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TABOOLA, INC. 401(K) PLAN 401k Plan overview

Plan NameTABOOLA, INC. 401(K) PLAN
Plan identification number 002

TABOOLA, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TABOOLA, INC. has sponsored the creation of one or more 401k plans.

Company Name:TABOOLA, INC.
Employer identification number (EIN):980601449
NAIC Classification:541512
NAIC Description:Computer Systems Design Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TABOOLA, INC. 401(K) PLAN

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
0022017-01-01ARI SPODEK
0022016-01-01ARI SPODEK
0022015-06-01ROBERT ARBOGAST

Plan Statistics for TABOOLA, INC. 401(K) PLAN

401k plan membership statisitcs for TABOOLA, INC. 401(K) PLAN

Measure Date Value
2022: TABOOLA, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01456
Total number of active participants reported on line 7a of the Form 55002022-01-01274
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01226
Total of all active and inactive participants2022-01-01500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01500
Number of participants with account balances2022-01-01471
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TABOOLA, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01403
Total number of active participants reported on line 7a of the Form 55002021-01-01281
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01172
Total of all active and inactive participants2021-01-01453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01453
Number of participants with account balances2021-01-01422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TABOOLA, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01429
Total number of active participants reported on line 7a of the Form 55002020-01-01274
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01126
Total of all active and inactive participants2020-01-01400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01400
Number of participants with account balances2020-01-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TABOOLA, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01385
Total number of active participants reported on line 7a of the Form 55002019-01-01312
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01115
Total of all active and inactive participants2019-01-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01427
Number of participants with account balances2019-01-01356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TABOOLA, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01312
Total number of active participants reported on line 7a of the Form 55002018-01-01277
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01102
Total of all active and inactive participants2018-01-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01379
Number of participants with account balances2018-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TABOOLA, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01236
Total number of active participants reported on line 7a of the Form 55002017-01-01243
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0167
Total of all active and inactive participants2017-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01310
Number of participants with account balances2017-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TABOOLA, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01173
Total number of active participants reported on line 7a of the Form 55002016-01-01192
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0138
Total of all active and inactive participants2016-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01230
Number of participants with account balances2016-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TABOOLA, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-06-01119
Total number of active participants reported on line 7a of the Form 55002015-06-01132
Number of retired or separated participants receiving benefits2015-06-010
Number of other retired or separated participants entitled to future benefits2015-06-0120
Total of all active and inactive participants2015-06-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-06-010
Total participants2015-06-01152
Number of participants with account balances2015-06-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-06-010

Financial Data on TABOOLA, INC. 401(K) PLAN

Measure Date Value
2022 : TABOOLA, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,429
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,239
Total income from all sources (including contributions)2022-12-31$-13,353
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,921,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,828,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,561,157
Value of total assets at end of year2022-12-31$21,274,867
Value of total assets at beginning of year2022-12-31$24,206,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$92,931
Total interest from all sources2022-12-31$17,730
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,219,424
Participant contributions at end of year2022-12-31$199,174
Participant contributions at beginning of year2022-12-31$93,276
Participant contributions at end of year2022-12-31$1,662
Participant contributions at beginning of year2022-12-31$85,715
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$124,920
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$4,429
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,239
Other income not declared elsewhere2022-12-31$10,725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,934,549
Value of net assets at end of year (total assets less liabilities)2022-12-31$21,270,438
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$24,204,987
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$20,279,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$23,474,878
Interest on participant loans2022-12-31$8,022
Interest earned on other investments2022-12-31$9,708
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$663,038
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$400,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,602,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,216,813
Employer contributions (assets) at end of year2022-12-31$131,747
Employer contributions (assets) at beginning of year2022-12-31$151,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,828,265
Contract administrator fees2022-12-31$92,931
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 name2022-12-31SHEEHAN & COMPANY
Accountancy firm EIN2022-12-31132709344
2021 : TABOOLA, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,239
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,958
Total income from all sources (including contributions)2021-12-31$7,265,528
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,799,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,705,705
Expenses. Certain deemed distributions of participant loans2021-12-31$6,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,266,642
Value of total assets at end of year2021-12-31$24,206,226
Value of total assets at beginning of year2021-12-31$18,741,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$87,255
Total interest from all sources2021-12-31$16,005
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,862,404
Participant contributions at end of year2021-12-31$93,276
Participant contributions at beginning of year2021-12-31$88,478
Participant contributions at end of year2021-12-31$85,715
Participant contributions at beginning of year2021-12-31$76,747
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$330,748
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,239
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$2,958
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$5,466,046
Value of net assets at end of year (total assets less liabilities)2021-12-31$24,204,987
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$18,738,941
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$23,474,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,829,774
Interest on participant loans2021-12-31$5,782
Interest earned on other investments2021-12-31$10,223
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$400,958
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$625,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,982,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,073,490
Employer contributions (assets) at end of year2021-12-31$151,399
Employer contributions (assets) at beginning of year2021-12-31$121,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,705,705
Contract administrator fees2021-12-31$87,255
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31SHEEHAN & COMPANY
Accountancy firm EIN2021-12-31132709344
2020 : TABOOLA, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,958
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$6,384,312
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,572,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,508,385
Value of total corrective distributions2020-12-31$1,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,747,519
Value of total assets at end of year2020-12-31$18,741,899
Value of total assets at beginning of year2020-12-31$13,927,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$62,967
Total interest from all sources2020-12-31$16,381
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,689,043
Participant contributions at end of year2020-12-31$88,478
Participant contributions at beginning of year2020-12-31$59,974
Participant contributions at end of year2020-12-31$76,747
Participant contributions at beginning of year2020-12-31$77,597
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$53,854
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$2,958
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,811,742
Value of net assets at end of year (total assets less liabilities)2020-12-31$18,738,941
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,927,199
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$17,829,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,296,343
Interest on participant loans2020-12-31$5,048
Interest earned on other investments2020-12-31$11,333
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$625,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$380,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,620,412
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,004,622
Employer contributions (assets) at end of year2020-12-31$121,231
Employer contributions (assets) at beginning of year2020-12-31$112,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,508,385
Contract administrator fees2020-12-31$62,967
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SHEEHAN & COMPANY
Accountancy firm EIN2020-12-31132709344
2019 : TABOOLA, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,880
Total income from all sources (including contributions)2019-12-31$5,933,602
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$599,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$549,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,661,998
Value of total assets at end of year2019-12-31$13,927,199
Value of total assets at beginning of year2019-12-31$8,600,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$50,013
Total interest from all sources2019-12-31$10,657
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$2,364,140
Participant contributions at end of year2019-12-31$59,974
Participant contributions at beginning of year2019-12-31$0
Participant contributions at end of year2019-12-31$77,597
Participant contributions at beginning of year2019-12-31$50,998
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$412,499
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$6,880
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$5,333,606
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,927,199
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,593,593
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$13,296,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,179,856
Interest on participant loans2019-12-31$2,831
Interest earned on other investments2019-12-31$7,826
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$380,422
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$293,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,260,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$885,359
Employer contributions (assets) at end of year2019-12-31$112,863
Employer contributions (assets) at beginning of year2019-12-31$76,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$549,983
Contract administrator fees2019-12-31$50,013
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SHEEHAN & COMPANY
Accountancy firm EIN2019-12-31132709344
2018 : TABOOLA, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$1,200
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$6,880
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$6,783
Total income from all sources (including contributions)2018-12-31$2,309,984
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$811,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$772,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,987,252
Value of total assets at end of year2018-12-31$8,600,473
Value of total assets at beginning of year2018-12-31$7,101,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$39,022
Total interest from all sources2018-12-31$3,300
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,027,288
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$972
Participant contributions at end of year2018-12-31$50,998
Participant contributions at beginning of year2018-12-31$56,681
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$188,136
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$6,880
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$6,783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,498,176
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,593,593
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,094,217
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$8,179,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,862,254
Interest earned on other investments2018-12-31$3,300
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$293,003
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$104,760
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-680,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$771,828
Employer contributions (assets) at end of year2018-12-31$76,616
Employer contributions (assets) at beginning of year2018-12-31$76,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$772,786
Contract administrator fees2018-12-31$39,022
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SHEEHAN & COMPANY
Accountancy firm EIN2018-12-31132709344
2017 : TABOOLA, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$134,616
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,783
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,548,807
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$311,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$286,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,619,675
Value of total assets at end of year2017-12-31$7,101,000
Value of total assets at beginning of year2017-12-31$3,721,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$24,640
Total interest from all sources2017-12-31$905
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,705,295
Participant contributions at end of year2017-12-31$972
Participant contributions at beginning of year2017-12-31$11,789
Participant contributions at end of year2017-12-31$56,681
Participant contributions at beginning of year2017-12-31$41,194
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$254,377
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$6,783
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,237,784
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,094,217
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,721,817
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$6,862,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,622,627
Interest on participant loans2017-12-31$3
Interest earned on other investments2017-12-31$902
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$104,760
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$13,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$928,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$660,003
Employer contributions (assets) at end of year2017-12-31$76,333
Employer contributions (assets) at beginning of year2017-12-31$32,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$286,383
Contract administrator fees2017-12-31$24,640
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SHEEHAN & COMPANY
Accountancy firm EIN2017-12-31132709344
2016 : TABOOLA, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,028,313
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$44,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$25,454
Value of total corrective distributions2016-12-31$19,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,755,971
Value of total assets at end of year2016-12-31$3,721,817
Value of total assets at beginning of year2016-12-31$1,738,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$625
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$280,000
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$964,454
Participant contributions at end of year2016-12-31$11,789
Participant contributions at beginning of year2016-12-31$53,486
Participant contributions at end of year2016-12-31$41,194
Participant contributions at beginning of year2016-12-31$24,296
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$574,257
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$1,983,494
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,721,817
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,738,323
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$3,622,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,660,530
Interest on participant loans2016-12-31$502
Interest earned on other investments2016-12-31$123
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$13,420
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$271,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$217,260
Employer contributions (assets) at end of year2016-12-31$32,787
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$25,454
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SHEEHAN & COMPANY
Accountancy firm EIN2016-12-31132709344
2015 : TABOOLA, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$1,496,461
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$245,750
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$340,803
Value of total assets at end of year2015-12-31$1,738,323
Value of total assets at beginning of year2015-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$95
Total interest from all sources2015-12-31$12
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31No
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$340,803
Participant contributions at end of year2015-12-31$53,486
Participant contributions at end of year2015-12-31$24,296
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$241,862
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,738,323
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$0
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$1,660,530
Interest on participant loans2015-12-31$12
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-95,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,793
Contract administrator fees2015-12-31$95
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

Form 5500 Responses for TABOOLA, INC. 401(K) PLAN

2022: TABOOLA, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TABOOLA, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TABOOLA, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TABOOLA, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TABOOLA, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TABOOLA, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TABOOLA, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TABOOLA, INC. 401(K) PLAN 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01First time form 5500 has been submittedYes
2015-06-01Submission has been amendedNo
2015-06-01This submission is the final filingNo
2015-06-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-06-01Plan is a collectively bargained planNo
2015-06-01Plan funding arrangement – InsuranceYes
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number774-80011
Policy instance 1
Insurance contract or identification number774-80011
Number of Individuals Covered500
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number774-80011
Policy instance 1
Insurance contract or identification number774-80011
Number of Individuals Covered453
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number774-80011
Policy instance 1
Insurance contract or identification number774-80011
Number of Individuals Covered400
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number774-80011
Policy instance 1
Insurance contract or identification number774-80011
Number of Individuals Covered427
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number774-80011
Policy instance 1
Insurance contract or identification number774-80011
Number of Individuals Covered310
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number774-80011
Policy instance 1
Insurance contract or identification number774-80011
Number of Individuals Covered152
Insurance policy start date2015-06-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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