LUKINS & ANNIS, P.S. has sponsored the creation of one or more 401k plans.
Additional information about LUKINS & ANNIS, P.S.
Submission information for form 5500 for 401k plan LUKINS & ANNIS, P.S. 401K PROFIT SHARING PLAN AND TRUST
401k plan membership statisitcs for LUKINS & ANNIS, P.S. 401K PROFIT SHARING PLAN AND TRUST
Measure | Date | Value |
---|
2021: LUKINS & ANNIS, P.S. 401K PROFIT SHARING PLAN AND TRUST 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-10-01 | 83 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-10-01 | 51 |
Number of retired or separated participants receiving benefits | 2021-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-10-01 | 28 |
Total of all active and inactive participants | 2021-10-01 | 79 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-10-01 | 0 |
Total participants | 2021-10-01 | 79 |
Number of participants with account balances | 2021-10-01 | 79 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-10-01 | 2 |
2020: LUKINS & ANNIS, P.S. 401K PROFIT SHARING PLAN AND TRUST 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-10-01 | 86 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-10-01 | 49 |
Number of retired or separated participants receiving benefits | 2020-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-10-01 | 32 |
Total of all active and inactive participants | 2020-10-01 | 81 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-10-01 | 0 |
Total participants | 2020-10-01 | 81 |
Number of participants with account balances | 2020-10-01 | 80 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-10-01 | 1 |
2019: LUKINS & ANNIS, P.S. 401K PROFIT SHARING PLAN AND TRUST 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-10-01 | 81 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-10-01 | 44 |
Number of retired or separated participants receiving benefits | 2019-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-10-01 | 35 |
Total of all active and inactive participants | 2019-10-01 | 79 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-10-01 | 0 |
Total participants | 2019-10-01 | 79 |
Number of participants with account balances | 2019-10-01 | 79 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-10-01 | 1 |
2018: LUKINS & ANNIS, P.S. 401K PROFIT SHARING PLAN AND TRUST 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-10-01 | 76 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 44 |
Number of retired or separated participants receiving benefits | 2018-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-10-01 | 31 |
Total of all active and inactive participants | 2018-10-01 | 75 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-10-01 | 0 |
Total participants | 2018-10-01 | 75 |
Number of participants with account balances | 2018-10-01 | 75 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-10-01 | 2 |
2017: LUKINS & ANNIS, P.S. 401K PROFIT SHARING PLAN AND TRUST 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-10-01 | 68 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 52 |
Number of retired or separated participants receiving benefits | 2017-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-10-01 | 21 |
Total of all active and inactive participants | 2017-10-01 | 73 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-10-01 | 0 |
Total participants | 2017-10-01 | 73 |
Number of participants with account balances | 2017-10-01 | 73 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-10-01 | 2 |
2016: LUKINS & ANNIS, P.S. 401K PROFIT SHARING PLAN AND TRUST 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-10-01 | 70 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 50 |
Number of retired or separated participants receiving benefits | 2016-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-10-01 | 18 |
Total of all active and inactive participants | 2016-10-01 | 68 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-10-01 | 0 |
Total participants | 2016-10-01 | 68 |
Number of participants with account balances | 2016-10-01 | 68 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-10-01 | 2 |
2015: LUKINS & ANNIS, P.S. 401K PROFIT SHARING PLAN AND TRUST 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-10-01 | 72 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 47 |
Number of retired or separated participants receiving benefits | 2015-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-10-01 | 21 |
Total of all active and inactive participants | 2015-10-01 | 68 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-10-01 | 0 |
Total participants | 2015-10-01 | 68 |
Number of participants with account balances | 2015-10-01 | 68 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-10-01 | 2 |
2014: LUKINS & ANNIS, P.S. 401K PROFIT SHARING PLAN AND TRUST 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-10-01 | 79 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 46 |
Number of retired or separated participants receiving benefits | 2014-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 21 |
Total of all active and inactive participants | 2014-10-01 | 67 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-10-01 | 0 |
Total participants | 2014-10-01 | 67 |
Number of participants with account balances | 2014-10-01 | 67 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-10-01 | 2 |
2013: LUKINS & ANNIS, P.S. 401K PROFIT SHARING PLAN AND TRUST 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-10-01 | 75 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 47 |
Number of retired or separated participants receiving benefits | 2013-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 29 |
Total of all active and inactive participants | 2013-10-01 | 76 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-10-01 | 0 |
Total participants | 2013-10-01 | 76 |
Number of participants with account balances | 2013-10-01 | 74 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-10-01 | 3 |
2012: LUKINS & ANNIS, P.S. 401K PROFIT SHARING PLAN AND TRUST 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-10-01 | 74 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 46 |
Number of retired or separated participants receiving benefits | 2012-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 28 |
Total of all active and inactive participants | 2012-10-01 | 74 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-10-01 | 0 |
Total participants | 2012-10-01 | 74 |
Number of participants with account balances | 2012-10-01 | 73 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-10-01 | 2 |
2011: LUKINS & ANNIS, P.S. 401K PROFIT SHARING PLAN AND TRUST 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-10-01 | 75 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 45 |
Number of retired or separated participants receiving benefits | 2011-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 29 |
Total of all active and inactive participants | 2011-10-01 | 74 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-10-01 | 0 |
Total participants | 2011-10-01 | 74 |
Number of participants with account balances | 2011-10-01 | 69 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-10-01 | 3 |
2010: LUKINS & ANNIS, P.S. 401K PROFIT SHARING PLAN AND TRUST 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-10-01 | 76 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-10-01 | 42 |
Number of retired or separated participants receiving benefits | 2010-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-10-01 | 33 |
Total of all active and inactive participants | 2010-10-01 | 75 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-10-01 | 0 |
Total participants | 2010-10-01 | 75 |
Number of participants with account balances | 2010-10-01 | 73 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-10-01 | 0 |
2009: LUKINS & ANNIS, P.S. 401K PROFIT SHARING PLAN AND TRUST 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-10-01 | 84 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 47 |
Number of retired or separated participants receiving benefits | 2009-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 28 |
Total of all active and inactive participants | 2009-10-01 | 75 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 1 |
Total participants | 2009-10-01 | 76 |
Number of participants with account balances | 2009-10-01 | 76 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 2 |
Measure | Date | Value |
---|
2022 : LUKINS & ANNIS, P.S. 401K PROFIT SHARING PLAN AND TRUST 2022 401k financial data |
---|
Total income from all sources | 2022-09-30 | $-5,305,203 |
Expenses. Total of all expenses incurred | 2022-09-30 | $850,301 |
Benefits paid (including direct rollovers) | 2022-09-30 | $794,128 |
Total plan assets at end of year | 2022-09-30 | $32,403,051 |
Total plan assets at beginning of year | 2022-09-30 | $38,558,555 |
Value of fidelity bond covering the plan | 2022-09-30 | $500,000 |
Total contributions received or receivable from participants | 2022-09-30 | $540,253 |
Expenses. Other expenses not covered elsewhere | 2022-09-30 | $2,462 |
Other income received | 2022-09-30 | $-6,364,965 |
Net income (gross income less expenses) | 2022-09-30 | $-6,155,504 |
Net plan assets at end of year (total assets less liabilities) | 2022-09-30 | $32,403,051 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-09-30 | $38,558,555 |
Assets. Value of participant loans | 2022-09-30 | $85,884 |
Total contributions received or receivable from employer(s) | 2022-09-30 | $519,509 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-09-30 | $53,711 |
2021 : LUKINS & ANNIS, P.S. 401K PROFIT SHARING PLAN AND TRUST 2021 401k financial data |
---|
Total income from all sources | 2021-09-30 | $8,086,244 |
Expenses. Total of all expenses incurred | 2021-09-30 | $3,040,998 |
Benefits paid (including direct rollovers) | 2021-09-30 | $2,980,499 |
Total plan assets at end of year | 2021-09-30 | $38,558,555 |
Total plan assets at beginning of year | 2021-09-30 | $33,513,309 |
Value of fidelity bond covering the plan | 2021-09-30 | $500,000 |
Total contributions received or receivable from participants | 2021-09-30 | $520,747 |
Contributions received from other sources (not participants or employers) | 2021-09-30 | $75,012 |
Other income received | 2021-09-30 | $6,824,260 |
Net income (gross income less expenses) | 2021-09-30 | $5,045,246 |
Net plan assets at end of year (total assets less liabilities) | 2021-09-30 | $38,558,555 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-09-30 | $33,513,309 |
Assets. Value of participant loans | 2021-09-30 | $83,422 |
Total contributions received or receivable from employer(s) | 2021-09-30 | $666,225 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-09-30 | $60,499 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-09-30 | $0 |
2020 : LUKINS & ANNIS, P.S. 401K PROFIT SHARING PLAN AND TRUST 2020 401k financial data |
---|
Total income from all sources | 2020-09-30 | $3,819,723 |
Expenses. Total of all expenses incurred | 2020-09-30 | $499,893 |
Benefits paid (including direct rollovers) | 2020-09-30 | $452,477 |
Total plan assets at end of year | 2020-09-30 | $33,513,309 |
Total plan assets at beginning of year | 2020-09-30 | $30,193,479 |
Value of fidelity bond covering the plan | 2020-09-30 | $500,000 |
Total contributions received or receivable from participants | 2020-09-30 | $440,602 |
Expenses. Other expenses not covered elsewhere | 2020-09-30 | $921 |
Contributions received from other sources (not participants or employers) | 2020-09-30 | $23,791 |
Other income received | 2020-09-30 | $2,709,133 |
Net income (gross income less expenses) | 2020-09-30 | $3,319,830 |
Net plan assets at end of year (total assets less liabilities) | 2020-09-30 | $33,513,309 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-09-30 | $30,193,479 |
Assets. Value of participant loans | 2020-09-30 | $99,671 |
Total contributions received or receivable from employer(s) | 2020-09-30 | $646,197 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-09-30 | $46,495 |
2019 : LUKINS & ANNIS, P.S. 401K PROFIT SHARING PLAN AND TRUST 2019 401k financial data |
---|
Total income from all sources | 2019-09-30 | $1,873,376 |
Expenses. Total of all expenses incurred | 2019-09-30 | $1,856,487 |
Benefits paid (including direct rollovers) | 2019-09-30 | $1,808,636 |
Total plan assets at end of year | 2019-09-30 | $30,193,479 |
Total plan assets at beginning of year | 2019-09-30 | $30,176,590 |
Value of fidelity bond covering the plan | 2019-09-30 | $500,000 |
Total contributions received or receivable from participants | 2019-09-30 | $486,582 |
Expenses. Other expenses not covered elsewhere | 2019-09-30 | $2,176 |
Contributions received from other sources (not participants or employers) | 2019-09-30 | $7,544 |
Other income received | 2019-09-30 | $817,984 |
Net income (gross income less expenses) | 2019-09-30 | $16,889 |
Net plan assets at end of year (total assets less liabilities) | 2019-09-30 | $30,193,479 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-09-30 | $30,176,590 |
Assets. Value of participant loans | 2019-09-30 | $37,803 |
Total contributions received or receivable from employer(s) | 2019-09-30 | $561,266 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-09-30 | $45,675 |
2018 : LUKINS & ANNIS, P.S. 401K PROFIT SHARING PLAN AND TRUST 2018 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-09-30 | $0 |
2017 : LUKINS & ANNIS, P.S. 401K PROFIT SHARING PLAN AND TRUST 2017 401k financial data |
---|
Total income from all sources | 2017-09-30 | $4,152,225 |
Expenses. Total of all expenses incurred | 2017-09-30 | $1,949,665 |
Benefits paid (including direct rollovers) | 2017-09-30 | $1,921,156 |
Total plan assets at end of year | 2017-09-30 | $27,941,917 |
Total plan assets at beginning of year | 2017-09-30 | $25,739,357 |
Value of fidelity bond covering the plan | 2017-09-30 | $500,000 |
Total contributions received or receivable from participants | 2017-09-30 | $463,689 |
Expenses. Other expenses not covered elsewhere | 2017-09-30 | $1,147 |
Contributions received from other sources (not participants or employers) | 2017-09-30 | $3,869 |
Other income received | 2017-09-30 | $3,147,697 |
Net income (gross income less expenses) | 2017-09-30 | $2,202,560 |
Net plan assets at end of year (total assets less liabilities) | 2017-09-30 | $27,941,917 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-09-30 | $25,739,357 |
Assets. Value of participant loans | 2017-09-30 | $48,582 |
Total contributions received or receivable from employer(s) | 2017-09-30 | $536,970 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-09-30 | $27,362 |
2016 : LUKINS & ANNIS, P.S. 401K PROFIT SHARING PLAN AND TRUST 2016 401k financial data |
---|
Total income from all sources | 2016-09-30 | $3,852,696 |
Expenses. Total of all expenses incurred | 2016-09-30 | $760,049 |
Benefits paid (including direct rollovers) | 2016-09-30 | $727,859 |
Total plan assets at end of year | 2016-09-30 | $25,739,357 |
Total plan assets at beginning of year | 2016-09-30 | $22,646,710 |
Value of fidelity bond covering the plan | 2016-09-30 | $500,000 |
Total contributions received or receivable from participants | 2016-09-30 | $413,932 |
Expenses. Other expenses not covered elsewhere | 2016-09-30 | $5,948 |
Contributions received from other sources (not participants or employers) | 2016-09-30 | $700,479 |
Other income received | 2016-09-30 | $2,250,420 |
Net income (gross income less expenses) | 2016-09-30 | $3,092,647 |
Net plan assets at end of year (total assets less liabilities) | 2016-09-30 | $25,739,357 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-09-30 | $22,646,710 |
Assets. Value of participant loans | 2016-09-30 | $106,735 |
Total contributions received or receivable from employer(s) | 2016-09-30 | $487,865 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-09-30 | $26,242 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-09-30 | $0 |
2015 : LUKINS & ANNIS, P.S. 401K PROFIT SHARING PLAN AND TRUST 2015 401k financial data |
---|
Total income from all sources | 2015-09-30 | $1,087,798 |
Expenses. Total of all expenses incurred | 2015-09-30 | $2,583,166 |
Benefits paid (including direct rollovers) | 2015-09-30 | $2,573,064 |
Total plan assets at end of year | 2015-09-30 | $22,646,710 |
Total plan assets at beginning of year | 2015-09-30 | $24,142,078 |
Value of fidelity bond covering the plan | 2015-09-30 | $500,000 |
Total contributions received or receivable from participants | 2015-09-30 | $404,922 |
Expenses. Other expenses not covered elsewhere | 2015-09-30 | $4,832 |
Contributions received from other sources (not participants or employers) | 2015-09-30 | $389,957 |
Other income received | 2015-09-30 | $-257,211 |
Net income (gross income less expenses) | 2015-09-30 | $-1,495,368 |
Net plan assets at end of year (total assets less liabilities) | 2015-09-30 | $22,646,710 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-09-30 | $24,142,078 |
Assets. Value of participant loans | 2015-09-30 | $120,624 |
Total contributions received or receivable from employer(s) | 2015-09-30 | $550,130 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-09-30 | $5,270 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-09-30 | $0 |
2014 : LUKINS & ANNIS, P.S. 401K PROFIT SHARING PLAN AND TRUST 2014 401k financial data |
---|
Total income from all sources | 2014-09-30 | $3,098,514 |
Expenses. Total of all expenses incurred | 2014-09-30 | $947,115 |
Benefits paid (including direct rollovers) | 2014-09-30 | $947,115 |
Total plan assets at end of year | 2014-09-30 | $24,142,078 |
Total plan assets at beginning of year | 2014-09-30 | $21,990,679 |
Value of fidelity bond covering the plan | 2014-09-30 | $500,000 |
Total contributions received or receivable from participants | 2014-09-30 | $432,478 |
Contributions received from other sources (not participants or employers) | 2014-09-30 | $11,967 |
Other income received | 2014-09-30 | $2,291,981 |
Net income (gross income less expenses) | 2014-09-30 | $2,151,399 |
Net plan assets at end of year (total assets less liabilities) | 2014-09-30 | $24,142,078 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-09-30 | $21,990,679 |
Assets. Value of participant loans | 2014-09-30 | $93,123 |
Total contributions received or receivable from employer(s) | 2014-09-30 | $362,088 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-09-30 | $0 |
2013 : LUKINS & ANNIS, P.S. 401K PROFIT SHARING PLAN AND TRUST 2013 401k financial data |
---|
Total income from all sources | 2013-09-30 | $3,437,379 |
Expenses. Total of all expenses incurred | 2013-09-30 | $295,180 |
Benefits paid (including direct rollovers) | 2013-09-30 | $295,180 |
Total plan assets at end of year | 2013-09-30 | $21,990,679 |
Total plan assets at beginning of year | 2013-09-30 | $18,848,480 |
Value of fidelity bond covering the plan | 2013-09-30 | $500,000 |
Total contributions received or receivable from participants | 2013-09-30 | $373,750 |
Other income received | 2013-09-30 | $2,711,019 |
Net income (gross income less expenses) | 2013-09-30 | $3,142,199 |
Net plan assets at end of year (total assets less liabilities) | 2013-09-30 | $21,990,679 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-09-30 | $18,848,480 |
Assets. Value of participant loans | 2013-09-30 | $133,805 |
Total contributions received or receivable from employer(s) | 2013-09-30 | $352,610 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-09-30 | $0 |
2012 : LUKINS & ANNIS, P.S. 401K PROFIT SHARING PLAN AND TRUST 2012 401k financial data |
---|
Total income from all sources | 2012-09-30 | $4,127,124 |
Expenses. Total of all expenses incurred | 2012-09-30 | $2,535,893 |
Benefits paid (including direct rollovers) | 2012-09-30 | $2,514,483 |
Total plan assets at end of year | 2012-09-30 | $18,848,480 |
Total plan assets at beginning of year | 2012-09-30 | $17,257,249 |
Value of fidelity bond covering the plan | 2012-09-30 | $500,000 |
Total contributions received or receivable from participants | 2012-09-30 | $329,552 |
Expenses. Other expenses not covered elsewhere | 2012-09-30 | $21,410 |
Other income received | 2012-09-30 | $3,571,446 |
Net income (gross income less expenses) | 2012-09-30 | $1,591,231 |
Net plan assets at end of year (total assets less liabilities) | 2012-09-30 | $18,848,480 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-09-30 | $17,257,249 |
Assets. Value of participant loans | 2012-09-30 | $56,230 |
Total contributions received or receivable from employer(s) | 2012-09-30 | $226,126 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-09-30 | $0 |
2011 : LUKINS & ANNIS, P.S. 401K PROFIT SHARING PLAN AND TRUST 2011 401k financial data |
---|
Total plan liabilities at beginning of year | 2011-09-30 | $0 |
Total income from all sources | 2011-09-30 | $943,695 |
Expenses. Total of all expenses incurred | 2011-09-30 | $4,941,027 |
Benefits paid (including direct rollovers) | 2011-09-30 | $4,910,791 |
Total plan assets at end of year | 2011-09-30 | $17,257,249 |
Total plan assets at beginning of year | 2011-09-30 | $21,254,581 |
Value of fidelity bond covering the plan | 2011-09-30 | $500,000 |
Total contributions received or receivable from participants | 2011-09-30 | $355,082 |
Expenses. Other expenses not covered elsewhere | 2011-09-30 | $30,236 |
Other income received | 2011-09-30 | $291,507 |
Net income (gross income less expenses) | 2011-09-30 | $-3,997,332 |
Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $17,257,249 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $21,254,581 |
Assets. Value of participant loans | 2011-09-30 | $36,600 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2011-09-30 | $25,668 |
Total contributions received or receivable from employer(s) | 2011-09-30 | $297,106 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-09-30 | $0 |
2010 : LUKINS & ANNIS, P.S. 401K PROFIT SHARING PLAN AND TRUST 2010 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-09-30 | $0 |
2021: LUKINS & ANNIS, P.S. 401K PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses |
---|
2021-10-01 | Type of plan entity | Single employer plan |
2021-10-01 | Submission has been amended | No |
2021-10-01 | This submission is the final filing | No |
2021-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-10-01 | Plan is a collectively bargained plan | No |
2021-10-01 | Plan funding arrangement – Insurance | Yes |
2021-10-01 | Plan funding arrangement – Trust | Yes |
2021-10-01 | Plan benefit arrangement - Trust | Yes |
2020: LUKINS & ANNIS, P.S. 401K PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses |
---|
2020-10-01 | Type of plan entity | Single employer plan |
2020-10-01 | Submission has been amended | No |
2020-10-01 | This submission is the final filing | No |
2020-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-10-01 | Plan is a collectively bargained plan | No |
2020-10-01 | Plan funding arrangement – Insurance | Yes |
2020-10-01 | Plan funding arrangement – Trust | Yes |
2020-10-01 | Plan benefit arrangement - Trust | Yes |
2019: LUKINS & ANNIS, P.S. 401K PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses |
---|
2019-10-01 | Type of plan entity | Single employer plan |
2019-10-01 | Submission has been amended | No |
2019-10-01 | This submission is the final filing | No |
2019-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-10-01 | Plan is a collectively bargained plan | No |
2019-10-01 | Plan funding arrangement – Insurance | Yes |
2019-10-01 | Plan funding arrangement – Trust | Yes |
2019-10-01 | Plan benefit arrangement - Trust | Yes |
2018: LUKINS & ANNIS, P.S. 401K PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses |
---|
2018-10-01 | Type of plan entity | Single employer plan |
2018-10-01 | Submission has been amended | No |
2018-10-01 | This submission is the final filing | No |
2018-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-10-01 | Plan is a collectively bargained plan | No |
2018-10-01 | Plan funding arrangement – Insurance | Yes |
2018-10-01 | Plan funding arrangement – Trust | Yes |
2018-10-01 | Plan benefit arrangement - Trust | Yes |
2017: LUKINS & ANNIS, P.S. 401K PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses |
---|
2017-10-01 | Type of plan entity | Single employer plan |
2017-10-01 | Submission has been amended | No |
2017-10-01 | This submission is the final filing | No |
2017-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-10-01 | Plan is a collectively bargained plan | No |
2017-10-01 | Plan funding arrangement – Insurance | Yes |
2017-10-01 | Plan funding arrangement – Trust | Yes |
2017-10-01 | Plan benefit arrangement - Trust | Yes |
2016: LUKINS & ANNIS, P.S. 401K PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses |
---|
2016-10-01 | Type of plan entity | Single employer plan |
2016-10-01 | Submission has been amended | No |
2016-10-01 | This submission is the final filing | No |
2016-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-10-01 | Plan is a collectively bargained plan | No |
2016-10-01 | Plan funding arrangement – Insurance | Yes |
2016-10-01 | Plan funding arrangement – Trust | Yes |
2016-10-01 | Plan benefit arrangement - Trust | Yes |
2015: LUKINS & ANNIS, P.S. 401K PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses |
---|
2015-10-01 | Type of plan entity | Single employer plan |
2015-10-01 | Submission has been amended | No |
2015-10-01 | This submission is the final filing | No |
2015-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-10-01 | Plan is a collectively bargained plan | No |
2015-10-01 | Plan funding arrangement – Insurance | Yes |
2015-10-01 | Plan funding arrangement – Trust | Yes |
2015-10-01 | Plan benefit arrangement - Trust | Yes |
2014: LUKINS & ANNIS, P.S. 401K PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses |
---|
2014-10-01 | Type of plan entity | Single employer plan |
2014-10-01 | Submission has been amended | No |
2014-10-01 | This submission is the final filing | No |
2014-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-10-01 | Plan is a collectively bargained plan | No |
2014-10-01 | Plan funding arrangement – Insurance | Yes |
2014-10-01 | Plan funding arrangement – Trust | Yes |
2014-10-01 | Plan benefit arrangement - Trust | Yes |
2013: LUKINS & ANNIS, P.S. 401K PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses |
---|
2013-10-01 | Type of plan entity | Single employer plan |
2013-10-01 | Submission has been amended | No |
2013-10-01 | This submission is the final filing | No |
2013-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-10-01 | Plan is a collectively bargained plan | No |
2013-10-01 | Plan funding arrangement – Insurance | Yes |
2013-10-01 | Plan funding arrangement – Trust | Yes |
2013-10-01 | Plan benefit arrangement - Trust | Yes |
2012: LUKINS & ANNIS, P.S. 401K PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses |
---|
2012-10-01 | Type of plan entity | Single employer plan |
2012-10-01 | Submission has been amended | No |
2012-10-01 | This submission is the final filing | No |
2012-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-10-01 | Plan is a collectively bargained plan | No |
2012-10-01 | Plan funding arrangement – Insurance | Yes |
2012-10-01 | Plan funding arrangement – Trust | Yes |
2012-10-01 | Plan benefit arrangement - Trust | Yes |
2011: LUKINS & ANNIS, P.S. 401K PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses |
---|
2011-10-01 | Type of plan entity | Single employer plan |
2011-10-01 | Submission has been amended | No |
2011-10-01 | This submission is the final filing | No |
2011-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-10-01 | Plan is a collectively bargained plan | No |
2011-10-01 | Plan funding arrangement – Insurance | Yes |
2011-10-01 | Plan funding arrangement – Trust | Yes |
2011-10-01 | Plan benefit arrangement - Trust | Yes |
2010: LUKINS & ANNIS, P.S. 401K PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses |
---|
2010-10-01 | Type of plan entity | Single employer plan |
2010-10-01 | Submission has been amended | No |
2010-10-01 | This submission is the final filing | No |
2010-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-10-01 | Plan is a collectively bargained plan | No |
2010-10-01 | Plan funding arrangement – Insurance | Yes |
2010-10-01 | Plan funding arrangement – Trust | Yes |
2010-10-01 | Plan benefit arrangement - Trust | Yes |
2009: LUKINS & ANNIS, P.S. 401K PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses |
---|
2009-10-01 | Type of plan entity | Single employer plan |
2009-10-01 | Submission has been amended | No |
2009-10-01 | This submission is the final filing | No |
2009-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-10-01 | Plan is a collectively bargained plan | No |
2009-10-01 | Plan funding arrangement – Insurance | Yes |
2009-10-01 | Plan funding arrangement – Trust | Yes |
2009-10-01 | Plan benefit arrangement - Trust | Yes |
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 20689 |
Policy instance | 1 |
Insurance contract or identification number | 20689 | Number of Individuals Covered | 1 | Insurance policy start date | 2021-10-01 | Insurance policy end date | 2022-09-30 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 20689 |
Policy instance | 1 |
Insurance contract or identification number | 20689 | Number of Individuals Covered | 1 | Insurance policy start date | 2020-10-01 | Insurance policy end date | 2021-09-30 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 20689 |
Policy instance | 1 |
Insurance contract or identification number | 20689 | Number of Individuals Covered | 1 | Insurance policy start date | 2019-10-01 | Insurance policy end date | 2020-09-30 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 20689 |
Policy instance | 1 |
Insurance contract or identification number | 20689 | Number of Individuals Covered | 1 | Insurance policy start date | 2018-10-01 | Insurance policy end date | 2019-09-30 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 20689 |
Policy instance | 1 |
Insurance contract or identification number | 20689 | Number of Individuals Covered | 1 | Insurance policy start date | 2017-10-01 | Insurance policy end date | 2018-09-30 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 20689 |
Policy instance | 1 |
Insurance contract or identification number | 20689 | Number of Individuals Covered | 2 | Insurance policy start date | 2014-10-01 | Insurance policy end date | 2015-09-30 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 20689 |
Policy instance | 1 |
Insurance contract or identification number | 20689 | Number of Individuals Covered | 2 | Insurance policy start date | 2013-10-01 | Insurance policy end date | 2014-09-30 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 20689 |
Policy instance | 1 |
Insurance contract or identification number | 20689 | Number of Individuals Covered | 2 | Insurance policy start date | 2012-10-01 | Insurance policy end date | 2013-09-30 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 20689 |
Policy instance | 1 |
Insurance contract or identification number | 20689 | Number of Individuals Covered | 2 | Insurance policy start date | 2011-10-01 | Insurance policy end date | 2012-09-30 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 20689 |
Policy instance | 1 |
Insurance contract or identification number | 20689 | Number of Individuals Covered | 2 | Insurance policy start date | 2010-10-01 | Insurance policy end date | 2011-09-30 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|