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HOAG SHELTERED SAVINGS PLAN 401k Plan overview

Plan NameHOAG SHELTERED SAVINGS PLAN
Plan identification number 005

HOAG SHELTERED SAVINGS PLAN Benefits

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

401k Sponsoring company profile

HOAG MEMORIAL HOSPITAL PRESBYTERIAN has sponsored the creation of one or more 401k plans.

Company Name:HOAG MEMORIAL HOSPITAL PRESBYTERIAN
Employer identification number (EIN):951643327
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about HOAG MEMORIAL HOSPITAL PRESBYTERIAN

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0194920

More information about HOAG MEMORIAL HOSPITAL PRESBYTERIAN

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOAG SHELTERED SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01
0052021-01-01
0052020-01-01
0052019-01-01
0052018-01-01
0052017-01-01ANDREW GUARNI
0052016-01-01ANDREW GUARNI
0052015-01-01ANDREW GUARNI
0052014-01-01ANDREW GUARNI
0052013-01-01ANDREW GUARNI
0052012-01-01JENNIFER MITZNER
0052011-01-01JENNIFER MITZNER
0052010-01-01JENNIFER MITZNER
0052009-01-01JENNIFER MITZNER

Plan Statistics for HOAG SHELTERED SAVINGS PLAN

401k plan membership statisitcs for HOAG SHELTERED SAVINGS PLAN

Measure Date Value
2022: HOAG SHELTERED SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-019,513
Total number of active participants reported on line 7a of the Form 55002022-01-017,963
Number of retired or separated participants receiving benefits2022-01-0190
Number of other retired or separated participants entitled to future benefits2022-01-012,383
Total of all active and inactive participants2022-01-0110,436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-018
Total participants2022-01-0110,444
Number of participants with account balances2022-01-0110,283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01402
2021: HOAG SHELTERED SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-018,270
Total number of active participants reported on line 7a of the Form 55002021-01-017,152
Number of retired or separated participants receiving benefits2021-01-0177
Number of other retired or separated participants entitled to future benefits2021-01-012,274
Total of all active and inactive participants2021-01-019,503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0110
Total participants2021-01-019,513
Number of participants with account balances2021-01-019,310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01286
2020: HOAG SHELTERED SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-018,191
Total number of active participants reported on line 7a of the Form 55002020-01-016,378
Number of retired or separated participants receiving benefits2020-01-0124
Number of other retired or separated participants entitled to future benefits2020-01-011,868
Total of all active and inactive participants2020-01-018,270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-018,270
Number of participants with account balances2020-01-018,270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0175
2019: HOAG SHELTERED SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-017,640
Total number of active participants reported on line 7a of the Form 55002019-01-016,364
Number of retired or separated participants receiving benefits2019-01-0125
Number of other retired or separated participants entitled to future benefits2019-01-011,802
Total of all active and inactive participants2019-01-018,191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-018,191
Number of participants with account balances2019-01-018,137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0197
2018: HOAG SHELTERED SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-017,341
Total number of active participants reported on line 7a of the Form 55002018-01-015,914
Number of retired or separated participants receiving benefits2018-01-0120
Number of other retired or separated participants entitled to future benefits2018-01-011,623
Total of all active and inactive participants2018-01-017,557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-017,557
Number of participants with account balances2018-01-017,518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0187
2017: HOAG SHELTERED SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016,767
Total number of active participants reported on line 7a of the Form 55002017-01-015,485
Number of retired or separated participants receiving benefits2017-01-0120
Number of other retired or separated participants entitled to future benefits2017-01-011,754
Total of all active and inactive participants2017-01-017,259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-017,259
Number of participants with account balances2017-01-017,259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01104
2016: HOAG SHELTERED SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016,322
Total number of active participants reported on line 7a of the Form 55002016-01-015,158
Number of retired or separated participants receiving benefits2016-01-0117
Number of other retired or separated participants entitled to future benefits2016-01-011,512
Total of all active and inactive participants2016-01-016,687
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016,687
Number of participants with account balances2016-01-016,687
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0170
2015: HOAG SHELTERED SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015,896
Total number of active participants reported on line 7a of the Form 55002015-01-014,765
Number of retired or separated participants receiving benefits2015-01-0115
Number of other retired or separated participants entitled to future benefits2015-01-011,437
Total of all active and inactive participants2015-01-016,217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-016,217
Number of participants with account balances2015-01-016,210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0160
2014: HOAG SHELTERED SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016,029
Total number of active participants reported on line 7a of the Form 55002014-01-014,483
Number of retired or separated participants receiving benefits2014-01-0115
Number of other retired or separated participants entitled to future benefits2014-01-011,337
Total of all active and inactive participants2014-01-015,835
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015,835
Number of participants with account balances2014-01-015,801
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0144
2013: HOAG SHELTERED SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016,203
Total number of active participants reported on line 7a of the Form 55002013-01-014,819
Number of retired or separated participants receiving benefits2013-01-0114
Number of other retired or separated participants entitled to future benefits2013-01-011,160
Total of all active and inactive participants2013-01-015,993
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015,993
Number of participants with account balances2013-01-015,944
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: HOAG SHELTERED SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015,483
Total number of active participants reported on line 7a of the Form 55002012-01-014,585
Number of retired or separated participants receiving benefits2012-01-0110
Number of other retired or separated participants entitled to future benefits2012-01-011,560
Total of all active and inactive participants2012-01-016,155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016,155
Number of participants with account balances2012-01-016,155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: HOAG SHELTERED SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,818
Total number of active participants reported on line 7a of the Form 55002011-01-013,865
Number of retired or separated participants receiving benefits2011-01-018
Number of other retired or separated participants entitled to future benefits2011-01-011,610
Total of all active and inactive participants2011-01-015,483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015,483
Number of participants with account balances2011-01-015,483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0113
2010: HOAG SHELTERED SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014,558
Total number of active participants reported on line 7a of the Form 55002010-01-013,797
Number of retired or separated participants receiving benefits2010-01-016
Number of other retired or separated participants entitled to future benefits2010-01-011,015
Total of all active and inactive participants2010-01-014,818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-014,818
Number of participants with account balances2010-01-014,818
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0118
2009: HOAG SHELTERED SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015,178
Total number of active participants reported on line 7a of the Form 55002009-01-013,635
Number of retired or separated participants receiving benefits2009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-01918
Total of all active and inactive participants2009-01-014,558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014,558
Number of participants with account balances2009-01-014,558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0117

Financial Data on HOAG SHELTERED SAVINGS PLAN

Measure Date Value
2022 : HOAG SHELTERED SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,800
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-86,457,604
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$76,077,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$75,472,877
Expenses. Certain deemed distributions of participant loans2022-12-31$170,318
Value of total corrective distributions2022-12-31$197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$94,312,559
Value of total assets at end of year2022-12-31$853,151,386
Value of total assets at beginning of year2022-12-31$1,015,690,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$434,350
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$753,108
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$12,606,555
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$12,606,555
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$55,047,945
Participant contributions at end of year2022-12-31$15,148,474
Participant contributions at beginning of year2022-12-31$15,704,246
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$8,070,552
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$121
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$3,800
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$434,350
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-162,535,346
Value of net assets at end of year (total assets less liabilities)2022-12-31$853,151,386
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,015,686,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$370,307,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$496,351,694
Value of interest in pooled separate accounts at end of year2022-12-31$81,674,397
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$753,108
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$382,383,334
Value of interest in common/collective trusts at beginning of year2022-12-31$426,815,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$73,661,256
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-120,784,277
Net investment gain/loss from pooled separate accounts2022-12-31$1,887,805
Net investment gain or loss from common/collective trusts2022-12-31$-75,233,354
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$31,194,062
Employer contributions (assets) at end of year2022-12-31$3,637,522
Employer contributions (assets) at beginning of year2022-12-31$3,157,896
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$75,472,877
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KPMG LLP
Accountancy firm EIN2022-12-31135565207
2021 : HOAG SHELTERED SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,800
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$216,067,436
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$104,979,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$104,300,683
Expenses. Certain deemed distributions of participant loans2021-12-31$231,806
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$81,231,060
Value of total assets at end of year2021-12-31$1,015,690,532
Value of total assets at beginning of year2021-12-31$904,598,376
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$446,591
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$2,816,286
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$32,946,049
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$32,946,049
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$46,844,336
Participant contributions at end of year2021-12-31$15,704,246
Participant contributions at beginning of year2021-12-31$17,197,507
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$7,056,895
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$121
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$3,800
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$-625,076
Administrative expenses (other) incurred2021-12-31$446,591
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$619
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$111,088,356
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,015,686,732
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$904,598,376
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$496,351,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$617,105,786
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$46,590,024
Interest on participant loans2021-12-31$870,230
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$1,946,056
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$426,815,319
Value of interest in common/collective trusts at beginning of year2021-12-31$74,970,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$73,661,256
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$145,832,777
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$70,874,715
Net investment gain/loss from pooled separate accounts2021-12-31$3,833,483
Net investment gain or loss from common/collective trusts2021-12-31$24,990,919
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$27,329,829
Employer contributions (assets) at end of year2021-12-31$3,157,896
Employer contributions (assets) at beginning of year2021-12-31$2,900,758
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$104,300,683
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KPMG LLP
Accountancy firm EIN2021-12-31135565207
2020 : HOAG SHELTERED SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$186,455,795
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$69,382,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$68,430,416
Expenses. Certain deemed distributions of participant loans2020-12-31$132,930
Value of total corrective distributions2020-12-31$1,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$69,006,422
Value of total assets at end of year2020-12-31$904,598,376
Value of total assets at beginning of year2020-12-31$787,524,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$816,937
Total interest from all sources2020-12-31$3,651,518
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$9,228,793
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$9,228,793
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$41,385,652
Participant contributions at end of year2020-12-31$17,197,507
Participant contributions at beginning of year2020-12-31$16,705,798
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,685,943
Other income not declared elsewhere2020-12-31$-191,626
Administrative expenses (other) incurred2020-12-31$816,937
Total non interest bearing cash at end of year2020-12-31$619
Total non interest bearing cash at beginning of year2020-12-31$107
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$117,073,751
Value of net assets at end of year (total assets less liabilities)2020-12-31$904,598,376
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$787,524,625
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$617,105,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$533,168,900
Value of interest in pooled separate accounts at end of year2020-12-31$46,590,024
Value of interest in pooled separate accounts at beginning of year2020-12-31$44,818,697
Interest on participant loans2020-12-31$914,406
Interest earned on other investments2020-12-31$2,737,112
Value of interest in common/collective trusts at end of year2020-12-31$74,970,905
Value of interest in common/collective trusts at beginning of year2020-12-31$62,241,763
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$145,832,777
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$127,859,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$82,568,942
Net investment gain/loss from pooled separate accounts2020-12-31$4,186,910
Net investment gain or loss from common/collective trusts2020-12-31$18,004,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$24,934,827
Employer contributions (assets) at end of year2020-12-31$2,900,758
Employer contributions (assets) at beginning of year2020-12-31$2,729,507
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$68,430,416
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KPMG LLP
Accountancy firm EIN2020-12-31135565207
2019 : HOAG SHELTERED SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$198,985,618
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$43,395,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$42,527,094
Expenses. Certain deemed distributions of participant loans2019-12-31$37,491
Value of total corrective distributions2019-12-31$2,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$65,674,523
Value of total assets at end of year2019-12-31$787,524,625
Value of total assets at beginning of year2019-12-31$631,934,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$829,025
Total interest from all sources2019-12-31$3,589,631
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$12,659,203
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$12,659,203
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$38,726,771
Participant contributions at end of year2019-12-31$16,705,798
Participant contributions at beginning of year2019-12-31$16,050,393
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,876,501
Other income not declared elsewhere2019-12-31$-527,285
Administrative expenses (other) incurred2019-12-31$829,025
Total non interest bearing cash at end of year2019-12-31$107
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$155,589,630
Value of net assets at end of year (total assets less liabilities)2019-12-31$787,524,625
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$631,934,995
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$533,168,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$463,316,235
Value of interest in pooled separate accounts at end of year2019-12-31$44,818,697
Value of interest in pooled separate accounts at beginning of year2019-12-31$35,809,748
Interest on participant loans2019-12-31$835,024
Interest earned on other investments2019-12-31$2,754,607
Value of interest in common/collective trusts at end of year2019-12-31$62,241,763
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$127,859,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$114,455,065
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$95,916,580
Net investment gain/loss from pooled separate accounts2019-12-31$6,083,790
Net investment gain or loss from common/collective trusts2019-12-31$15,589,176
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$23,071,251
Employer contributions (assets) at end of year2019-12-31$2,729,507
Employer contributions (assets) at beginning of year2019-12-31$2,303,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$42,527,094
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KPMG LLP
Accountancy firm EIN2019-12-31135565207
2018 : HOAG SHELTERED SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$29,192,044
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$42,223,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$40,467,145
Expenses. Certain deemed distributions of participant loans2018-12-31$27,287
Value of total corrective distributions2018-12-31$3,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$58,041,511
Value of total assets at end of year2018-12-31$631,934,995
Value of total assets at beginning of year2018-12-31$644,966,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,725,451
Total interest from all sources2018-12-31$2,931,457
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$8,309,199
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$8,309,199
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$35,015,995
Participant contributions at end of year2018-12-31$16,050,393
Participant contributions at beginning of year2018-12-31$14,546,322
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,732,427
Other income not declared elsewhere2018-12-31$860,223
Administrative expenses (other) incurred2018-12-31$1,725,451
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-13,031,216
Value of net assets at end of year (total assets less liabilities)2018-12-31$631,934,995
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$644,966,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$463,316,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$474,165,176
Value of interest in pooled separate accounts at end of year2018-12-31$35,809,748
Value of interest in pooled separate accounts at beginning of year2018-12-31$37,242,245
Interest on participant loans2018-12-31$703,301
Interest earned on other investments2018-12-31$2,228,156
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$114,455,065
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$106,383,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-38,944,232
Net investment gain/loss from pooled separate accounts2018-12-31$-2,006,114
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$20,293,089
Employer contributions (assets) at end of year2018-12-31$2,303,554
Employer contributions (assets) at beginning of year2018-12-31$12,629,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$40,467,145
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KPMG LLP
Accountancy firm EIN2018-12-31135565207
2017 : HOAG SHELTERED SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$138,622,496
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$33,863,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$32,595,943
Expenses. Certain deemed distributions of participant loans2017-12-31$87,446
Value of total corrective distributions2017-12-31$3,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$53,331,914
Value of total assets at end of year2017-12-31$644,966,211
Value of total assets at beginning of year2017-12-31$540,207,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,177,270
Total interest from all sources2017-12-31$2,513,544
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$7,781,625
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$7,781,625
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$31,329,322
Participant contributions at end of year2017-12-31$14,546,322
Participant contributions at beginning of year2017-12-31$13,226,017
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,625,355
Other income not declared elsewhere2017-12-31$630,285
Administrative expenses (other) incurred2017-12-31$1,177,270
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$104,758,745
Value of net assets at end of year (total assets less liabilities)2017-12-31$644,966,211
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$540,207,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$474,165,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$380,834,391
Value of interest in pooled separate accounts at end of year2017-12-31$37,242,245
Value of interest in pooled separate accounts at beginning of year2017-12-31$34,569,497
Interest on participant loans2017-12-31$583,329
Interest earned on other investments2017-12-31$1,930,215
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$106,383,212
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$100,341,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$70,487,277
Net investment gain/loss from pooled separate accounts2017-12-31$3,877,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$19,377,237
Employer contributions (assets) at end of year2017-12-31$12,629,256
Employer contributions (assets) at beginning of year2017-12-31$11,235,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$32,595,943
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KPMG LLP
Accountancy firm EIN2017-12-31135565207
2016 : HOAG SHELTERED SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$82,079,314
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$31,194,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$30,907,156
Expenses. Certain deemed distributions of participant loans2016-12-31$9,160
Value of total corrective distributions2016-12-31$1,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$48,853,584
Value of total assets at end of year2016-12-31$540,207,466
Value of total assets at beginning of year2016-12-31$489,322,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$276,116
Total interest from all sources2016-12-31$2,134,111
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,992,774
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$4,992,774
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$28,074,691
Participant contributions at end of year2016-12-31$13,226,017
Participant contributions at beginning of year2016-12-31$12,589,790
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,391,395
Other income not declared elsewhere2016-12-31$324,137
Administrative expenses (other) incurred2016-12-31$276,116
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$50,884,995
Value of net assets at end of year (total assets less liabilities)2016-12-31$540,207,466
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$489,322,471
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$380,834,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$342,083,270
Value of interest in pooled separate accounts at end of year2016-12-31$34,569,497
Value of interest in pooled separate accounts at beginning of year2016-12-31$32,658,074
Interest on participant loans2016-12-31$528,814
Interest earned on other investments2016-12-31$1,605,297
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$100,341,648
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$91,317,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$23,583,156
Net investment gain/loss from pooled separate accounts2016-12-31$2,191,552
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$17,387,498
Employer contributions (assets) at end of year2016-12-31$11,235,913
Employer contributions (assets) at beginning of year2016-12-31$10,674,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$30,907,156
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KPMG LLP
Accountancy firm EIN2016-12-31135565207
2015 : HOAG SHELTERED SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$50,508,247
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$32,331,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$31,750,678
Expenses. Certain deemed distributions of participant loans2015-12-31$57,607
Value of total corrective distributions2015-12-31$1,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$43,967,260
Value of total assets at end of year2015-12-31$489,322,471
Value of total assets at beginning of year2015-12-31$471,146,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$522,165
Total interest from all sources2015-12-31$2,064,227
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,378,226
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$4,378,226
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
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$25,399,429
Participant contributions at end of year2015-12-31$12,589,790
Participant contributions at beginning of year2015-12-31$11,405,574
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,355,015
Other income not declared elsewhere2015-12-31$391,038
Administrative expenses (other) incurred2015-12-31$522,165
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$18,176,429
Value of net assets at end of year (total assets less liabilities)2015-12-31$489,322,471
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$471,146,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$342,083,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$331,168,470
Value of interest in pooled separate accounts at end of year2015-12-31$32,658,074
Value of interest in pooled separate accounts at beginning of year2015-12-31$35,103,774
Interest on participant loans2015-12-31$483,708
Interest earned on other investments2015-12-31$1,580,519
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$91,317,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$82,855,412
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$285,015
Net investment gain/loss from pooled separate accounts2015-12-31$-577,519
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$16,212,816
Employer contributions (assets) at end of year2015-12-31$10,674,326
Employer contributions (assets) at beginning of year2015-12-31$10,612,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$31,750,678
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ERNST & YOUNG LLP
Accountancy firm EIN2015-12-31346565596
2014 : HOAG SHELTERED SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$68,271,816
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$35,715,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$35,373,917
Expenses. Certain deemed distributions of participant loans2014-12-31$23,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$41,325,595
Value of total assets at end of year2014-12-31$471,146,042
Value of total assets at beginning of year2014-12-31$438,590,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$318,955
Total interest from all sources2014-12-31$1,878,371
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,336,671
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$4,336,671
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
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$23,764,787
Participant contributions at end of year2014-12-31$11,405,574
Participant contributions at beginning of year2014-12-31$10,791,241
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,456,557
Other income not declared elsewhere2014-12-31$429,420
Administrative expenses (other) incurred2014-12-31$318,955
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$32,555,840
Value of net assets at end of year (total assets less liabilities)2014-12-31$471,146,042
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$438,590,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$331,168,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$333,870,857
Value of interest in pooled separate accounts at end of year2014-12-31$35,103,774
Value of interest in pooled separate accounts at beginning of year2014-12-31$11,510,010
Interest on participant loans2014-12-31$448,347
Interest earned on other investments2014-12-31$1,430,024
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$82,855,412
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$71,546,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$19,684,883
Net investment gain/loss from pooled separate accounts2014-12-31$616,876
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$16,104,251
Employer contributions (assets) at end of year2014-12-31$10,612,812
Employer contributions (assets) at beginning of year2014-12-31$10,871,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$35,373,917
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ERNST & YOUNG LLP
Accountancy firm EIN2014-12-31346565596
2013 : HOAG SHELTERED SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$103,338,283
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$21,183,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$20,882,046
Expenses. Certain deemed distributions of participant loans2013-12-31$11,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$39,974,256
Value of total assets at end of year2013-12-31$438,590,202
Value of total assets at beginning of year2013-12-31$356,435,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$289,390
Total interest from all sources2013-12-31$1,836,261
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,634,579
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$3,634,579
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
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$22,796,857
Participant contributions at end of year2013-12-31$10,791,241
Participant contributions at beginning of year2013-12-31$9,399,731
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$886,775
Other income not declared elsewhere2013-12-31$349,745
Administrative expenses (other) incurred2013-12-31$289,390
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$82,155,168
Value of net assets at end of year (total assets less liabilities)2013-12-31$438,590,202
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$356,435,034
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$333,870,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$263,129,591
Value of interest in pooled separate accounts at end of year2013-12-31$11,510,010
Value of interest in pooled separate accounts at beginning of year2013-12-31$8,869,891
Interest on participant loans2013-12-31$412,271
Interest earned on other investments2013-12-31$1,423,990
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$71,546,658
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$65,045,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$56,517,626
Net investment gain/loss from pooled separate accounts2013-12-31$1,025,816
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$16,290,624
Employer contributions (assets) at end of year2013-12-31$10,871,436
Employer contributions (assets) at beginning of year2013-12-31$9,990,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$20,882,046
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ERNST & YOUNG LLP
Accountancy firm EIN2013-12-31346565596
2012 : HOAG SHELTERED SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$71,034,260
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$25,683,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$24,971,813
Expenses. Certain deemed distributions of participant loans2012-12-31$21,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$36,547,779
Value of total assets at end of year2012-12-31$356,435,034
Value of total assets at beginning of year2012-12-31$311,084,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$690,638
Total interest from all sources2012-12-31$1,924,237
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,947,034
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$3,947,034
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
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$20,375,077
Participant contributions at end of year2012-12-31$9,399,731
Participant contributions at beginning of year2012-12-31$9,167,465
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,135,786
Other income not declared elsewhere2012-12-31$371,648
Administrative expenses (other) incurred2012-12-31$690,638
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$45,350,385
Value of net assets at end of year (total assets less liabilities)2012-12-31$356,435,034
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$311,084,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$263,129,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$229,790,548
Value of interest in pooled separate accounts at end of year2012-12-31$8,869,891
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,554
Interest on participant loans2012-12-31$389,451
Interest earned on other investments2012-12-31$1,534,786
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$65,045,067
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$62,264,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$27,702,138
Net investment gain/loss from pooled separate accounts2012-12-31$541,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$15,036,916
Employer contributions (assets) at end of year2012-12-31$9,990,754
Employer contributions (assets) at beginning of year2012-12-31$9,855,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$24,971,813
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : HOAG SHELTERED SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$36,337,222
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$24,901,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$24,428,877
Expenses. Certain deemed distributions of participant loans2011-12-31$2,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$37,099,132
Value of total assets at end of year2011-12-31$311,084,649
Value of total assets at beginning of year2011-12-31$299,648,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$469,375
Total interest from all sources2011-12-31$2,000,664
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,729,492
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$3,729,492
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$19,570,304
Participant contributions at end of year2011-12-31$9,167,465
Participant contributions at beginning of year2011-12-31$7,335,619
Participant contributions at beginning of year2011-12-31$606,346
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,212,390
Other income not declared elsewhere2011-12-31$474,882
Administrative expenses (other) incurred2011-12-31$469,375
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$11,436,078
Value of net assets at end of year (total assets less liabilities)2011-12-31$311,084,649
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$299,648,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$229,790,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$227,734,313
Value of interest in pooled separate accounts at end of year2011-12-31$6,554
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$382,061
Interest earned on other investments2011-12-31$1,618,603
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$62,264,492
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$54,744,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-6,967,004
Net investment gain/loss from pooled separate accounts2011-12-31$56
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$14,316,438
Employer contributions (assets) at end of year2011-12-31$9,855,590
Employer contributions (assets) at beginning of year2011-12-31$9,227,724
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$24,428,877
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : HOAG SHELTERED SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$58,976,034
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$14,573,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$14,493,968
Expenses. Certain deemed distributions of participant loans2010-12-31$47,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$30,975,545
Value of total assets at end of year2010-12-31$299,648,571
Value of total assets at beginning of year2010-12-31$255,246,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$32,144
Total interest from all sources2010-12-31$1,918,033
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,447,517
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$3,447,517
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$17,377,018
Participant contributions at end of year2010-12-31$7,335,619
Participant contributions at beginning of year2010-12-31$5,771,071
Participant contributions at end of year2010-12-31$606,346
Participant contributions at beginning of year2010-12-31$592,504
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$790,932
Other income not declared elsewhere2010-12-31$291,774
Administrative expenses (other) incurred2010-12-31$32,144
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$44,402,444
Value of net assets at end of year (total assets less liabilities)2010-12-31$299,648,571
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$255,246,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$227,734,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$190,749,800
Interest on participant loans2010-12-31$342,012
Interest earned on other investments2010-12-31$1,576,021
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$54,744,569
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$49,713,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$22,343,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$12,807,595
Employer contributions (assets) at end of year2010-12-31$9,227,724
Employer contributions (assets) at beginning of year2010-12-31$8,419,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$14,493,968
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596
2009 : HOAG SHELTERED SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HOAG SHELTERED SAVINGS PLAN

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

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA32181
Policy instance 1
Insurance contract or identification numberGA32181
Number of Individuals Covered1283
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041236
Policy instance 2
Insurance contract or identification number041236
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA32181
Policy instance 1
Insurance contract or identification numberGA32181
Number of Individuals Covered1313
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041236
Policy instance 1
Insurance contract or identification number041236
Number of Individuals Covered8270
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041236
Policy instance 1
Insurance contract or identification number041236
Number of Individuals Covered8191
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041236
Policy instance 1
Insurance contract or identification number041236
Number of Individuals Covered7557
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number006382
Policy instance 1
Insurance contract or identification number006382
Number of Individuals Covered7259
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number006382
Policy instance 1
Insurance contract or identification number006382
Number of Individuals Covered6217
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 allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number006382
Policy instance 1
Insurance contract or identification number006382
Number of Individuals Covered5835
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
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number006382
Policy instance 1
Insurance contract or identification number006382
Number of Individuals Covered5993
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
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number006382
Policy instance 1
Insurance contract or identification number006382
Number of Individuals Covered6155
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number006382
Policy instance 1
Insurance contract or identification number006382
Number of Individuals Covered5483
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number006382
Policy instance 1
Insurance contract or identification number006382
Number of Individuals Covered4818
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 $47,732
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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