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LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN 401k Plan overview

Plan NameLEGAL & GENERAL AMERICA, INC. SAVINGS PLAN
Plan identification number 003

LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

LEGAL & GENERAL AMERICA, INC has sponsored the creation of one or more 401k plans.

Company Name:LEGAL & GENERAL AMERICA, INC
Employer identification number (EIN):521236150
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032018-01-01
0032017-01-01SHERI HYATT DIANA L. MCMANUS2018-09-28
0032016-01-01BARBARA ESAU DIANA L. MCMANUS2017-10-05
0032016-01-01 DIANA L. MCMANUS2017-10-05
0032015-01-01BARBARA ESAU DIANA MCMANUS2016-09-14
0032014-01-01BARBARA ESAU ANDREW D. LOVE2015-09-15
0032013-01-01BARBARA ESAU ANDREW LOVE2014-09-15
0032012-01-01BARBARA ESAU ANDREW LOVE2013-09-16
0032011-01-01ANDREW LOVE BARBARA ESAU2012-09-14
0032010-01-01SHERI HYATT ANDREW LOVE2011-09-15
0032009-01-01BARBARA ESAU ANDREW LOVE2011-06-16
0032009-01-01BARBARA ESAU ANDREW LOVE2010-09-15

Plan Statistics for LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN

401k plan membership statisitcs for LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN

Measure Date Value
2023: LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,321
Total number of active participants reported on line 7a of the Form 55002023-01-011,147
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01301
Total of all active and inactive participants2023-01-011,448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-013
Total participants2023-01-011,451
Number of participants with account balances2023-01-011,279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,208
Total number of active participants reported on line 7a of the Form 55002022-01-011,015
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01301
Total of all active and inactive participants2022-01-011,316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-015
Total participants2022-01-011,321
Number of participants with account balances2022-01-011,193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,078
Total number of active participants reported on line 7a of the Form 55002021-01-01962
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01244
Total of all active and inactive participants2021-01-011,206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-011,208
Number of participants with account balances2021-01-011,096
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01964
Total number of active participants reported on line 7a of the Form 55002020-01-01880
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01196
Total of all active and inactive participants2020-01-011,076
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-011,078
Number of participants with account balances2020-01-01992
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01869
Total number of active participants reported on line 7a of the Form 55002019-01-01782
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01181
Total of all active and inactive participants2019-01-01963
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01964
Number of participants with account balances2019-01-01913
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01795
Total number of active participants reported on line 7a of the Form 55002018-01-01710
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01157
Total of all active and inactive participants2018-01-01867
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01869
Number of participants with account balances2018-01-01823
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01739
Total number of active participants reported on line 7a of the Form 55002017-01-01635
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01158
Total of all active and inactive participants2017-01-01793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01795
Number of participants with account balances2017-01-01757
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01719
Total number of active participants reported on line 7a of the Form 55002016-01-01577
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01160
Total of all active and inactive participants2016-01-01737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01739
Number of participants with account balances2016-01-01704
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01729
Total number of active participants reported on line 7a of the Form 55002015-01-01553
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01163
Total of all active and inactive participants2015-01-01716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01719
Number of participants with account balances2015-01-01683
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0135
2014: LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01693
Total number of active participants reported on line 7a of the Form 55002014-01-01595
Number of other retired or separated participants entitled to future benefits2014-01-01131
Total of all active and inactive participants2014-01-01726
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01729
Number of participants with account balances2014-01-01678
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0136
2013: LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01674
Total number of active participants reported on line 7a of the Form 55002013-01-01564
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01126
Total of all active and inactive participants2013-01-01690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01693
Number of participants with account balances2013-01-01647
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0118
2012: LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01566
Total number of active participants reported on line 7a of the Form 55002012-01-01542
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01129
Total of all active and inactive participants2012-01-01671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01674
Number of participants with account balances2012-01-01603
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01546
Total number of active participants reported on line 7a of the Form 55002011-01-01424
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01139
Total of all active and inactive participants2011-01-01563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-01566
Number of participants with account balances2011-01-01545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111
2010: LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01555
Total number of active participants reported on line 7a of the Form 55002010-01-01401
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01145
Total of all active and inactive participants2010-01-01546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01546
Number of participants with account balances2010-01-01530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0122
2009: LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01551
Total number of active participants reported on line 7a of the Form 55002009-01-01420
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01135
Total of all active and inactive participants2009-01-01555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01555
Number of participants with account balances2009-01-01537
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0121

Financial Data on LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN

Measure Date Value
2023 : LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$47,169,572
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$10,460,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$10,265,172
Value of total corrective distributions2023-12-31$237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$19,432,059
Value of total assets at end of year2023-12-31$177,377,845
Value of total assets at beginning of year2023-12-31$140,668,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$194,724
Total interest from all sources2023-12-31$265,934
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$4,762,332
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$4,762,332
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$11,172,761
Participant contributions at end of year2023-12-31$2,289,292
Participant contributions at beginning of year2023-12-31$2,017,410
Participant contributions at end of year2023-12-31$482,306
Participant contributions at beginning of year2023-12-31$433,130
Assets. Other investments not covered elsewhere at end of year2023-12-31$4,745,606
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$3,090,958
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$1,552,720
Other income not declared elsewhere2023-12-31$852,985
Administrative expenses (other) incurred2023-12-31$1,500
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$36,709,439
Value of net assets at end of year (total assets less liabilities)2023-12-31$177,377,845
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$140,668,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$31,463
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$161,767,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$125,824,859
Interest on participant loans2023-12-31$100,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$7,813,189
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$9,058,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$9,058,060
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$165,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$21,856,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$6,706,578
Employer contributions (assets) at end of year2023-12-31$279,987
Employer contributions (assets) at beginning of year2023-12-31$243,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$10,265,172
Contract administrator fees2023-12-31$59,868
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31COHNREZNICK LLP
Accountancy firm EIN2023-12-31221478099
2022 : LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-8,101,609
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$12,465,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$12,306,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$20,097,641
Value of total assets at end of year2022-12-31$140,668,405
Value of total assets at beginning of year2022-12-31$161,235,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$158,773
Total interest from all sources2022-12-31$118,658
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,445,936
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$5,445,936
Administrative expenses professional fees incurred2022-12-31$18,940
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$10,032,753
Participant contributions at end of year2022-12-31$2,017,410
Participant contributions at beginning of year2022-12-31$1,682,283
Participant contributions at end of year2022-12-31$433,130
Participant contributions at beginning of year2022-12-31$418,058
Assets. Other investments not covered elsewhere at end of year2022-12-31$3,090,957
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$4,192,897
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,095,022
Other income not declared elsewhere2022-12-31$-1,052,350
Administrative expenses (other) incurred2022-12-31$139,833
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$37,602
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-20,567,055
Value of net assets at end of year (total assets less liabilities)2022-12-31$140,668,405
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$161,235,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$125,824,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$146,212,514
Interest on participant loans2022-12-31$62,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$9,058,060
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$8,465,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$8,465,647
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$55,961
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-32,711,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$5,969,866
Employer contributions (assets) at end of year2022-12-31$243,989
Employer contributions (assets) at beginning of year2022-12-31$226,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$12,306,673
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31COHNREZNICK LLP
Accountancy firm EIN2022-12-31221478099
2021 : LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$37,647,572
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,147,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,009,712
Value of total corrective distributions2021-12-31$1,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$15,050,544
Value of total assets at end of year2021-12-31$161,235,460
Value of total assets at beginning of year2021-12-31$130,735,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$136,400
Total interest from all sources2021-12-31$65,365
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$10,607,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$10,607,443
Administrative expenses professional fees incurred2021-12-31$371
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$8,632,195
Participant contributions at end of year2021-12-31$1,682,283
Participant contributions at beginning of year2021-12-31$1,566,339
Participant contributions at end of year2021-12-31$418,058
Participant contributions at beginning of year2021-12-31$315,742
Assets. Other investments not covered elsewhere at end of year2021-12-31$4,192,897
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$3,256,174
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,196,997
Other income not declared elsewhere2021-12-31$272,896
Administrative expenses (other) incurred2021-12-31$135,816
Total non interest bearing cash at end of year2021-12-31$37,602
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$30,499,619
Value of net assets at end of year (total assets less liabilities)2021-12-31$161,235,460
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$130,735,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$213
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$146,212,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$117,644,402
Interest on participant loans2021-12-31$56,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$8,465,647
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$7,776,704
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$7,776,704
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$8,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$11,651,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$5,221,352
Employer contributions (assets) at end of year2021-12-31$226,459
Employer contributions (assets) at beginning of year2021-12-31$176,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,009,712
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31COHNREZNICK LLP
Accountancy firm EIN2021-12-31221478099
2020 : LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$34,257,749
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$9,792,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,608,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$15,344,749
Value of total assets at end of year2020-12-31$130,735,841
Value of total assets at beginning of year2020-12-31$106,271,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$184,478
Total interest from all sources2020-12-31$95,459
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,482,854
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,482,854
Administrative expenses professional fees incurred2020-12-31$32,027
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$7,767,251
Participant contributions at end of year2020-12-31$1,566,339
Participant contributions at beginning of year2020-12-31$1,412,436
Participant contributions at end of year2020-12-31$315,742
Participant contributions at beginning of year2020-12-31$211,311
Assets. Other investments not covered elsewhere at end of year2020-12-31$3,256,174
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,171,219
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,771,065
Other income not declared elsewhere2020-12-31$567,475
Administrative expenses (other) incurred2020-12-31$149,942
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$57
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$24,464,826
Value of net assets at end of year (total assets less liabilities)2020-12-31$130,735,841
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$106,271,015
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$2,509
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$117,644,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$96,079,840
Interest on participant loans2020-12-31$59,609
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$7,776,704
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$6,270,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$6,270,562
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$35,850
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$14,767,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,806,433
Employer contributions (assets) at end of year2020-12-31$176,480
Employer contributions (assets) at beginning of year2020-12-31$125,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,608,445
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31COHNREZNICK LLP
Accountancy firm EIN2020-12-31221478099
2019 : LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$31,225,799
Total income from all sources (including contributions)2019-12-31$31,225,799
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$8,479,692
Total of all expenses incurred2019-12-31$8,479,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,277,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,277,301
Value of total corrective distributions2019-12-31$14
Value of total corrective distributions2019-12-31$14
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,232,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,232,958
Value of total assets at end of year2019-12-31$106,271,015
Value of total assets at end of year2019-12-31$106,271,015
Value of total assets at beginning of year2019-12-31$83,524,908
Value of total assets at beginning of year2019-12-31$83,524,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$202,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$202,377
Total interest from all sources2019-12-31$154,766
Total interest from all sources2019-12-31$154,766
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,692,064
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,692,064
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,692,064
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,692,064
Administrative expenses professional fees incurred2019-12-31$29,451
Administrative expenses professional fees incurred2019-12-31$29,451
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,270,968
Participant contributions at end of year2019-12-31$1,412,436
Participant contributions at end of year2019-12-31$1,412,436
Participant contributions at beginning of year2019-12-31$1,578,517
Participant contributions at beginning of year2019-12-31$1,578,517
Participant contributions at end of year2019-12-31$211,311
Participant contributions at end of year2019-12-31$211,311
Participant contributions at beginning of year2019-12-31$152,026
Participant contributions at beginning of year2019-12-31$152,026
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,171,219
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,171,219
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,736,220
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,736,220
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$926,733
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$926,733
Other income not declared elsewhere2019-12-31$352,288
Other income not declared elsewhere2019-12-31$352,288
Administrative expenses (other) incurred2019-12-31$169,978
Administrative expenses (other) incurred2019-12-31$169,978
Total non interest bearing cash at end of year2019-12-31$57
Total non interest bearing cash at end of year2019-12-31$57
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$22,746,107
Value of net income/loss2019-12-31$22,746,107
Value of net assets at end of year (total assets less liabilities)2019-12-31$106,271,015
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$83,524,908
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$83,524,908
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$2,948
Investment advisory and management fees2019-12-31$2,948
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$96,079,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$72,877,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$72,877,298
Interest on participant loans2019-12-31$63,111
Interest on participant loans2019-12-31$63,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$6,270,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$6,270,562
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$7,088,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$7,088,110
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$7,088,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$7,088,110
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$91,655
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$91,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$15,793,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,035,257
Contributions received in cash from employer2019-12-31$4,035,257
Employer contributions (assets) at end of year2019-12-31$125,590
Employer contributions (assets) at end of year2019-12-31$125,590
Employer contributions (assets) at beginning of year2019-12-31$92,737
Employer contributions (assets) at beginning of year2019-12-31$92,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,277,301
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31COHNREZNICK LLP
Accountancy firm name2019-12-31COHNREZNICK LLP
Accountancy firm EIN2019-12-31221478099
Accountancy firm EIN2019-12-31221478099
2018 : LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$5,631,855
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$9,185,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,999,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,863,972
Value of total assets at end of year2018-12-31$83,524,907
Value of total assets at beginning of year2018-12-31$87,078,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$185,553
Total interest from all sources2018-12-31$155,558
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$6,125,782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$6,125,782
Administrative expenses professional fees incurred2018-12-31$17,659
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,450,459
Participant contributions at end of year2018-12-31$1,578,517
Participant contributions at beginning of year2018-12-31$1,519,943
Participant contributions at end of year2018-12-31$152,026
Participant contributions at beginning of year2018-12-31$112,432
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,736,220
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,723,264
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$991,553
Other income not declared elsewhere2018-12-31$-241,461
Administrative expenses (other) incurred2018-12-31$164,890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,553,599
Value of net assets at end of year (total assets less liabilities)2018-12-31$83,524,907
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$87,078,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$3,004
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$72,877,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$76,512,702
Interest on participant loans2018-12-31$56,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$7,088,110
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$7,141,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$7,141,938
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$98,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-10,271,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,421,960
Employer contributions (assets) at end of year2018-12-31$92,737
Employer contributions (assets) at beginning of year2018-12-31$68,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,999,901
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31COHNREZNICK LLP
Accountancy firm EIN2018-12-31221478099
2017 : LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$21,220,940
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,712,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,550,139
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,455,876
Value of total assets at end of year2017-12-31$87,078,506
Value of total assets at beginning of year2017-12-31$71,570,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$162,384
Total interest from all sources2017-12-31$47,236
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,061,674
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$5,061,674
Administrative expenses professional fees incurred2017-12-31$18,910
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,826,144
Participant contributions at end of year2017-12-31$1,519,943
Participant contributions at beginning of year2017-12-31$1,309,386
Participant contributions at end of year2017-12-31$112,432
Participant contributions at beginning of year2017-12-31$100,760
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,723,264
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,617,153
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$494,511
Other income not declared elsewhere2017-12-31$157,290
Administrative expenses (other) incurred2017-12-31$139,894
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$15,508,417
Value of net assets at end of year (total assets less liabilities)2017-12-31$87,078,506
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$71,570,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$3,580
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$76,512,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$60,932,523
Interest on participant loans2017-12-31$45,510
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$7,141,938
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$7,549,143
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$7,549,143
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,498,864
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,135,221
Employer contributions (assets) at end of year2017-12-31$68,227
Employer contributions (assets) at beginning of year2017-12-31$61,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,550,139
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31COHNREZNICK, LLP
Accountancy firm EIN2017-12-31221478099
2016 : LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$13,097,093
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,566,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,398,055
Value of total corrective distributions2016-12-31$4,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,297,099
Value of total assets at end of year2016-12-31$71,570,089
Value of total assets at beginning of year2016-12-31$65,039,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$164,379
Total interest from all sources2016-12-31$47,009
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,364,734
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,364,734
Administrative expenses professional fees incurred2016-12-31$40,524
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$4,420,755
Participant contributions at end of year2016-12-31$1,309,386
Participant contributions at beginning of year2016-12-31$1,472,855
Participant contributions at end of year2016-12-31$100,760
Participant contributions at beginning of year2016-12-31$70,297
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,617,153
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$2,120,721
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$959,240
Other income not declared elsewhere2016-12-31$128,415
Administrative expenses (other) incurred2016-12-31$121,420
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$6,530,554
Value of net assets at end of year (total assets less liabilities)2016-12-31$71,570,089
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$65,039,535
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
Investment advisory and management fees2016-12-31$2,435
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$60,932,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$61,329,496
Interest on participant loans2016-12-31$43,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$7,549,143
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3,790
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,259,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,917,104
Employer contributions (assets) at end of year2016-12-31$61,124
Employer contributions (assets) at beginning of year2016-12-31$46,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,398,055
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31COHNREZNICK, LLP
Accountancy firm EIN2016-12-31221478099
2015 : LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$7,849,520
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,054,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,010,931
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,841,899
Value of total assets at end of year2015-12-31$65,039,535
Value of total assets at beginning of year2015-12-31$61,244,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$43,674
Total interest from all sources2015-12-31$41,211
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,331,852
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,331,852
Administrative expenses professional fees incurred2015-12-31$17,576
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
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$3,869,583
Participant contributions at end of year2015-12-31$1,472,855
Participant contributions at beginning of year2015-12-31$1,475,923
Participant contributions at end of year2015-12-31$70,297
Participant contributions at beginning of year2015-12-31$47,171
Assets. Other investments not covered elsewhere at end of year2015-12-31$2,120,721
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$2,014,351
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,266,126
Other income not declared elsewhere2015-12-31$-60,043
Administrative expenses (other) incurred2015-12-31$11,180
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$3,794,915
Value of net assets at end of year (total assets less liabilities)2015-12-31$65,039,535
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$61,244,620
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$14,918
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$61,329,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$50,077,347
Interest on participant loans2015-12-31$41,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$7,597,076
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$7,597,076
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,305,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,706,190
Employer contributions (assets) at end of year2015-12-31$46,166
Employer contributions (assets) at beginning of year2015-12-31$32,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,010,931
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31COHNREZNICK LLP
Accountancy firm EIN2015-12-31221478099
2014 : LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$10,456,730
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,852,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,825,329
Value of total corrective distributions2014-12-31$6,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,983,694
Value of total assets at end of year2014-12-31$61,244,620
Value of total assets at beginning of year2014-12-31$54,640,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$20,946
Total interest from all sources2014-12-31$77,701
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,550,922
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,550,922
Administrative expenses professional fees incurred2014-12-31$14,500
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
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$3,359,016
Participant contributions at end of year2014-12-31$1,475,923
Participant contributions at beginning of year2014-12-31$1,165,741
Participant contributions at end of year2014-12-31$47,171
Participant contributions at beginning of year2014-12-31$168,242
Assets. Other investments not covered elsewhere at end of year2014-12-31$2,014,351
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,973,985
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,458,282
Other income not declared elsewhere2014-12-31$54,145
Administrative expenses (other) incurred2014-12-31$4,300
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$6,604,282
Value of net assets at end of year (total assets less liabilities)2014-12-31$61,244,620
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$54,640,338
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$2,146
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$50,077,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$44,002,801
Interest on participant loans2014-12-31$38,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$7,597,076
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$7,213,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$7,213,750
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$39,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-209,732
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,166,396
Employer contributions (assets) at end of year2014-12-31$32,752
Employer contributions (assets) at beginning of year2014-12-31$115,819
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,825,329
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31COHNREZNICK LLP
Accountancy firm EIN2014-12-31221478099
2013 : LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$13,886,859
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,457,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,455,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,856,056
Value of total assets at end of year2013-12-31$54,640,338
Value of total assets at beginning of year2013-12-31$43,210,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,010
Total interest from all sources2013-12-31$47,563
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,773,131
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,773,131
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
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$3,104,371
Participant contributions at end of year2013-12-31$1,165,741
Participant contributions at beginning of year2013-12-31$1,051,559
Participant contributions at end of year2013-12-31$168,242
Participant contributions at beginning of year2013-12-31$136,367
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,973,985
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,027,487
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$464,834
Other income not declared elsewhere2013-12-31$124,377
Administrative expenses (other) incurred2013-12-31$2,010
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$11,429,556
Value of net assets at end of year (total assets less liabilities)2013-12-31$54,640,338
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$43,210,782
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$44,002,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$34,281,643
Interest on participant loans2013-12-31$34,718
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$7,213,750
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$6,618,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$6,618,676
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$12,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,085,732
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,286,851
Employer contributions (assets) at end of year2013-12-31$115,819
Employer contributions (assets) at beginning of year2013-12-31$95,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,455,293
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31COHNREZNICK LLP
Accountancy firm EIN2013-12-31221478099
2012 : LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$8,673,026
Total of all expenses incurred2012-12-31$1,781,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,781,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,788,307
Value of total assets at end of year2012-12-31$43,210,782
Value of total assets at beginning of year2012-12-31$36,319,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$79
Total interest from all sources2012-12-31$34,589
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$960,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$960,394
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
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$2,588,842
Participant contributions at end of year2012-12-31$1,051,559
Participant contributions at beginning of year2012-12-31$1,115,048
Participant contributions at end of year2012-12-31$136,367
Participant contributions at beginning of year2012-12-31$47,560
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,027,487
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$322,705
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$14,979
Other income not declared elsewhere2012-12-31$14,616
Administrative expenses (other) incurred2012-12-31$79
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$6,891,723
Value of net assets at end of year (total assets less liabilities)2012-12-31$43,210,782
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$36,319,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$34,281,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$29,375,999
Interest on participant loans2012-12-31$33,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$6,618,676
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$5,730,350
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$5,730,350
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$605
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,875,120
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$1,876,760
Employer contributions (assets) at end of year2012-12-31$95,050
Employer contributions (assets) at beginning of year2012-12-31$35,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,781,224
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31COHNREZNICK LLP
Accountancy firm EIN2012-12-31221478099
2011 : LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,067,064
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,870,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,870,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,896,882
Value of total assets at end of year2011-12-31$36,319,059
Value of total assets at beginning of year2011-12-31$37,122,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$34,732
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$556,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$556,620
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
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$2,081,029
Participant contributions at end of year2011-12-31$1,115,048
Participant contributions at beginning of year2011-12-31$885,694
Participant contributions at end of year2011-12-31$47,560
Participant contributions at beginning of year2011-12-31$77,144
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$291,297
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$14,979
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$15,407
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-803,899
Value of net assets at end of year (total assets less liabilities)2011-12-31$36,319,059
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$37,122,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$29,375,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$31,465,672
Interest on participant loans2011-12-31$34,179
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$5,730,350
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$4,622,098
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$4,622,098
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,421,170
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$1,524,556
Employer contributions (assets) at end of year2011-12-31$35,123
Employer contributions (assets) at beginning of year2011-12-31$56,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,870,963
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31REZNICK GROUP, P.C.
Accountancy firm EIN2011-12-31521088612
2010 : LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$7,366,856
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,589,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,589,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,541,499
Value of total assets at end of year2010-12-31$37,122,958
Value of total assets at beginning of year2010-12-31$32,345,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$34,202
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$547,399
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$547,399
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
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$2,016,398
Participant contributions at end of year2010-12-31$885,694
Participant contributions at beginning of year2010-12-31$819,325
Participant contributions at end of year2010-12-31$77,144
Participant contributions at beginning of year2010-12-31$76,838
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$55,871
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$15,407
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$12,807
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$4,777,376
Value of net assets at end of year (total assets less liabilities)2010-12-31$37,122,958
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$32,345,582
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$31,465,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$31,380,066
Interest on participant loans2010-12-31$33,736
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$4,622,098
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$466
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,243,756
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$1,469,230
Employer contributions (assets) at end of year2010-12-31$56,943
Employer contributions (assets) at beginning of year2010-12-31$56,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,589,480
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31REZNICK GROUP, P.C.
Accountancy firm EIN2010-12-31521088612

Form 5500 Responses for LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN

2023: LEGAL & GENERAL AMERICA, INC. SAVINGS 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 – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LEGAL & GENERAL AMERICA, INC. SAVINGS 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LEGAL & GENERAL AMERICA, INC. SAVINGS 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LEGAL & GENERAL AMERICA, INC. SAVINGS 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LEGAL & GENERAL AMERICA, INC. SAVINGS 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LEGAL & GENERAL AMERICA, INC. SAVINGS 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LEGAL & GENERAL AMERICA, INC. SAVINGS 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LEGAL & GENERAL AMERICA, INC. SAVINGS 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN 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 - TrustYes
2009: LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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