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SUPPLEMENTAL INCOME 401(K) PLAN 401k Plan overview

Plan NameSUPPLEMENTAL INCOME 401(K) PLAN
Plan identification number 002

SUPPLEMENTAL INCOME 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

BOARD OF TRUSTEES OF SUPPLEMENTAL INCOME TRUST FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF SUPPLEMENTAL INCOME TRUST FUND
Employer identification number (EIN):942554388
NAIC Classification:493100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUPPLEMENTAL INCOME 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01CARLOS BORBA2023-09-28 KEITH FLEMING2023-09-28
0022021-01-01RICH BARBOUR2022-12-19 CARLOS BORBA2022-12-19
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01RICHARD BARBOUR CLARK RITCHEY2018-09-20
0022016-01-01RICHARD BARBOUR ROME A. ALOISE2017-08-11
0022015-01-01RICHARD BARBOUR ROME A. ALOISE2016-09-26
0022014-01-01RICHARD BARBOUR ROME A. ALOISE2015-08-20
0022013-01-01RICHARD BARBOUR ROME A. ALOISE2014-09-04
0022012-01-01RICHARD BARBOUR ROME A. ALOISE2013-10-02
0022011-01-01RICHARD BARBOUR ROME A. ALOISE2012-10-08
0022010-01-01RICHARD BARBOUR ROME A ALOISE2011-09-16
0022009-01-01ROME A. ALOISE RICHARD BARBOUR2010-10-11

Plan Statistics for SUPPLEMENTAL INCOME 401(K) PLAN

401k plan membership statisitcs for SUPPLEMENTAL INCOME 401(K) PLAN

Measure Date Value
2022: SUPPLEMENTAL INCOME 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0135,415
Total number of active participants reported on line 7a of the Form 55002022-01-0130,285
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-016,286
Total of all active and inactive participants2022-01-0136,571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01290
Total participants2022-01-0136,861
Number of participants with account balances2022-01-0136,861
Number of employers contributing to the scheme2022-01-01603
2021: SUPPLEMENTAL INCOME 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0134,449
Total number of active participants reported on line 7a of the Form 55002021-01-0128,894
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-016,274
Total of all active and inactive participants2021-01-0135,168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01247
Total participants2021-01-0135,415
Number of participants with account balances2021-01-0135,415
Number of employers contributing to the scheme2021-01-01581
2020: SUPPLEMENTAL INCOME 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0131,125
Total number of active participants reported on line 7a of the Form 55002020-01-0127,997
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-016,306
Total of all active and inactive participants2020-01-0134,303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01146
Total participants2020-01-0134,449
Number of participants with account balances2020-01-0134,449
Number of employers contributing to the scheme2020-01-01576
2019: SUPPLEMENTAL INCOME 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0129,648
Total number of active participants reported on line 7a of the Form 55002019-01-0125,535
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-015,590
Total of all active and inactive participants2019-01-0131,125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01100
Total participants2019-01-0131,225
Number of participants with account balances2019-01-0131,225
Number of employers contributing to the scheme2019-01-01586
2018: SUPPLEMENTAL INCOME 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0127,926
Total number of active participants reported on line 7a of the Form 55002018-01-0123,923
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-015,596
Total of all active and inactive participants2018-01-0129,519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01129
Total participants2018-01-0129,648
Number of participants with account balances2018-01-0129,648
Number of employers contributing to the scheme2018-01-01656
2017: SUPPLEMENTAL INCOME 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0128,277
Total number of active participants reported on line 7a of the Form 55002017-01-0121,979
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-015,831
Total of all active and inactive participants2017-01-0127,810
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01116
Total participants2017-01-0127,926
Number of participants with account balances2017-01-0127,926
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-01665
2016: SUPPLEMENTAL INCOME 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0128,125
Total number of active participants reported on line 7a of the Form 55002016-01-0119,817
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-017,285
Total of all active and inactive participants2016-01-0127,102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0176
Total participants2016-01-0127,178
Number of participants with account balances2016-01-0128,277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-01777
2015: SUPPLEMENTAL INCOME 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0123,098
Total number of active participants reported on line 7a of the Form 55002015-01-0119,889
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-017,990
Total of all active and inactive participants2015-01-0127,879
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01105
Total participants2015-01-0127,984
Number of participants with account balances2015-01-0127,984
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-01762
2014: SUPPLEMENTAL INCOME 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0121,380
Total number of active participants reported on line 7a of the Form 55002014-01-0119,685
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013,349
Total of all active and inactive participants2014-01-0123,034
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0164
Total participants2014-01-0123,098
Number of participants with account balances2014-01-0123,098
Number of employers contributing to the scheme2014-01-01753
2013: SUPPLEMENTAL INCOME 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0121,381
Total number of active participants reported on line 7a of the Form 55002013-01-0117,980
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013,337
Total of all active and inactive participants2013-01-0121,317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0163
Total participants2013-01-0121,380
Number of participants with account balances2013-01-0121,380
Number of employers contributing to the scheme2013-01-01728
2012: SUPPLEMENTAL INCOME 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0118,446
Total number of active participants reported on line 7a of the Form 55002012-01-0117,541
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013,786
Total of all active and inactive participants2012-01-0121,327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0154
Total participants2012-01-0121,381
Number of participants with account balances2012-01-0121,381
Number of employers contributing to the scheme2012-01-01605
2011: SUPPLEMENTAL INCOME 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0119,081
Total number of active participants reported on line 7a of the Form 55002011-01-0117,795
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012,244
Total of all active and inactive participants2011-01-0120,039
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0139
Total participants2011-01-0120,078
Number of participants with account balances2011-01-0120,303
Number of employers contributing to the scheme2011-01-01590
2010: SUPPLEMENTAL INCOME 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0119,896
Total number of active participants reported on line 7a of the Form 55002010-01-0117,091
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012,523
Total of all active and inactive participants2010-01-0119,614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0131
Total participants2010-01-0119,645
Number of participants with account balances2010-01-0119,918
Number of employers contributing to the scheme2010-01-01578
2009: SUPPLEMENTAL INCOME 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0119,935
Total number of active participants reported on line 7a of the Form 55002009-01-0117,747
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012,118
Total of all active and inactive participants2009-01-0119,865
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0131
Total participants2009-01-0119,896
Number of participants with account balances2009-01-0120,163
Number of employers contributing to the scheme2009-01-01571

Financial Data on SUPPLEMENTAL INCOME 401(K) PLAN

Measure Date Value
2022 : SUPPLEMENTAL INCOME 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$449,682
Total transfer of assets from this plan2022-12-31$866,665
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$837,324
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$838,475
Total income from all sources (including contributions)2022-12-31$-123,600,593
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$125,824,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$119,797,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$121,915,293
Value of total assets at end of year2022-12-31$1,422,154,284
Value of total assets at beginning of year2022-12-31$1,671,997,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$6,026,308
Total interest from all sources2022-12-31$8,073,593
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,260,035
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$3,260,035
Administrative expenses professional fees incurred2022-12-31$889,750
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 period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$81,272,529
Participant contributions at end of year2022-12-31$41,152,404
Participant contributions at beginning of year2022-12-31$42,454,753
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,312,635
Other income not declared elsewhere2022-12-31$5,353,398
Administrative expenses (other) incurred2022-12-31$516,666
Total non interest bearing cash at end of year2022-12-31$105,139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-249,424,880
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,421,316,960
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,671,158,823
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$51,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$244,250,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$311,534,590
Interest on participant loans2022-12-31$2,076,688
Interest earned on other investments2022-12-31$5,996,905
Value of interest in common/collective trusts at end of year2022-12-31$877,417,570
Value of interest in common/collective trusts at beginning of year2022-12-31$1,074,222,163
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$259,228,733
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$243,785,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-53,446,991
Net investment gain or loss from common/collective trusts2022-12-31$-208,755,921
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$36,330,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$119,797,979
Contract administrator fees2022-12-31$4,568,142
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Liabilities. Value of benefit claims payable at end of year2022-12-31$837,324
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$838,475
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 name2022-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2022-12-31222027092
2021 : SUPPLEMENTAL INCOME 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$91,852,733
Total transfer of assets from this plan2021-12-31$1,966,643
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$335,999,924
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$124,502,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$119,715,208
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$112,227,307
Value of total assets at end of year2021-12-31$1,671,158,823
Value of total assets at beginning of year2021-12-31$1,369,775,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,787,513
Total interest from all sources2021-12-31$7,047,933
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$27,246,856
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$27,246,856
Administrative expenses professional fees incurred2021-12-31$871,234
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 period2021-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$73,568,427
Participant contributions at end of year2021-12-31$42,454,753
Participant contributions at beginning of year2021-12-31$39,881,321
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,512,208
Other income not declared elsewhere2021-12-31$2,815,697
Administrative expenses (other) incurred2021-12-31$521,163
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$211,497,203
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,671,158,823
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,369,775,530
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$117,938
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$311,534,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,081,989,629
Interest on participant loans2021-12-31$1,354,343
Interest earned on other investments2021-12-31$5,693,551
Value of interest in common/collective trusts at end of year2021-12-31$1,074,222,163
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$-838,475
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$-6,753
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$-6,753
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$39
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$243,785,792
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$247,911,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$186,662,131
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$34,146,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$119,715,208
Contract administrator fees2021-12-31$3,277,178
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Liabilities. Value of benefit claims payable at end of year2021-12-31$838,475
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$866,190
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 name2021-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2021-12-31222027092
2020 : SUPPLEMENTAL INCOME 401(K) PLAN 2020 401k financial data
Total transfer of assets to this plan2020-12-31$17,322,127
Total transfer of assets from this plan2020-12-31$571,953
Total income from all sources (including contributions)2020-12-31$266,703,972
Total of all expenses incurred2020-12-31$144,061,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$141,691,919
Expenses. Certain deemed distributions of participant loans2020-12-31$1,147,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$100,924,171
Value of total assets at end of year2020-12-31$1,369,775,530
Value of total assets at beginning of year2020-12-31$1,230,382,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,222,253
Total interest from all sources2020-12-31$7,918,932
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$40,577,351
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$40,577,351
Administrative expenses professional fees incurred2020-12-31$817,146
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$65,108,493
Participant contributions at end of year2020-12-31$39,881,321
Participant contributions at beginning of year2020-12-31$42,926,817
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,817,933
Other income not declared elsewhere2020-12-31$1,256,770
Administrative expenses (other) incurred2020-12-31$339,618
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$122,642,438
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,369,775,530
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,230,382,918
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$65,489
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,081,989,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$960,266,249
Interest on participant loans2020-12-31$2,498,731
Interest earned on other investments2020-12-31$5,416,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$-6,753
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$227,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$227,029
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,346
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$247,911,333
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$226,962,823
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$116,026,748
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$31,997,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$141,691,919
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LINDQUIST LLP
Accountancy firm EIN2020-12-31522385296
2019 : SUPPLEMENTAL INCOME 401(K) PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$2,958,222
Total transfer of assets from this plan2019-12-31$351,223
Total income from all sources (including contributions)2019-12-31$287,930,096
Total of all expenses incurred2019-12-31$85,415,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$83,573,364
Expenses. Certain deemed distributions of participant loans2019-12-31$680,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$96,258,809
Value of total assets at end of year2019-12-31$1,230,382,918
Value of total assets at beginning of year2019-12-31$1,025,260,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,160,791
Total interest from all sources2019-12-31$7,244,291
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$62,836,599
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$62,836,599
Administrative expenses professional fees incurred2019-12-31$751,422
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$67,619,024
Participant contributions at end of year2019-12-31$42,926,817
Participant contributions at beginning of year2019-12-31$39,558,877
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,714,784
Other income not declared elsewhere2019-12-31$955,533
Administrative expenses (other) incurred2019-12-31$322,774
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$202,515,014
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,230,382,918
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,025,260,905
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$86,595
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$960,266,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$762,448,251
Interest on participant loans2019-12-31$2,348,203
Interest earned on other investments2019-12-31$4,877,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$227,029
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$427,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$427,038
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$18,419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$226,962,823
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$222,826,739
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$120,634,864
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$25,925,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$83,573,364
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31LINDQUIST LLP
Accountancy firm EIN2019-12-31522385296
2018 : SUPPLEMENTAL INCOME 401(K) PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$5,928,832
Total transfer of assets from this plan2018-12-31$782,719
Total income from all sources (including contributions)2018-12-31$35,815,916
Total of all expenses incurred2018-12-31$72,357,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$69,843,098
Expenses. Certain deemed distributions of participant loans2018-12-31$1,544,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$81,142,270
Value of total assets at end of year2018-12-31$1,025,260,905
Value of total assets at beginning of year2018-12-31$1,056,656,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$969,929
Total interest from all sources2018-12-31$6,646,937
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$49,456,158
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$49,456,158
Administrative expenses professional fees incurred2018-12-31$752,937
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$58,217,183
Participant contributions at end of year2018-12-31$39,558,877
Participant contributions at beginning of year2018-12-31$38,865,390
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,038,323
Other income not declared elsewhere2018-12-31$997,517
Administrative expenses (other) incurred2018-12-31$151,741
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-36,541,309
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,025,260,905
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,056,656,101
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$65,251
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$762,448,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$803,548,383
Interest on participant loans2018-12-31$2,050,945
Interest earned on other investments2018-12-31$4,582,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$427,038
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$411,098
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$411,098
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$13,617
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$222,826,739
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$213,831,230
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-102,426,966
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$20,886,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$69,843,098
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31LINDQUIST LLP
Accountancy firm EIN2018-12-31522385296
2017 : SUPPLEMENTAL INCOME 401(K) PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$656,395
Total transfer of assets from this plan2017-12-31$1,496,864
Total income from all sources (including contributions)2017-12-31$199,714,126
Total of all expenses incurred2017-12-31$63,783,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$62,790,896
Expenses. Certain deemed distributions of participant loans2017-12-31$335,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$70,371,816
Value of total assets at end of year2017-12-31$1,056,656,101
Value of total assets at beginning of year2017-12-31$921,566,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$657,261
Total interest from all sources2017-12-31$6,364,652
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$39,046,808
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$39,046,808
Administrative expenses professional fees incurred2017-12-31$514,538
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$51,411,336
Participant contributions at end of year2017-12-31$38,865,390
Participant contributions at beginning of year2017-12-31$36,172,473
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,372,131
Other income not declared elsewhere2017-12-31$864,341
Administrative expenses (other) incurred2017-12-31$102,611
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$135,930,423
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,056,656,101
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$921,566,147
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$40,112
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$803,548,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$666,331,126
Interest on participant loans2017-12-31$1,787,336
Interest earned on other investments2017-12-31$4,573,704
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$411,098
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$201,118
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$201,118
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,612
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$213,831,230
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$218,861,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$83,066,509
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$16,588,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$62,790,896
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31LINDQUIST LLP
Accountancy firm EIN2017-12-31522385296
2016 : SUPPLEMENTAL INCOME 401(K) PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$4,528,413
Total income from all sources (including contributions)2016-12-31$127,663,497
Total of all expenses incurred2016-12-31$59,225,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$57,644,123
Expenses. Certain deemed distributions of participant loans2016-12-31$939,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$64,438,636
Value of total assets at end of year2016-12-31$921,566,147
Value of total assets at beginning of year2016-12-31$848,600,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$641,869
Total interest from all sources2016-12-31$5,934,906
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$29,468,247
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$29,468,247
Administrative expenses professional fees incurred2016-12-31$473,616
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$48,258,264
Participant contributions at end of year2016-12-31$36,172,473
Participant contributions at beginning of year2016-12-31$35,995,925
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,696,412
Other income not declared elsewhere2016-12-31$877,364
Administrative expenses (other) incurred2016-12-31$102,009
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$68,437,719
Value of net assets at end of year (total assets less liabilities)2016-12-31$921,566,147
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$848,600,015
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$66,244
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$666,331,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$606,534,404
Interest on participant loans2016-12-31$1,290,951
Interest earned on other investments2016-12-31$4,643,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$201,118
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$-45,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$-45,698
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$567
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$218,861,430
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$206,115,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$26,944,344
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$14,483,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$57,644,123
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31LINDQUIST LLP
Accountancy firm EIN2016-12-31522385296
2015 : SUPPLEMENTAL INCOME 401(K) PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total income from all sources (including contributions)2015-12-31$64,248,391
Total of all expenses incurred2015-12-31$58,527,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$57,531,438
Expenses. Certain deemed distributions of participant loans2015-12-31$245,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$60,862,655
Value of total assets at end of year2015-12-31$848,600,015
Value of total assets at beginning of year2015-12-31$842,879,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$751,371
Total interest from all sources2015-12-31$5,521,851
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$42,062,214
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$42,062,214
Administrative expenses professional fees incurred2015-12-31$455,763
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$45,461,059
Participant contributions at end of year2015-12-31$35,995,925
Participant contributions at beginning of year2015-12-31$30,172,207
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,775,777
Other income not declared elsewhere2015-12-31$888,613
Administrative expenses (other) incurred2015-12-31$232,324
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$5,720,521
Value of net assets at end of year (total assets less liabilities)2015-12-31$848,600,015
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$842,879,494
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$63,284
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$606,534,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$520,599,392
Interest on participant loans2015-12-31$1,428,448
Interest earned on other investments2015-12-31$4,093,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$-45,698
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$106,168,479
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$106,168,479
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$262
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$206,115,384
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$185,939,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-45,086,942
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$13,625,819
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$57,531,438
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31LINDQUIST LLP
Accountancy firm EIN2015-12-31522385296
2014 : SUPPLEMENTAL INCOME 401(K) PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$113,735,227
Total transfer of assets from this plan2014-12-31$1,397,354
Total income from all sources (including contributions)2014-12-31$107,031,353
Total of all expenses incurred2014-12-31$42,603,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$41,850,649
Expenses. Certain deemed distributions of participant loans2014-12-31$213,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$55,395,962
Value of total assets at end of year2014-12-31$842,879,494
Value of total assets at beginning of year2014-12-31$666,113,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$539,321
Total interest from all sources2014-12-31$5,149,881
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$37,383,582
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$37,383,582
Administrative expenses professional fees incurred2014-12-31$402,217
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$40,400,402
Participant contributions at end of year2014-12-31$30,172,207
Participant contributions at beginning of year2014-12-31$28,046,341
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,653,216
Other income not declared elsewhere2014-12-31$678,075
Administrative expenses (other) incurred2014-12-31$100,479
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$64,428,201
Value of net assets at end of year (total assets less liabilities)2014-12-31$842,879,494
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$666,113,420
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$36,625
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$520,599,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$451,907,185
Interest on participant loans2014-12-31$1,359,901
Interest earned on other investments2014-12-31$3,789,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$106,168,479
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$-239,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$-239,297
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$245
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$185,939,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$186,399,191
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$8,423,853
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$12,342,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$41,850,649
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31LINDQUIST LLP
Accountancy firm EIN2014-12-31522385296
2013 : SUPPLEMENTAL INCOME 401(K) PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$1,351,892
Total transfer of assets from this plan2013-12-31$5,465,088
Total income from all sources (including contributions)2013-12-31$148,645,130
Total of all expenses incurred2013-12-31$42,095,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$41,384,408
Expenses. Certain deemed distributions of participant loans2013-12-31$196,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$47,035,068
Value of total assets at end of year2013-12-31$666,113,420
Value of total assets at beginning of year2013-12-31$563,676,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$514,500
Total interest from all sources2013-12-31$4,486,474
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$28,608,992
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$28,608,992
Administrative expenses professional fees incurred2013-12-31$366,023
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
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$35,747,766
Participant contributions at end of year2013-12-31$28,046,341
Participant contributions at beginning of year2013-12-31$26,163,357
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,213,715
Other income not declared elsewhere2013-12-31$700,039
Administrative expenses (other) incurred2013-12-31$106,020
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$106,549,642
Value of net assets at end of year (total assets less liabilities)2013-12-31$666,113,420
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$563,676,974
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
Investment advisory and management fees2013-12-31$42,457
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$451,907,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$383,546,201
Interest on participant loans2013-12-31$1,302,829
Interest earned on other investments2013-12-31$3,183,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$-239,297
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$-425,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$-425,044
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$208
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$186,399,191
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$154,392,460
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$67,814,557
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$10,073,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$41,384,408
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31LINDQUIST LLP
Accountancy firm EIN2013-12-31522385296
2012 : SUPPLEMENTAL INCOME 401(K) PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$14,458,794
Total transfer of assets from this plan2012-12-31$2,564,678
Total income from all sources (including contributions)2012-12-31$94,370,040
Total of all expenses incurred2012-12-31$33,962,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$32,750,040
Expenses. Certain deemed distributions of participant loans2012-12-31$697,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$43,543,997
Value of total assets at end of year2012-12-31$563,676,974
Value of total assets at beginning of year2012-12-31$491,375,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$514,617
Total interest from all sources2012-12-31$4,359,833
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$10,800,892
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$10,800,892
Administrative expenses professional fees incurred2012-12-31$406,924
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$32,266,012
Participant contributions at end of year2012-12-31$26,163,357
Participant contributions at beginning of year2012-12-31$24,475,217
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,641,163
Other income not declared elsewhere2012-12-31$685,166
Administrative expenses (other) incurred2012-12-31$66,697
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$60,407,525
Value of net assets at end of year (total assets less liabilities)2012-12-31$563,676,974
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$491,375,333
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
Investment advisory and management fees2012-12-31$40,996
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$383,546,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$328,982,829
Interest on participant loans2012-12-31$1,274,435
Interest earned on other investments2012-12-31$3,085,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$-425,044
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$-595,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$-595,676
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$84
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$154,392,460
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$138,512,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$34,980,152
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$9,636,822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$32,750,040
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31LINDQUIST LLP
Accountancy firm EIN2012-12-31522385296
2011 : SUPPLEMENTAL INCOME 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$44,557,234
Total of all expenses incurred2011-12-31$25,466,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$24,127,800
Expenses. Certain deemed distributions of participant loans2011-12-31$913,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$46,240,296
Value of total assets at end of year2011-12-31$491,375,333
Value of total assets at beginning of year2011-12-31$472,284,943
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$425,892
Total interest from all sources2011-12-31$5,097,124
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$7,413,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$7,413,312
Administrative expenses professional fees incurred2011-12-31$329,809
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$35,639,434
Participant contributions at end of year2011-12-31$24,475,217
Participant contributions at beginning of year2011-12-31$21,283,534
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,291,861
Other income not declared elsewhere2011-12-31$575,323
Administrative expenses (other) incurred2011-12-31$54,732
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$19,090,390
Value of net assets at end of year (total assets less liabilities)2011-12-31$491,375,333
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$472,284,943
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
Investment advisory and management fees2011-12-31$41,351
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$328,982,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$323,107,213
Interest on participant loans2011-12-31$1,142,190
Interest earned on other investments2011-12-31$3,954,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$-595,676
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$-473,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$-473,997
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$122
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$138,512,963
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$128,368,193
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-14,768,821
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$9,309,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$24,127,800
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31LINDQUIST LLP
Accountancy firm EIN2011-12-31522385296
2010 : SUPPLEMENTAL INCOME 401(K) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$86,700,355
Total of all expenses incurred2010-12-31$28,984,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$28,418,526
Expenses. Certain deemed distributions of participant loans2010-12-31$94,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$41,658,370
Value of total assets at end of year2010-12-31$472,284,943
Value of total assets at beginning of year2010-12-31$414,569,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$471,195
Total interest from all sources2010-12-31$5,059,794
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$5,772,376
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$5,772,376
Administrative expenses professional fees incurred2010-12-31$379,886
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$31,826,680
Participant contributions at end of year2010-12-31$21,283,534
Participant contributions at beginning of year2010-12-31$19,075,878
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,136,659
Other income not declared elsewhere2010-12-31$660,031
Administrative expenses (other) incurred2010-12-31$52,861
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$57,715,662
Value of net assets at end of year (total assets less liabilities)2010-12-31$472,284,943
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$414,569,281
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
Investment advisory and management fees2010-12-31$38,448
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$323,107,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$270,014,103
Interest on participant loans2010-12-31$1,147,206
Interest earned on other investments2010-12-31$3,908,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$-473,997
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$-32,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$-32,150
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$4,495
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$128,368,193
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$125,511,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$33,549,784
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$8,695,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$28,418,526
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LINDQUIST LLP
Accountancy firm EIN2010-12-31522385296
2009 : SUPPLEMENTAL INCOME 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SUPPLEMENTAL INCOME 401(K) PLAN

2022: SUPPLEMENTAL INCOME 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-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 planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SUPPLEMENTAL INCOME 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedYes
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 planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SUPPLEMENTAL INCOME 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SUPPLEMENTAL INCOME 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SUPPLEMENTAL INCOME 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SUPPLEMENTAL INCOME 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SUPPLEMENTAL INCOME 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
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 - TrustYes
2015: SUPPLEMENTAL INCOME 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SUPPLEMENTAL INCOME 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SUPPLEMENTAL INCOME 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SUPPLEMENTAL INCOME 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SUPPLEMENTAL INCOME 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SUPPLEMENTAL INCOME 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SUPPLEMENTAL INCOME 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28035
Policy instance 1
Insurance contract or identification numberGA28035
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28035
Policy instance 1
Insurance contract or identification numberGA28035
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28035
Policy instance 1
Insurance contract or identification numberGA28035
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28035
Policy instance 1
Insurance contract or identification numberGA28035
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28035
Policy instance 1
Insurance contract or identification numberGA28035
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28035
Policy instance 1
Insurance contract or identification numberGA28035
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28035
Policy instance 1
Insurance contract or identification numberGA28035
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28035
Policy instance 1
Insurance contract or identification numberGA28035
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28035
Policy instance 1
Insurance contract or identification numberGA28035
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
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker name
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28035
Policy instance 2
Insurance contract or identification numberGA28035
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
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31506
Policy instance 1
Insurance contract or identification numberGA31506
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
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28035
Policy instance 2
Insurance contract or identification numberGA28035
Insurance policy start date2010-05-03
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31506
Policy instance 1
Insurance contract or identification numberGA31506
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
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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