Fidelity bond in place
Not reported
Filing
Gary Blake Saab Nadart Salary Deferral 401K Profit Shari
Gary Blake Saab • EIN 02-0278437 • Plan year 2000
Filing Insights
Participants
Up20 → 27
7 • 35.00%
Assets
Down$687,346 → $669,951
-$17,395 • -2.53%
Investment Management Fee
-
Admin expenses - • Total expenses $91,813
Filing Details
Context- Net investment result
- $-15,884
- Pension payor EIN
- 51-0210613
Status Flags
Limited-scope audit performed
Not reported
Contributions transmitted on time
Not reported
Participant loans in default
No
Leases in default
No
Reportable party-in-interest issues
Not reported
Loss discovered during year
No
Assets with undetermined value
No
Non-cash contributions
No
Assets held for investment
Not reported
5% transactions reported
Not reported
All plan assets distributed
No
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
No
Counterparties
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $0 | $0 | - |
| Gary Blake Saab Nadart Salary Deferral 401K Profit Shari | - | 0 | $0 | - | - |
| 2016 | 1 | 11 | $731,349 | $5,247 | $477iApproximate average salary by contribution assumption: employee only about $11,925 at 4% or $7,950 at 6%; with 50% employer match about $7,950 at 4% or $5,300 at 6%; with 100% employer match about $5,963 at 4% or $3,975 at 6%. |
| Gary Blake Saab Nadart Salary Deferral 401K Profit Shari | - | 11 | $731,349 | $5,247 | $477iApproximate average salary by contribution assumption: employee only about $11,925 at 4% or $7,950 at 6%; with 50% employer match about $7,950 at 4% or $5,300 at 6%; with 100% employer match about $5,963 at 4% or $3,975 at 6%. |
| 2015 | 1 | 12 | $772,900 | $10,248 | $854iApproximate average salary by contribution assumption: employee only about $21,350 at 4% or $14,233 at 6%; with 50% employer match about $14,233 at 4% or $9,489 at 6%; with 100% employer match about $10,675 at 4% or $7,117 at 6%. |
| Gary Blake Saab Nadart Salary Deferral 401K Profit Shari | - | 12 | $772,900 | $10,248 | $854iApproximate average salary by contribution assumption: employee only about $21,350 at 4% or $14,233 at 6%; with 50% employer match about $14,233 at 4% or $9,489 at 6%; with 100% employer match about $10,675 at 4% or $7,117 at 6%. |
| 2014 | 1 | 12 | $795,506 | $10,783 | $899iApproximate average salary by contribution assumption: employee only about $22,465 at 4% or $14,976 at 6%; with 50% employer match about $14,976 at 4% or $9,984 at 6%; with 100% employer match about $11,232 at 4% or $7,488 at 6%. |
| Gary Blake Saab Nadart Salary Deferral 401K Profit Shari | - | 12 | $795,506 | $10,783 | $899iApproximate average salary by contribution assumption: employee only about $22,465 at 4% or $14,976 at 6%; with 50% employer match about $14,976 at 4% or $9,984 at 6%; with 100% employer match about $11,232 at 4% or $7,488 at 6%. |
| 2013 | 1 | 13 | $923,239 | $9,700 | $746iApproximate average salary by contribution assumption: employee only about $18,654 at 4% or $12,436 at 6%; with 50% employer match about $12,436 at 4% or $8,291 at 6%; with 100% employer match about $9,327 at 4% or $6,218 at 6%. |
| Gary Blake Saab Nadart Salary Deferral 401K Profit Shari | - | 13 | $923,239 | $9,700 | $746iApproximate average salary by contribution assumption: employee only about $18,654 at 4% or $12,436 at 6%; with 50% employer match about $12,436 at 4% or $8,291 at 6%; with 100% employer match about $9,327 at 4% or $6,218 at 6%. |
| 2012 | 1 | 13 | $798,558 | $19,665 | $1,513iApproximate average salary by contribution assumption: employee only about $37,817 at 4% or $25,212 at 6%; with 50% employer match about $25,212 at 4% or $16,808 at 6%; with 100% employer match about $18,909 at 4% or $12,606 at 6%. |
| Gary Blake Saab Nadart Salary Deferral 401K Profit Shari | - | 13 | $798,558 | $19,665 | $1,513iApproximate average salary by contribution assumption: employee only about $37,817 at 4% or $25,212 at 6%; with 50% employer match about $25,212 at 4% or $16,808 at 6%; with 100% employer match about $18,909 at 4% or $12,606 at 6%. |
| 2011 | 1 | 15 | $758,208 | $31,198 | $2,080iApproximate average salary by contribution assumption: employee only about $51,997 at 4% or $34,664 at 6%; with 50% employer match about $34,664 at 4% or $23,110 at 6%; with 100% employer match about $25,998 at 4% or $17,332 at 6%. |
| Gary Blake Saab Nadart Salary Deferral 401K Profit Shari | - | 15 | $758,208 | $31,198 | $2,080iApproximate average salary by contribution assumption: employee only about $51,997 at 4% or $34,664 at 6%; with 50% employer match about $34,664 at 4% or $23,110 at 6%; with 100% employer match about $25,998 at 4% or $17,332 at 6%. |
| 2010 | 1 | 14 | $747,743 | $31,217 | $2,230iApproximate average salary by contribution assumption: employee only about $55,745 at 4% or $37,163 at 6%; with 50% employer match about $37,163 at 4% or $24,775 at 6%; with 100% employer match about $27,872 at 4% or $18,582 at 6%. |
| Gary Blake Saab Nadart Salary Deferral 401K Profit Shari | - | 14 | $747,743 | $31,217 | $2,230iApproximate average salary by contribution assumption: employee only about $55,745 at 4% or $37,163 at 6%; with 50% employer match about $37,163 at 4% or $24,775 at 6%; with 100% employer match about $27,872 at 4% or $18,582 at 6%. |
| 2009 | 1 | 17 | $699,775 | $39,879 | $2,346iApproximate average salary by contribution assumption: employee only about $58,646 at 4% or $39,097 at 6%; with 50% employer match about $39,097 at 4% or $26,065 at 6%; with 100% employer match about $29,323 at 4% or $19,549 at 6%. |
| Gary Blake Saab Nadart Salary Deferral 401K Profit Shari | - | 17 | $699,775 | $39,879 | $2,346iApproximate average salary by contribution assumption: employee only about $58,646 at 4% or $39,097 at 6%; with 50% employer match about $39,097 at 4% or $26,065 at 6%; with 100% employer match about $29,323 at 4% or $19,549 at 6%. |
| 2008 | 1 | 22 | $564,183 | $123,611 | $5,619iApproximate average salary by contribution assumption: employee only about $140,467 at 4% or $93,645 at 6%; with 50% employer match about $93,645 at 4% or $62,430 at 6%; with 100% employer match about $70,234 at 4% or $46,822 at 6%. |
| Gary Blake Saab Nadart Salary Deferral 401K Profit Shari | - | 22 | $564,183 | $123,611 | $5,619iApproximate average salary by contribution assumption: employee only about $140,467 at 4% or $93,645 at 6%; with 50% employer match about $93,645 at 4% or $62,430 at 6%; with 100% employer match about $70,234 at 4% or $46,822 at 6%. |
| 2007 | 1 | 23 | $0 | $0 | - |
| Gary Blake Saab Nadart Salary Deferral 401K Profit Shari | - | 23 | - | - | - |
| 2006 | 1 | 20 | $655,569 | $58,274 | $2,914iApproximate average salary by contribution assumption: employee only about $72,843 at 4% or $48,562 at 6%; with 50% employer match about $48,562 at 4% or $32,374 at 6%; with 100% employer match about $36,421 at 4% or $24,281 at 6%. |
| Gary Blake Saab Nadart Salary Deferral 401K Profit Shari | - | 20 | $655,569 | $58,274 | $2,914iApproximate average salary by contribution assumption: employee only about $72,843 at 4% or $48,562 at 6%; with 50% employer match about $48,562 at 4% or $32,374 at 6%; with 100% employer match about $36,421 at 4% or $24,281 at 6%. |
| 2005 | 1 | 21 | $615,468 | $51,860 | $2,470iApproximate average salary by contribution assumption: employee only about $61,738 at 4% or $41,159 at 6%; with 50% employer match about $41,159 at 4% or $27,439 at 6%; with 100% employer match about $30,869 at 4% or $20,579 at 6%. |
| Gary Blake Saab Nadart Salary Deferral 401K Profit Shari | - | 21 | $615,468 | $51,860 | $2,470iApproximate average salary by contribution assumption: employee only about $61,738 at 4% or $41,159 at 6%; with 50% employer match about $41,159 at 4% or $27,439 at 6%; with 100% employer match about $30,869 at 4% or $20,579 at 6%. |
| 2004 | 1 | 37 | $632,129 | $59,677 | $1,613iApproximate average salary by contribution assumption: employee only about $40,322 at 4% or $26,882 at 6%; with 50% employer match about $26,882 at 4% or $17,921 at 6%; with 100% employer match about $20,161 at 4% or $13,441 at 6%. |
| Gary Blake Saab Nadart Salary Deferral 401K Profit Shari | - | 37 | $632,129 | $59,677 | $1,613iApproximate average salary by contribution assumption: employee only about $40,322 at 4% or $26,882 at 6%; with 50% employer match about $26,882 at 4% or $17,921 at 6%; with 100% employer match about $20,161 at 4% or $13,441 at 6%. |
| 2003 | 1 | 24 | $629,353 | $86,277 | $3,595iApproximate average salary by contribution assumption: employee only about $89,872 at 4% or $59,915 at 6%; with 50% employer match about $59,915 at 4% or $39,943 at 6%; with 100% employer match about $44,936 at 4% or $29,957 at 6%. |
| GARY BLAKE SAAB SALARY DEFERRALS 401K PS | - | 24 | $629,353 | $86,277 | $3,595iApproximate average salary by contribution assumption: employee only about $89,872 at 4% or $59,915 at 6%; with 50% employer match about $59,915 at 4% or $39,943 at 6%; with 100% employer match about $44,936 at 4% or $29,957 at 6%. |
| 2002 | 1 | 30 | $479,812 | $95,891 | $3,196iApproximate average salary by contribution assumption: employee only about $79,909 at 4% or $53,273 at 6%; with 50% employer match about $53,273 at 4% or $35,515 at 6%; with 100% employer match about $39,955 at 4% or $26,636 at 6%. |
| GARY BLAKE SAAB SALARY DEFERRALS 401K PS | - | 30 | $479,812 | $95,891 | $3,196iApproximate average salary by contribution assumption: employee only about $79,909 at 4% or $53,273 at 6%; with 50% employer match about $53,273 at 4% or $35,515 at 6%; with 100% employer match about $39,955 at 4% or $26,636 at 6%. |
| 2001 | 1 | 24 | $0 | $0 | - |
| GARY BLAKE SAAB SALARY DEFERRALS 401K PS | - | 24 | - | - | - |
| 2000 | 1 | 27 | $669,951 | $62,576 | $2,318iApproximate average salary by contribution assumption: employee only about $57,941 at 4% or $38,627 at 6%; with 50% employer match about $38,627 at 4% or $25,751 at 6%; with 100% employer match about $28,970 at 4% or $19,314 at 6%. |
| Gary Blake Saab Nadart Salary Deferral 401K Profit Shari | Current | 27 | $669,951 | $62,576 | $2,318iApproximate average salary by contribution assumption: employee only about $57,941 at 4% or $38,627 at 6%; with 50% employer match about $38,627 at 4% or $25,751 at 6%; with 100% employer match about $28,970 at 4% or $19,314 at 6%. |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 86037201000921
- Form Id
- 9243956
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 99550371201000920001
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $0
- Row 2
- Filing Id
- 86037201000921
- Form Id
- 9243957
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 99550371201000920002
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $0
- Row 3
- Filing Id
- 86037201000921
- Form Id
- 9243959
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 99550371201000920004
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $0
- Row 4
- Filing Id
- 86037201000921
- Form Id
- 9243961
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 99550371201000920006
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $0
- Row 5
- Filing Id
- 86037201000921
- Form Id
- 9243958
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 99550371201000920003
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $0
- Row 6
- Filing Id
- 86037201000921
- Form Id
- 9243960
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 99550371201000920005
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $0
- Row 7
- Filing Id
- 86037201000921
- Form Id
- 9243962
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 99550371201000920007
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $0
- Row 8
- Ins Carrier Name: JOHN HANCOCK LIFE INSURANCE
- Filing Id
- 86037201000921
- Form Id
- 9243957
- Schedule A EIN
- 02-0278437
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2000-01-01
- Schedule A Tax Period
- 20001231
- Ins Carrier Name
- JOHN HANCOCK LIFE INSURANCE
- Ins Carrier EIN
- 04-1414660
- Ins Carrier Naic Code
- 65099
- Ins Contract Num
- 7160
- Ins Policy From Date
- 2000-01-01
- Ins Policy To Date
- 2000-12-31
- Ins Broker Comm Total Amount
- $0
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $0
- Pension End of year Sep Account Amount
- $0
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pnsn Type Unalloc Cntrct I
- 3
- Pension End Prev Bal Amount
- $257,796,742
- Pension Contribution Dep Amount
- $0
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $11,638,477
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $11,638,477
- Pension Total Bal Addn Amount
- $269,435,219
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $157,904,079
- Pension Oth Ded Text
- CONTRACT MATURITIES
- Pension Total Ded Amount
- $157,904,079
- Pension End of year Bal Amount
- $111,531,140
- Wlfr Premium Rcvd Amount
- $0
- Wlfr Unpaid Due Amount
- $0
- Wlfr Reserve Amount
- $0
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Claims Paid Amount
- $0
- Wlfr Incr Reserve Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Claims Chrgd Amount
- $0
- Wlfr Ret Commissions Amount
- $0
- Wlfr Ret Admin Amount
- $0
- Wlfr Ret Oth Cost Amount
- $0
- Wlfr Ret Oth Expense Amount
- $0
- Wlfr Ret Taxes Amount
- $0
- Wlfr Ret Charges Amount
- $0
- Wlfr Ret Oth Chrgs Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Amount
- $0
- Wlfr Held Bnfts Amount
- $0
- Wlfr Claims Reserve Amount
- $0
- Wlfr Oth Reserve Amount
- $0
- Wlfr Divnds Due Amount
- $0
- Wlfr Total Charges Paid Amount
- $0
- Wlfr Acquis Cost Amount
- $0
- Row 9
- Ins Carrier Name: MASSACHUSETTS MUTUAL LIFE INSURANCE
- Filing Id
- 86037201000921
- Form Id
- 9243958
- Schedule A EIN
- 02-0278437
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2000-01-01
- Schedule A Tax Period
- 20001231
- Ins Carrier Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- Ins Carrier EIN
- 04-1590850
- Ins Carrier Naic Code
- 65935
- Ins Contract Num
- 10058
- Ins Policy From Date
- 2000-01-01
- Ins Policy To Date
- 2000-12-31
- Ins Broker Comm Total Amount
- $0
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $0
- Pension End of year Sep Account Amount
- $0
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pnsn Type Unalloc Cntrct I
- 3
- Pension End Prev Bal Amount
- $62,933,094
- Pension Contribution Dep Amount
- $0
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $4,767,988
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $4,767,988
- Pension Total Bal Addn Amount
- $67,701,082
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $15,167,995
- Pension Oth Ded Text
- CONTRACT MATURITIES
- Pension Total Ded Amount
- $15,167,995
- Pension End of year Bal Amount
- $52,533,087
- Wlfr Premium Rcvd Amount
- $0
- Wlfr Unpaid Due Amount
- $0
- Wlfr Reserve Amount
- $0
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Claims Paid Amount
- $0
- Wlfr Incr Reserve Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Claims Chrgd Amount
- $0
- Wlfr Ret Commissions Amount
- $0
- Wlfr Ret Admin Amount
- $0
- Wlfr Ret Oth Cost Amount
- $0
- Wlfr Ret Oth Expense Amount
- $0
- Wlfr Ret Taxes Amount
- $0
- Wlfr Ret Charges Amount
- $0
- Wlfr Ret Oth Chrgs Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Amount
- $0
- Wlfr Held Bnfts Amount
- $0
- Wlfr Claims Reserve Amount
- $0
- Wlfr Oth Reserve Amount
- $0
- Wlfr Divnds Due Amount
- $0
- Wlfr Total Charges Paid Amount
- $0
- Wlfr Acquis Cost Amount
- $0
- Row 10
- Ins Carrier Name: NEW YORK LIFE INSURANCE
- Filing Id
- 86037201000921
- Form Id
- 9243959
- Schedule A EIN
- 02-0278437
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2000-01-01
- Schedule A Tax Period
- 20001231
- Ins Carrier Name
- NEW YORK LIFE INSURANCE
- Ins Carrier EIN
- 13-5582869
- Ins Carrier Naic Code
- 66915
- Ins Contract Num
- 6572-002
- Ins Policy From Date
- 2000-01-01
- Ins Policy To Date
- 2000-12-31
- Ins Broker Comm Total Amount
- $0
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $0
- Pension End of year Sep Account Amount
- $0
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pnsn Type Unalloc Cntrct I
- 3
- Pension End Prev Bal Amount
- $288,765,612
- Pension Contribution Dep Amount
- $0
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $20,041,952
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $20,041,952
- Pension Total Bal Addn Amount
- $308,807,564
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $48,107,048
- Pension Oth Ded Text
- CONTRACT MATURITIES
- Pension Total Ded Amount
- $48,107,048
- Pension End of year Bal Amount
- $260,700,516
- Wlfr Premium Rcvd Amount
- $0
- Wlfr Unpaid Due Amount
- $0
- Wlfr Reserve Amount
- $0
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Claims Paid Amount
- $0
- Wlfr Incr Reserve Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Claims Chrgd Amount
- $0
- Wlfr Ret Commissions Amount
- $0
- Wlfr Ret Admin Amount
- $0
- Wlfr Ret Oth Cost Amount
- $0
- Wlfr Ret Oth Expense Amount
- $0
- Wlfr Ret Taxes Amount
- $0
- Wlfr Ret Charges Amount
- $0
- Wlfr Ret Oth Chrgs Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Amount
- $0
- Wlfr Held Bnfts Amount
- $0
- Wlfr Claims Reserve Amount
- $0
- Wlfr Oth Reserve Amount
- $0
- Wlfr Divnds Due Amount
- $0
- Wlfr Total Charges Paid Amount
- $0
- Wlfr Acquis Cost Amount
- $0
- Row 11
- Ins Carrier Name: PACIFIC MUTUAL LIFE INSURANCE
- Filing Id
- 86037201000921
- Form Id
- 9243960
- Schedule A EIN
- 02-0278437
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2000-01-01
- Schedule A Tax Period
- 20001231
- Ins Carrier Name
- PACIFIC MUTUAL LIFE INSURANCE
- Ins Carrier EIN
- 95-1079000
- Ins Carrier Naic Code
- 67466
- Ins Contract Num
- 25730-03
- Ins Policy From Date
- 2000-01-01
- Ins Policy To Date
- 2000-12-31
- Ins Broker Comm Total Amount
- $0
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $0
- Pension End of year Sep Account Amount
- $0
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pnsn Type Unalloc Cntrct I
- 3
- Pension End Prev Bal Amount
- $181,628,383
- Pension Contribution Dep Amount
- $0
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $9,344,520
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $9,344,520
- Pension Total Bal Addn Amount
- $190,972,903
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $54,668,597
- Pension Oth Ded Text
- CONTRACT MATURITIES
- Pension Total Ded Amount
- $54,668,597
- Pension End of year Bal Amount
- $136,304,306
- Wlfr Premium Rcvd Amount
- $0
- Wlfr Unpaid Due Amount
- $0
- Wlfr Reserve Amount
- $0
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Claims Paid Amount
- $0
- Wlfr Incr Reserve Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Claims Chrgd Amount
- $0
- Wlfr Ret Commissions Amount
- $0
- Wlfr Ret Admin Amount
- $0
- Wlfr Ret Oth Cost Amount
- $0
- Wlfr Ret Oth Expense Amount
- $0
- Wlfr Ret Taxes Amount
- $0
- Wlfr Ret Charges Amount
- $0
- Wlfr Ret Oth Chrgs Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Amount
- $0
- Wlfr Held Bnfts Amount
- $0
- Wlfr Claims Reserve Amount
- $0
- Wlfr Oth Reserve Amount
- $0
- Wlfr Divnds Due Amount
- $0
- Wlfr Total Charges Paid Amount
- $0
- Wlfr Acquis Cost Amount
- $0
- Row 12
- Ins Carrier Name: PRINCIPAL FINANCIAL LIFE INSURANCE
- Filing Id
- 86037201000921
- Form Id
- 9243961
- Schedule A EIN
- 02-0278437
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2000-01-01
- Schedule A Tax Period
- 20001231
- Ins Carrier Name
- PRINCIPAL FINANCIAL LIFE INSURANCE
- Ins Carrier EIN
- 42-0127290
- Ins Carrier Naic Code
- 61271
- Ins Contract Num
- 4-13866-1
- Ins Policy From Date
- 2000-01-01
- Ins Policy To Date
- 2000-12-31
- Ins Broker Comm Total Amount
- $0
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $0
- Pension End of year Sep Account Amount
- $0
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pnsn Type Unalloc Cntrct I
- 3
- Pension End Prev Bal Amount
- $226,361,524
- Pension Contribution Dep Amount
- $0
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $16,568,095
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $16,568,095
- Pension Total Bal Addn Amount
- $242,929,619
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $0
- Pension Total Ded Amount
- $0
- Pension End of year Bal Amount
- $242,929,619
- Wlfr Premium Rcvd Amount
- $0
- Wlfr Unpaid Due Amount
- $0
- Wlfr Reserve Amount
- $0
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Claims Paid Amount
- $0
- Wlfr Incr Reserve Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Claims Chrgd Amount
- $0
- Wlfr Ret Commissions Amount
- $0
- Wlfr Ret Admin Amount
- $0
- Wlfr Ret Oth Cost Amount
- $0
- Wlfr Ret Oth Expense Amount
- $0
- Wlfr Ret Taxes Amount
- $0
- Wlfr Ret Charges Amount
- $0
- Wlfr Ret Oth Chrgs Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Amount
- $0
- Wlfr Held Bnfts Amount
- $0
- Wlfr Claims Reserve Amount
- $0
- Wlfr Oth Reserve Amount
- $0
- Wlfr Divnds Due Amount
- $0
- Wlfr Total Charges Paid Amount
- $0
- Wlfr Acquis Cost Amount
- $0
- Row 13
- Ins Carrier Name: PRUDENTIAL INSURANCE
- Filing Id
- 86037201000921
- Form Id
- 9243962
- Schedule A EIN
- 02-0278437
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2000-01-01
- Schedule A Tax Period
- 20001231
- Ins Carrier Name
- PRUDENTIAL INSURANCE
- Ins Carrier EIN
- 22-1211670
- Ins Carrier Naic Code
- 68241
- Ins Contract Num
- 6662-211
- Ins Policy From Date
- 2000-01-01
- Ins Policy To Date
- 2000-12-31
- Ins Broker Comm Total Amount
- $0
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $0
- Pension End of year Sep Account Amount
- $0
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pnsn Type Unalloc Cntrct I
- 3
- Pension End Prev Bal Amount
- $66,200,564
- Pension Contribution Dep Amount
- $0
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $4,962,742
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $4,962,742
- Pension Total Bal Addn Amount
- $71,163,306
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $71,163,306
- Pension Oth Ded Text
- CONTRACT MATURITIES
- Pension Total Ded Amount
- $71,163,306
- Pension End of year Bal Amount
- $0
- Wlfr Premium Rcvd Amount
- $0
- Wlfr Unpaid Due Amount
- $0
- Wlfr Reserve Amount
- $0
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Claims Paid Amount
- $0
- Wlfr Incr Reserve Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Claims Chrgd Amount
- $0
- Wlfr Ret Commissions Amount
- $0
- Wlfr Ret Admin Amount
- $0
- Wlfr Ret Oth Cost Amount
- $0
- Wlfr Ret Oth Expense Amount
- $0
- Wlfr Ret Taxes Amount
- $0
- Wlfr Ret Charges Amount
- $0
- Wlfr Ret Oth Chrgs Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Amount
- $0
- Wlfr Held Bnfts Amount
- $0
- Wlfr Claims Reserve Amount
- $0
- Wlfr Oth Reserve Amount
- $0
- Wlfr Divnds Due Amount
- $0
- Wlfr Total Charges Paid Amount
- $0
- Wlfr Acquis Cost Amount
- $0
- Row 14
- Ins Carrier Name: ALLSTATE LIFE INSURANCE
- Filing Id
- 86037201000921
- Form Id
- 9243956
- Schedule A EIN
- 02-0278437
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2000-01-01
- Schedule A Tax Period
- 20001231
- Ins Carrier Name
- ALLSTATE LIFE INSURANCE
- Ins Carrier EIN
- 36-2554642
- Ins Carrier Naic Code
- 60186
- Ins Contract Num
- 5646
- Ins Policy From Date
- 2000-01-01
- Ins Policy To Date
- 2000-12-31
- Ins Broker Comm Total Amount
- $0
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $0
- Pension End of year Sep Account Amount
- $0
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pnsn Type Unalloc Cntrct I
- 3
- Pension End Prev Bal Amount
- $95,077,863
- Pension Contribution Dep Amount
- $0
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $7,803,853
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $7,803,853
- Pension Total Bal Addn Amount
- $102,881,716
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $0
- Pension Total Ded Amount
- $0
- Pension End of year Bal Amount
- $102,881,716
- Wlfr Premium Rcvd Amount
- $0
- Wlfr Unpaid Due Amount
- $0
- Wlfr Reserve Amount
- $0
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Claims Paid Amount
- $0
- Wlfr Incr Reserve Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Claims Chrgd Amount
- $0
- Wlfr Ret Commissions Amount
- $0
- Wlfr Ret Admin Amount
- $0
- Wlfr Ret Oth Cost Amount
- $0
- Wlfr Ret Oth Expense Amount
- $0
- Wlfr Ret Taxes Amount
- $0
- Wlfr Ret Charges Amount
- $0
- Wlfr Ret Oth Chrgs Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Amount
- $0
- Wlfr Held Bnfts Amount
- $0
- Wlfr Claims Reserve Amount
- $0
- Wlfr Oth Reserve Amount
- $0
- Wlfr Divnds Due Amount
- $0
- Wlfr Total Charges Paid Amount
- $0
- Wlfr Acquis Cost Amount
- $0
Schedule I
Schedule I Financial Statement
Small plan result
Balance sheet and activity values reported by the filer for this small-plan annual return.
End-of-year assets$669,951-$17,395 change
Balance Sheet
Beginning and end of plan year.
Total assets$687,346$669,951Decrease -$17,395 (-2.53%)
Total liabilities$0$0No change $0
Net assets$687,346$669,951Decrease -$17,395 (-2.53%)
Contributions
Employer contributions$9,262
Participant contributions$53,314
Other contributions$0
Income & Expenses
Total income$75,929
Total expenses$91,813
Net income$-15,884
Source fields
- Schedule I source fields
- Filing Id
- 86037201000921
- Schedule I EIN
- 02-0278437
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2000-01-01
- Schedule I Tax Period
- 20001231
- Small plan total assets at beginning of year
- $687,346
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $687,346
- Small plan total assets at end of year
- $669,951
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $669,951
- Small plan employer contributions
- $9,262
- Small plan participant contributions
- $53,314
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $13,353
- Small plan total income
- $75,929
- Small plan total benefit distributions
- $84,778
- Small Corrective Distribution Amount
- $7,035
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $0
- Small plan total expenses
- $91,813
- Small plan net income or loss
- $-15,884
- Small Total Plan Transfers Amount
- $-1,511
- Small Joint Venture End of year Indicator
- No
- Small Joint Venture End of year Amount
- $0
- Small Employer Prop End of year Indicator
- No
- Small Employer Prop End of year Amount
- $0
- Small Investment Real Est End of year I
- 2
- Small Investment Real Est End of year A
- 0
- Small Employer Sec End of year Indicator
- No
- Small Employer Sec End of year Amount
- $0
- Small Mortg Participants End of year Indicator
- No
- Small Mortg Participants End of year Amount
- $0
- Small Oth Lns Participants End of year Indicator
- No
- Small Oth Lns Participants End of year Amount
- $0
- Small Personal Prop End of year Indicator
- No
- Small Personal Prop End of year Amount
- $0
- Small Fail Xmt Ctb I
- 2
- Small Fail Xmt Ctb A
- 0
- Small plan participant loans in default
- No
- Small Loans In Default Amount
- $0
- Small plan leases in default
- No
- Small Leases In Default Amount
- $0
- Small Pt In Interest Not Reported I
- 2
- Small Pt In Interest Not Reported A
- 0
- Small plan fidelity bond in place
- 4
- Small plan fidelity bond amount
- $500,000
- Small plan loss discovered during year
- No
- Small Loss Discovered Dur Year Amount
- $0
- Small plan assets with undetermined value
- No
- Small Asset Undeterm Valuation Amount
- $0
- Small plan non-cash contributions reported
- No
- Small Non Cash Contribution Amount
- $0
- Small 20 Percent Sngl Investment Indicator
- No
- Small 20 Percent Sngl Investment Amount
- $0
- Small plan all plan assets distributed
- No
- Small plan resolution to terminate plan adopted
- No
- Small Res Terminate Plan Adpt Amount
- $0
Schedule R
Schedule R Pension Information
Retirement plan characteristics
Testing, payor, opinion-letter, and transfer information reported with the filing.
Pension & Payor
Payor EIN51-0210613
Transfers
Distributed property value$0
Schedule R source fields
- Payor 51-0210613
- Filing Id
- 86037201000921
- Schedule R EIN
- 02-0278437
- Schedule R Plan number
- 001
- Schedule R Plan Year Begin Date
- 2000-01-01
- Schedule R Tax Period
- 20001231
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 51-0210613
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0