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THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameTHE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN
Plan identification number 002

THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

THE KENNEDY CENTER INC has sponsored the creation of one or more 401k plans.

Company Name:THE KENNEDY CENTER INC
Employer identification number (EIN):060709295
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about THE KENNEDY CENTER INC

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1991-04-12
Company Identification Number: C1573830
Legal Registered Office Address: 26 Dartmouth Dr.

Rancho Mirage
United States of America (USA)
92270

More information about THE KENNEDY CENTER INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01STUART GORDON2024-09-30 STUART GORDON2024-09-30
0022022-01-01
0022021-01-01
0022021-01-01
0022020-01-01
0022020-01-01
0022019-01-01
0022019-01-01
0022018-01-01
0022018-01-01
0022017-01-01
0022017-01-01
0022016-01-01MARTIN SCHWARTZ2017-08-01
0022016-01-01
0022015-01-01MARTIN SCHWARTZ2016-05-20 MARTIN SCHWARTZ2016-05-20
0022015-01-01
0022014-01-01MARTIN SCHWARTZ2015-07-23 MARTIN SCHWARTZ2015-07-23
0022014-01-01
0022013-01-01MARTIN SCHWARTZ2014-05-06 MARTIN SCHWARTZ2014-05-06
0022013-01-01
0022012-01-01MARTIN SCHWARTZ2013-07-24 MARTIN SCHWARTZ2013-07-24
0022012-01-01
0022011-01-01MARTIN SCHWARTZ2012-07-17 MARTIN SCHWARTZ2012-07-17
0022011-01-01
0022010-01-01MARTIN SCHWARTZ2011-07-07
0022010-01-01
0022009-01-01

Plan Statistics for THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN

401k plan membership statisitcs for THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN

Measure Date Value
2022: THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01478
Total number of active participants reported on line 7a of the Form 55002022-01-01445
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0133
Total of all active and inactive participants2022-01-01480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01480
Number of participants with account balances2022-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01525
Total number of active participants reported on line 7a of the Form 55002021-01-01440
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0137
Total of all active and inactive participants2021-01-01480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01480
Number of participants with account balances2021-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01694
Total number of active participants reported on line 7a of the Form 55002020-01-01493
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0125
Total of all active and inactive participants2020-01-01518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01518
Number of participants with account balances2020-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01401
Total number of active participants reported on line 7a of the Form 55002019-01-01671
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0123
Total of all active and inactive participants2019-01-01694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01694
Number of participants with account balances2019-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01725
Total number of active participants reported on line 7a of the Form 55002018-01-01713
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-015
Total of all active and inactive participants2018-01-01718
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01718
Number of participants with account balances2018-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01760
Total number of active participants reported on line 7a of the Form 55002017-01-01712
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0113
Total of all active and inactive participants2017-01-01725
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01725
Number of participants with account balances2017-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01803
Total number of active participants reported on line 7a of the Form 55002016-01-01749
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0111
Total of all active and inactive participants2016-01-01760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01760
Number of participants with account balances2016-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01797
Total number of active participants reported on line 7a of the Form 55002015-01-01799
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-01803
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01803
Number of participants with account balances2015-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01777
Total number of active participants reported on line 7a of the Form 55002014-01-01794
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-01797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01797
Number of participants with account balances2014-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01828
Total number of active participants reported on line 7a of the Form 55002013-01-01776
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-01777
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01777
Number of participants with account balances2013-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01750
Total number of active participants reported on line 7a of the Form 55002012-01-01827
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-01828
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01828
Number of participants with account balances2012-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01696
Total number of active participants reported on line 7a of the Form 55002011-01-01749
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-01750
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01750
Number of participants with account balances2011-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01624
Total number of active participants reported on line 7a of the Form 55002010-01-01695
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-01696
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01696
Number of participants with account balances2010-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01662
Total number of active participants reported on line 7a of the Form 55002009-01-01620
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-01624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01624
Number of participants with account balances2009-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN

Measure Date Value
2022 : THE KENNEDY CENTER, INC. 403(B) RETIREMENT 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-261,185
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$364,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$352,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$202,653
Value of total assets at end of year2022-12-31$2,105,878
Value of total assets at beginning of year2022-12-31$2,731,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$12,402
Total interest from all sources2022-12-31$863
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$86,197
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$86,197
Administrative expenses professional fees incurred2022-12-31$3,804
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$202,653
Participant contributions at end of year2022-12-31$11,631
Participant contributions at beginning of year2022-12-31$19,801
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-625,596
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,105,878
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,731,474
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$2,094,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,711,673
Interest on participant loans2022-12-31$863
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-550,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$352,009
Contract administrator fees2022-12-31$8,598
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 name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : THE KENNEDY CENTER, INC. 403(B) RETIREMENT 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$745,783
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$138,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$126,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$390,360
Value of total assets at end of year2021-12-31$2,731,474
Value of total assets at beginning of year2021-12-31$2,123,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$11,987
Total interest from all sources2021-12-31$1,078
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$200,899
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$200,899
Administrative expenses professional fees incurred2021-12-31$3,918
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$175,748
Participant contributions at end of year2021-12-31$19,801
Participant contributions at beginning of year2021-12-31$23,908
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$214,612
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$607,744
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,731,474
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,123,730
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$2,711,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,099,822
Interest on participant loans2021-12-31$1,078
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$153,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$126,052
Contract administrator fees2021-12-31$8,069
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 name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : THE KENNEDY CENTER, INC. 403(B) RETIREMENT 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$0
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$383,119
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$698,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$689,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$171,538
Value of total assets at end of year2020-12-31$2,123,730
Value of total assets at beginning of year2020-12-31$2,439,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$9,098
Total interest from all sources2020-12-31$2,257
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$55,595
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$55,595
Administrative expenses professional fees incurred2020-12-31$3,260
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$171,538
Participant contributions at end of year2020-12-31$23,908
Participant contributions at beginning of year2020-12-31$52,377
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$7,237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-315,746
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,123,730
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,439,476
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$2,099,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,379,862
Interest on participant loans2020-12-31$2,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$153,729
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$689,767
Contract administrator fees2020-12-31$5,838
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 name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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$0
Total income from all sources (including contributions)2019-12-31$667,660
Total income from all sources (including contributions)2019-12-31$667,660
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$449,821
Total of all expenses incurred2019-12-31$449,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$438,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$438,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$223,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$223,277
Value of total assets at end of year2019-12-31$2,439,476
Value of total assets at beginning of year2019-12-31$2,221,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,519
Total interest from all sources2019-12-31$2,944
Total interest from all sources2019-12-31$2,944
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$66,660
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$66,660
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$66,660
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$66,660
Administrative expenses professional fees incurred2019-12-31$5,251
Administrative expenses professional fees incurred2019-12-31$5,251
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$218,985
Contributions received from participants2019-12-31$218,985
Participant contributions at end of year2019-12-31$52,377
Participant contributions at beginning of year2019-12-31$32,399
Participant contributions at end of year2019-12-31$7,237
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,292
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,292
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$217,839
Value of net income/loss2019-12-31$217,839
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,439,476
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,439,476
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,221,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,379,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,189,238
Interest on participant loans2019-12-31$2,944
Interest on participant loans2019-12-31$2,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$374,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$374,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$438,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$438,302
Contract administrator fees2019-12-31$6,268
Contract administrator fees2019-12-31$6,268
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BLUM, SHAPIRO & CO., P.C.
Accountancy firm name2019-12-31BLUM, SHAPIRO & CO., P.C.
Accountancy firm EIN2019-12-31061009205
Accountancy firm EIN2019-12-31061009205
2018 : THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$101,877
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$275,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$263,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$214,948
Value of total assets at end of year2018-12-31$2,229,764
Value of total assets at beginning of year2018-12-31$2,403,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$11,488
Total interest from all sources2018-12-31$730
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$78,884
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$78,884
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$214,948
Participant contributions at end of year2018-12-31$32,399
Participant contributions at beginning of year2018-12-31$30,198
Participant contributions at end of year2018-12-31$8,127
Participant contributions at beginning of year2018-12-31$8,797
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-173,399
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,229,764
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,403,163
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$2,189,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,364,168
Interest on participant loans2018-12-31$730
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-192,685
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$263,788
Contract administrator fees2018-12-31$3,493
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
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
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$554,732
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$75,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$65,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$218,204
Value of total assets at end of year2017-12-31$2,403,163
Value of total assets at beginning of year2017-12-31$1,924,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,961
Total interest from all sources2017-12-31$2,292
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$75,127
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$75,127
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$216,289
Participant contributions at end of year2017-12-31$30,198
Participant contributions at beginning of year2017-12-31$39,618
Participant contributions at end of year2017-12-31$8,797
Participant contributions at beginning of year2017-12-31$9,307
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,915
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$478,910
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,403,163
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,924,253
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$2,364,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,790,730
Interest on participant loans2017-12-31$2,292
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$84,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$259,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$65,861
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
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : THE KENNEDY CENTER, INC. 403(B) RETIREMENT 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$310,334
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$44,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$40,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$224,209
Value of total assets at end of year2016-12-31$1,924,253
Value of total assets at beginning of year2016-12-31$1,658,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,967
Total interest from all sources2016-12-31$2,915
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$41,444
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$41,444
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$224,209
Participant contributions at end of year2016-12-31$39,618
Participant contributions at beginning of year2016-12-31$43,113
Participant contributions at end of year2016-12-31$9,307
Participant contributions at beginning of year2016-12-31$7,089
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$266,076
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,924,253
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,658,177
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$1,790,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,529,342
Interest on participant loans2016-12-31$2,915
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$84,598
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$78,633
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$41,766
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$40,291
Contract administrator fees2016-12-31$3,967
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
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$190,320
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$38,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$38,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$197,397
Value of total assets at end of year2015-12-31$1,658,177
Value of total assets at beginning of year2015-12-31$1,506,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$768
Total interest from all sources2015-12-31$3,789
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$13,441
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$13,441
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$197,397
Participant contributions at end of year2015-12-31$43,113
Participant contributions at beginning of year2015-12-31$21,575
Participant contributions at end of year2015-12-31$7,089
Participant contributions at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$151,429
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,658,177
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,506,748
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$1,529,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,404,524
Interest on participant loans2015-12-31$2,746
Interest earned on other investments2015-12-31$1,043
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$78,633
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$80,649
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-24,307
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$38,123
Contract administrator fees2015-12-31$768
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
2014 : THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$233,708
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$197,397
Value of total assets at end of year2014-12-31$1,506,748
Value of total assets at beginning of year2014-12-31$1,277,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$311
Total interest from all sources2014-12-31$1,913
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$22,063
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$22,063
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$197,397
Participant contributions at end of year2014-12-31$21,575
Participant contributions at beginning of year2014-12-31$9,935
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$-12,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$229,450
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,506,748
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,277,298
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,404,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,199,385
Interest on participant loans2014-12-31$915
Interest earned on other investments2014-12-31$998
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$80,649
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$67,978
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$24,582
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,947
Contract administrator fees2014-12-31$311
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
2013 : THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$311,228
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$13,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$12,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$128,406
Value of total assets at end of year2013-12-31$1,277,298
Value of total assets at beginning of year2013-12-31$979,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$382
Total interest from all sources2013-12-31$1,251
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$14,300
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$14,300
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$128,406
Participant contributions at end of year2013-12-31$9,935
Participant contributions at beginning of year2013-12-31$3,886
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$298,189
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,277,298
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$979,109
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,199,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$918,976
Interest on participant loans2013-12-31$399
Interest earned on other investments2013-12-31$852
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$67,978
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$56,247
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$167,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$12,657
Contract administrator fees2013-12-31$382
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
2012 : THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$231,674
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$198,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$198,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$117,548
Value of total assets at end of year2012-12-31$979,109
Value of total assets at beginning of year2012-12-31$946,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$177
Total interest from all sources2012-12-31$1,449
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$13,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$13,694
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$117,548
Participant contributions at end of year2012-12-31$3,886
Participant contributions at beginning of year2012-12-31$3,986
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$32,997
Value of net assets at end of year (total assets less liabilities)2012-12-31$979,109
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$946,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$918,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$909,169
Interest on participant loans2012-12-31$268
Interest earned on other investments2012-12-31$1,181
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$56,247
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$32,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$98,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$198,500
Contract administrator fees2012-12-31$177
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
2011 : THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$78,934
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$97,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$97,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$106,140
Value of total assets at end of year2011-12-31$946,112
Value of total assets at beginning of year2011-12-31$964,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$175
Total interest from all sources2011-12-31$813
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$13,823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$13,823
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$106,140
Participant contributions at end of year2011-12-31$3,986
Participant contributions at beginning of year2011-12-31$4,765
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$2,886
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-18,658
Value of net assets at end of year (total assets less liabilities)2011-12-31$946,112
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$964,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$909,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$935,657
Interest on participant loans2011-12-31$198
Interest earned on other investments2011-12-31$615
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$32,957
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$24,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-44,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$97,417
Contract administrator fees2011-12-31$175
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
2010 : THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$226,590
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$311,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$311,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$111,382
Value of total assets at end of year2010-12-31$964,770
Value of total assets at beginning of year2010-12-31$1,049,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$84
Total interest from all sources2010-12-31$1,655
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$12,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$12,975
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$108,517
Participant contributions at end of year2010-12-31$4,765
Participant contributions at beginning of year2010-12-31$6,148
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-84,665
Value of net assets at end of year (total assets less liabilities)2010-12-31$964,770
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,049,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$935,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$968,523
Interest on participant loans2010-12-31$365
Interest earned on other investments2010-12-31$1,290
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$24,348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$74,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$100,578
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$311,171
Contract administrator fees2010-12-31$84
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
2009 : THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN 2009 401k financial data
Total unrealized appreciation/depreciation of assets2009-12-31$0
Total transfer of assets to this plan2009-12-31$7,691
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$0
Total income from all sources (including contributions)2009-12-31$324,702
Total loss/gain on sale of assets2009-12-31$0
Total of all expenses incurred2009-12-31$39,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-12-31$39,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-12-31$111,272
Value of total assets at end of year2009-12-31$1,049,435
Value of total assets at beginning of year2009-12-31$756,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-12-31$124
Total interest from all sources2009-12-31$2,083
Total dividends received (eg from common stock, registered investment company shares)2009-12-31$14,816
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2009-12-31$14,816
Was this plan covered by a fidelity bond2009-12-31Yes
Value of fidelity bond cover2009-12-31$500,000
If this is an individual account plan, was there a blackout period2009-12-31No
Were there any nonexempt tranactions with any party-in-interest2009-12-31No
Contributions received from participants2009-12-31$110,594
Participant contributions at end of year2009-12-31$6,148
Participant contributions at beginning of year2009-12-31$2,962
Participant contributions at end of year2009-12-31$0
Participant contributions at beginning of year2009-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2009-12-31$678
Other income not declared elsewhere2009-12-31$16
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Value of net income/loss2009-12-31$285,193
Value of net assets at end of year (total assets less liabilities)2009-12-31$1,049,435
Value of net assets at beginning of year (total assets less liabilities)2009-12-31$756,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2009-12-31No
Were any leases to which the plan was party in default or uncollectible2009-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2009-12-31$968,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2009-12-31$703,000
Interest on participant loans2009-12-31$419
Interest earned on other investments2009-12-31$1,664
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2009-12-31$74,764
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2009-12-31$50,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2009-12-31$196,515
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-12-31No
Was there a failure to transmit to the plan any participant contributions2009-12-31No
Has the plan failed to provide any benefit when due under the plan2009-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-12-31$39,385
Contract administrator fees2009-12-31$124
Did the plan have assets held for investment2009-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-12-31No

Form 5500 Responses for THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN

2022: THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number8-04866
Policy instance 1
Insurance contract or identification number8-04866
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-03-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number8-04866
Policy instance 1
Insurance contract or identification number8-04866
Number of Individuals Covered10
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number8-04866
Policy instance 1
Insurance contract or identification number8-04866
Number of Individuals Covered41
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number8-04866
Policy instance 1
Insurance contract or identification number8-04866
Number of Individuals Covered35
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number8-04866
Policy instance 1
Insurance contract or identification number8-04866
Number of Individuals Covered34
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number8-04866
Policy instance 1
Insurance contract or identification number8-04866
Number of Individuals Covered32
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number8-04866
Policy instance 1
Insurance contract or identification number8-04866
Number of Individuals Covered31
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number8-04866
Policy instance 1
Insurance contract or identification number8-04866
Number of Individuals Covered32
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number8-04866
Policy instance 1
Insurance contract or identification number8-04866
Number of Individuals Covered34
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
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

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