Fidelity bond in place
Yes
Filing
Dennison Corporation Nadart Salary Def 401K Plan
Dennison Corporation • EIN 37-1077221 • Plan year 2002
Filing Insights
Participants
Up97 → 101
4 • 4.12%
Assets
Up$1,310,105 → $1,401,431
$91,326 • 6.97%
Investment Management Fee
-
Admin expenses - • Total expenses $56,467
Filing Details
Context- Net investment result
- $91,407
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 |
|---|---|---|---|---|---|
| 2015 | 1 | 0 | $0 | $112,377 | - |
| Dennison Corporation Nadart Salary Def 401K Plan | - | 0 | $0 | $112,377 | - |
| 2014 | 1 | 67 | $3,296,297 | $242,219 | $3,615iApproximate average salary by contribution assumption: employee only about $90,380 at 4% or $60,253 at 6%; with 50% employer match about $60,253 at 4% or $40,169 at 6%; with 100% employer match about $45,190 at 4% or $30,127 at 6%. |
| Dennison Corporation Nadart Salary Def 401K Plan | - | 67 | $3,296,297 | $242,219 | $3,615iApproximate average salary by contribution assumption: employee only about $90,380 at 4% or $60,253 at 6%; with 50% employer match about $60,253 at 4% or $40,169 at 6%; with 100% employer match about $45,190 at 4% or $30,127 at 6%. |
| 2013 | 1 | 70 | $3,034,359 | $236,599 | $3,380iApproximate average salary by contribution assumption: employee only about $84,500 at 4% or $56,333 at 6%; with 50% employer match about $56,333 at 4% or $37,555 at 6%; with 100% employer match about $42,250 at 4% or $28,167 at 6%. |
| Dennison Corporation Nadart Salary Def 401K Plan | - | 70 | $3,034,359 | $236,599 | $3,380iApproximate average salary by contribution assumption: employee only about $84,500 at 4% or $56,333 at 6%; with 50% employer match about $56,333 at 4% or $37,555 at 6%; with 100% employer match about $42,250 at 4% or $28,167 at 6%. |
| 2012 | 1 | 66 | $2,546,993 | $230,208 | $3,488iApproximate average salary by contribution assumption: employee only about $87,200 at 4% or $58,133 at 6%; with 50% employer match about $58,133 at 4% or $38,756 at 6%; with 100% employer match about $43,600 at 4% or $29,067 at 6%. |
| Dennison Corporation Nadart Salary Def 401K Plan | - | 66 | $2,546,993 | $230,208 | $3,488iApproximate average salary by contribution assumption: employee only about $87,200 at 4% or $58,133 at 6%; with 50% employer match about $58,133 at 4% or $38,756 at 6%; with 100% employer match about $43,600 at 4% or $29,067 at 6%. |
| 2011 | 1 | 62 | $2,114,481 | $253,889 | $4,095iApproximate average salary by contribution assumption: employee only about $102,375 at 4% or $68,250 at 6%; with 50% employer match about $68,250 at 4% or $45,500 at 6%; with 100% employer match about $51,187 at 4% or $34,125 at 6%. |
| Dennison Corporation Nadart Salary Def 401K Plan | - | 62 | $2,114,481 | $253,889 | $4,095iApproximate average salary by contribution assumption: employee only about $102,375 at 4% or $68,250 at 6%; with 50% employer match about $68,250 at 4% or $45,500 at 6%; with 100% employer match about $51,187 at 4% or $34,125 at 6%. |
| 2010 | 1 | 84 | $1,950,495 | $179,838 | $2,141iApproximate average salary by contribution assumption: employee only about $53,523 at 4% or $35,682 at 6%; with 50% employer match about $35,682 at 4% or $23,788 at 6%; with 100% employer match about $26,762 at 4% or $17,841 at 6%. |
| Dennison Corporation Nadart Salary Def 401K Plan | - | 84 | $1,950,495 | $179,838 | $2,141iApproximate average salary by contribution assumption: employee only about $53,523 at 4% or $35,682 at 6%; with 50% employer match about $35,682 at 4% or $23,788 at 6%; with 100% employer match about $26,762 at 4% or $17,841 at 6%. |
| 2009 | 1 | 82 | $2,139,458 | $192,278 | $2,345iApproximate average salary by contribution assumption: employee only about $58,621 at 4% or $39,081 at 6%; with 50% employer match about $39,081 at 4% or $26,054 at 6%; with 100% employer match about $29,311 at 4% or $19,540 at 6%. |
| Dennison Corporation Nadart Salary Def 401K Plan | - | 82 | $2,139,458 | $192,278 | $2,345iApproximate average salary by contribution assumption: employee only about $58,621 at 4% or $39,081 at 6%; with 50% employer match about $39,081 at 4% or $26,054 at 6%; with 100% employer match about $29,311 at 4% or $19,540 at 6%. |
| 2008 | 1 | 84 | $1,770,772 | $209,729 | $2,497iApproximate average salary by contribution assumption: employee only about $62,419 at 4% or $41,613 at 6%; with 50% employer match about $41,613 at 4% or $27,742 at 6%; with 100% employer match about $31,210 at 4% or $20,806 at 6%. |
| Dennison Corporation Nadart Salary Def 401K Plan | - | 84 | $1,770,772 | $209,729 | $2,497iApproximate average salary by contribution assumption: employee only about $62,419 at 4% or $41,613 at 6%; with 50% employer match about $41,613 at 4% or $27,742 at 6%; with 100% employer match about $31,210 at 4% or $20,806 at 6%. |
| 2007 | 1 | 81 | $2,594,460 | $213,969 | $2,642iApproximate average salary by contribution assumption: employee only about $66,040 at 4% or $44,027 at 6%; with 50% employer match about $44,027 at 4% or $29,351 at 6%; with 100% employer match about $33,020 at 4% or $22,013 at 6%. |
| Dennison Corporation Nadart Salary Def 401K Plan | - | 81 | $2,594,460 | $213,969 | $2,642iApproximate average salary by contribution assumption: employee only about $66,040 at 4% or $44,027 at 6%; with 50% employer match about $44,027 at 4% or $29,351 at 6%; with 100% employer match about $33,020 at 4% or $22,013 at 6%. |
| 2006 | 1 | 87 | $2,540,744 | $223,402 | $2,568iApproximate average salary by contribution assumption: employee only about $64,196 at 4% or $42,797 at 6%; with 50% employer match about $42,797 at 4% or $28,532 at 6%; with 100% employer match about $32,098 at 4% or $21,399 at 6%. |
| Dennison Corporation Nadart Salary Def 401K Plan | - | 87 | $2,540,744 | $223,402 | $2,568iApproximate average salary by contribution assumption: employee only about $64,196 at 4% or $42,797 at 6%; with 50% employer match about $42,797 at 4% or $28,532 at 6%; with 100% employer match about $32,098 at 4% or $21,399 at 6%. |
| 2005 | 1 | 88 | $2,271,236 | $227,771 | $2,588iApproximate average salary by contribution assumption: employee only about $64,708 at 4% or $43,138 at 6%; with 50% employer match about $43,138 at 4% or $28,759 at 6%; with 100% employer match about $32,354 at 4% or $21,569 at 6%. |
| Dennison Corporation Nadart Salary Def 401K Plan | - | 88 | $2,271,236 | $227,771 | $2,588iApproximate average salary by contribution assumption: employee only about $64,708 at 4% or $43,138 at 6%; with 50% employer match about $43,138 at 4% or $28,759 at 6%; with 100% employer match about $32,354 at 4% or $21,569 at 6%. |
| 2004 | 1 | 95 | $2,084,457 | $218,390 | $2,299iApproximate average salary by contribution assumption: employee only about $57,471 at 4% or $38,314 at 6%; with 50% employer match about $38,314 at 4% or $25,543 at 6%; with 100% employer match about $28,736 at 4% or $19,157 at 6%. |
| Dennison Corporation Nadart Salary Def 401K Plan | - | 95 | $2,084,457 | $218,390 | $2,299iApproximate average salary by contribution assumption: employee only about $57,471 at 4% or $38,314 at 6%; with 50% employer match about $38,314 at 4% or $25,543 at 6%; with 100% employer match about $28,736 at 4% or $19,157 at 6%. |
| 2003 | 1 | 99 | $1,926,260 | $262,313 | $2,650iApproximate average salary by contribution assumption: employee only about $66,241 at 4% or $44,160 at 6%; with 50% employer match about $44,160 at 4% or $29,440 at 6%; with 100% employer match about $33,120 at 4% or $22,080 at 6%. |
| Dennison Corporation Nadart Salary Def 401K Plan | - | 99 | $1,926,260 | $262,313 | $2,650iApproximate average salary by contribution assumption: employee only about $66,241 at 4% or $44,160 at 6%; with 50% employer match about $44,160 at 4% or $29,440 at 6%; with 100% employer match about $33,120 at 4% or $22,080 at 6%. |
| 2002 | 1 | 101 | $1,401,431 | $288,168 | $2,853iApproximate average salary by contribution assumption: employee only about $71,329 at 4% or $47,552 at 6%; with 50% employer match about $47,552 at 4% or $31,702 at 6%; with 100% employer match about $35,664 at 4% or $23,776 at 6%. |
| Dennison Corporation Nadart Salary Def 401K Plan | Current | 101 | $1,401,431 | $288,168 | $2,853iApproximate average salary by contribution assumption: employee only about $71,329 at 4% or $47,552 at 6%; with 50% employer match about $47,552 at 4% or $31,702 at 6%; with 100% employer match about $35,664 at 4% or $23,776 at 6%. |
| 2001 | 1 | 99 | $1,310,105 | $0 | - |
| Dennison Corporation Nadart Salary Def 401K Plan | - | 99 | $1,310,105 | - | - |
| 2000 | 2 | 103 | $1,293,913 | $179,013 | $1,738iApproximate average salary by contribution assumption: employee only about $43,450 at 4% or $28,967 at 6%; with 50% employer match about $28,967 at 4% or $19,311 at 6%; with 100% employer match about $21,725 at 4% or $14,483 at 6%. |
| Dennison Corporation Nadart Salary Def 401K Plan | - | 103 | $1,293,913 | $179,013 | $1,738iApproximate average salary by contribution assumption: employee only about $43,450 at 4% or $28,967 at 6%; with 50% employer match about $28,967 at 4% or $19,311 at 6%; with 100% employer match about $21,725 at 4% or $14,483 at 6%. |
| Dennison Corporation | - | 100 | - | - | - |
| 1999 | 1 | 101 | $0 | $0 | - |
| Dennison Corporation | - | 101 | - | - | - |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 86037212003473
- Form Id
- 36108104
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 99550373212003470005
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $0
- Row 2
- Filing Id
- 86037212003473
- Form Id
- 36108100
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 99550373212003470001
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $0
- Row 3
- Filing Id
- 86037212003473
- Form Id
- 36108101
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 99550373212003470002
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $0
- Row 4
- Filing Id
- 86037212003473
- Form Id
- 36108102
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 99550373212003470003
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $0
- Row 5
- Filing Id
- 86037212003473
- Form Id
- 36108103
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 99550373212003470004
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $0
- Row 6
- Ins Carrier Name: JOHN HANCOCK LIFE INSURANCE
- Filing Id
- 86037212003473
- Form Id
- 36108101
- Schedule A EIN
- 37-1077221
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2002-01-01
- Schedule A Tax Period
- 20021231
- Ins Carrier Name
- JOHN HANCOCK LIFE INSURANCE
- Ins Carrier EIN
- 04-1414660
- Ins Carrier Naic Code
- 65099
- Ins Contract Num
- 7575
- Ins Prsn Covered End of year Count
- 0
- Ins Policy From Date
- 2002-01-01
- Ins Policy To Date
- 2002-12-31
- 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
- $86,939,662
- Pension Contribution Dep Amount
- $0
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $6,632,552
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $6,632,552
- Pension Total Bal Addn Amount
- $93,572,214
- 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
- $93,572,214
- 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 7
- Ins Carrier Name: ALLSTATE LIFE INSURANCE
- Filing Id
- 86037212003473
- Form Id
- 36108100
- Schedule A EIN
- 37-1077221
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2002-01-01
- Schedule A Tax Period
- 20021231
- Ins Carrier Name
- ALLSTATE LIFE INSURANCE
- Ins Carrier EIN
- 36-2554642
- Ins Carrier Naic Code
- 60186
- Ins Contract Num
- 5646
- Ins Prsn Covered End of year Count
- 0
- Ins Policy From Date
- 2002-01-01
- Ins Policy To Date
- 2002-12-31
- 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
- $111,326,464
- Pension Contribution Dep Amount
- $0
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $9,138,303
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $9,138,303
- Pension Total Bal Addn Amount
- $120,464,767
- 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
- $120,464,767
- 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 8
- Ins Carrier Name: NEW YORK LIFE INSURANCE
- Filing Id
- 86037212003473
- Form Id
- 36108102
- Schedule A EIN
- 37-1077221
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2002-01-01
- Schedule A Tax Period
- 20021231
- Ins Carrier Name
- NEW YORK LIFE INSURANCE
- Ins Carrier EIN
- 13-5582869
- Ins Carrier Naic Code
- 66915
- Ins Contract Num
- 6572-002
- Ins Prsn Covered End of year Count
- 0
- Ins Policy From Date
- 2002-01-01
- Ins Policy To Date
- 2002-12-31
- 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
- $136,912,142
- Pension Contribution Dep Amount
- $0
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $9,420,801
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $9,420,801
- Pension Total Bal Addn Amount
- $146,332,943
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $146,332,943
- Pension Oth Ded Text
- CONTRACT MATURITIES
- Pension Total Ded Amount
- $146,332,943
- 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 9
- Ins Carrier Name: PACIFIC MUTUAL LIFE INSURANCE
- Filing Id
- 86037212003473
- Form Id
- 36108103
- Schedule A EIN
- 37-1077221
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2002-01-01
- Schedule A Tax Period
- 20021231
- Ins Carrier Name
- PACIFIC MUTUAL LIFE INSURANCE
- Ins Carrier EIN
- 95-1079000
- Ins Carrier Naic Code
- 67466
- Ins Contract Num
- 25730-03
- Ins Prsn Covered End of year Count
- 0
- Ins Policy From Date
- 2002-01-01
- Ins Policy To Date
- 2002-12-31
- 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
- $145,616,674
- Pension Contribution Dep Amount
- $0
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $7,284,318
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $7,284,318
- Pension Total Bal Addn Amount
- $152,900,992
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $55,130,249
- Pension Oth Ded Text
- CONTRACT MATURITIES
- Pension Total Ded Amount
- $55,130,249
- Pension End of year Bal Amount
- $97,770,743
- 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: PRINCIPAL FINANCIAL LIFE INSURANCE
- Filing Id
- 86037212003473
- Form Id
- 36108104
- Schedule A EIN
- 37-1077221
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2002-01-01
- Schedule A Tax Period
- 20021231
- Ins Carrier Name
- PRINCIPAL FINANCIAL LIFE INSURANCE
- Ins Carrier EIN
- 42-0127290
- Ins Carrier Naic Code
- 61271
- Ins Contract Num
- 4-13866-1
- Ins Prsn Covered End of year Count
- 0
- Ins Policy From Date
- 2002-01-01
- Ins Policy To Date
- 2002-12-31
- 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
- $191,717,552
- Pension Contribution Dep Amount
- $0
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $13,634,149
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $13,634,149
- Pension Total Bal Addn Amount
- $205,351,701
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $37,607,906
- Pension Oth Ded Text
- CONTRACT MATURITIES
- Pension Total Ded Amount
- $37,607,906
- Pension End of year Bal Amount
- $167,743,795
- 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 D
- Row 1
- Filing Id
- 86037212003473
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 99550373212003470006
- DFE P1 Entity 01 Name
- SEI STABLE ASSET FUND
- DFE P1 Spons 01 Name
- SEI INVESTMENTS
- DFE P1 Plan 01 EIN Plan number
- 237654996001
- DFE P1 Entity 01 Code
- C
- DFE P1 Plan Interest End of year 01 Amount
- $119,162,312
- Row 2
- Filing Id
- 86037212003473
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 99550373212003470006
- Row 3
- Filing Id
- 86037212003473
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 99550373212003470006
- DFE P1 Entity 01 Name
- BARCLAY GLOBAL FUND
- DFE P1 Spons 01 Name
- BARCLAYS GLOBAL INVESTORS
- DFE P1 Plan 01 EIN Plan number
- 946581660001
- DFE P1 Entity 01 Code
- C
- DFE P1 Plan Interest End of year 01 Amount
- $78,019,888
- Row 4
- Filing Id
- 86037212003473
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 2
- Image Form Id
- 99550373212003470006
- DFE P1 Entity 01 Name
- BARCLAY GLOBAL FUND RUSSELL 2000
- DFE P1 Spons 01 Name
- BARCLAYS GLOBAL INVESTORS
- DFE P1 Plan 01 EIN Plan number
- 943123057001
- DFE P1 Entity 01 Code
- C
- DFE P1 Plan Interest End of year 01 Amount
- $40,160,107
- Row 5
- Filing Id
- 86037212003473
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 3
- Image Form Id
- 99550373212003470006
- DFE P1 Entity 01 Name
- INDEX PLUS FUND
- DFE P1 Spons 01 Name
- STATE STREET GLOBAL ADVISORS
- DFE P1 Plan 01 EIN Plan number
- 040025081014
- DFE P1 Entity 01 Code
- C
- DFE P1 Plan Interest End of year 01 Amount
- $79,464,840
- Row 6
- Filing Id
- 86037212003473
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 4
- Image Form Id
- 99550373212003470006
- DFE P1 Entity 01 Name
- RUSSELL 2000 INDEX FUND
- DFE P1 Spons 01 Name
- STATE STREET GLOBAL INVESTORS
- DFE P1 Plan 01 EIN Plan number
- 040025081012
- DFE P1 Entity 01 Code
- C
- DFE P1 Plan Interest End of year 01 Amount
- $39,975,389
- Row 7
- Filing Id
- 86037212003473
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 5
- Image Form Id
- 99550373212003470006
- DFE P1 Entity 01 Name
- S AND P FLAGSHIP FUND
- DFE P1 Spons 01 Name
- STATE STREET GLOBAL INVESTORS
- DFE P1 Plan 01 EIN Plan number
- 040025081002
- DFE P1 Entity 01 Code
- C
- DFE P1 Plan Interest End of year 01 Amount
- $80,210,742
- Row 8
- Filing Id
- 86037212003473
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 6
- Image Form Id
- 99550373212003470006
- DFE P1 Entity 01 Name
- S AND P MIDCAP INDEX FUND
- DFE P1 Spons 01 Name
- STATE STREET GLOBAL INVESTORS
- DFE P1 Plan 01 EIN Plan number
- 040025081005
- DFE P1 Entity 01 Code
- C
- DFE P1 Plan Interest End of year 01 Amount
- $161,037,694
- Row 9
- Filing Id
- 86037212003473
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 7
- Image Form Id
- 99550373212003470006
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 10
- Filing Id
- 86037212003473
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 5
- Row Num
- 8
- Image Form Id
- 99550373212003470006
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 11
- Filing Id
- 86037212003473
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 6
- Row Num
- 9
- Image Form Id
- 99550373212003470006
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 12
- Filing Id
- 86037212003473
- Schedule D EIN
- 37-1077221
- Schedule D Plan number
- 001
- Schedule D Plan Year Begin Date
- 2002-01-01
- Schedule D Tax Period
- 20021231
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$1,401,431$91,326 change
Balance Sheet
Beginning and end of plan year.
Total assets$1,310,105$1,401,431Increase +$91,326 (6.97%)
Total liabilities$0$0No change $0
Net assets$1,310,105$1,401,431Increase +$91,326 (6.97%)
Contributions
Employer contributions$77,582
Participant contributions$210,586
Other contributions$0
Income & Expenses
Total income$147,874
Total expenses$56,467
Net income$91,407
Source fields
- Schedule I source fields
- Filing Id
- 86037212003473
- Schedule I EIN
- 37-1077221
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2002-01-01
- Schedule I Tax Period
- 20021231
- Small plan total assets at beginning of year
- $1,310,105
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $1,310,105
- Small plan total assets at end of year
- $1,401,431
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $1,401,431
- Small plan employer contributions
- $77,582
- Small plan participant contributions
- $210,586
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $-140,294
- Small plan total income
- $147,874
- Small plan total benefit distributions
- $56,467
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $0
- Small plan total expenses
- $56,467
- Small plan net income or loss
- $91,407
- Small Total Plan Transfers Amount
- $-81
- 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
- Yes
- 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
- Waiver Annual Iqpa Report
- 1
- Small plan resolution to terminate plan adopted
- No
- Small Res Terminate Plan Adpt Amount
- $0