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THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS 401k Plan overview

Plan NameTHE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS
Plan identification number 002

THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.
  • Life insurance

401k Sponsoring company profile

MAGNA INTERNATIONAL OF AMERICA, INC. has sponsored the creation of one or more 401k plans.

Company Name:MAGNA INTERNATIONAL OF AMERICA, INC.
Employer identification number (EIN):980095901
NAIC Classification:336300

Additional information about MAGNA INTERNATIONAL OF AMERICA, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2631970

More information about MAGNA INTERNATIONAL OF AMERICA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MARY DEFRANCO
0022016-01-01MARY DEFRANCO
0022015-01-01MARY DEFRANCO ARTHUR FABBRO2016-10-13
0022014-01-01MARY DEFRANCO ARTHUR FABBRO2015-10-12
0022013-01-01MARY DEFRANCO ARTHUR FABBRO2014-10-21
0022012-01-01MARY DEFRANCO ARTHUR FABBRO2013-08-29
0022011-01-01MARY DEFRANCO ARTHUR FABBRO2012-09-26
0022009-01-01MARY DEFRANCO ARTHUR FABBRO2010-07-29
0022009-01-01MARY DEFRANCO ARTHUR FABBRO2010-07-29

Plan Statistics for THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS

401k plan membership statisitcs for THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS

Measure Date Value
2022: THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS 2022 401k membership
Total participants, beginning-of-year2022-01-0128,476
Total number of active participants reported on line 7a of the Form 55002022-01-0124,742
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-015,889
Total of all active and inactive participants2022-01-0130,631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0178
Total participants2022-01-0130,709
Number of participants with account balances2022-01-0129,129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01804
2021: THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS 2021 401k membership
Total participants, beginning-of-year2021-01-0127,590
Total number of active participants reported on line 7a of the Form 55002021-01-0122,647
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-015,314
Total of all active and inactive participants2021-01-0127,961
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0166
Total participants2021-01-0128,027
Number of participants with account balances2021-01-0127,057
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011,676
2020: THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS 2020 401k membership
Total participants, beginning-of-year2020-01-0128,300
Total number of active participants reported on line 7a of the Form 55002020-01-0122,671
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-014,603
Total of all active and inactive participants2020-01-0127,274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0155
Total participants2020-01-0127,329
Number of participants with account balances2020-01-0126,612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011,570
2019: THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS 2019 401k membership
Total participants, beginning-of-year2019-01-0127,997
Total number of active participants reported on line 7a of the Form 55002019-01-0123,462
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-014,463
Total of all active and inactive participants2019-01-0127,925
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0153
Total participants2019-01-0127,978
Number of participants with account balances2019-01-0127,163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011,789
2018: THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS 2018 401k membership
Total participants, beginning-of-year2018-01-0125,520
Total number of active participants reported on line 7a of the Form 55002018-01-0123,864
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-014,185
Total of all active and inactive participants2018-01-0128,049
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0145
Total participants2018-01-0128,094
Number of participants with account balances2018-01-0126,898
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011,547
2017: THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS 2017 401k membership
Total participants, beginning-of-year2017-01-0123,882
Total number of active participants reported on line 7a of the Form 55002017-01-0122,052
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013,500
Total of all active and inactive participants2017-01-0125,552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0151
Total participants2017-01-0125,603
Number of participants with account balances2017-01-0124,151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011,376
2016: THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS 2016 401k membership
Total participants, beginning-of-year2016-01-0122,342
Total number of active participants reported on line 7a of the Form 55002016-01-0120,732
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013,186
Total of all active and inactive participants2016-01-0123,918
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0152
Total participants2016-01-0123,970
Number of participants with account balances2016-01-0122,824
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011,075
2015: THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS 2015 401k membership
Total participants, beginning-of-year2015-01-0121,927
Total number of active participants reported on line 7a of the Form 55002015-01-0119,170
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013,035
Total of all active and inactive participants2015-01-0122,205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0140
Total participants2015-01-0122,245
Number of participants with account balances2015-01-0120,914
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01962
2014: THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS 2014 401k membership
Total participants, beginning-of-year2014-01-0120,312
Total number of active participants reported on line 7a of the Form 55002014-01-0119,027
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012,720
Total of all active and inactive participants2014-01-0121,747
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0145
Total participants2014-01-0121,792
Number of participants with account balances2014-01-0120,657
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01903
2013: THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS 2013 401k membership
Total participants, beginning-of-year2013-01-0119,073
Total number of active participants reported on line 7a of the Form 55002013-01-0117,471
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012,489
Total of all active and inactive participants2013-01-0119,960
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0131
Total participants2013-01-0119,991
Number of participants with account balances2013-01-0119,041
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01714
2012: THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS 2012 401k membership
Total participants, beginning-of-year2012-01-0118,206
Total number of active participants reported on line 7a of the Form 55002012-01-0116,584
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012,232
Total of all active and inactive participants2012-01-0118,816
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0132
Total participants2012-01-0118,848
Number of participants with account balances2012-01-0118,024
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011,191
2011: THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS 2011 401k membership
Total participants, beginning-of-year2011-01-0117,196
Total number of active participants reported on line 7a of the Form 55002011-01-0115,825
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011,956
Total of all active and inactive participants2011-01-0117,781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0126
Total participants2011-01-0117,807
Number of participants with account balances2011-01-0116,984
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01489
2009: THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS 2009 401k membership
Total participants, beginning-of-year2009-01-0118,176
Total number of active participants reported on line 7a of the Form 55002009-01-0113,401
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-013,058
Total of all active and inactive participants2009-01-0116,461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0116
Total participants2009-01-0116,477
Number of participants with account balances2009-01-0115,663
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01975

Financial Data on THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS

Measure Date Value
2022 : THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-156,965,730
Total unrealized appreciation/depreciation of assets2022-12-31$-156,965,730
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$1,038,000
Total income from all sources (including contributions)2022-12-31$-282,541,000
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$217,430,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$215,233,204
Expenses. Certain deemed distributions of participant loans2022-12-31$78,718
Value of total corrective distributions2022-12-31$8,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$187,826,206
Value of total assets at end of year2022-12-31$2,103,160,697
Value of total assets at beginning of year2022-12-31$2,604,170,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,110,414
Total interest from all sources2022-12-31$6,725,454
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$18,111,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$6,629,199
Administrative expenses professional fees incurred2022-12-31$57,182
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$110,018,017
Participant contributions at end of year2022-12-31$56,607,220
Participant contributions at beginning of year2022-12-31$60,166,250
Participant contributions at end of year2022-12-31$292,959
Participant contributions at beginning of year2022-12-31$410,246
Assets. Other investments not covered elsewhere at end of year2022-12-31$35,723
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$34,875
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$11,210,103
Other income not declared elsewhere2022-12-31$830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-499,971,637
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,103,160,697
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,603,132,334
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$409,788,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$521,726,258
Value of interest in pooled separate accounts at end of year2022-12-31$323,570,848
Value of interest in pooled separate accounts at beginning of year2022-12-31$421,388,391
Interest on participant loans2022-12-31$3,301,450
Interest earned on other investments2022-12-31$3,424,004
Value of interest in common/collective trusts at end of year2022-12-31$957,294,360
Value of interest in common/collective trusts at beginning of year2022-12-31$1,047,287,907
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,795,908
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,466,587
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-100,273,986
Net investment gain/loss from pooled separate accounts2022-12-31$-89,161,445
Net investment gain or loss from common/collective trusts2022-12-31$-148,804,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$352,542,660
Assets. Invements in employer securities at beginning of year2022-12-31$521,480,609
Contributions received in cash from employer2022-12-31$66,598,086
Employer contributions (assets) at end of year2022-12-31$232,378
Employer contributions (assets) at beginning of year2022-12-31$29,209,211
Income. Dividends from common stock2022-12-31$11,482,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$215,232,453
Contract administrator fees2022-12-31$2,053,232
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$1,038,000
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BDO USA
Accountancy firm EIN2022-12-31135381590
2021 : THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$50,227,510
Total unrealized appreciation/depreciation of assets2021-12-31$50,227,510
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,038,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,067,000
Total income from all sources (including contributions)2021-12-31$529,270,940
Total loss/gain on sale of assets2021-12-31$18,453,484
Total of all expenses incurred2021-12-31$247,369,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$244,876,823
Expenses. Certain deemed distributions of participant loans2021-12-31$42,693
Value of total corrective distributions2021-12-31$162,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$171,708,956
Value of total assets at end of year2021-12-31$2,604,170,334
Value of total assets at beginning of year2021-12-31$2,325,298,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,287,570
Total interest from all sources2021-12-31$6,120,475
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$11,928,226
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$580,748
Administrative expenses professional fees incurred2021-12-31$62,713
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$100,022,801
Participant contributions at end of year2021-12-31$60,166,250
Participant contributions at beginning of year2021-12-31$59,334,419
Participant contributions at end of year2021-12-31$410,246
Participant contributions at beginning of year2021-12-31$384,675
Assets. Other investments not covered elsewhere at end of year2021-12-31$34,875
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$33,129
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$13,509,103
Other income not declared elsewhere2021-12-31$56,043
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$281,901,014
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,603,132,334
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,321,231,320
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 registered invesment companies (eg mutual funds) at end of year2021-12-31$521,726,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$48,244,371
Value of interest in pooled separate accounts at end of year2021-12-31$421,388,391
Value of interest in pooled separate accounts at beginning of year2021-12-31$784,730,874
Interest on participant loans2021-12-31$3,405,062
Interest earned on other investments2021-12-31$2,715,413
Value of interest in common/collective trusts at end of year2021-12-31$1,047,287,907
Value of interest in common/collective trusts at beginning of year2021-12-31$928,839,920
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,466,587
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,047,211
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$789
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-3,307,855
Net investment gain/loss from pooled separate accounts2021-12-31$163,825,778
Net investment gain or loss from common/collective trusts2021-12-31$110,258,323
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 contributions2021-12-31Yes
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$521,480,609
Assets. Invements in employer securities at beginning of year2021-12-31$482,161,245
Contributions received in cash from employer2021-12-31$58,177,052
Employer contributions (assets) at end of year2021-12-31$29,209,211
Employer contributions (assets) at beginning of year2021-12-31$19,522,476
Income. Dividends from common stock2021-12-31$11,347,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$244,876,034
Contract administrator fees2021-12-31$2,224,857
Liabilities. Value of benefit claims payable at end of year2021-12-31$1,038,000
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$4,067,000
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$111,045,242
Aggregate carrying amount (costs) on sale of assets2021-12-31$92,591,758
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$141,655,290
Total unrealized appreciation/depreciation of assets2020-12-31$141,655,290
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,067,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$365,000
Total income from all sources (including contributions)2020-12-31$500,421,693
Total loss/gain on sale of assets2020-12-31$-16,173,769
Total of all expenses incurred2020-12-31$189,687,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$189,203,458
Expenses. Certain deemed distributions of participant loans2020-12-31$-42,217
Value of total corrective distributions2020-12-31$16,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$152,399,333
Value of total assets at end of year2020-12-31$2,325,298,320
Value of total assets at beginning of year2020-12-31$2,010,862,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$510,550
Total interest from all sources2020-12-31$6,323,774
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$12,061,867
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$618,346
Administrative expenses professional fees incurred2020-12-31$66,810
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
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$94,162,355
Participant contributions at end of year2020-12-31$59,334,419
Participant contributions at beginning of year2020-12-31$59,524,289
Participant contributions at end of year2020-12-31$384,675
Participant contributions at beginning of year2020-12-31$158,258
Assets. Other investments not covered elsewhere at end of year2020-12-31$33,129
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$31,085
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$10,425,573
Other income not declared elsewhere2020-12-31$1,069
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$310,733,894
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,321,231,320
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,010,497,426
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$48,244,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$32,290,869
Value of interest in pooled separate accounts at end of year2020-12-31$784,730,874
Value of interest in pooled separate accounts at beginning of year2020-12-31$718,177,889
Interest on participant loans2020-12-31$3,346,735
Interest earned on other investments2020-12-31$2,977,039
Value of interest in common/collective trusts at end of year2020-12-31$928,839,920
Value of interest in common/collective trusts at beginning of year2020-12-31$784,000,363
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,047,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,756,136
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$263
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,230,574
Net investment gain/loss from pooled separate accounts2020-12-31$106,241,490
Net investment gain or loss from common/collective trusts2020-12-31$94,682,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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
Assets. Invements in employer securities at end of year2020-12-31$482,161,245
Assets. Invements in employer securities at beginning of year2020-12-31$377,848,690
Contributions received in cash from employer2020-12-31$47,811,405
Employer contributions (assets) at end of year2020-12-31$19,522,476
Employer contributions (assets) at beginning of year2020-12-31$37,074,847
Income. Dividends from common stock2020-12-31$11,443,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$189,203,195
Contract administrator fees2020-12-31$443,740
Liabilities. Value of benefit claims payable at end of year2020-12-31$4,067,000
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$365,000
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
Aggregate proceeds on sale of assets2020-12-31$111,748,825
Aggregate carrying amount (costs) on sale of assets2020-12-31$127,922,594
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$57,046,430
Total unrealized appreciation/depreciation of assets2019-12-31$57,046,430
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$365,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$661,000
Total income from all sources (including contributions)2019-12-31$514,987,056
Total loss/gain on sale of assets2019-12-31$9,210,246
Total of all expenses incurred2019-12-31$166,600,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$165,828,437
Expenses. Certain deemed distributions of participant loans2019-12-31$218,663
Value of total corrective distributions2019-12-31$5,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$173,697,887
Value of total assets at end of year2019-12-31$2,010,862,426
Value of total assets at beginning of year2019-12-31$1,662,772,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$548,520
Total interest from all sources2019-12-31$6,810,205
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$10,980,599
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$472,734
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$97,781,243
Participant contributions at end of year2019-12-31$59,524,289
Participant contributions at beginning of year2019-12-31$53,879,039
Participant contributions at end of year2019-12-31$158,258
Participant contributions at beginning of year2019-12-31$207,681
Assets. Other investments not covered elsewhere at end of year2019-12-31$31,085
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$29,751
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$9,082,905
Other income not declared elsewhere2019-12-31$1,102,306
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$348,386,351
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,010,497,426
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,662,111,075
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$32,290,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,120,416
Value of interest in pooled separate accounts at end of year2019-12-31$718,177,889
Value of interest in pooled separate accounts at beginning of year2019-12-31$582,647,686
Interest on participant loans2019-12-31$3,665,996
Interest earned on other investments2019-12-31$3,144,209
Value of interest in common/collective trusts at end of year2019-12-31$784,000,363
Value of interest in common/collective trusts at beginning of year2019-12-31$632,577,881
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,756,136
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,216,704
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,490,179
Net investment gain/loss from pooled separate accounts2019-12-31$145,640,310
Net investment gain or loss from common/collective trusts2019-12-31$107,008,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$377,848,690
Assets. Invements in employer securities at beginning of year2019-12-31$325,555,399
Contributions received in cash from employer2019-12-31$66,833,739
Employer contributions (assets) at end of year2019-12-31$37,074,847
Employer contributions (assets) at beginning of year2019-12-31$43,537,518
Income. Dividends from common stock2019-12-31$10,507,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$165,828,006
Contract administrator fees2019-12-31$548,520
Liabilities. Value of benefit claims payable at end of year2019-12-31$365,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$661,000
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
Aggregate proceeds on sale of assets2019-12-31$77,385,057
Aggregate carrying amount (costs) on sale of assets2019-12-31$68,174,811
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
2018 : THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-81,328,170
Total unrealized appreciation/depreciation of assets2018-12-31$-81,328,170
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$661,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$816,000
Total income from all sources (including contributions)2018-12-31$31,753,919
Total loss/gain on sale of assets2018-12-31$-1,078,218
Total of all expenses incurred2018-12-31$124,009,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$123,337,594
Expenses. Certain deemed distributions of participant loans2018-12-31$148,446
Value of total corrective distributions2018-12-31$6,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$173,757,030
Value of total assets at end of year2018-12-31$1,662,772,075
Value of total assets at beginning of year2018-12-31$1,755,182,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$517,457
Total interest from all sources2018-12-31$5,376,883
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$9,803,914
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$338,297
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$92,181,797
Participant contributions at end of year2018-12-31$53,879,039
Participant contributions at beginning of year2018-12-31$46,794,437
Participant contributions at end of year2018-12-31$207,681
Participant contributions at beginning of year2018-12-31$514,776
Assets. Other investments not covered elsewhere at end of year2018-12-31$29,751
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$37,269
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$10,521,515
Other income not declared elsewhere2018-12-31$1,506,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-92,255,593
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,662,111,075
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,754,366,668
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$23,120,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$26,319,526
Value of interest in pooled separate accounts at end of year2018-12-31$582,647,686
Value of interest in pooled separate accounts at beginning of year2018-12-31$614,675,379
Interest on participant loans2018-12-31$2,938,288
Interest earned on other investments2018-12-31$2,438,595
Value of interest in common/collective trusts at end of year2018-12-31$632,577,881
Value of interest in common/collective trusts at beginning of year2018-12-31$617,813,254
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,216,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,094,696
Net investment gain/loss from pooled separate accounts2018-12-31$-33,452,160
Net investment gain or loss from common/collective trusts2018-12-31$-40,736,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$325,555,399
Assets. Invements in employer securities at beginning of year2018-12-31$398,972,000
Contributions received in cash from employer2018-12-31$71,053,718
Employer contributions (assets) at end of year2018-12-31$43,537,518
Employer contributions (assets) at beginning of year2018-12-31$50,056,027
Income. Dividends from common stock2018-12-31$9,465,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$123,336,693
Contract administrator fees2018-12-31$517,457
Liabilities. Value of benefit claims payable at end of year2018-12-31$661,000
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$816,000
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
Aggregate proceeds on sale of assets2018-12-31$65,925,281
Aggregate carrying amount (costs) on sale of assets2018-12-31$67,003,499
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$92,608,862
Total unrealized appreciation/depreciation of assets2017-12-31$92,608,862
Total transfer of assets to this plan2017-12-31$2,968,333
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$816,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$606,000
Total income from all sources (including contributions)2017-12-31$442,745,224
Total loss/gain on sale of assets2017-12-31$5,550,660
Total of all expenses incurred2017-12-31$107,531,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$107,125,234
Expenses. Certain deemed distributions of participant loans2017-12-31$12,767
Value of total corrective distributions2017-12-31$11,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$166,747,314
Value of total assets at end of year2017-12-31$1,755,182,668
Value of total assets at beginning of year2017-12-31$1,416,790,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$382,433
Total interest from all sources2017-12-31$4,004,307
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$8,213,199
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$357,200
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
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$83,024,802
Participant contributions at end of year2017-12-31$46,794,437
Participant contributions at beginning of year2017-12-31$39,387,370
Participant contributions at end of year2017-12-31$514,776
Participant contributions at beginning of year2017-12-31$297,481
Assets. Other investments not covered elsewhere at end of year2017-12-31$37,269
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$35,245
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$8,649,073
Other income not declared elsewhere2017-12-31$2,029
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$335,213,542
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,754,366,668
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,416,184,793
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$26,319,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,837,498
Value of interest in pooled separate accounts at end of year2017-12-31$614,675,379
Value of interest in pooled separate accounts at beginning of year2017-12-31$512,829,753
Interest on participant loans2017-12-31$2,252,685
Interest earned on other investments2017-12-31$1,751,622
Value of interest in common/collective trusts at end of year2017-12-31$617,813,254
Value of interest in common/collective trusts at beginning of year2017-12-31$465,124,320
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$30,079,099
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$961
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,162,491
Net investment gain/loss from pooled separate accounts2017-12-31$97,124,571
Net investment gain or loss from common/collective trusts2017-12-31$65,331,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$398,972,000
Assets. Invements in employer securities at beginning of year2017-12-31$302,663,248
Contributions received in cash from employer2017-12-31$75,073,439
Employer contributions (assets) at end of year2017-12-31$50,056,027
Employer contributions (assets) at beginning of year2017-12-31$48,536,779
Income. Dividends from common stock2017-12-31$7,855,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$107,124,273
Contract administrator fees2017-12-31$382,433
Liabilities. Value of benefit claims payable at end of year2017-12-31$816,000
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$606,000
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
Aggregate proceeds on sale of assets2017-12-31$64,467,414
Aggregate carrying amount (costs) on sale of assets2017-12-31$58,916,754
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$28,687,066
Total unrealized appreciation/depreciation of assets2016-12-31$28,687,066
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$606,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,048,000
Total income from all sources (including contributions)2016-12-31$268,130,415
Total loss/gain on sale of assets2016-12-31$-9,137,829
Total of all expenses incurred2016-12-31$95,531,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$95,099,008
Expenses. Certain deemed distributions of participant loans2016-12-31$91,569
Value of total corrective distributions2016-12-31$16,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$159,514,694
Value of total assets at end of year2016-12-31$1,416,790,793
Value of total assets at beginning of year2016-12-31$1,244,634,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$324,988
Total interest from all sources2016-12-31$3,395,377
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$6,621,241
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$281,671
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
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$77,354,359
Participant contributions at end of year2016-12-31$39,387,370
Participant contributions at beginning of year2016-12-31$36,186,533
Participant contributions at end of year2016-12-31$297,481
Participant contributions at beginning of year2016-12-31$231,484
Assets. Other investments not covered elsewhere at end of year2016-12-31$35,245
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$33,069
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$10,464,791
Other income not declared elsewhere2016-12-31$2,172
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$172,598,607
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,416,184,793
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,243,586,186
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$17,837,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,149,538
Value of interest in pooled separate accounts at end of year2016-12-31$512,829,753
Value of interest in pooled separate accounts at beginning of year2016-12-31$465,118,745
Interest on participant loans2016-12-31$1,916,471
Interest earned on other investments2016-12-31$1,478,906
Value of interest in common/collective trusts at end of year2016-12-31$465,124,320
Value of interest in common/collective trusts at beginning of year2016-12-31$353,499,862
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$30,079,099
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$55,271,939
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,105
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$274,605
Net investment gain/loss from pooled separate accounts2016-12-31$53,652,669
Net investment gain or loss from common/collective trusts2016-12-31$25,120,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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
Assets. Invements in employer securities at end of year2016-12-31$302,663,248
Assets. Invements in employer securities at beginning of year2016-12-31$275,390,037
Contributions received in cash from employer2016-12-31$71,695,544
Employer contributions (assets) at end of year2016-12-31$48,536,779
Employer contributions (assets) at beginning of year2016-12-31$45,752,979
Income. Dividends from common stock2016-12-31$6,339,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$95,097,903
Contract administrator fees2016-12-31$324,988
Liabilities. Value of benefit claims payable at end of year2016-12-31$606,000
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$1,048,000
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
Aggregate proceeds on sale of assets2016-12-31$121,095,314
Aggregate carrying amount (costs) on sale of assets2016-12-31$130,233,143
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-89,841,555
Total unrealized appreciation/depreciation of assets2015-12-31$-89,841,555
Total transfer of assets from this plan2015-12-31$105,396,110
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,048,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,160,000
Total income from all sources (including contributions)2015-12-31$57,838,162
Total loss/gain on sale of assets2015-12-31$-7,302,627
Total of all expenses incurred2015-12-31$96,357,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$95,805,986
Expenses. Certain deemed distributions of participant loans2015-12-31$117,217
Value of total corrective distributions2015-12-31$31,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$147,146,087
Value of total assets at end of year2015-12-31$1,244,634,186
Value of total assets at beginning of year2015-12-31$1,388,661,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$402,928
Total interest from all sources2015-12-31$3,215,346
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$5,687,998
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$223,657
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
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$71,345,860
Participant contributions at end of year2015-12-31$36,186,533
Participant contributions at beginning of year2015-12-31$35,225,998
Participant contributions at end of year2015-12-31$231,484
Participant contributions at beginning of year2015-12-31$33,805
Assets. Other investments not covered elsewhere at end of year2015-12-31$33,069
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$54,397
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$8,671,193
Other income not declared elsewhere2015-12-31$-21,852
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$-38,519,470
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,243,586,186
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,387,501,766
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$13,149,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,082,642
Value of interest in pooled separate accounts at end of year2015-12-31$465,118,745
Value of interest in pooled separate accounts at beginning of year2015-12-31$492,995,163
Interest on participant loans2015-12-31$1,833,836
Interest earned on other investments2015-12-31$1,381,510
Value of interest in common/collective trusts at end of year2015-12-31$353,499,862
Value of interest in common/collective trusts at beginning of year2015-12-31$322,879,012
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$55,271,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$81,111,000
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,226,418
Net investment gain/loss from pooled separate accounts2015-12-31$4,385,112
Net investment gain or loss from common/collective trusts2015-12-31$-4,203,929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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
Assets. Invements in employer securities at end of year2015-12-31$275,390,037
Assets. Invements in employer securities at beginning of year2015-12-31$395,468,348
Contributions received in cash from employer2015-12-31$67,129,034
Employer contributions (assets) at end of year2015-12-31$45,752,979
Employer contributions (assets) at beginning of year2015-12-31$46,811,401
Income. Dividends from common stock2015-12-31$5,464,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$95,804,588
Contract administrator fees2015-12-31$402,928
Liabilities. Value of benefit claims payable at end of year2015-12-31$1,048,000
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$1,160,000
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
Aggregate proceeds on sale of assets2015-12-31$96,334,006
Aggregate carrying amount (costs) on sale of assets2015-12-31$103,636,633
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$84,964,841
Total unrealized appreciation/depreciation of assets2014-12-31$84,964,841
Total transfer of assets to this plan2014-12-31$10,182,594
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,160,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$762,000
Total income from all sources (including contributions)2014-12-31$294,830,788
Total loss/gain on sale of assets2014-12-31$13,004,869
Total of all expenses incurred2014-12-31$91,873,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$90,919,527
Expenses. Certain deemed distributions of participant loans2014-12-31$390,300
Value of total corrective distributions2014-12-31$13,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$135,483,476
Value of total assets at end of year2014-12-31$1,388,661,766
Value of total assets at beginning of year2014-12-31$1,175,124,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$550,238
Total interest from all sources2014-12-31$3,195,632
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,944,991
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$190,986
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
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$61,853,679
Participant contributions at end of year2014-12-31$35,225,998
Participant contributions at beginning of year2014-12-31$31,380,922
Participant contributions at end of year2014-12-31$33,805
Participant contributions at beginning of year2014-12-31$76,983
Assets. Other investments not covered elsewhere at end of year2014-12-31$54,397
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$51,907
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$8,252,042
Other income not declared elsewhere2014-12-31$3,014
Administrative expenses (other) incurred2014-12-31$27
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$202,956,928
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,387,501,766
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,174,362,244
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$14,082,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$83,812,703
Value of interest in pooled separate accounts at end of year2014-12-31$492,995,163
Value of interest in pooled separate accounts at beginning of year2014-12-31$397,490,955
Interest on participant loans2014-12-31$1,661,555
Interest earned on other investments2014-12-31$1,534,077
Value of interest in common/collective trusts at end of year2014-12-31$322,879,012
Value of interest in common/collective trusts at beginning of year2014-12-31$246,205,756
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$81,111,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$81,208,259
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$2,354
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-1,118,379
Net investment gain/loss from pooled separate accounts2014-12-31$38,531,587
Net investment gain or loss from common/collective trusts2014-12-31$15,820,757
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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
Assets. Invements in employer securities at end of year2014-12-31$395,468,348
Assets. Invements in employer securities at beginning of year2014-12-31$296,318,154
Contributions received in cash from employer2014-12-31$65,377,755
Employer contributions (assets) at end of year2014-12-31$46,811,401
Employer contributions (assets) at beginning of year2014-12-31$38,578,605
Income. Dividends from common stock2014-12-31$4,754,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$90,917,173
Contract administrator fees2014-12-31$550,211
Liabilities. Value of benefit claims payable at end of year2014-12-31$1,160,000
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$762,000
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
Aggregate proceeds on sale of assets2014-12-31$103,719,857
Aggregate carrying amount (costs) on sale of assets2014-12-31$90,714,988
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$105,441,757
Total unrealized appreciation/depreciation of assets2013-12-31$105,441,757
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$762,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,317,085
Total income from all sources (including contributions)2013-12-31$362,607,555
Total loss/gain on sale of assets2013-12-31$12,789,577
Total of all expenses incurred2013-12-31$77,832,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$77,314,268
Expenses. Certain deemed distributions of participant loans2013-12-31$1,429
Value of total corrective distributions2013-12-31$7,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$112,772,448
Value of total assets at end of year2013-12-31$1,175,124,244
Value of total assets at beginning of year2013-12-31$890,903,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$508,626
Total interest from all sources2013-12-31$2,855,508
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,435,059
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$487,434
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
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$50,682,783
Participant contributions at end of year2013-12-31$31,380,922
Participant contributions at beginning of year2013-12-31$26,731,334
Participant contributions at end of year2013-12-31$76,983
Participant contributions at beginning of year2013-12-31$155,122
Assets. Other investments not covered elsewhere at end of year2013-12-31$51,907
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$48,819
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$8,271,259
Other income not declared elsewhere2013-12-31$3,088
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$284,775,449
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,174,362,244
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$889,586,795
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$83,812,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$73,529,357
Value of interest in pooled separate accounts at end of year2013-12-31$397,490,955
Value of interest in pooled separate accounts at beginning of year2013-12-31$446,457,553
Interest on participant loans2013-12-31$1,421,836
Interest earned on other investments2013-12-31$1,433,672
Value of interest in common/collective trusts at end of year2013-12-31$246,205,756
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$81,208,259
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$133,961,765
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$2,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$19,934,008
Net investment gain/loss from pooled separate accounts2013-12-31$79,007,715
Net investment gain or loss from common/collective trusts2013-12-31$25,368,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$296,318,154
Assets. Invements in employer securities at beginning of year2013-12-31$177,363,322
Contributions received in cash from employer2013-12-31$53,818,406
Employer contributions (assets) at end of year2013-12-31$38,578,605
Employer contributions (assets) at beginning of year2013-12-31$32,656,608
Income. Dividends from common stock2013-12-31$3,947,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$77,311,892
Contract administrator fees2013-12-31$508,626
Liabilities. Value of benefit claims payable at end of year2013-12-31$762,000
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$1,317,085
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
Aggregate proceeds on sale of assets2013-12-31$54,840,291
Aggregate carrying amount (costs) on sale of assets2013-12-31$42,050,714
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590
2012 : THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$48,302,675
Total unrealized appreciation/depreciation of assets2012-12-31$48,302,675
Total transfer of assets to this plan2012-12-31$11,735,474
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,317,085
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$690,678
Total income from all sources (including contributions)2012-12-31$221,823,669
Total loss/gain on sale of assets2012-12-31$8,182,430
Total of all expenses incurred2012-12-31$69,492,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$69,149,870
Expenses. Certain deemed distributions of participant loans2012-12-31$-5,640
Value of total corrective distributions2012-12-31$5,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$92,049,293
Value of total assets at end of year2012-12-31$890,903,880
Value of total assets at beginning of year2012-12-31$726,210,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$342,410
Total interest from all sources2012-12-31$4,512,719
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,933,504
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$580,249
Administrative expenses professional fees incurred2012-12-31$52,436
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$41,759,789
Participant contributions at end of year2012-12-31$26,731,334
Participant contributions at beginning of year2012-12-31$23,702,741
Participant contributions at end of year2012-12-31$155,122
Participant contributions at beginning of year2012-12-31$116,830
Assets. Other investments not covered elsewhere at end of year2012-12-31$48,819
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$45,684
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$5,154,975
Other income not declared elsewhere2012-12-31$3,135
Administrative expenses (other) incurred2012-12-31$2,261
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$152,331,484
Value of net assets at end of year (total assets less liabilities)2012-12-31$889,586,795
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$725,519,837
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$73,529,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$64,247,823
Value of interest in pooled separate accounts at end of year2012-12-31$446,457,553
Value of interest in pooled separate accounts at beginning of year2012-12-31$370,929,557
Interest on participant loans2012-12-31$1,267,781
Interest earned on other investments2012-12-31$3,244,938
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$133,961,765
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$126,118,931
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$2,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$9,210,710
Net investment gain/loss from pooled separate accounts2012-12-31$55,629,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$177,363,322
Assets. Invements in employer securities at beginning of year2012-12-31$116,217,410
Contributions received in cash from employer2012-12-31$45,134,529
Employer contributions (assets) at end of year2012-12-31$32,656,608
Employer contributions (assets) at beginning of year2012-12-31$24,831,539
Income. Dividends from common stock2012-12-31$3,353,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$69,147,494
Contract administrator fees2012-12-31$287,713
Liabilities. Value of benefit claims payable at end of year2012-12-31$1,317,085
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$690,678
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
Aggregate proceeds on sale of assets2012-12-31$35,839,566
Aggregate carrying amount (costs) on sale of assets2012-12-31$27,657,136
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BDO USA, LLP
Accountancy firm EIN2012-12-31135381590
2011 : THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-60,290,834
Total unrealized appreciation/depreciation of assets2011-12-31$-60,290,834
Total transfer of assets from this plan2011-12-31$5,870,062
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$690,678
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$676,055
Total income from all sources (including contributions)2011-12-31$22,374,479
Total loss/gain on sale of assets2011-12-31$-3,224,099
Total of all expenses incurred2011-12-31$56,332,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$55,935,795
Expenses. Certain deemed distributions of participant loans2011-12-31$3,419
Value of total corrective distributions2011-12-31$94,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$77,862,478
Value of total assets at end of year2011-12-31$726,210,515
Value of total assets at beginning of year2011-12-31$766,023,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$299,075
Total interest from all sources2011-12-31$4,872,690
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,391,495
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$427,505
Administrative expenses professional fees incurred2011-12-31$53,105
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$38,275,732
Participant contributions at end of year2011-12-31$23,702,741
Participant contributions at beginning of year2011-12-31$21,015,409
Participant contributions at end of year2011-12-31$116,830
Participant contributions at beginning of year2011-12-31$111,003
Assets. Other investments not covered elsewhere at end of year2011-12-31$45,684
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$42,501
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,659,888
Other income not declared elsewhere2011-12-31$3,182
Administrative expenses (other) incurred2011-12-31$7,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-33,957,987
Value of net assets at end of year (total assets less liabilities)2011-12-31$725,519,837
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$765,347,886
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$64,247,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$106,447,438
Value of interest in pooled separate accounts at end of year2011-12-31$370,929,557
Value of interest in pooled separate accounts at beginning of year2011-12-31$327,350,335
Interest on participant loans2011-12-31$1,231,556
Interest earned on other investments2011-12-31$3,641,134
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$126,118,931
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$115,127,074
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$2,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$1,980,931
Net investment gain/loss from pooled separate accounts2011-12-31$-2,221,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$116,217,410
Assets. Invements in employer securities at beginning of year2011-12-31$178,813,514
Contributions received in cash from employer2011-12-31$35,926,858
Employer contributions (assets) at end of year2011-12-31$24,831,539
Employer contributions (assets) at beginning of year2011-12-31$17,116,667
Income. Dividends from common stock2011-12-31$2,963,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$55,933,419
Contract administrator fees2011-12-31$238,392
Liabilities. Value of benefit claims payable at end of year2011-12-31$690,678
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$676,055
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
Aggregate proceeds on sale of assets2011-12-31$36,809,859
Aggregate carrying amount (costs) on sale of assets2011-12-31$40,033,958
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BDO USA, LLP
Accountancy firm EIN2011-12-31135381590
2010 : THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$85,124,955
Total unrealized appreciation/depreciation of assets2010-12-31$85,124,955
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$676,055
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$222,906,293
Total loss/gain on sale of assets2010-12-31$7,110,176
Total of all expenses incurred2010-12-31$68,614,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$67,839,365
Expenses. Certain deemed distributions of participant loans2010-12-31$106,720
Value of total corrective distributions2010-12-31$404,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$65,916,740
Value of total assets at end of year2010-12-31$766,023,941
Value of total assets at beginning of year2010-12-31$611,056,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$263,794
Total interest from all sources2010-12-31$5,345,856
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,948,720
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,159,860
Administrative expenses professional fees incurred2010-12-31$31,340
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$34,855,502
Participant contributions at end of year2010-12-31$21,015,409
Participant contributions at beginning of year2010-12-31$20,002,452
Participant contributions at end of year2010-12-31$111,003
Participant contributions at beginning of year2010-12-31$125,116
Assets. Other investments not covered elsewhere at end of year2010-12-31$42,501
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$39,425
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,905,907
Other income not declared elsewhere2010-12-31$3,076
Administrative expenses (other) incurred2010-12-31$4,579
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
Income. Non cash contributions2010-12-31$839,859
Value of net income/loss2010-12-31$154,291,757
Value of net assets at end of year (total assets less liabilities)2010-12-31$765,347,886
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$611,056,129
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$106,447,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$93,237,431
Value of interest in pooled separate accounts at end of year2010-12-31$327,350,335
Value of interest in pooled separate accounts at beginning of year2010-12-31$287,788,685
Interest on participant loans2010-12-31$1,230,502
Interest earned on other investments2010-12-31$4,115,354
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$115,127,074
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$114,496,363
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$2,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$12,904,036
Net investment gain/loss from pooled separate accounts2010-12-31$44,552,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$178,813,514
Assets. Invements in employer securities at beginning of year2010-12-31$93,501,519
Contributions received in cash from employer2010-12-31$26,315,472
Employer contributions (assets) at end of year2010-12-31$17,116,667
Employer contributions (assets) at beginning of year2010-12-31$1,865,138
Income. Dividends from common stock2010-12-31$788,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$67,836,955
Contract administrator fees2010-12-31$227,875
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$676,055
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
Aggregate proceeds on sale of assets2010-12-31$20,611,035
Aggregate carrying amount (costs) on sale of assets2010-12-31$13,500,859
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BDO USA, LLP
Accountancy firm EIN2010-12-31135381590
2009 : THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS 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 THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS

2022: THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS 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: THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS 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: THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS 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: THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS 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: THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS 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: THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS 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: THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS 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: THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS 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: THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS 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: THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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: THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS 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: THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS 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
2009: THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number404119
Policy instance 2
Insurance contract or identification number404119
Number of Individuals Covered30709
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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number32007
Policy instance 1
Insurance contract or identification number32007
Number of Individuals Covered4
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $751
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number404119
Policy instance 2
Insurance contract or identification number404119
Number of Individuals Covered28027
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number32007
Policy instance 1
Insurance contract or identification number32007
Number of Individuals Covered4
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $789
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number404119
Policy instance 2
Insurance contract or identification number404119
Number of Individuals Covered27329
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number32007
Policy instance 1
Insurance contract or identification number32007
Number of Individuals Covered4
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $263
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number32007
Policy instance 1
Insurance contract or identification number32007
Number of Individuals Covered4
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $431
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number404119
Policy instance 2
Insurance contract or identification number404119
Number of Individuals Covered27978
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number404119
Policy instance 2
Insurance contract or identification number404119
Number of Individuals Covered28094
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number32007
Policy instance 1
Insurance contract or identification number32007
Number of Individuals Covered4
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $901
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number404119
Policy instance 3
Insurance contract or identification number404119
Number of Individuals Covered25603
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number524990
Policy instance 2
Insurance contract or identification number524990
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number32007
Policy instance 1
Insurance contract or identification number32007
Number of Individuals Covered5
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $961
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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