset value of US Government securities at end of year2011-12-31$15,963,656
Asset value of US Government securities at beginning of year2011-12-31$18,142,179
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$1,635,745
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$12,225,114
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$14,218,868
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$13,743,147
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$2,390,509
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$1,042,838
Liabilities. Value of benefit claims payable at end of year2011-12-31$1,645,785
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$1,300,178
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$36,174,299
Aggregate carrying amount (costs) on sale of assets2011-12-31$36,076,901
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 name2011-12-31BDO USA, LLC
Accountancy firm EIN2011-12-31135381590
2010 : U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$172,205
Total unrealized appreciation/depreciation of assets2010-12-31$172,205
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,302,753
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$560,623
Total income from all sources (including contributions)2010-12-31$28,380,325
Total loss/gain on sale of assets2010-12-31$244,777
Total of all expenses incurred2010-12-31$9,097,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$8,679,836
Expenses. Certain deemed distributions of participant loans2010-12-31$417,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$16,855,784
Value of total assets at end of year2010-12-31$171,873,753
Value of total assets at beginning of year2010-12-31$151,848,976
Total interest from all sources2010-12-31$2,251,653
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$16,688,157
Participant contributions at end of year2010-12-31$6,302,481
Participant contributions at beginning of year2010-12-31$5,664,710
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$167,627
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$269,897
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$409,358
Liabilities. Value of operating payables at end of year2010-12-31$2,575
Liabilities. Value of operating payables at beginning of year2010-12-31$2,411
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$19,282,647
Value of net assets at end of year (total assets less liabilities)2010-12-31$170,571,000
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$151,288,353
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$83,197,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$68,723,235
Interest on participant loans2010-12-31$350,945
Interest earned on other investments2010-12-31$141,126
Income. Interest from US Government securities2010-12-31$735,234
Income. Interest from corporate debt instruments2010-12-31$583,121
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$40,227,275
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$38,498,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$38,498,744
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$441,227
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$8,948,872
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$8,538,171
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$31,056
Asset value of US Government securities at end of year2010-12-31$18,142,179
Asset value of US Government securities at beginning of year2010-12-31$16,993,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$8,855,906
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$8,648,780
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$13,743,147
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$12,536,174
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$1,042,838
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$485,269
Liabilities. Value of benefit claims payable at end of year2010-12-31$1,300,178
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$558,212
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$33,000,736
Aggregate carrying amount (costs) on sale of assets2010-12-31$32,755,959
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 name2010-12-31BDO USA, LLC
Accountancy firm EIN2010-12-31135381590

Form 5500 Responses for U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN

2022: U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01First time form 5500 has been submittedYes
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number14483
Policy instance 2
Insurance contract or identification number14483
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 )
Policy contract numberP4160022
Policy instance 1
Insurance contract or identification numberP4160022
Number of Individuals Covered11
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $172
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $172
Amount paid for insurance broker fees0
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number14483
Policy instance 2
Insurance contract or identification number14483
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 )
Policy contract numberP4160022
Policy instance 1
Insurance contract or identification numberP4160022
Number of Individuals Covered79
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,006
Are there contracts with allocated funds for individual policies?1
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
Commission paid to Insurance BrokerUSD $1,006
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number14483
Policy instance 2
Insurance contract or identification number14483
Insurance policy start date2017-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 )
Policy contract numberP4160022
Policy instance 1
Insurance contract or identification numberP4160022
Number of Individuals Covered82
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,127
Are there contracts with allocated funds for individual policies?1
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
Commission paid to Insurance BrokerUSD $1,127
Insurance broker nameJOHN D. WINK III
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 )
Policy contract numberP4160022
Policy instance 1
Insurance contract or identification numberP4160022
Number of Individuals Covered102
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,471
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,471
Insurance broker nameJOHN D. WINK III
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number14483
Policy instance 2
Insurance contract or identification number14483
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA7823
Policy instance 3
Insurance contract or identification numberGA7823
Insurance policy start date2015-01-01
Insurance policy end date2015-02-06
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA7823
Policy instance 1
Insurance contract or identification numberGA7823
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number14483
Policy instance 3
Insurance contract or identification number14483
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 )
Policy contract numberP4160022
Policy instance 2
Insurance contract or identification numberP4160022
Number of Individuals Covered110
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,556
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,556
Insurance broker nameJOHN D. WINK III
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA7823
Policy instance 3
Insurance contract or identification numberGA7823
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number
Policy instance 2
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 )
Policy contract numberP4160022
Policy instance 1
Insurance contract or identification numberP4160022
Number of Individuals Covered124
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,665
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,665
Insurance broker nameJOHN D. WINK III
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 )
Policy contract numberP4160022
Policy instance 1
Insurance contract or identification numberP4160022
Number of Individuals Covered125
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,785
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,785
Insurance broker nameJOHN D. WINK
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA7823
Policy instance 3
Insurance contract or identification numberGA7823
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number14483
Policy instance 2
Insurance contract or identification number14483
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 )
Policy contract numberP4160022
Policy instance 1
Insurance contract or identification numberP4160022
Number of Individuals Covered128
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,839
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number14483
Policy instance 2
Insurance contract or identification number14483
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA7823
Policy instance 3
Insurance contract or identification numberGA7823
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA7823
Policy instance 3
Insurance contract or identification numberGA7823
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number14483
Policy instance 2
Insurance contract or identification number14483
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 )
Policy contract numberP4160022
Policy instance 1
Insurance contract or identification numberP4160022
Number of Individuals Covered130
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,753
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,753
Insurance broker nameJOHN D WINK

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