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JOHN J. & THOMAS R. SCHIFF PENSION PLAN 401k Plan overview

Plan NameJOHN J. & THOMAS R. SCHIFF PENSION PLAN
Plan identification number 001

JOHN J. & THOMAS R. SCHIFF PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

JOHN J. & THOMAS R. SCHIFF CO., INC has sponsored the creation of one or more 401k plans.

Company Name:JOHN J. & THOMAS R. SCHIFF CO., INC
Employer identification number (EIN):310991985
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN J. & THOMAS R. SCHIFF PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01THOMAS R. SCHIFF2024-09-15 THOMAS R. SCHIFF2024-09-15
0012022-01-01THOMAS R. SCHIFF2023-08-08 THOMAS R. SCHIFF2023-08-08
0012021-01-01THOMAS R. SCHIFF2022-05-29 THOMAS R. SCHIFF2022-05-29
0012020-01-01THOMAS R. SCHIFF2021-07-25 THOMAS R. SCHIFF2021-07-25
0012019-01-01THOMAS R. SCHIFF2020-09-13 THOMAS R. SCHIFF2020-09-13
0012018-01-01THOMAS R. SCHIFF2019-09-11 THOMAS R. SCHIFF2019-09-11
0012017-01-01
0012016-01-01THOMAS R. SCHIFF
0012015-01-01THOMAS R. SCHIFF
0012014-01-01THOMAS R. SCHIFF
0012013-01-01THOMAS R. SCHIFF
0012012-01-01THOMAS R. SCHIFF
0012011-01-01THOMAS R. SCHIFF THOMAS R. SCHIFF2012-07-17
0012009-01-01THOMAS R. SCHIFF THOMAS R. SCHIFF2010-10-08

Plan Statistics for JOHN J. & THOMAS R. SCHIFF PENSION PLAN

401k plan membership statisitcs for JOHN J. & THOMAS R. SCHIFF PENSION PLAN

Measure Date Value
2023: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0135
Total number of active participants reported on line 7a of the Form 55002023-01-0132
Number of retired or separated participants receiving benefits2023-01-012
Number of other retired or separated participants entitled to future benefits2023-01-013
Total of all active and inactive participants2023-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-3117,414,911
Acturial value of plan assets2022-12-3116,150,542
Funding target for retired participants and beneficiaries receiving payment2022-12-311,978,391
Number of terminated vested participants2022-12-313
Fundng target for terminated vested participants2022-12-31904,706
Active participant vested funding target2022-12-318,802,931
Number of active participants2022-12-3131
Total funding liabilities for active participants2022-12-318,946,356
Total participant count2022-12-3136
Total funding target for all participants2022-12-3111,829,453
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-311,650,551
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-311,650,551
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-312,097,520
Total employer contributions2022-12-31625,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31597,981
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31270,073
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31597,981
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-0136
Total number of active participants reported on line 7a of the Form 55002022-01-0130
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-013
Total of all active and inactive participants2022-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3114,554,172
Acturial value of plan assets2021-12-3115,082,916
Funding target for retired participants and beneficiaries receiving payment2021-12-312,034,048
Number of terminated vested participants2021-12-314
Fundng target for terminated vested participants2021-12-311,061,469
Active participant vested funding target2021-12-318,269,321
Number of active participants2021-12-3130
Total funding liabilities for active participants2021-12-318,483,993
Total participant count2021-12-3136
Total funding target for all participants2021-12-3111,579,510
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-311,798,378
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-311,798,378
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-311,650,551
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31210,895
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0136
Total number of active participants reported on line 7a of the Form 55002021-01-0131
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-013
Total of all active and inactive participants2021-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3116,247,528
Acturial value of plan assets2020-12-3114,622,776
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-314
Fundng target for terminated vested participants2020-12-311,472,333
Active participant vested funding target2020-12-319,465,477
Number of active participants2020-12-3131
Total funding liabilities for active participants2020-12-319,697,683
Total participant count2020-12-3135
Total funding target for all participants2020-12-3111,170,016
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-311,389,675
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-311,389,675
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-311,798,378
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31188,869
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0135
Total number of active participants reported on line 7a of the Form 55002020-01-0130
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-014
Total of all active and inactive participants2020-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3112,880,039
Acturial value of plan assets2019-12-3113,167,832
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-314
Fundng target for terminated vested participants2019-12-311,598,413
Active participant vested funding target2019-12-318,792,123
Number of active participants2019-12-3129
Total funding liabilities for active participants2019-12-319,009,753
Total participant count2019-12-3133
Total funding target for all participants2019-12-3110,608,166
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-311,333,789
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-311,333,789
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-311,389,675
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31136,356
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0133
Total number of active participants reported on line 7a of the Form 55002019-01-0131
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-014
Total of all active and inactive participants2019-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3113,748,813
Acturial value of plan assets2018-12-3113,379,784
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-313
Fundng target for terminated vested participants2018-12-311,501,844
Active participant vested funding target2018-12-319,241,342
Number of active participants2018-12-3130
Total funding liabilities for active participants2018-12-319,465,105
Total participant count2018-12-3133
Total funding target for all participants2018-12-3110,966,949
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31806,106
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31806,106
Present value of excess contributions2018-12-31466,542
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31494,068
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-31494,068
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-311,333,789
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31151,137
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0133
Total number of active participants reported on line 7a of the Form 55002018-01-0129
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-014
Total of all active and inactive participants2018-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3112,912,501
Acturial value of plan assets2017-12-3111,748,146
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-313
Fundng target for terminated vested participants2017-12-311,638,961
Active participant vested funding target2017-12-318,071,693
Number of active participants2017-12-3128
Total funding liabilities for active participants2017-12-318,252,752
Total participant count2017-12-3131
Total funding target for all participants2017-12-319,891,713
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31250,042
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31250,042
Present value of excess contributions2017-12-31471,934
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31500,580
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-31500,580
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31806,106
Total employer contributions2017-12-31500,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31466,542
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31152,373
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31466,542
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0131
Total number of active participants reported on line 7a of the Form 55002017-01-0130
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3111,880,965
Acturial value of plan assets2016-12-3112,010,494
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-312
Fundng target for terminated vested participants2016-12-311,870,098
Active participant vested funding target2016-12-318,652,821
Number of active participants2016-12-3130
Total funding liabilities for active participants2016-12-318,839,074
Total participant count2016-12-3132
Total funding target for all participants2016-12-3110,709,172
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 contributions2016-12-31235,289
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31250,042
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-31250,042
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 year2016-12-31250,042
Total employer contributions2016-12-31500,000
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 date2016-12-31471,934
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 cost2016-12-31157,828
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31471,934
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0132
Total number of active participants reported on line 7a of the Form 55002016-01-0128
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0130
Total number of active participants reported on line 7a of the Form 55002015-01-0130
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0131
Total number of active participants reported on line 7a of the Form 55002014-01-0128
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0131
Total number of active participants reported on line 7a of the Form 55002013-01-0129
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0132
Total number of active participants reported on line 7a of the Form 55002012-01-0128
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0132
Total number of active participants reported on line 7a of the Form 55002011-01-0130
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0131
Total number of active participants reported on line 7a of the Form 55002009-01-0131
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JOHN J. & THOMAS R. SCHIFF PENSION PLAN

Measure Date Value
2023 : JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2023 401k financial data
Total income from all sources2023-12-31$487,407
Expenses. Total of all expenses incurred2023-12-31$385,442
Benefits paid (including direct rollovers)2023-12-31$380,068
Total plan assets at end of year2023-12-31$7,876,899
Total plan assets at beginning of year2023-12-31$7,774,934
Value of fidelity bond covering the plan2023-12-31$8,100,000
Expenses. Other expenses not covered elsewhere2023-12-31$5,374
Other income received2023-12-31$87,407
Net income (gross income less expenses)2023-12-31$101,965
Net plan assets at end of year (total assets less liabilities)2023-12-31$7,876,899
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$7,774,934
Assets. Value of assets in partnership/joint-venture interests2023-12-31$577,158
Total contributions received or receivable from employer(s)2023-12-31$400,000
2022 : JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2022 401k financial data
Total income from all sources2022-12-31$-420,820
Expenses. Total of all expenses incurred2022-12-31$9,219,156
Benefits paid (including direct rollovers)2022-12-31$9,198,620
Total plan assets at end of year2022-12-31$7,774,934
Total plan assets at beginning of year2022-12-31$17,414,910
Value of fidelity bond covering the plan2022-12-31$17,400,000
Expenses. Other expenses not covered elsewhere2022-12-31$20,536
Other income received2022-12-31$-1,045,820
Net income (gross income less expenses)2022-12-31$-9,639,976
Net plan assets at end of year (total assets less liabilities)2022-12-31$7,774,934
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$17,414,910
Assets. Value of assets in partnership/joint-venture interests2022-12-31$639,282
Total contributions received or receivable from employer(s)2022-12-31$625,000
2021 : JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2021 401k financial data
Total income from all sources2021-12-31$3,808,830
Expenses. Total of all expenses incurred2021-12-31$948,093
Benefits paid (including direct rollovers)2021-12-31$929,210
Total plan assets at end of year2021-12-31$17,414,910
Total plan assets at beginning of year2021-12-31$14,554,173
Value of fidelity bond covering the plan2021-12-31$14,622,776
Other income received2021-12-31$3,808,830
Net income (gross income less expenses)2021-12-31$2,860,737
Net plan assets at end of year (total assets less liabilities)2021-12-31$17,414,910
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$14,554,173
Assets. Value of assets in partnership/joint-venture interests2021-12-31$908,424
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$18,883
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2020 401k financial data
Total income from all sources2020-12-31$-1,301,794
Expenses. Total of all expenses incurred2020-12-31$388,800
Benefits paid (including direct rollovers)2020-12-31$373,303
Total plan assets at end of year2020-12-31$14,554,173
Total plan assets at beginning of year2020-12-31$16,244,767
Value of fidelity bond covering the plan2020-12-31$16,500,000
Other income received2020-12-31$-1,601,794
Net income (gross income less expenses)2020-12-31$-1,690,594
Net plan assets at end of year (total assets less liabilities)2020-12-31$14,554,173
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$16,244,767
Assets. Value of assets in partnership/joint-venture interests2020-12-31$628,122
Total contributions received or receivable from employer(s)2020-12-31$300,000
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$15,497
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2019 401k financial data
Total income from all sources2019-12-31$3,736,978
Expenses. Total of all expenses incurred2019-12-31$369,494
Benefits paid (including direct rollovers)2019-12-31$354,264
Total plan assets at end of year2019-12-31$16,244,767
Total plan assets at beginning of year2019-12-31$12,877,283
Value of fidelity bond covering the plan2019-12-31$13,500,000
Other income received2019-12-31$3,736,978
Net income (gross income less expenses)2019-12-31$3,367,484
Net plan assets at end of year (total assets less liabilities)2019-12-31$16,244,767
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$12,877,283
Assets. Value of assets in partnership/joint-venture interests2019-12-31$562,836
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$15,230
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2018 401k financial data
Total income from all sources2018-12-31$828,016
Expenses. Total of all expenses incurred2018-12-31$1,452,879
Benefits paid (including direct rollovers)2018-12-31$1,432,142
Total plan assets at end of year2018-12-31$12,877,283
Total plan assets at beginning of year2018-12-31$13,502,146
Value of fidelity bond covering the plan2018-12-31$9,500,000
Other income received2018-12-31$578,016
Net income (gross income less expenses)2018-12-31$-624,863
Net plan assets at end of year (total assets less liabilities)2018-12-31$12,877,283
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$13,502,146
Assets. Value of assets in partnership/joint-venture interests2018-12-31$508,152
Total contributions received or receivable from employer(s)2018-12-31$250,000
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$20,737
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2017 401k financial data
Total income from all sources2017-12-31$819,449
Expenses. Total of all expenses incurred2017-12-31$226,998
Benefits paid (including direct rollovers)2017-12-31$150,106
Total plan assets at end of year2017-12-31$13,502,146
Total plan assets at beginning of year2017-12-31$12,909,695
Value of fidelity bond covering the plan2017-12-31$9,500,000
Other income received2017-12-31$569,449
Net income (gross income less expenses)2017-12-31$592,451
Net plan assets at end of year (total assets less liabilities)2017-12-31$13,502,146
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$12,909,695
Assets. Value of assets in partnership/joint-venture interests2017-12-31$465,930
Total contributions received or receivable from employer(s)2017-12-31$250,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$76,892
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2016 401k financial data
Total income from all sources2016-12-31$2,958,069
Expenses. Total of all expenses incurred2016-12-31$1,926,534
Benefits paid (including direct rollovers)2016-12-31$1,849,312
Total plan assets at end of year2016-12-31$12,909,695
Total plan assets at beginning of year2016-12-31$11,878,160
Value of fidelity bond covering the plan2016-12-31$9,500,000
Other income received2016-12-31$2,458,069
Net income (gross income less expenses)2016-12-31$1,031,535
Net plan assets at end of year (total assets less liabilities)2016-12-31$12,909,695
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$11,878,160
Assets. Value of assets in partnership/joint-venture interests2016-12-31$436,170
Total contributions received or receivable from employer(s)2016-12-31$500,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$77,222
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2015 401k financial data
Total income from all sources2015-12-31$746,749
Expenses. Total of all expenses incurred2015-12-31$226,880
Benefits paid (including direct rollovers)2015-12-31$149,290
Total plan assets at end of year2015-12-31$11,878,160
Total plan assets at beginning of year2015-12-31$11,358,291
Value of fidelity bond covering the plan2015-12-31$9,500,000
Other income received2015-12-31$496,749
Net income (gross income less expenses)2015-12-31$519,869
Net plan assets at end of year (total assets less liabilities)2015-12-31$11,878,160
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$11,358,291
Assets. Value of assets in partnership/joint-venture interests2015-12-31$443,610
Total contributions received or receivable from employer(s)2015-12-31$250,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$77,590
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$1,444,948
Expenses. Total of all expenses incurred2014-12-31$248,833
Benefits paid (including direct rollovers)2014-12-31$158,557
Total plan assets at end of year2014-12-31$11,358,291
Total plan assets at beginning of year2014-12-31$10,162,176
Value of fidelity bond covering the plan2014-12-31$9,500,000
Other income received2014-12-31$539,930
Net income (gross income less expenses)2014-12-31$1,196,115
Net plan assets at end of year (total assets less liabilities)2014-12-31$11,358,291
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$10,162,176
Assets. Value of assets in partnership/joint-venture interests2014-12-31$480,438
Total contributions received or receivable from employer(s)2014-12-31$905,018
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$90,276
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$2,483,895
Expenses. Total of all expenses incurred2013-12-31$1,633,506
Benefits paid (including direct rollovers)2013-12-31$1,583,070
Total plan assets at end of year2013-12-31$10,162,176
Total plan assets at beginning of year2013-12-31$9,311,787
Value of fidelity bond covering the plan2013-12-31$4,000,000
Other income received2013-12-31$1,941,571
Net income (gross income less expenses)2013-12-31$850,389
Net plan assets at end of year (total assets less liabilities)2013-12-31$10,162,176
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$9,311,787
Assets. Value of assets in partnership/joint-venture interests2013-12-31$192,060
Total contributions received or receivable from employer(s)2013-12-31$542,324
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$50,436
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,871,936
Expenses. Total of all expenses incurred2012-12-31$107,967
Benefits paid (including direct rollovers)2012-12-31$80,170
Total plan assets at end of year2012-12-31$9,311,787
Total plan assets at beginning of year2012-12-31$7,547,818
Value of fidelity bond covering the plan2012-12-31$4,000,000
Expenses. Other expenses not covered elsewhere2012-12-31$17,203
Other income received2012-12-31$1,347,969
Net income (gross income less expenses)2012-12-31$1,763,969
Net plan assets at end of year (total assets less liabilities)2012-12-31$9,311,787
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$7,547,818
Assets. Value of assets in partnership/joint-venture interests2012-12-31$156,870
Total contributions received or receivable from employer(s)2012-12-31$523,967
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$10,594
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$359,058
Expenses. Total of all expenses incurred2011-12-31$54,851
Benefits paid (including direct rollovers)2011-12-31$50,968
Total plan assets at end of year2011-12-31$7,547,818
Total plan assets at beginning of year2011-12-31$7,243,611
Value of fidelity bond covering the plan2011-12-31$4,000,000
Expenses. Other expenses not covered elsewhere2011-12-31$3,883
Other income received2011-12-31$59,058
Net income (gross income less expenses)2011-12-31$304,207
Net plan assets at end of year (total assets less liabilities)2011-12-31$7,547,818
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$7,243,611
Assets. Value of assets in partnership/joint-venture interests2011-12-31$117,720
Total contributions received or receivable from employer(s)2011-12-31$300,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,590,703
Expenses. Total of all expenses incurred2010-12-31$81,943
Benefits paid (including direct rollovers)2010-12-31$79,397
Total plan assets at end of year2010-12-31$7,243,611
Total plan assets at beginning of year2010-12-31$5,734,851
Value of fidelity bond covering the plan2010-12-31$4,000,000
Expenses. Other expenses not covered elsewhere2010-12-31$2,546
Other income received2010-12-31$890,703
Net income (gross income less expenses)2010-12-31$1,508,760
Net plan assets at end of year (total assets less liabilities)2010-12-31$7,243,611
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$5,734,851
Assets. Value of assets in partnership/joint-venture interests2010-12-31$209,970
Total contributions received or receivable from employer(s)2010-12-31$700,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : JOHN J. & THOMAS R. SCHIFF PENSION PLAN 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 JOHN J. & THOMAS R. SCHIFF PENSION PLAN

2023: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

CINCINNATI LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 10677 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered2
Insurance policy start date2022-12-01
Insurance policy end date2023-11-30
Total amount of commissions paid to insurance brokerUSD $38
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CINCINNATI LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 10677 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered2
Insurance policy start date2021-12-01
Insurance policy end date2022-11-30
Total amount of commissions paid to insurance brokerUSD $92
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $92
Insurance broker organization code?3
CINCINNATI LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 10677 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered8
Insurance policy start date2020-12-01
Insurance policy end date2021-11-30
Total amount of commissions paid to insurance brokerUSD $517
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $517
Insurance broker organization code?3
CINCINNATI LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 10677 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered8
Insurance policy start date2019-12-01
Insurance policy end date2020-11-30
Total amount of commissions paid to insurance brokerUSD $605
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $605
Insurance broker organization code?3
CINCINNATI LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 10677 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered8
Insurance policy start date2018-12-01
Insurance policy end date2019-11-30
Total amount of commissions paid to insurance brokerUSD $567
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $567
Insurance broker organization code?3
CINCINNATI LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 10677 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered8
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
Total amount of commissions paid to insurance brokerUSD $566
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $566
Insurance broker organization code?3
CINCINNATI LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 10677 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered11
Insurance policy start date2016-12-01
Insurance policy end date2017-11-30
Total amount of commissions paid to insurance brokerUSD $1,161
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,161
Insurance broker organization code?3
Insurance broker nameJ.J. & T.R. SCHIFF & COMPANY, INC.
CINCINNATI LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 10677 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered11
Insurance policy start date2014-12-01
Insurance policy end date2015-11-30
Total amount of commissions paid to insurance brokerUSD $824
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $824
Insurance broker organization code?3
Insurance broker nameJ.J. & T.R. SCHIFF & COMPANY, INC.
CINCINNATI LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 10677 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered12
Insurance policy start date2013-12-01
Insurance policy end date2014-11-30
Total amount of commissions paid to insurance brokerUSD $1,120
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,120
Insurance broker organization code?3
Insurance broker nameJ.J. & T.R. SCHIFF & COMPANY, INC.
CINCINNATI LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 10677 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered12
Insurance policy start date2012-12-01
Insurance policy end date2013-11-30
Total amount of commissions paid to insurance brokerUSD $1,103
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,103
Insurance broker organization code?3
Insurance broker nameJ.J. & T.R. SCHIFF & COMPANY, INC.
CINCINNATI LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 10677 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered13
Insurance policy start date2011-12-01
Insurance policy end date2012-11-30
Total amount of commissions paid to insurance brokerUSD $1,176
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,176
Insurance broker organization code?3
Insurance broker nameJ.J. & T.R. SCHIFF & COMPANY, INC.
CINCINNATI LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 10677 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered13
Insurance policy start date2010-12-01
Insurance policy end date2011-11-30
Total amount of commissions paid to insurance brokerUSD $1,176
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CINCINNATI LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 10677 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered13
Insurance policy start date2009-12-01
Insurance policy end date2010-11-30
Total amount of commissions paid to insurance brokerUSD $740
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $740
Insurance broker organization code?3
Insurance broker nameJ.J. & T.R. SCHIFF & COMPANY, INC.

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