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KEDREN RETIREMENT PLAN 401k Plan overview

Plan NameKEDREN RETIREMENT PLAN
Plan identification number 004

KEDREN RETIREMENT 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

KEDREN COMMUNITY HEALTH CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:KEDREN COMMUNITY HEALTH CENTER, INC.
Employer identification number (EIN):952459796
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about KEDREN COMMUNITY HEALTH CENTER, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1965-11-30
Company Identification Number: C0500702
Legal Registered Office Address: 4211 South Avalon Blvd.

Los Angeles
United States of America (USA)
90011

More information about KEDREN COMMUNITY HEALTH CENTER, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KEDREN RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01DR. JOHN H. GRIFFITH2022-09-01 DR. JOHN H. GRIFFITH2022-09-01
0042020-01-01DR. JOHN H. GRIFFITH2021-10-14
0042019-01-01DR. JOHN H. GRIFFITH2020-10-15
0042018-01-01DR. JOHN H. GRIFFITH2019-10-14
0042017-01-01
0042016-01-01
0042015-01-01
0042014-01-01
0042013-01-01JOHN GRIFFITH
0042012-01-01JOHN GRIFFITH

Plan Statistics for KEDREN RETIREMENT PLAN

401k plan membership statisitcs for KEDREN RETIREMENT PLAN

Measure Date Value
2022: KEDREN RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01454
Total number of active participants reported on line 7a of the Form 55002022-01-01285
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01145
Total of all active and inactive participants2022-01-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01430
Number of participants with account balances2022-01-01378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0173
2021: KEDREN RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01426
Total number of active participants reported on line 7a of the Form 55002021-01-01328
Number of other retired or separated participants entitled to future benefits2021-01-01126
Total of all active and inactive participants2021-01-01454
Total participants2021-01-01454
Number of participants with account balances2021-01-01372
2020: KEDREN RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01335
Total number of active participants reported on line 7a of the Form 55002020-01-01284
Number of other retired or separated participants entitled to future benefits2020-01-0193
Total of all active and inactive participants2020-01-01377
Total participants2020-01-01377
Number of participants with account balances2020-01-01341
2019: KEDREN RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01438
Total number of active participants reported on line 7a of the Form 55002019-01-01231
Number of other retired or separated participants entitled to future benefits2019-01-01279
Total of all active and inactive participants2019-01-01510
Total participants2019-01-01510
Number of participants with account balances2019-01-01487
2018: KEDREN RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01374
Total number of active participants reported on line 7a of the Form 55002018-01-01299
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01149
Total of all active and inactive participants2018-01-01448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01448
Number of participants with account balances2018-01-01412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: KEDREN RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01345
Total number of active participants reported on line 7a of the Form 55002017-01-01283
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0176
Total of all active and inactive participants2017-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01359
Number of participants with account balances2017-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: KEDREN RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01350
Total number of active participants reported on line 7a of the Form 55002016-01-01248
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0192
Total of all active and inactive participants2016-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01340
Number of participants with account balances2016-01-01323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0112
2015: KEDREN RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01350
Total number of active participants reported on line 7a of the Form 55002015-01-01287
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0155
Total of all active and inactive participants2015-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01342
Number of participants with account balances2015-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0114
2014: KEDREN RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01342
Total number of active participants reported on line 7a of the Form 55002014-01-01294
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0153
Total of all active and inactive participants2014-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01347
Number of participants with account balances2014-01-01333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0117
2013: KEDREN RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01324
Total number of active participants reported on line 7a of the Form 55002013-01-01289
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0137
Total of all active and inactive participants2013-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01326
Number of participants with account balances2013-01-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: KEDREN RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01285
Total number of active participants reported on line 7a of the Form 55002012-01-01286
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0133
Total of all active and inactive participants2012-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01319
Number of participants with account balances2012-01-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015

Financial Data on KEDREN RETIREMENT PLAN

Measure Date Value
2022 : KEDREN RETIREMENT 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 liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$445,956
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$980,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$905,592
Expenses. Certain deemed distributions of participant loans2022-12-31$735
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,133,632
Value of total assets at end of year2022-12-31$10,549,035
Value of total assets at beginning of year2022-12-31$11,083,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$74,590
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$15,241
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$239,726
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$239,726
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$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,134,808
Participant contributions at end of year2022-12-31$300,374
Participant contributions at beginning of year2022-12-31$207,201
Participant contributions at end of year2022-12-31$81,942
Participant contributions at beginning of year2022-12-31$42,262
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$708,336
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$485,360
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$4,305
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$0
Value of net income/loss2022-12-31$-534,961
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,549,035
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,083,996
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$9,391,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$0
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$10,102,519
Interest on participant loans2022-12-31$15,241
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$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$18,807
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$719,237
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-411,047
Net investment gain/loss from pooled separate accounts2022-12-31$-1,531,596
Net investment gain or loss from common/collective trusts2022-12-31$0
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$513,464
Employer contributions (assets) at end of year2022-12-31$36,811
Employer contributions (assets) at beginning of year2022-12-31$19,373
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$905,592
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$74,590
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
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 name2022-12-31HUTCHINSON AND BLOODGOOD LLP
Accountancy firm EIN2022-12-31950858589
2021 : KEDREN RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$2,482,063
Total of all expenses incurred2021-12-31$849,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$840,253
Expenses. Certain deemed distributions of participant loans2021-12-31$3,498
Value of total corrective distributions2021-12-31$2,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,390,127
Value of total assets at end of year2021-12-31$11,083,996
Value of total assets at beginning of year2021-12-31$9,451,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,528
Total interest from all sources2021-12-31$22,243
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$935,461
Participant contributions at end of year2021-12-31$207,201
Participant contributions at beginning of year2021-12-31$225,890
Participant contributions at end of year2021-12-31$42,262
Participant contributions at beginning of year2021-12-31$35,515
Assets. Other investments not covered elsewhere at end of year2021-12-31$708,336
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$713,446
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$20,560
Total non interest bearing cash at end of year2021-12-31$4,305
Total non interest bearing cash at beginning of year2021-12-31$2,298
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,632,536
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,083,996
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,451,460
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
Value of interest in pooled separate accounts at end of year2021-12-31$10,102,519
Value of interest in pooled separate accounts at beginning of year2021-12-31$8,457,400
Interest on participant loans2021-12-31$14,108
Interest earned on other investments2021-12-31$8,135
Net investment gain/loss from pooled separate accounts2021-12-31$1,069,693
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$434,106
Employer contributions (assets) at end of year2021-12-31$19,373
Employer contributions (assets) at beginning of year2021-12-31$16,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$840,253
Contract administrator fees2021-12-31$3,528
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HUTCHINSON AND BLOODGOOD LLP
Accountancy firm EIN2021-12-31950858589
2020 : KEDREN RETIREMENT PLAN 2020 401k financial data
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$2,299,339
Total of all expenses incurred2020-12-31$912,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$865,382
Expenses. Certain deemed distributions of participant loans2020-12-31$34,805
Value of total corrective distributions2020-12-31$7,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,104,278
Value of total assets at end of year2020-12-31$9,451,460
Value of total assets at beginning of year2020-12-31$8,064,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,561
Total interest from all sources2020-12-31$23,072
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$729,043
Participant contributions at end of year2020-12-31$225,890
Participant contributions at beginning of year2020-12-31$267,701
Participant contributions at end of year2020-12-31$35,515
Participant contributions at beginning of year2020-12-31$18,884
Assets. Other investments not covered elsewhere at end of year2020-12-31$713,446
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$665,806
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$20,181
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$2,298
Total non interest bearing cash at beginning of year2020-12-31$10,085
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$1,386,949
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,451,460
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,064,511
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 pooled separate accounts at end of year2020-12-31$8,457,400
Value of interest in pooled separate accounts at beginning of year2020-12-31$7,092,811
Interest on participant loans2020-12-31$16,875
Interest earned on other investments2020-12-31$6,197
Net investment gain/loss from pooled separate accounts2020-12-31$1,171,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$355,054
Employer contributions (assets) at end of year2020-12-31$16,911
Employer contributions (assets) at beginning of year2020-12-31$9,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$865,382
Contract administrator fees2020-12-31$4,561
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 name2020-12-31HUTCHINSON AND BLOODGOOD LLP
Accountancy firm EIN2020-12-31950858589
2019 : KEDREN RETIREMENT PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,992
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,992
Total income from all sources (including contributions)2019-12-31$2,644,334
Total income from all sources (including contributions)2019-12-31$2,644,334
Total of all expenses incurred2019-12-31$3,949,697
Total of all expenses incurred2019-12-31$3,949,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,846,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,846,756
Expenses. Certain deemed distributions of participant loans2019-12-31$90,279
Expenses. Certain deemed distributions of participant loans2019-12-31$90,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,188,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,188,265
Value of total assets at end of year2019-12-31$8,064,511
Value of total assets at end of year2019-12-31$8,064,511
Value of total assets at beginning of year2019-12-31$9,371,866
Value of total assets at beginning of year2019-12-31$9,371,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,662
Total interest from all sources2019-12-31$18,292
Total interest from all sources2019-12-31$18,292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$716,816
Contributions received from participants2019-12-31$716,816
Participant contributions at end of year2019-12-31$267,701
Participant contributions at end of year2019-12-31$267,701
Participant contributions at beginning of year2019-12-31$214,144
Participant contributions at beginning of year2019-12-31$214,144
Participant contributions at end of year2019-12-31$18,884
Participant contributions at end of year2019-12-31$18,884
Participant contributions at beginning of year2019-12-31$43,699
Participant contributions at beginning of year2019-12-31$43,699
Assets. Other investments not covered elsewhere at end of year2019-12-31$665,806
Assets. Other investments not covered elsewhere at end of year2019-12-31$665,806
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,404,091
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,404,091
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$125,000
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$125,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,992
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,992
Other income not declared elsewhere2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$10,085
Total non interest bearing cash at end of year2019-12-31$10,085
Total non interest bearing cash at beginning of year2019-12-31$3,021
Total non interest bearing cash at beginning of year2019-12-31$3,021
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-1,305,363
Value of net income/loss2019-12-31$-1,305,363
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,064,511
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,064,511
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,369,874
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,369,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$7,092,811
Value of interest in pooled separate accounts at end of year2019-12-31$7,092,811
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,685,959
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,685,959
Interest on participant loans2019-12-31$18,292
Interest on participant loans2019-12-31$18,292
Interest earned on other investments2019-12-31$0
Interest earned on other investments2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$1,437,777
Net investment gain/loss from pooled separate accounts2019-12-31$1,437,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$346,449
Contributions received in cash from employer2019-12-31$346,449
Employer contributions (assets) at end of year2019-12-31$9,224
Employer contributions (assets) at end of year2019-12-31$9,224
Employer contributions (assets) at beginning of year2019-12-31$20,952
Employer contributions (assets) at beginning of year2019-12-31$20,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,846,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,846,756
Contract administrator fees2019-12-31$12,662
Contract administrator fees2019-12-31$12,662
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HUTCHINSON AND BLOODGOOD LLP
Accountancy firm name2019-12-31HUTCHINSON AND BLOODGOOD LLP
Accountancy firm EIN2019-12-31950858589
Accountancy firm EIN2019-12-31950858589
2018 : KEDREN RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-642,397
Total unrealized appreciation/depreciation of assets2018-12-31$-642,397
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,992
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$432,763
Total of all expenses incurred2018-12-31$1,534,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,522,986
Expenses. Certain deemed distributions of participant loans2018-12-31$3,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,063,894
Value of total assets at end of year2018-12-31$9,371,866
Value of total assets at beginning of year2018-12-31$10,471,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,462
Total interest from all sources2018-12-31$11,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$717,972
Participant contributions at end of year2018-12-31$214,144
Participant contributions at beginning of year2018-12-31$163,887
Participant contributions at end of year2018-12-31$43,699
Participant contributions at beginning of year2018-12-31$54,266
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,404,091
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,445,497
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$12,654
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,992
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$3,021
Total non interest bearing cash at beginning of year2018-12-31$2,165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,101,363
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,369,874
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,471,237
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$3,339
Value of interest in pooled separate accounts at end of year2018-12-31$7,685,959
Value of interest in pooled separate accounts at beginning of year2018-12-31$8,782,705
Interest on participant loans2018-12-31$11,266
Interest earned on other investments2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
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$333,268
Employer contributions (assets) at end of year2018-12-31$20,952
Employer contributions (assets) at beginning of year2018-12-31$22,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,522,986
Contract administrator fees2018-12-31$4,123
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 name2018-12-31HUTCHINSON AND BLOODGOOD LLP
Accountancy firm EIN2018-12-31950858589
2017 : KEDREN RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,273,834
Total unrealized appreciation/depreciation of assets2017-12-31$1,273,834
Total income from all sources (including contributions)2017-12-31$2,682,382
Total of all expenses incurred2017-12-31$2,019,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,002,671
Expenses. Certain deemed distributions of participant loans2017-12-31$8,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,399,077
Value of total assets at end of year2017-12-31$10,471,237
Value of total assets at beginning of year2017-12-31$9,808,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,298
Total interest from all sources2017-12-31$9,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$822,723
Participant contributions at end of year2017-12-31$163,887
Participant contributions at beginning of year2017-12-31$181,806
Participant contributions at end of year2017-12-31$54,266
Participant contributions at beginning of year2017-12-31$30,886
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,445,497
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,378,472
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$215,136
Total non interest bearing cash at end of year2017-12-31$2,165
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$662,805
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,471,237
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,808,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$4,359
Value of interest in pooled separate accounts at end of year2017-12-31$8,782,705
Value of interest in pooled separate accounts at beginning of year2017-12-31$8,204,727
Interest on participant loans2017-12-31$9,471
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$361,218
Employer contributions (assets) at end of year2017-12-31$22,717
Employer contributions (assets) at beginning of year2017-12-31$12,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,002,671
Contract administrator fees2017-12-31$3,939
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 name2017-12-31HUTCHINSON AND BLOODGOOD LLP
Accountancy firm EIN2017-12-31950858589
2016 : KEDREN RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$556,414
Total unrealized appreciation/depreciation of assets2016-12-31$556,414
Total income from all sources (including contributions)2016-12-31$1,731,667
Total of all expenses incurred2016-12-31$1,559,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,476,940
Expenses. Certain deemed distributions of participant loans2016-12-31$66,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,163,398
Value of total assets at end of year2016-12-31$9,808,432
Value of total assets at beginning of year2016-12-31$9,636,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,684
Total interest from all sources2016-12-31$11,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$821,652
Participant contributions at end of year2016-12-31$181,806
Participant contributions at beginning of year2016-12-31$269,838
Participant contributions at end of year2016-12-31$30,886
Participant contributions at beginning of year2016-12-31$37,355
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,378,472
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,666,348
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$10,066
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$172,171
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,808,432
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,636,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$12,158
Value of interest in pooled separate accounts at end of year2016-12-31$8,204,727
Value of interest in pooled separate accounts at beginning of year2016-12-31$7,637,902
Interest on participant loans2016-12-31$11,855
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$341,746
Employer contributions (assets) at end of year2016-12-31$12,541
Employer contributions (assets) at beginning of year2016-12-31$14,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,476,940
Contract administrator fees2016-12-31$3,526
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HUTCHINSON AND BLOODGOOD LLP
Accountancy firm EIN2016-12-31950858589
2015 : KEDREN RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-140,029
Total unrealized appreciation/depreciation of assets2015-12-31$-140,029
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$1,212,235
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$959,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$945,516
Expenses. Certain deemed distributions of participant loans2015-12-31$10,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,336,940
Value of total assets at end of year2015-12-31$9,636,261
Value of total assets at beginning of year2015-12-31$9,383,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,068
Total interest from all sources2015-12-31$15,324
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$913,882
Participant contributions at end of year2015-12-31$269,838
Participant contributions at beginning of year2015-12-31$319,054
Participant contributions at end of year2015-12-31$37,355
Participant contributions at beginning of year2015-12-31$35,787
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,666,348
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,551,511
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$45,786
Total non interest bearing cash at end of year2015-12-31$10,066
Total non interest bearing cash at beginning of year2015-12-31$3,343
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$252,719
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,636,261
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,383,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$3,068
Value of interest in pooled separate accounts at end of year2015-12-31$7,637,902
Value of interest in pooled separate accounts at beginning of year2015-12-31$7,459,629
Interest on participant loans2015-12-31$15,324
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$377,272
Employer contributions (assets) at end of year2015-12-31$14,752
Employer contributions (assets) at beginning of year2015-12-31$14,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$945,516
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 name2015-12-31HUTCHINSON AND BLOODGOOD, LLP
Accountancy firm EIN2015-12-31950858589
2014 : KEDREN RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$302,171
Total unrealized appreciation/depreciation of assets2014-12-31$302,171
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$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$1,523,952
Total of all expenses incurred2014-12-31$443,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$437,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,205,141
Value of total assets at end of year2014-12-31$9,383,542
Value of total assets at beginning of year2014-12-31$8,303,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,149
Total interest from all sources2014-12-31$16,640
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$846,734
Participant contributions at end of year2014-12-31$319,054
Participant contributions at beginning of year2014-12-31$322,253
Participant contributions at end of year2014-12-31$35,787
Participant contributions at beginning of year2014-12-31$35,566
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,551,511
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,436,245
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$713
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$3,343
Total non interest bearing cash at beginning of year2014-12-31$716
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$1,080,100
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,383,542
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,303,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$6,149
Value of interest in pooled separate accounts at end of year2014-12-31$7,459,629
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,245,289
Interest on participant loans2014-12-31$16,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$357,694
Employer contributions (assets) at end of year2014-12-31$14,218
Employer contributions (assets) at beginning of year2014-12-31$263,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$437,703
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 name2014-12-31HUTCHINSON AND BLOODGOOD LLP
Accountancy firm EIN2014-12-31950858589
2013 : KEDREN RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$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$70,304
Total income from all sources (including contributions)2013-12-31$2,329,980
Total of all expenses incurred2013-12-31$566,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$555,712
Expenses. Certain deemed distributions of participant loans2013-12-31$5,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,460,369
Value of total assets at end of year2013-12-31$8,303,442
Value of total assets at beginning of year2013-12-31$6,610,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,391
Total interest from all sources2013-12-31$16,082
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$829,691
Participant contributions at end of year2013-12-31$322,253
Participant contributions at beginning of year2013-12-31$290,316
Participant contributions at end of year2013-12-31$35,566
Participant contributions at beginning of year2013-12-31$32,458
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,436,245
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,315,318
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$70,304
Total non interest bearing cash at end of year2013-12-31$716
Total non interest bearing cash at beginning of year2013-12-31$534
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$1,763,457
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,303,442
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,539,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$5,391
Value of interest in pooled separate accounts at end of year2013-12-31$6,245,289
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,959,657
Interest on participant loans2013-12-31$16,082
Net investment gain/loss from pooled separate accounts2013-12-31$853,529
Net investment gain or loss from common/collective trusts2013-12-31$0
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$630,678
Employer contributions (assets) at end of year2013-12-31$263,373
Employer contributions (assets) at beginning of year2013-12-31$12,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$555,712
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 name2013-12-31HUTCHINSON AND BLOODGOOD LLP
Accountancy firm EIN2013-12-31950858589
2012 : KEDREN RETIREMENT 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$70,304
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$70,304
Total income from all sources (including contributions)2012-12-31$1,720,875
Total of all expenses incurred2012-12-31$625,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$619,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,146,319
Value of total assets at end of year2012-12-31$6,610,289
Value of total assets at beginning of year2012-12-31$5,515,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,054
Total interest from all sources2012-12-31$12,978
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$740,699
Participant contributions at end of year2012-12-31$290,316
Participant contributions at beginning of year2012-12-31$235,184
Participant contributions at end of year2012-12-31$32,458
Participant contributions at beginning of year2012-12-31$28,114
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,315,318
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,187,513
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$117,318
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$70,304
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$70,304
Total non interest bearing cash at end of year2012-12-31$534
Total non interest bearing cash at beginning of year2012-12-31$1,550
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$1,095,015
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,539,985
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,444,970
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 pooled separate accounts at end of year2012-12-31$4,959,657
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,801,987
Interest on participant loans2012-12-31$12,978
Net investment gain/loss from pooled separate accounts2012-12-31$561,578
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$288,302
Employer contributions (assets) at end of year2012-12-31$12,006
Employer contributions (assets) at beginning of year2012-12-31$260,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$619,806
Contract administrator fees2012-12-31$6,054
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 name2012-12-31HUTCHINSON AND BLOODGOOD LLP
Accountancy firm EIN2012-12-31950858589

Form 5500 Responses for KEDREN RETIREMENT PLAN

2022: KEDREN RETIREMENT 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: KEDREN RETIREMENT 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: KEDREN RETIREMENT 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: KEDREN RETIREMENT 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: KEDREN RETIREMENT 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: KEDREN RETIREMENT 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: KEDREN RETIREMENT 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: KEDREN RETIREMENT 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: KEDREN RETIREMENT 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: KEDREN RETIREMENT 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: KEDREN RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number517919-01
Policy instance 1
Insurance contract or identification number517919-01
Number of Individuals Covered7
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number90913
Policy instance 1
Insurance contract or identification number90913
Number of Individuals Covered547
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $50,063
Total amount of fees paid to insurance companyUSD $5,130
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $50,063
Insurance broker organization code?3
Amount paid for insurance broker fees391
Additional information about fees paid to insurance brokerTPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number90913
Policy instance 1
Insurance contract or identification number90913
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $38,051
Total amount of fees paid to insurance companyUSD $3,939
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,051
Amount paid for insurance broker fees0
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number90913
Policy instance 1
Insurance contract or identification number90913
Number of Individuals Covered463
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $45,573
Total amount of fees paid to insurance companyUSD $4,704
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $45,573
Insurance broker organization code?3
Amount paid for insurance broker fees4704
Additional information about fees paid to insurance brokerTPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number90913
Policy instance 1
Insurance contract or identification number90913
Number of Individuals Covered484
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $52,389
Total amount of fees paid to insurance companyUSD $6,860
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $45,421
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerTPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number90913
Policy instance 1
Insurance contract or identification number90913
Number of Individuals Covered480
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $50,820
Total amount of fees paid to insurance companyUSD $10,534
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $50,820
Insurance broker organization code?3
Amount paid for insurance broker fees5173
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameT. ROWE PRICE ASSOCIATES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number90913
Policy instance 1
Insurance contract or identification number90913
Number of Individuals Covered451
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $46,290
Total amount of fees paid to insurance companyUSD $15,764
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,181
Insurance broker organization code?3
Amount paid for insurance broker fees6325
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameHUTCHINSON AND BLOODGOOD, LLP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number90913
Policy instance 1
Insurance contract or identification number90913
Number of Individuals Covered448
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $41,276
Total amount of fees paid to insurance companyUSD $13,209
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $41,276
Insurance broker organization code?3
Amount paid for insurance broker fees8903
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameQBI, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number90913
Policy instance 1
Insurance contract or identification number90913
Number of Individuals Covered422
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $34,255
Total amount of fees paid to insurance companyUSD $9,337
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,255
Insurance broker organization code?3
Amount paid for insurance broker fees5745
Additional information about fees paid to insurance brokerTPA FEES PAID
Insurance broker nameQBI, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number90913
Policy instance 1
Insurance contract or identification number90913
Number of Individuals Covered348
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $28,445
Total amount of fees paid to insurance companyUSD $9,024
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,445
Insurance broker organization code?3
Amount paid for insurance broker fees6100
Additional information about fees paid to insurance brokerTPA FEES PAID
Insurance broker nameQBI, LLC

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