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ROGERS GROUP INC & ITS AFFILIATES RETIREMENT PLAN 401k Plan overview

Plan NameROGERS GROUP INC & ITS AFFILIATES RETIREMENT PLAN
Plan identification number 002

ROGERS GROUP INC & ITS AFFILIATES RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related

401k Sponsoring company profile

ROGERS GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:ROGERS GROUP, INC.
Employer identification number (EIN):810745074
NAIC Classification:212320
NAIC Description: Sand, Gravel, Clay, and Ceramic and Refractory Minerals Mining and Quarrying

Additional information about ROGERS GROUP, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1992-05-18
Company Identification Number: 601384567
Legal Registered Office Address: 15300 NE 10TH AVE

VANCOUVER
United States of America (USA)
986851364

More information about ROGERS GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROGERS GROUP INC & ITS AFFILIATES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022019-01-01
0022018-01-01
0022017-01-01DUCHESS JERNIGAN KYE HUDSON2018-10-09
0022016-01-01DUCHESS JERNIGAN KYE HUDSON2017-10-12
0022015-01-01DUCHESS JERNIGAN

Plan Statistics for ROGERS GROUP INC & ITS AFFILIATES RETIREMENT PLAN

401k plan membership statisitcs for ROGERS GROUP INC & ITS AFFILIATES RETIREMENT PLAN

Measure Date Value
2023: ROGERS GROUP INC & ITS AFFILIATES RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01363
Total number of active participants reported on line 7a of the Form 55002023-01-01153
Number of retired or separated participants receiving benefits2023-01-0171
Number of other retired or separated participants entitled to future benefits2023-01-01119
Total of all active and inactive participants2023-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0117
Total participants2023-01-01360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: ROGERS GROUP INC & ITS AFFILIATES RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-3173,949,813
Acturial value of plan assets2022-12-3169,061,220
Funding target for retired participants and beneficiaries receiving payment2022-12-3116,454,727
Number of terminated vested participants2022-12-31159
Fundng target for terminated vested participants2022-12-318,344,506
Active participant vested funding target2022-12-3125,477,775
Number of active participants2022-12-31155
Total funding liabilities for active participants2022-12-3126,589,268
Total participant count2022-12-31386
Total funding target for all participants2022-12-3151,388,501
Balance at beginning of prior year after applicable adjustments2022-12-31887,599
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-31887,599
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-31995,265
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-311,572,879
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01386
Total number of active participants reported on line 7a of the Form 55002022-01-01172
Number of retired or separated participants receiving benefits2022-01-0167
Number of other retired or separated participants entitled to future benefits2022-01-01107
Total of all active and inactive participants2022-01-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0117
Total participants2022-01-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ROGERS GROUP INC & ITS AFFILIATES RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-3170,680,024
Acturial value of plan assets2021-12-3163,612,022
Funding target for retired participants and beneficiaries receiving payment2021-12-3115,480,745
Number of terminated vested participants2021-12-31161
Fundng target for terminated vested participants2021-12-317,176,928
Active participant vested funding target2021-12-3126,187,541
Number of active participants2021-12-31178
Total funding liabilities for active participants2021-12-3126,345,865
Total participant count2021-12-31404
Total funding target for all participants2021-12-3149,003,538
Balance at beginning of prior year after applicable adjustments2021-12-31777,504
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-31777,504
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-31887,599
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-311,725,505
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01404
Total number of active participants reported on line 7a of the Form 55002021-01-01155
Number of retired or separated participants receiving benefits2021-01-0161
Number of other retired or separated participants entitled to future benefits2021-01-01159
Total of all active and inactive participants2021-01-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0111
Total participants2021-01-01386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ROGERS GROUP INC & ITS AFFILIATES RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-3198,020,220
Acturial value of plan assets2020-12-3192,818,710
Funding target for retired participants and beneficiaries receiving payment2020-12-3135,443,180
Number of terminated vested participants2020-12-31242
Fundng target for terminated vested participants2020-12-3111,832,527
Active participant vested funding target2020-12-3126,765,414
Number of active participants2020-12-31205
Total funding liabilities for active participants2020-12-3126,936,425
Total participant count2020-12-311,036
Total funding target for all participants2020-12-3174,212,132
Balance at beginning of prior year after applicable adjustments2020-12-31642,725
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-31642,725
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-311,930,944
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-312,038,498
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-31777,504
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-312,058,675
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,036
Total number of active participants reported on line 7a of the Form 55002020-01-01178
Number of retired or separated participants receiving benefits2020-01-0159
Number of other retired or separated participants entitled to future benefits2020-01-01161
Total of all active and inactive participants2020-01-01398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-01404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ROGERS GROUP INC & ITS AFFILIATES RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-3182,450,768
Acturial value of plan assets2019-12-3186,002,472
Funding target for retired participants and beneficiaries receiving payment2019-12-3131,623,519
Number of terminated vested participants2019-12-31239
Fundng target for terminated vested participants2019-12-3110,576,802
Active participant vested funding target2019-12-3128,194,407
Number of active participants2019-12-31239
Total funding liabilities for active participants2019-12-3128,367,569
Total participant count2019-12-311,057
Total funding target for all participants2019-12-3170,567,890
Balance at beginning of prior year after applicable adjustments2019-12-31667,836
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-31667,836
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-31642,725
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-312,107,136
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-311,930,944
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-312,036,477
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-311,930,944
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-011,057
Total number of active participants reported on line 7a of the Form 55002019-01-01205
Number of retired or separated participants receiving benefits2019-01-01487
Number of other retired or separated participants entitled to future benefits2019-01-01242
Total of all active and inactive participants2019-01-01934
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01102
Total participants2019-01-011,036
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ROGERS GROUP INC & ITS AFFILIATES RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-3189,070,204
Acturial value of plan assets2018-12-3184,105,477
Funding target for retired participants and beneficiaries receiving payment2018-12-3131,248,893
Number of terminated vested participants2018-12-31236
Fundng target for terminated vested participants2018-12-318,854,139
Active participant vested funding target2018-12-3128,185,324
Number of active participants2018-12-31261
Total funding liabilities for active participants2018-12-3128,305,673
Total participant count2018-12-311,084
Total funding target for all participants2018-12-3168,408,705
Balance at beginning of prior year after applicable adjustments2018-12-31577,813
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-31577,813
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3114,002,037
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3114,830,958
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-31667,836
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-312,255,338
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-011,084
Total number of active participants reported on line 7a of the Form 55002018-01-01239
Number of retired or separated participants receiving benefits2018-01-01486
Number of other retired or separated participants entitled to future benefits2018-01-01239
Total of all active and inactive participants2018-01-01964
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0193
Total participants2018-01-011,057
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ROGERS GROUP INC & ITS AFFILIATES RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-3166,690,865
Acturial value of plan assets2017-12-3167,520,362
Funding target for retired participants and beneficiaries receiving payment2017-12-3126,847,200
Number of terminated vested participants2017-12-31251
Fundng target for terminated vested participants2017-12-319,643,505
Active participant vested funding target2017-12-3125,890,974
Number of active participants2017-12-31280
Total funding liabilities for active participants2017-12-3125,967,017
Total participant count2017-12-311,100
Total funding target for all participants2017-12-3162,457,722
Balance at beginning of prior year after applicable adjustments2017-12-31533,579
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-31533,579
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-313,653,206
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-313,877,148
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-31577,813
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3114,984,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3114,002,037
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-312,318,027
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-3114,002,037
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-011,100
Total number of active participants reported on line 7a of the Form 55002017-01-01261
Number of retired or separated participants receiving benefits2017-01-01492
Number of other retired or separated participants entitled to future benefits2017-01-01236
Total of all active and inactive participants2017-01-01989
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0195
Total participants2017-01-011,084
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ROGERS GROUP INC & ITS AFFILIATES RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-3169,120,498
Acturial value of plan assets2016-12-3172,117,113
Funding target for retired participants and beneficiaries receiving payment2016-12-3123,903,984
Number of terminated vested participants2016-12-31538
Fundng target for terminated vested participants2016-12-3115,415,257
Active participant vested funding target2016-12-3125,154,258
Number of active participants2016-12-31307
Total funding liabilities for active participants2016-12-3125,232,186
Total participant count2016-12-311,389
Total funding target for all participants2016-12-3164,551,427
Balance at beginning of prior year after applicable adjustments2016-12-31534,060
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-31534,060
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-316,433,885
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-316,841,150
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-31533,579
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-313,762,577
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-313,653,206
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-311,965,089
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-313,653,206
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-011,389
Total number of active participants reported on line 7a of the Form 55002016-01-01280
Number of retired or separated participants receiving benefits2016-01-01482
Number of other retired or separated participants entitled to future benefits2016-01-01251
Total of all active and inactive participants2016-01-011,013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0187
Total participants2016-01-011,100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROGERS GROUP INC & ITS AFFILIATES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,404
Total number of active participants reported on line 7a of the Form 55002015-01-01307
Number of retired or separated participants receiving benefits2015-01-01464
Number of other retired or separated participants entitled to future benefits2015-01-01538
Total of all active and inactive participants2015-01-011,309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0180
Total participants2015-01-011,389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on ROGERS GROUP INC & ITS AFFILIATES RETIREMENT PLAN

Measure Date Value
2023 : ROGERS GROUP INC & ITS AFFILIATES RETIREMENT PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$7,687,884
Total of all expenses incurred2023-12-31$2,502,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,987,956
Value of total assets at end of year2023-12-31$60,551,621
Value of total assets at beginning of year2023-12-31$55,366,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$514,969
Total interest from all sources2023-12-31$349,446
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,189,895
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$1,189,895
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
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
Assets. Other investments not covered elsewhere at end of year2023-12-31$9,977,912
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$0
Other income not declared elsewhere2023-12-31$178,886
Administrative expenses (other) incurred2023-12-31$273,020
Total non interest bearing cash at end of year2023-12-31$304
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$5,184,959
Value of net assets at end of year (total assets less liabilities)2023-12-31$60,551,621
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$55,366,662
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$70,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$43,895,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$55,366,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$6,678,261
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$349,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$5,969,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,987,956
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
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 name2023-12-31KRAFT CPAS PLLC
Accountancy firm EIN2023-12-31620713250
2022 : ROGERS GROUP INC & ITS AFFILIATES RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-12,168,543
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,414,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,153,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$55,366,662
Value of total assets at beginning of year2022-12-31$73,949,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$261,220
Total interest from all sources2022-12-31$45,902
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,427,112
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$1,427,112
Administrative expenses professional fees incurred2022-12-31$126,802
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
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
Administrative expenses (other) incurred2022-12-31$53,078
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$88,454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-18,583,151
Value of net assets at end of year (total assets less liabilities)2022-12-31$55,366,662
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$73,949,813
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$50,813,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$47,974,255
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$25,887,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$4,553,062
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$45,902
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-13,641,557
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,153,388
Contract administrator fees2022-12-31$81,340
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31KRAFTCPAS PLLC
Accountancy firm EIN2022-12-31620713250
2021 : ROGERS GROUP INC & ITS AFFILIATES RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$8,299,431
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,029,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,789,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$73,949,813
Value of total assets at beginning of year2021-12-31$70,680,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$240,082
Total interest from all sources2021-12-31$355,232
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$693,097
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$693,097
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
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
Other income not declared elsewhere2021-12-31$28,749
Administrative expenses (other) incurred2021-12-31$240,082
Total non interest bearing cash at end of year2021-12-31$88,454
Total non interest bearing cash at beginning of year2021-12-31$85,128
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$3,269,789
Value of net assets at end of year (total assets less liabilities)2021-12-31$73,949,813
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$70,680,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$47,974,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$50,902,785
Value of interest in pooled separate accounts at end of year2021-12-31$25,887,104
Value of interest in pooled separate accounts at beginning of year2021-12-31$19,692,111
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$355,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,627,370
Net investment gain/loss from pooled separate accounts2021-12-31$-405,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,789,560
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31KRAFTCPAS PLLC
Accountancy firm EIN2021-12-31620713250
2020 : ROGERS GROUP INC & ITS AFFILIATES RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$11,112,743
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$38,521,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$38,043,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$-46
Value of total assets at end of year2020-12-31$70,680,024
Value of total assets at beginning of year2020-12-31$98,088,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$477,434
Total interest from all sources2020-12-31$893,316
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
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
Other income not declared elsewhere2020-12-31$36,808
Administrative expenses (other) incurred2020-12-31$477,434
Total non interest bearing cash at end of year2020-12-31$85,128
Total non interest bearing cash at beginning of year2020-12-31$245,238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-27,408,650
Value of net assets at end of year (total assets less liabilities)2020-12-31$70,680,024
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$98,088,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$50,902,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$83,267,966
Value of interest in pooled separate accounts at end of year2020-12-31$19,692,111
Value of interest in pooled separate accounts at beginning of year2020-12-31$12,468,334
Income. Interest from corporate debt instruments2020-12-31$893,316
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$22,721,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,979,901
Net investment gain/loss from pooled separate accounts2020-12-31$1,202,764
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$-46
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$2,107,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$15,322,464
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KRAFTCPAS PLLC
Accountancy firm EIN2020-12-31620713250
2019 : ROGERS GROUP INC & ITS AFFILIATES RETIREMENT PLAN 2019 401k financial data
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 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$19,319,344
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,681,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,142,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,107,136
Value of total assets at end of year2019-12-31$98,088,674
Value of total assets at beginning of year2019-12-31$82,450,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$538,625
Total interest from all sources2019-12-31$-433
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,529,923
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$1,529,923
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
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
Other income not declared elsewhere2019-12-31$107,334
Administrative expenses (other) incurred2019-12-31$538,625
Total non interest bearing cash at end of year2019-12-31$245,238
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
Value of net income/loss2019-12-31$15,637,906
Value of net assets at end of year (total assets less liabilities)2019-12-31$98,088,674
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$82,450,768
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$83,267,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$81,585,202
Value of interest in pooled separate accounts at end of year2019-12-31$12,468,334
Value of interest in pooled separate accounts at beginning of year2019-12-31$865,566
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$-433
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,923,466
Net investment gain/loss from pooled separate accounts2019-12-31$1,651,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
Contributions received in cash from employer2019-12-31$2,107,136
Employer contributions (assets) at end of year2019-12-31$2,107,136
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,142,813
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
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
Accountancy firm name2019-12-31KRAFTCPAS PLLC
Accountancy firm EIN2019-12-31620713250
2018 : ROGERS GROUP INC & ITS AFFILIATES RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-3,560,923
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,334,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,008,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$82,450,768
Value of total assets at beginning of year2018-12-31$89,346,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$326,078
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,349,325
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$2,349,325
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$326,078
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,895,371
Value of net assets at end of year (total assets less liabilities)2018-12-31$82,450,768
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$89,346,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$81,585,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$77,826,113
Value of interest in pooled separate accounts at end of year2018-12-31$865,566
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,036,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,917,118
Net investment gain/loss from pooled separate accounts2018-12-31$6,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$10,484,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,008,370
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 name2018-12-31KRAFTCPAS PLLC
Accountancy firm EIN2018-12-31620713250
2017 : ROGERS GROUP INC & ITS AFFILIATES RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$26,228,855
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,578,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,878,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$14,984,000
Value of total assets at end of year2017-12-31$89,346,139
Value of total assets at beginning of year2017-12-31$66,696,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$700,707
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,610,758
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$1,610,758
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
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
Administrative expenses (other) incurred2017-12-31$700,707
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$22,650,121
Value of net assets at end of year (total assets less liabilities)2017-12-31$89,346,139
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$66,696,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$77,826,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$66,367,497
Value of interest in pooled separate accounts at end of year2017-12-31$1,036,026
Value of interest in pooled separate accounts at beginning of year2017-12-31$328,521
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,631,946
Net investment gain/loss from pooled separate accounts2017-12-31$2,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$14,984,000
Employer contributions (assets) at end of year2017-12-31$10,484,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,878,027
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 name2017-12-31KRAFTCPAS PLLC
Accountancy firm EIN2017-12-31620713250
2016 : ROGERS GROUP INC & ITS AFFILIATES RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$9,187,097
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$11,600,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$10,790,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,762,577
Value of total assets at end of year2016-12-31$66,696,018
Value of total assets at beginning of year2016-12-31$69,109,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$810,404
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$496,611
Other income not declared elsewhere2016-12-31$4,597
Administrative expenses (other) incurred2016-12-31$810,404
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-2,413,544
Value of net assets at end of year (total assets less liabilities)2016-12-31$66,696,018
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$69,109,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$66,367,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$60,981,825
Value of interest in pooled separate accounts at end of year2016-12-31$328,521
Value of interest in pooled separate accounts at beginning of year2016-12-31$203,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$7,427,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$7,427,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,418,915
Net investment gain/loss from pooled separate accounts2016-12-31$1,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,762,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$10,790,237
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 name2016-12-31KRAFTCPAS PLLC
Accountancy firm EIN2016-12-31620713250
2015 : ROGERS GROUP INC & ITS AFFILIATES RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$6,538,907
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,926,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,313,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,651,997
Value of total assets at end of year2015-12-31$69,109,562
Value of total assets at beginning of year2015-12-31$65,497,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$613,125
Total interest from all sources2015-12-31$390
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,314,223
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$1,314,223
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$496,611
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$689,127
Other income not declared elsewhere2015-12-31$-7,218
Administrative expenses (other) incurred2015-12-31$613,125
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$3,612,160
Value of net assets at end of year (total assets less liabilities)2015-12-31$69,109,562
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$65,497,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$60,981,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$57,012,132
Value of interest in pooled separate accounts at end of year2015-12-31$203,484
Value of interest in pooled separate accounts at beginning of year2015-12-31$212,289
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$7,427,642
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$5,235,851
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$5,235,851
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$390
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,420,578
Net investment gain/loss from pooled separate accounts2015-12-31$93
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$6,651,997
Employer contributions (assets) at beginning of year2015-12-31$2,348,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,313,622
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 name2015-12-31KRAFTCPAS PLLC
Accountancy firm EIN2015-12-31620713250

Form 5500 Responses for ROGERS GROUP INC & ITS AFFILIATES RETIREMENT PLAN

2023: ROGERS GROUP INC & ITS AFFILIATES RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ROGERS GROUP INC & ITS AFFILIATES RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROGERS GROUP INC & ITS AFFILIATES RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROGERS GROUP INC & ITS AFFILIATES RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROGERS GROUP INC & ITS AFFILIATES RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROGERS GROUP INC & ITS AFFILIATES RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROGERS GROUP INC & ITS AFFILIATES RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROGERS GROUP INC & ITS AFFILIATES RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROGERS GROUP INC & ITS AFFILIATES RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041245
Policy instance 1
Insurance contract or identification number041245
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017355
Policy instance 1
Insurance contract or identification number017355
Number of Individuals Covered386
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017355
Policy instance 1
Insurance contract or identification number017355
Number of Individuals Covered404
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017355
Policy instance 1
Insurance contract or identification number017355
Number of Individuals Covered1036
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017355
Policy instance 1
Insurance contract or identification number017355
Number of Individuals Covered1057
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017355
Policy instance 1
Insurance contract or identification number017355
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ROGERS GROUP, INC. & ITS AFFILIATES RETIREMENT PLAN (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017355
Policy instance 1
Insurance contract or identification number017355
Number of Individuals Covered1389
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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