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NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN 401k Plan overview

Plan NameNANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN
Plan identification number 333

NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NANA REGIONAL CORPORATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:NANA REGIONAL CORPORATION, INC.
Employer identification number (EIN):920042024
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Additional information about NANA REGIONAL CORPORATION, INC.

Jurisdiction of Incorporation: Alaska Department Commerce, Community & Economic Development
Incorporation Date: 1972-06-07
Company Identification Number: 11039D
Legal Registered Office Address: 909 W 9TH AVENUE

ANCHORAGE
United States of America (USA)
99501

More information about NANA REGIONAL CORPORATION, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332022-01-01
3332021-01-01
3332020-01-01
3332019-01-01
3332018-01-01
3332017-01-01STEVE PENCE
3332016-01-01KIMBERLY CUNNINGHAM STEVE PENCE2017-10-16
3332015-01-01JAMIE CLARK
3332014-01-01KEVIN THOMAS
3332013-01-01JAMIE CLARK
3332012-01-01JAMIE CLARK
3332011-01-01JAMIE CLARK
3332010-01-01JAMIE CLARK
3332009-01-01JAMIE CLARK JAMIE CLARK2010-10-11

Plan Statistics for NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN

401k plan membership statisitcs for NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN

Measure Date Value
2022: NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,992
Total number of active participants reported on line 7a of the Form 55002022-01-012,546
Number of retired or separated participants receiving benefits2022-01-0167
Number of other retired or separated participants entitled to future benefits2022-01-011,349
Total of all active and inactive participants2022-01-013,962
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0131
Total participants2022-01-013,993
Number of participants with account balances2022-01-013,223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,902
Total number of active participants reported on line 7a of the Form 55002021-01-012,583
Number of retired or separated participants receiving benefits2021-01-0159
Number of other retired or separated participants entitled to future benefits2021-01-011,322
Total of all active and inactive participants2021-01-013,964
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0128
Total participants2021-01-013,992
Number of participants with account balances2021-01-013,260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,294
Total number of active participants reported on line 7a of the Form 55002020-01-012,568
Number of retired or separated participants receiving benefits2020-01-0138
Number of other retired or separated participants entitled to future benefits2020-01-011,271
Total of all active and inactive participants2020-01-013,877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0125
Total participants2020-01-013,902
Number of participants with account balances2020-01-013,185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,019
Total number of active participants reported on line 7a of the Form 55002019-01-013,071
Number of retired or separated participants receiving benefits2019-01-0135
Number of other retired or separated participants entitled to future benefits2019-01-011,162
Total of all active and inactive participants2019-01-014,268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0118
Total participants2019-01-014,286
Number of participants with account balances2019-01-013,448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015,013
Total number of active participants reported on line 7a of the Form 55002018-01-012,821
Number of retired or separated participants receiving benefits2018-01-0124
Number of other retired or separated participants entitled to future benefits2018-01-011,154
Total of all active and inactive participants2018-01-013,999
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0115
Total participants2018-01-014,014
Number of participants with account balances2018-01-013,168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-017,215
Total number of active participants reported on line 7a of the Form 55002017-01-014,212
Number of retired or separated participants receiving benefits2017-01-0122
Number of other retired or separated participants entitled to future benefits2017-01-01755
Total of all active and inactive participants2017-01-014,989
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0111
Total participants2017-01-015,000
Number of participants with account balances2017-01-013,384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017,943
Total number of active participants reported on line 7a of the Form 55002016-01-016,114
Number of retired or separated participants receiving benefits2016-01-0125
Number of other retired or separated participants entitled to future benefits2016-01-011,063
Total of all active and inactive participants2016-01-017,202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0113
Total participants2016-01-017,215
Number of participants with account balances2016-01-015,004
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017,761
Total number of active participants reported on line 7a of the Form 55002015-01-016,523
Number of retired or separated participants receiving benefits2015-01-0121
Number of other retired or separated participants entitled to future benefits2015-01-011,388
Total of all active and inactive participants2015-01-017,932
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0111
Total participants2015-01-017,943
Number of participants with account balances2015-01-015,866
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016,512
Total number of active participants reported on line 7a of the Form 55002014-01-016,777
Number of retired or separated participants receiving benefits2014-01-0114
Number of other retired or separated participants entitled to future benefits2014-01-01962
Total of all active and inactive participants2014-01-017,753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-018
Total participants2014-01-017,761
Number of participants with account balances2014-01-015,552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,752
Total number of active participants reported on line 7a of the Form 55002013-01-015,705
Number of retired or separated participants receiving benefits2013-01-0116
Number of other retired or separated participants entitled to future benefits2013-01-01791
Total of all active and inactive participants2013-01-016,512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016,512
Number of participants with account balances2013-01-015,187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016,538
Total number of active participants reported on line 7a of the Form 55002012-01-013,734
Number of retired or separated participants receiving benefits2012-01-0111
Number of other retired or separated participants entitled to future benefits2012-01-011,005
Total of all active and inactive participants2012-01-014,750
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-014,752
Number of participants with account balances2012-01-014,752
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017,473
Total number of active participants reported on line 7a of the Form 55002011-01-015,531
Number of retired or separated participants receiving benefits2011-01-018
Number of other retired or separated participants entitled to future benefits2011-01-01998
Total of all active and inactive participants2011-01-016,537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-016,538
Number of participants with account balances2011-01-014,717
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-018,050
Total number of active participants reported on line 7a of the Form 55002010-01-016,793
Number of retired or separated participants receiving benefits2010-01-014
Number of other retired or separated participants entitled to future benefits2010-01-01675
Total of all active and inactive participants2010-01-017,472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-017,473
Number of participants with account balances2010-01-014,366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015,402
Total number of active participants reported on line 7a of the Form 55002009-01-017,401
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01647
Total of all active and inactive participants2009-01-018,048
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-018,050
Number of participants with account balances2009-01-014,275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN

Measure Date Value
2022 : NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$29,871
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$77,379
Total income from all sources (including contributions)2022-12-31$-8,915,554
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$17,157,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$16,811,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$15,704,766
Value of total assets at end of year2022-12-31$151,783,342
Value of total assets at beginning of year2022-12-31$177,903,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$345,794
Total interest from all sources2022-12-31$153,214
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,634,821
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$6,634,821
Administrative expenses professional fees incurred2022-12-31$11,025
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$11,356,854
Participant contributions at end of year2022-12-31$2,157,150
Participant contributions at beginning of year2022-12-31$2,293,992
Participant contributions at end of year2022-12-31$227,103
Participant contributions at beginning of year2022-12-31$207,859
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$863,471
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$4,404
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$29,871
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$77,379
Other income not declared elsewhere2022-12-31$100,206
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-26,072,562
Value of net assets at end of year (total assets less liabilities)2022-12-31$151,753,471
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$177,826,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$86,515
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$126,646,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$155,250,512
Interest on participant loans2022-12-31$153,214
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$19,777,676
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$17,778,761
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-31,508,561
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,484,441
Employer contributions (assets) at end of year2022-12-31$2,974,544
Employer contributions (assets) at beginning of year2022-12-31$2,367,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$16,811,214
Contract administrator fees2022-12-31$248,254
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RSM US LLP
Accountancy firm EIN2022-12-31420714325
2021 : NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$77,379
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$83,909
Total income from all sources (including contributions)2021-12-31$35,813,548
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$19,807,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$19,342,985
Expenses. Certain deemed distributions of participant loans2021-12-31$131,790
Value of total corrective distributions2021-12-31$-2,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$13,785,893
Value of total assets at end of year2021-12-31$177,903,412
Value of total assets at beginning of year2021-12-31$161,904,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$335,444
Total interest from all sources2021-12-31$425,982
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$8,132,381
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$8,132,381
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$10,602,433
Participant contributions at end of year2021-12-31$2,293,992
Participant contributions at beginning of year2021-12-31$2,025,468
Participant contributions at end of year2021-12-31$207,859
Participant contributions at beginning of year2021-12-31$196,134
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$316,823
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$4,404
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$77,379
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$83,909
Other income not declared elsewhere2021-12-31$118,249
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$16,005,681
Value of net assets at end of year (total assets less liabilities)2021-12-31$177,826,033
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$161,820,352
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$67,196
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$155,250,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$139,432,370
Interest on participant loans2021-12-31$155,490
Interest earned on other investments2021-12-31$270,492
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$17,778,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$18,187,050
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$13,351,043
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,866,637
Employer contributions (assets) at end of year2021-12-31$2,367,884
Employer contributions (assets) at beginning of year2021-12-31$2,063,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$19,342,985
Contract administrator fees2021-12-31$268,248
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$83,909
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$93,309
Total income from all sources (including contributions)2020-12-31$34,463,158
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$21,229,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$20,713,445
Expenses. Certain deemed distributions of participant loans2020-12-31$184,291
Value of total corrective distributions2020-12-31$4,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$14,916,962
Value of total assets at end of year2020-12-31$161,904,261
Value of total assets at beginning of year2020-12-31$148,680,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$327,258
Total interest from all sources2020-12-31$500,784
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,653,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$4,653,506
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$11,428,141
Participant contributions at end of year2020-12-31$2,025,468
Participant contributions at beginning of year2020-12-31$2,651,306
Participant contributions at end of year2020-12-31$196,134
Participant contributions at beginning of year2020-12-31$147
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$907,640
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$83,909
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$93,309
Other income not declared elsewhere2020-12-31$111,901
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$13,233,377
Value of net assets at end of year (total assets less liabilities)2020-12-31$161,820,352
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$148,586,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$83,205
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$139,432,370
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$127,136,003
Interest on participant loans2020-12-31$176,989
Interest earned on other investments2020-12-31$323,795
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$18,187,050
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$16,423,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$14,280,005
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
Contributions received in cash from employer2020-12-31$2,581,181
Employer contributions (assets) at end of year2020-12-31$2,063,239
Employer contributions (assets) at beginning of year2020-12-31$2,469,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$20,713,445
Contract administrator fees2020-12-31$244,053
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$93,309
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$84,216
Total income from all sources (including contributions)2019-12-31$39,907,691
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$16,066,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$15,535,853
Expenses. Certain deemed distributions of participant loans2019-12-31$189,020
Value of total corrective distributions2019-12-31$377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$16,143,120
Value of total assets at end of year2019-12-31$148,680,284
Value of total assets at beginning of year2019-12-31$124,829,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$341,231
Total interest from all sources2019-12-31$543,653
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,715,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,715,694
Administrative expenses professional fees incurred2019-12-31$23,582
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$11,583,421
Participant contributions at end of year2019-12-31$2,651,306
Participant contributions at beginning of year2019-12-31$2,692,899
Participant contributions at end of year2019-12-31$147
Participant contributions at beginning of year2019-12-31$81,679
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,585,113
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$93,309
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$84,216
Other income not declared elsewhere2019-12-31$108,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$23,841,210
Value of net assets at end of year (total assets less liabilities)2019-12-31$148,586,975
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$124,745,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$113,814
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$127,136,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$103,850,799
Interest on participant loans2019-12-31$203,573
Interest earned on other investments2019-12-31$340,080
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$16,423,446
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$16,742,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$18,396,784
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,974,586
Employer contributions (assets) at end of year2019-12-31$2,469,382
Employer contributions (assets) at beginning of year2019-12-31$1,462,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$15,535,853
Contract administrator fees2019-12-31$203,835
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
2018 : NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$84,216
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$21,678
Total income from all sources (including contributions)2018-12-31$9,051,103
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$13,990,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$13,344,977
Expenses. Certain deemed distributions of participant loans2018-12-31$179,624
Value of total corrective distributions2018-12-31$102,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$14,382,351
Value of total assets at end of year2018-12-31$124,829,981
Value of total assets at beginning of year2018-12-31$129,706,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$363,037
Total interest from all sources2018-12-31$479,763
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,617,461
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,617,461
Administrative expenses professional fees incurred2018-12-31$61,462
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
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$9,645,771
Participant contributions at end of year2018-12-31$2,692,899
Participant contributions at beginning of year2018-12-31$2,483,878
Participant contributions at end of year2018-12-31$81,679
Participant contributions at beginning of year2018-12-31$127,415
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,809,290
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$4,214
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$84,216
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$21,678
Other income not declared elsewhere2018-12-31$123,154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,939,526
Value of net assets at end of year (total assets less liabilities)2018-12-31$124,745,765
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$129,685,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$76,419
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$103,850,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$111,017,904
Interest on participant loans2018-12-31$185,060
Interest earned on other investments2018-12-31$294,703
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$16,742,357
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$15,237,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-10,551,626
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
Contributions received in cash from employer2018-12-31$1,927,290
Employer contributions (assets) at end of year2018-12-31$1,462,247
Employer contributions (assets) at beginning of year2018-12-31$836,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$13,344,977
Contract administrator fees2018-12-31$225,156
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$53,569,346
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$21,678
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$55,680
Total income from all sources (including contributions)2017-12-31$40,854,512
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$27,305,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$26,914,295
Expenses. Certain deemed distributions of participant loans2017-12-31$-35,990
Value of total corrective distributions2017-12-31$370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$15,377,357
Value of total assets at end of year2017-12-31$129,706,969
Value of total assets at beginning of year2017-12-31$169,761,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$426,871
Total interest from all sources2017-12-31$618,085
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,014,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,014,885
Administrative expenses professional fees incurred2017-12-31$79,464
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$20,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$13,138,252
Participant contributions at end of year2017-12-31$2,483,878
Participant contributions at beginning of year2017-12-31$3,684,895
Participant contributions at end of year2017-12-31$127,415
Participant contributions at beginning of year2017-12-31$165,430
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$904,743
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$4,214
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$14,069
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$21,678
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$55,680
Other income not declared elsewhere2017-12-31$127,020
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$13,548,966
Value of net assets at end of year (total assets less liabilities)2017-12-31$129,685,291
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$169,705,671
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
Investment advisory and management fees2017-12-31$44,777
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$111,017,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$143,896,322
Interest on participant loans2017-12-31$230,464
Interest earned on other investments2017-12-31$387,621
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$15,237,246
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$21,996,634
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$21,717,165
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,334,362
Employer contributions (assets) at end of year2017-12-31$836,312
Employer contributions (assets) at beginning of year2017-12-31$4,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$26,914,295
Contract administrator fees2017-12-31$302,630
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GRANT THORNTON LLP
Accountancy firm EIN2017-12-31366055558
2016 : NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$55,680
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$53,314
Total income from all sources (including contributions)2016-12-31$30,552,046
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$27,644,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$26,907,554
Expenses. Certain deemed distributions of participant loans2016-12-31$405,084
Value of total corrective distributions2016-12-31$55,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$17,938,344
Value of total assets at end of year2016-12-31$169,761,351
Value of total assets at beginning of year2016-12-31$166,851,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$276,441
Total interest from all sources2016-12-31$689,306
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,432,863
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$4,432,863
Administrative expenses professional fees incurred2016-12-31$46,700
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$20,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$14,940,078
Participant contributions at end of year2016-12-31$3,684,895
Participant contributions at beginning of year2016-12-31$3,846,078
Participant contributions at end of year2016-12-31$165,430
Participant contributions at beginning of year2016-12-31$297,699
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,728,573
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$14,069
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$5,588
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$55,680
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$53,314
Other income not declared elsewhere2016-12-31$44,887
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$2,907,287
Value of net assets at end of year (total assets less liabilities)2016-12-31$169,705,671
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$166,798,384
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
Investment advisory and management fees2016-12-31$100,069
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$143,896,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$110,418,997
Interest on participant loans2016-12-31$233,117
Interest earned on other investments2016-12-31$456,189
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$21,996,634
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$51,652,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$7,446,646
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,269,693
Employer contributions (assets) at end of year2016-12-31$4,001
Employer contributions (assets) at beginning of year2016-12-31$630,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$26,907,554
Contract administrator fees2016-12-31$129,672
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GRANT THORNTON LLP
Accountancy firm EIN2016-12-31366055558
2015 : NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$53,314
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$226,453
Total income from all sources (including contributions)2015-12-31$20,281,935
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$25,509,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$24,861,766
Expenses. Certain deemed distributions of participant loans2015-12-31$283,652
Value of total corrective distributions2015-12-31$53,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$20,604,664
Value of total assets at end of year2015-12-31$166,851,698
Value of total assets at beginning of year2015-12-31$172,252,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$310,822
Total interest from all sources2015-12-31$1,134,605
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,561,597
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$6,561,597
Administrative expenses professional fees incurred2015-12-31$88,293
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$20,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$17,365,297
Participant contributions at end of year2015-12-31$3,846,078
Participant contributions at beginning of year2015-12-31$3,874,306
Participant contributions at end of year2015-12-31$297,699
Participant contributions at beginning of year2015-12-31$221,728
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,027,642
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$5,588
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,684
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$53,314
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$226,453
Other income not declared elsewhere2015-12-31$119,545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,227,619
Value of net assets at end of year (total assets less liabilities)2015-12-31$166,798,384
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$172,026,003
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
Investment advisory and management fees2015-12-31$93,450
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$110,418,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$115,592,562
Interest on participant loans2015-12-31$234,618
Interest earned on other investments2015-12-31$899,987
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$51,652,660
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$50,310,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-8,138,476
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,211,725
Employer contributions (assets) at end of year2015-12-31$630,676
Employer contributions (assets) at beginning of year2015-12-31$2,251,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$24,861,766
Contract administrator fees2015-12-31$129,079
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GRANT THORNTON LLP
Accountancy firm EIN2015-12-31366055558
2014 : NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$23,611,494
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$226,453
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$42,076
Total income from all sources (including contributions)2014-12-31$33,448,500
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$20,244,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$19,210,853
Expenses. Certain deemed distributions of participant loans2014-12-31$415,269
Value of total corrective distributions2014-12-31$540,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$24,482,566
Value of total assets at end of year2014-12-31$172,252,456
Value of total assets at beginning of year2014-12-31$135,252,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$77,415
Total interest from all sources2014-12-31$1,082,532
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$6,723,477
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$6,723,477
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$20,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$18,454,582
Participant contributions at end of year2014-12-31$3,874,306
Participant contributions at beginning of year2014-12-31$2,523,405
Participant contributions at end of year2014-12-31$221,728
Participant contributions at beginning of year2014-12-31$280,157
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,145,037
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,684
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$226,453
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$42,076
Other income not declared elsewhere2014-12-31$25,714
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$13,204,471
Value of net assets at end of year (total assets less liabilities)2014-12-31$172,026,003
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$135,210,038
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
Investment advisory and management fees2014-12-31$13,659
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$115,592,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$89,657,075
Interest on participant loans2014-12-31$220,539
Interest earned on other investments2014-12-31$861,993
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$50,310,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$40,867,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,134,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,882,947
Employer contributions (assets) at end of year2014-12-31$2,251,220
Employer contributions (assets) at beginning of year2014-12-31$1,923,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$19,210,853
Contract administrator fees2014-12-31$63,756
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GRANT THORNTON LLP
Accountancy firm EIN2014-12-31366055558
2013 : NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$42,076
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$101,498
Total income from all sources (including contributions)2013-12-31$35,470,734
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$11,944,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$11,640,900
Expenses. Certain deemed distributions of participant loans2013-12-31$274,591
Value of total corrective distributions2013-12-31$9,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$17,929,549
Value of total assets at end of year2013-12-31$135,252,114
Value of total assets at beginning of year2013-12-31$111,785,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$20,292
Total interest from all sources2013-12-31$889,280
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,842,746
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,842,746
Administrative expenses professional fees incurred2013-12-31$9,450
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$13,723,277
Participant contributions at end of year2013-12-31$2,523,405
Participant contributions at beginning of year2013-12-31$2,509,239
Participant contributions at end of year2013-12-31$280,157
Participant contributions at beginning of year2013-12-31$245,545
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$798,761
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$5
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$42,076
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$6,969
Other income not declared elsewhere2013-12-31$122,162
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$131,171
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$23,525,865
Value of net assets at end of year (total assets less liabilities)2013-12-31$135,210,038
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$111,684,173
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$89,657,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$70,105,477
Interest on participant loans2013-12-31$155,992
Interest earned on other investments2013-12-31$733,271
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$17
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$40,867,683
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$36,587,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$13,686,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,407,511
Employer contributions (assets) at end of year2013-12-31$1,923,794
Employer contributions (assets) at beginning of year2013-12-31$2,207,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$11,640,900
Contract administrator fees2013-12-31$10,842
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$94,529
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GRANT THORNTON LLP
Accountancy firm EIN2013-12-31366055558
2012 : NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$3,131,494
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$101,498
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$414,624
Total income from all sources (including contributions)2012-12-31$24,801,853
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$8,422,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,410,907
Value of total corrective distributions2012-12-31$269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$14,631,441
Value of total assets at end of year2012-12-31$111,785,671
Value of total assets at beginning of year2012-12-31$98,850,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,000
Total interest from all sources2012-12-31$1,115,423
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,269,692
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,269,692
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$11,455,604
Participant contributions at end of year2012-12-31$2,509,239
Participant contributions at beginning of year2012-12-31$2,579,385
Participant contributions at end of year2012-12-31$245,545
Participant contributions at beginning of year2012-12-31$160,765
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$421,157
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$5
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$115,735
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$6,969
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$163,173
Other income not declared elsewhere2012-12-31$25,503
Total non interest bearing cash at end of year2012-12-31$131,171
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$16,379,677
Value of net assets at end of year (total assets less liabilities)2012-12-31$111,684,173
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$98,435,990
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$70,105,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$61,392,404
Interest on participant loans2012-12-31$161,570
Interest earned on other investments2012-12-31$953,818
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$228,118
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$228,118
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$35
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$36,587,067
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$31,971,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$7,759,794
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,754,680
Employer contributions (assets) at end of year2012-12-31$2,207,167
Employer contributions (assets) at beginning of year2012-12-31$2,402,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$8,410,907
Contract administrator fees2012-12-31$11,000
Liabilities. Value of benefit claims payable at end of year2012-12-31$94,529
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$251,451
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GRANT THORNTON LLP
Accountancy firm EIN2012-12-31366055558
2011 : NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$414,624
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$178,209
Total income from all sources (including contributions)2011-12-31$16,227,624
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$10,697,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$10,683,614
Value of total corrective distributions2011-12-31$4,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$16,762,458
Value of total assets at end of year2011-12-31$98,850,614
Value of total assets at beginning of year2011-12-31$93,083,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,304
Total interest from all sources2011-12-31$1,045,085
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,590,369
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,590,369
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$12,397,045
Participant contributions at end of year2011-12-31$2,579,385
Participant contributions at beginning of year2011-12-31$2,443,499
Participant contributions at end of year2011-12-31$160,765
Participant contributions at beginning of year2011-12-31$178,548
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,020,091
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$115,735
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$144,715
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$163,173
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$174,275
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$5,530,202
Value of net assets at end of year (total assets less liabilities)2011-12-31$98,435,990
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$92,905,788
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$61,392,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$62,896,780
Interest on participant loans2011-12-31$160,025
Interest earned on other investments2011-12-31$885,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$228,118
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$328,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$328,841
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$26
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$31,971,904
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$27,019,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,170,288
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,345,322
Employer contributions (assets) at end of year2011-12-31$2,402,303
Employer contributions (assets) at beginning of year2011-12-31$72,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$10,683,614
Contract administrator fees2011-12-31$9,304
Liabilities. Value of benefit claims payable at end of year2011-12-31$251,451
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$3,934
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GRANT THORNTON LLP
Accountancy firm EIN2011-12-31366055558
2010 : NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$178,209
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$519,289
Total income from all sources (including contributions)2010-12-31$21,570,235
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$12,449,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$12,428,265
Value of total corrective distributions2010-12-31$1,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$12,902,182
Value of total assets at end of year2010-12-31$93,083,997
Value of total assets at beginning of year2010-12-31$84,304,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$19,824
Total interest from all sources2010-12-31$957,186
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,624,510
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,624,510
Administrative expenses professional fees incurred2010-12-31$12,205
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$11,859,960
Participant contributions at end of year2010-12-31$2,443,499
Participant contributions at beginning of year2010-12-31$2,431,570
Participant contributions at end of year2010-12-31$178,548
Participant contributions at beginning of year2010-12-31$164,685
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$297,102
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$144,715
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$112,581
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$174,275
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$519,289
Total non interest bearing cash at beginning of year2010-12-31$184
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$9,120,526
Value of net assets at end of year (total assets less liabilities)2010-12-31$92,905,788
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$83,785,262
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$62,896,780
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$55,217,934
Interest on participant loans2010-12-31$170,889
Interest earned on other investments2010-12-31$786,262
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$328,841
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$459,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$459,049
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$35
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$27,019,535
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$25,918,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,086,357
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$745,120
Employer contributions (assets) at end of year2010-12-31$72,079
Employer contributions (assets) at beginning of year2010-12-31$428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$12,428,265
Contract administrator fees2010-12-31$7,619
Liabilities. Value of benefit claims payable at end of year2010-12-31$3,934
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GRANT THORNTON LLP
Accountancy firm EIN2010-12-31366055558

Form 5500 Responses for NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN

2022: NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple 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: NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple 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: NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple 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 planYes
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: NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple 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: NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple 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: NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple 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: NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple 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: NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple 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
2010: NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple 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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894252-087
Policy instance 1
Insurance contract or identification number894252-087
Number of Individuals Covered272
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894252-087
Policy instance 1
Insurance contract or identification number894252-087
Number of Individuals Covered286
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894252/893498
Policy instance 1
Insurance contract or identification number894252/893498
Number of Individuals Covered303
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893498-087
Policy instance 1
Insurance contract or identification number893498-087
Number of Individuals Covered320
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893498-087
Policy instance 1
Insurance contract or identification number893498-087
Number of Individuals Covered322
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?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893498-087
Policy instance 1
Insurance contract or identification number893498-087
Number of Individuals Covered340
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892304/893498
Policy instance 1
Insurance contract or identification number892304/893498
Number of Individuals Covered5419
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?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892304-087
Policy instance 1
Insurance contract or identification number892304-087
Number of Individuals Covered5109
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?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892304-087
Policy instance 1
Insurance contract or identification number892304-087
Number of Individuals Covered4387
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?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892304-087
Policy instance 1
Insurance contract or identification number892304-087
Number of Individuals Covered4439
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892304-087
Policy instance 1
Insurance contract or identification number892304-087
Number of Individuals Covered4383
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892304-087
Policy instance 1
Insurance contract or identification number892304-087
Number of Individuals Covered4055
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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