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PENSION PLAN FOR EMPLOYEES OF J.F. KIELY CONSTRUCTION CO. 401k Plan overview

Plan NamePENSION PLAN FOR EMPLOYEES OF J.F. KIELY CONSTRUCTION CO.
Plan identification number 002

PENSION PLAN FOR EMPLOYEES OF J.F. KIELY CONSTRUCTION CO. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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

J.F. KIELY CONSTRUCTION CO. has sponsored the creation of one or more 401k plans.

Company Name:J.F. KIELY CONSTRUCTION CO.
Employer identification number (EIN):210652682
NAIC Classification:237100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR EMPLOYEES OF J.F. KIELY CONSTRUCTION CO.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01JOHN M. KIELY JOHN M. KIELY2013-10-14
0022011-01-01JOHN M. KIELY JOHN M. KIELY2012-10-12
0022010-01-01JOHN M. KIELY JOHN M. KIELY2011-10-28
0022009-01-01JOHN M. KIELY JOHN M. KIELY2010-10-01
0022009-01-01JOHN M. KIELY JOHN M. KIELY2010-09-24
0022009-01-01JOHN M. KIELY JOHN M. KIELY2010-10-01

Plan Statistics for PENSION PLAN FOR EMPLOYEES OF J.F. KIELY CONSTRUCTION CO.

401k plan membership statisitcs for PENSION PLAN FOR EMPLOYEES OF J.F. KIELY CONSTRUCTION CO.

Measure Date Value
2017: PENSION PLAN FOR EMPLOYEES OF J.F. KIELY CONSTRUCTION CO. 2017 401k membership
Total participants, beginning-of-year2017-01-010
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PENSION PLAN FOR EMPLOYEES OF J.F. KIELY CONSTRUCTION CO. 2016 401k membership
Market value of plan assets2016-12-318,696,284
Acturial value of plan assets2016-12-318,696,284
Funding target for retired participants and beneficiaries receiving payment2016-12-311,220,402
Number of terminated vested participants2016-12-3155
Fundng target for terminated vested participants2016-12-311,253,324
Active participant vested funding target2016-12-316,755,938
Number of active participants2016-12-31267
Total funding liabilities for active participants2016-12-316,755,938
Total participant count2016-12-31327
Total funding target for all participants2016-12-319,229,664
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-3119,427
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3120,698
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-315,136,766
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-314,917,615
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-310
Net shortfall amortization installment of oustanding balance2016-12-31533,380
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3168,204
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3168,204
Contributions allocatedtoward minimum required contributions for current year2016-12-314,917,615
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01298
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PENSION PLAN FOR EMPLOYEES OF J.F. KIELY CONSTRUCTION CO. 2015 401k membership
Total participants, beginning-of-year2015-01-01298
Total number of active participants reported on line 7a of the Form 55002015-01-01252
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0143
Total of all active and inactive participants2015-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PENSION PLAN FOR EMPLOYEES OF J.F. KIELY CONSTRUCTION CO. 2014 401k membership
Total participants, beginning-of-year2014-01-01259
Total number of active participants reported on line 7a of the Form 55002014-01-01210
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0139
Total of all active and inactive participants2014-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PENSION PLAN FOR EMPLOYEES OF J.F. KIELY CONSTRUCTION CO. 2013 401k membership
Total participants, beginning-of-year2013-01-01227
Total number of active participants reported on line 7a of the Form 55002013-01-01172
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0141
Total of all active and inactive participants2013-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PENSION PLAN FOR EMPLOYEES OF J.F. KIELY CONSTRUCTION CO. 2012 401k membership
Total participants, beginning-of-year2012-01-01183
Total number of active participants reported on line 7a of the Form 55002012-01-01195
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0132
Total of all active and inactive participants2012-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PENSION PLAN FOR EMPLOYEES OF J.F. KIELY CONSTRUCTION CO. 2011 401k membership
Total participants, beginning-of-year2011-01-01186
Total number of active participants reported on line 7a of the Form 55002011-01-01162
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0121
Total of all active and inactive participants2011-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PENSION PLAN FOR EMPLOYEES OF J.F. KIELY CONSTRUCTION CO. 2010 401k membership
Total participants, beginning-of-year2010-01-01170
Total number of active participants reported on line 7a of the Form 55002010-01-01164
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0122
Total of all active and inactive participants2010-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: PENSION PLAN FOR EMPLOYEES OF J.F. KIELY CONSTRUCTION CO. 2009 401k membership
Total participants, beginning-of-year2009-01-01163
Total number of active participants reported on line 7a of the Form 55002009-01-01154
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on PENSION PLAN FOR EMPLOYEES OF J.F. KIELY CONSTRUCTION CO.

Measure Date Value
2017 : PENSION PLAN FOR EMPLOYEES OF J.F. KIELY CONSTRUCTION CO. 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$547,661
Total income from all sources2017-12-31$0
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$0
Total plan assets at beginning of year2017-12-31$547,661
Value of fidelity bond covering the plan2017-12-31$100,000
Total contributions received or receivable from participants2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$0
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$0
Net plan assets at end of year (total assets less liabilities)2017-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : PENSION PLAN FOR EMPLOYEES OF J.F. KIELY CONSTRUCTION CO. 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$547,661
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,350
Total income from all sources (including contributions)2016-12-31$5,702,532
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$13,787,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$13,787,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,136,766
Value of total assets at end of year2016-12-31$547,661
Value of total assets at beginning of year2016-12-31$8,086,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$565,766
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$547,661
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$1,350
Administrative expenses (other) incurred2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$88,324
Total non interest bearing cash at beginning of year2016-12-31$1,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-8,084,796
Value of net assets at end of year (total assets less liabilities)2016-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,084,796
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 beginning of year2016-12-31$4,862,136
Interest earned on other investments2016-12-31$565,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,094
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,961,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,961,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$5,136,766
Employer contributions (assets) at end of year2016-12-31$457,243
Employer contributions (assets) at beginning of year2016-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$13,787,328
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$1,210,690
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : PENSION PLAN FOR EMPLOYEES OF J.F. KIELY CONSTRUCTION CO. 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-240,722
Total unrealized appreciation/depreciation of assets2015-12-31$-240,722
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,350
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$-58,627
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$115,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$55,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$50,000
Value of total assets at end of year2015-12-31$8,086,146
Value of total assets at beginning of year2015-12-31$8,258,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$59,465
Total interest from all sources2015-12-31$132,095
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$1,350
Administrative expenses (other) incurred2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$1,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-173,755
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,084,796
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,258,551
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
Investment advisory and management fees2015-12-31$59,465
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,862,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,638,343
Interest earned on other investments2015-12-31$132,095
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,961,970
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,666,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,666,504
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$50,000
Employer contributions (assets) at end of year2015-12-31$50,000
Employer contributions (assets) at beginning of year2015-12-31$562,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$55,663
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$1,210,690
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$1,391,348
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : PENSION PLAN FOR EMPLOYEES OF J.F. KIELY CONSTRUCTION CO. 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-152,455
Total unrealized appreciation/depreciation of assets2014-12-31$-152,455
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$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$914,868
Total loss/gain on sale of assets2014-12-31$360,863
Total of all expenses incurred2014-12-31$312,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$259,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$562,356
Value of total assets at end of year2014-12-31$8,258,551
Value of total assets at beginning of year2014-12-31$7,656,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$53,067
Total interest from all sources2014-12-31$144,104
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$602,041
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,258,551
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,656,510
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
Investment advisory and management fees2014-12-31$53,067
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,638,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,684,466
Interest earned on other investments2014-12-31$144,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,666,504
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$971,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$971,585
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$233,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$562,356
Employer contributions (assets) at end of year2014-12-31$562,356
Employer contributions (assets) at beginning of year2014-12-31$745,896
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$25,812
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$1,391,348
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,254,563
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$360,863
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : PENSION PLAN FOR EMPLOYEES OF J.F. KIELY CONSTRUCTION CO. 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$488,331
Total unrealized appreciation/depreciation of assets2013-12-31$488,331
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$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$1,550,059
Total loss/gain on sale of assets2013-12-31$173,547
Total of all expenses incurred2013-12-31$338,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$287,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$745,896
Value of total assets at end of year2013-12-31$7,656,510
Value of total assets at beginning of year2013-12-31$6,445,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$51,730
Total interest from all sources2013-12-31$142,285
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Administrative expenses (other) incurred2013-12-31$51,730
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
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$1,211,083
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,656,510
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,445,427
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$4,684,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,209,765
Interest earned on other investments2013-12-31$142,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$971,585
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$843,959
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$843,959
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$287,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$745,896
Employer contributions (assets) at end of year2013-12-31$745,896
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1,254,563
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$1,391,703
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$173,547
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2013-12-31390859910
2012 : PENSION PLAN FOR EMPLOYEES OF J.F. KIELY CONSTRUCTION CO. 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$732,495
Total unrealized appreciation/depreciation of assets2012-12-31$732,495
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$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$879,399
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$370,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$327,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$6,445,427
Value of total assets at beginning of year2012-12-31$5,936,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$43,177
Total interest from all sources2012-12-31$146,904
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Administrative expenses (other) incurred2012-12-31$100
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
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$509,054
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,445,427
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,936,373
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
Investment advisory and management fees2012-12-31$43,077
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,209,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,746,753
Interest earned on other investments2012-12-31$146,904
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$843,959
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$343,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$343,300
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$327,168
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
Contributions received in cash from employer2012-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$1,550,442
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$1,391,703
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$2,295,878
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31HUTCHINS, MEYER & DILIETO, P.A.
Accountancy firm EIN2012-12-31223263877
2011 : PENSION PLAN FOR EMPLOYEES OF J.F. KIELY CONSTRUCTION CO. 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-362,022
Total unrealized appreciation/depreciation of assets2011-12-31$-362,022
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$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$0
Total income from all sources (including contributions)2011-12-31$-168,358
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$386,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$341,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$5,936,373
Value of total assets at beginning of year2011-12-31$6,491,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$44,886
Total interest from all sources2011-12-31$193,664
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$851
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-555,188
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,936,373
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,491,561
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
Assets. partnership/joint venture interests at end of year2011-12-31$2,295,878
Assets. partnership/joint venture interests at beginning of year2011-12-31$2,563,417
Investment advisory and management fees2011-12-31$44,035
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,746,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,924,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$343,300
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$270,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$270,781
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$193,664
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$341,944
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$301,512
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
Contributions received in cash from employer2011-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$1,550,442
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$1,431,575
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31HUTCHINS FARRELL MEYER & ALLISON
Accountancy firm EIN2011-12-31223263817
2010 : PENSION PLAN FOR EMPLOYEES OF J.F. KIELY CONSTRUCTION CO. 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$474,365
Total unrealized appreciation/depreciation of assets2010-12-31$474,365
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$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$709,475
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$180,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$121,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$6,491,561
Value of total assets at beginning of year2010-12-31$5,962,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$58,506
Total interest from all sources2010-12-31$235,110
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Administrative expenses (other) incurred2010-12-31$58,506
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$529,392
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,491,561
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,962,169
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$1,924,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,422,206
Interest earned on other investments2010-12-31$235,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$270,781
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$128,284
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$128,284
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$120,795
Asset value of US Government securities at end of year2010-12-31$301,512
Asset value of US Government securities at beginning of year2010-12-31$774,084
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
Contributions received in cash from employer2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$782
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$1,431,575
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$1,924,450
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$2,563,417
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$1,713,145
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HUTCHINS FARRELL MEYER & ALLISON
Accountancy firm EIN2010-12-31223263817
2009 : PENSION PLAN FOR EMPLOYEES OF J.F. KIELY CONSTRUCTION CO. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PENSION PLAN FOR EMPLOYEES OF J.F. KIELY CONSTRUCTION CO.

2017: PENSION PLAN FOR EMPLOYEES OF J.F. KIELY CONSTRUCTION CO. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
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: PENSION PLAN FOR EMPLOYEES OF J.F. KIELY CONSTRUCTION CO. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PENSION PLAN FOR EMPLOYEES OF J.F. KIELY CONSTRUCTION CO. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PENSION PLAN FOR EMPLOYEES OF J.F. KIELY CONSTRUCTION CO. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PENSION PLAN FOR EMPLOYEES OF J.F. KIELY CONSTRUCTION CO. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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 – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PENSION PLAN FOR EMPLOYEES OF J.F. KIELY CONSTRUCTION CO. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN FOR EMPLOYEES OF J.F. KIELY CONSTRUCTION CO. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PENSION PLAN FOR EMPLOYEES OF J.F. KIELY CONSTRUCTION CO. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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 – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN FOR EMPLOYEES OF J.F. KIELY CONSTRUCTION CO. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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 – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number218318
Policy instance 1
Insurance contract or identification number218318
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberTFA 10581
Policy instance 1
Insurance contract or identification numberTFA 10581
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberTFA-10581
Policy instance 1
Insurance contract or identification numberTFA-10581
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $16,358
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Commission paid to Insurance BrokerUSD $16,358
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameKURT DIETRICH
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract numberGAC 018653
Policy instance 1
Insurance contract or identification numberGAC 018653
Number of Individuals Covered2
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,839
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractSINGLE PREMIUM GROUP ANNUITY
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number18318
Policy instance 1
Insurance contract or identification number18318
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes

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