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THE JACKSON COMPANIES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE JACKSON COMPANIES 401(K) PROFIT SHARING PLAN
Plan identification number 001

THE JACKSON COMPANIES 401(K) PROFIT SHARING 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JACKSONS FOOD STORES, INC has sponsored the creation of one or more 401k plans.

Company Name:JACKSONS FOOD STORES, INC
Employer identification number (EIN):820364157
NAIC Classification:447100
NAIC Description: Gasoline Stations, Gas

Additional information about JACKSONS FOOD STORES, INC

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 1995-10-18
Company Identification Number: 19951143180
Legal Registered Office Address: 701 S CARSON ST STE 200

CARSON CITY
United States of America (USA)
89701

More information about JACKSONS FOOD STORES, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE JACKSON COMPANIES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01NELLIE PRYOR2024-10-13
0012022-01-01NELLIE PRYOR2023-10-05
0012021-01-01NELLIE PRYOR2022-10-13
0012020-01-01SHANE WRIGHT2021-10-11
0012019-01-01
0012018-01-01
0012017-01-01DAVID GROND DAVID GROND2018-09-28
0012016-01-01DAVID GROND DAVID GROND2017-10-09
0012015-01-01DAVID GROND
0012014-01-01DAVID GROND
0012013-01-01JASON MANNING
0012012-01-01SUSAN RHOADES
0012011-01-01SUSAN RHOADES JASON MANNING2012-10-08

Plan Statistics for THE JACKSON COMPANIES 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for THE JACKSON COMPANIES 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: THE JACKSON COMPANIES 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-014,358
Total number of active participants reported on line 7a of the Form 55002023-01-014,395
Number of retired or separated participants receiving benefits2023-01-011
Number of other retired or separated participants entitled to future benefits2023-01-01193
Total of all active and inactive participants2023-01-014,589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-014,589
Number of participants with account balances2023-01-011,081
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: THE JACKSON COMPANIES 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,036
Total number of active participants reported on line 7a of the Form 55002022-01-014,006
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01133
Total of all active and inactive participants2022-01-014,139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-014,140
Number of participants with account balances2022-01-01991
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE JACKSON COMPANIES 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,749
Total number of active participants reported on line 7a of the Form 55002021-01-013,036
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01119
Total of all active and inactive participants2021-01-013,156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-013,158
Number of participants with account balances2021-01-01846
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE JACKSON COMPANIES 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,483
Total number of active participants reported on line 7a of the Form 55002020-01-012,479
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01109
Total of all active and inactive participants2020-01-012,588
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,588
Number of participants with account balances2020-01-01699
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE JACKSON COMPANIES 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,303
Total number of active participants reported on line 7a of the Form 55002019-01-012,227
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01132
Total of all active and inactive participants2019-01-012,359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-016
Total participants2019-01-012,365
Number of participants with account balances2019-01-01608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE JACKSON COMPANIES 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,206
Total number of active participants reported on line 7a of the Form 55002018-01-011,960
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01126
Total of all active and inactive participants2018-01-012,086
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-012,090
Number of participants with account balances2018-01-01575
2017: THE JACKSON COMPANIES 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,167
Total number of active participants reported on line 7a of the Form 55002017-01-011,917
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01103
Total of all active and inactive participants2017-01-012,020
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-012,025
Number of participants with account balances2017-01-01548
2016: THE JACKSON COMPANIES 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,918
Total number of active participants reported on line 7a of the Form 55002016-01-011,948
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0186
Total of all active and inactive participants2016-01-012,034
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-012,036
Number of participants with account balances2016-01-01497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE JACKSON COMPANIES 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,651
Total number of active participants reported on line 7a of the Form 55002015-01-011,565
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0175
Total of all active and inactive participants2015-01-011,640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,642
Number of participants with account balances2015-01-01509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE JACKSON COMPANIES 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,326
Total number of active participants reported on line 7a of the Form 55002014-01-011,472
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0161
Total of all active and inactive participants2014-01-011,533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-011,535
Number of participants with account balances2014-01-01519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE JACKSON COMPANIES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,309
Total number of active participants reported on line 7a of the Form 55002013-01-011,192
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0163
Total of all active and inactive participants2013-01-011,255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-011,257
Number of participants with account balances2013-01-01526
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE JACKSON COMPANIES 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,312
Total number of active participants reported on line 7a of the Form 55002012-01-011,223
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0129
Total of all active and inactive participants2012-01-011,252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-011,254
Number of participants with account balances2012-01-01554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE JACKSON COMPANIES 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,284
Total number of active participants reported on line 7a of the Form 55002011-01-011,227
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0131
Total of all active and inactive participants2011-01-011,258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-011,260
Number of participants with account balances2011-01-01538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on THE JACKSON COMPANIES 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : THE JACKSON COMPANIES 401(K) PROFIT SHARING 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$13,134,205
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$3,881,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$3,747,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$7,993,340
Value of total assets at end of year2023-12-31$39,745,044
Value of total assets at beginning of year2023-12-31$30,492,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$133,491
Total interest from all sources2023-12-31$125,877
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$704,729
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$704,729
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
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$4,898,292
Participant contributions at end of year2023-12-31$1,211
Participant contributions at beginning of year2023-12-31$22,379
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$635,991
Total non interest bearing cash at beginning of year2023-12-31$30,241
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$9,252,918
Value of net assets at end of year (total assets less liabilities)2023-12-31$39,745,044
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$30,492,126
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$24,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$34,075,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$25,064,570
Interest earned on other investments2023-12-31$125,877
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$5,667,817
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$5,360,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$4,310,259
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 contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$2,459,057
Employer contributions (assets) at end of year2023-12-31$729
Employer contributions (assets) at beginning of year2023-12-31$14,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$3,747,796
Contract administrator fees2023-12-31$93,991
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 name2023-12-31HARRIS & CO., LLC
Accountancy firm EIN2023-12-31254022510
2022 : THE JACKSON COMPANIES 401(K) PROFIT SHARING 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$2,099,809
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,309,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,198,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,729,605
Value of total assets at end of year2022-12-31$30,492,126
Value of total assets at beginning of year2022-12-31$31,701,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$110,910
Total interest from all sources2022-12-31$92,938
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$534,929
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$534,929
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,235,866
Participant contributions at end of year2022-12-31$22,379
Participant contributions at beginning of year2022-12-31$117,061
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$320,178
Total non interest bearing cash at end of year2022-12-31$30,241
Total non interest bearing cash at beginning of year2022-12-31$149,085
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,209,493
Value of net assets at end of year (total assets less liabilities)2022-12-31$30,492,126
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$31,701,619
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$25,064,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$26,600,644
Interest earned on other investments2022-12-31$92,938
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,360,904
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,773,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,257,663
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,173,561
Employer contributions (assets) at end of year2022-12-31$14,032
Employer contributions (assets) at beginning of year2022-12-31$61,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,198,392
Contract administrator fees2022-12-31$110,910
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HARRIS & CO., LLC
Accountancy firm EIN2022-12-31254022510
2021 : THE JACKSON COMPANIES 401(K) PROFIT SHARING 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$10,993,794
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,018,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,714,756
Value of total corrective distributions2021-12-31$203,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,958,260
Value of total assets at end of year2021-12-31$31,701,619
Value of total assets at beginning of year2021-12-31$22,726,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$100,627
Total interest from all sources2021-12-31$74,724
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$536,521
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$536,521
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,425,051
Participant contributions at end of year2021-12-31$117,061
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,093,321
Total non interest bearing cash at end of year2021-12-31$149,085
Total non interest bearing cash at beginning of year2021-12-31$31,866
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$8,975,206
Value of net assets at end of year (total assets less liabilities)2021-12-31$31,701,619
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,726,413
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$26,600,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$18,917,964
Interest earned on other investments2021-12-31$74,724
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$723,345
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,773,820
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,053,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,424,289
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$2,439,888
Employer contributions (assets) at end of year2021-12-31$61,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,714,756
Contract administrator fees2021-12-31$100,627
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 name2021-12-31EIDE BAILLY LLP
Accountancy firm EIN2021-12-31450250958
2020 : THE JACKSON COMPANIES 401(K) PROFIT SHARING 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$4,642,301
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,976,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,718,039
Value of total corrective distributions2020-12-31$184,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,463,809
Value of total assets at end of year2020-12-31$22,726,413
Value of total assets at beginning of year2020-12-31$20,060,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$73,852
Total interest from all sources2020-12-31$28,560
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$88,082
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$88,082
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,282,683
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$180,166
Other income not declared elsewhere2020-12-31$1,093
Administrative expenses (other) incurred2020-12-31$42,487
Total non interest bearing cash at end of year2020-12-31$31,866
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$2,666,005
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,726,413
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,060,408
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$18,917,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,857,126
Interest earned on other investments2020-12-31$28,560
Value of interest in common/collective trusts at end of year2020-12-31$723,345
Value of interest in common/collective trusts at beginning of year2020-12-31$668,088
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,053,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,047,749
Net investment gain or loss from common/collective trusts2020-12-31$13,008
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$960
Employer contributions (assets) at beginning of year2020-12-31$535,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,718,039
Contract administrator fees2020-12-31$31,365
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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 name2020-12-31EIDE BAILLY
Accountancy firm EIN2020-12-31450250958
2019 : THE JACKSON COMPANIES 401(K) PROFIT SHARING 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$5,801,864
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,350,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,135,152
Value of total corrective distributions2019-12-31$133,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,287,890
Value of total assets at end of year2019-12-31$20,060,408
Value of total assets at beginning of year2019-12-31$15,609,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$82,388
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$294,982
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$294,982
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Contributions received from participants2019-12-31$1,743,233
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$9,463
Other income not declared elsewhere2019-12-31$387
Administrative expenses (other) incurred2019-12-31$82,388
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$4,451,062
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,060,408
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,609,346
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$18,857,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,624,878
Value of interest in common/collective trusts at end of year2019-12-31$668,088
Value of interest in common/collective trusts at beginning of year2019-12-31$506,650
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,205,014
Net investment gain or loss from common/collective trusts2019-12-31$13,591
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$535,194
Employer contributions (assets) at end of year2019-12-31$535,194
Employer contributions (assets) at beginning of year2019-12-31$477,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,135,152
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 name2019-12-31EIDE BAILLY
Accountancy firm EIN2019-12-31450250958
2018 : THE JACKSON COMPANIES 401(K) PROFIT SHARING 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$1,455,927
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,664,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,510,107
Value of total corrective distributions2018-12-31$90,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,051,150
Value of total assets at end of year2018-12-31$15,609,346
Value of total assets at beginning of year2018-12-31$15,818,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$64,321
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$257,131
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$257,131
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
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
Contributions received from participants2018-12-31$1,573,054
Other income not declared elsewhere2018-12-31$1,145
Administrative expenses (other) incurred2018-12-31$64,321
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-208,972
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,609,346
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,818,318
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$14,624,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,873,566
Value of interest in common/collective trusts at end of year2018-12-31$506,650
Value of interest in common/collective trusts at beginning of year2018-12-31$517,373
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-863,427
Net investment gain or loss from common/collective trusts2018-12-31$9,928
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$478,096
Employer contributions (assets) at end of year2018-12-31$477,818
Employer contributions (assets) at beginning of year2018-12-31$427,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,510,107
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 name2018-12-31EIDE BAILLY
Accountancy firm EIN2018-12-31450250958
2017 : THE JACKSON COMPANIES 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$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$4,212,267
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,167,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,045,831
Value of total corrective distributions2017-12-31$52,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,812,162
Value of total assets at end of year2017-12-31$15,818,318
Value of total assets at beginning of year2017-12-31$12,773,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$68,995
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$206,211
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$206,211
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$1,351,896
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$32,887
Other income not declared elsewhere2017-12-31$8
Administrative expenses (other) incurred2017-12-31$68,995
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$3,044,508
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,818,318
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,773,810
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$14,873,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,926,151
Value of interest in common/collective trusts at end of year2017-12-31$517,373
Value of interest in common/collective trusts at beginning of year2017-12-31$464,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,184,985
Net investment gain or loss from common/collective trusts2017-12-31$8,901
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$427,379
Employer contributions (assets) at end of year2017-12-31$427,379
Employer contributions (assets) at beginning of year2017-12-31$382,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,045,831
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 name2017-12-31EIDE BAILLY
Accountancy firm EIN2017-12-31450250958
2016 : THE JACKSON COMPANIES 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$296,977
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$2,728,402
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,628,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,520,599
Value of total corrective distributions2016-12-31$43,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,727,262
Value of total assets at end of year2016-12-31$12,773,810
Value of total assets at beginning of year2016-12-31$11,970,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$64,358
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$179,997
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$179,997
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$1,245,632
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$98,501
Other income not declared elsewhere2016-12-31$227
Administrative expenses (other) incurred2016-12-31$64,358
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$1,100,312
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,773,810
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,970,475
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$11,926,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,161,907
Value of interest in common/collective trusts at end of year2016-12-31$464,872
Value of interest in common/collective trusts at beginning of year2016-12-31$443,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$813,393
Net investment gain or loss from common/collective trusts2016-12-31$7,523
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$383,129
Employer contributions (assets) at end of year2016-12-31$382,787
Employer contributions (assets) at beginning of year2016-12-31$364,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,520,599
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 name2016-12-31EIDE BAILLY
Accountancy firm EIN2016-12-31450250958
2015 : THE JACKSON COMPANIES 401(K) PROFIT SHARING 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$1,644,071
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,113,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,032,632
Value of total corrective distributions2015-12-31$21,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,607,915
Value of total assets at end of year2015-12-31$11,970,475
Value of total assets at beginning of year2015-12-31$11,439,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$59,543
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$140,259
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$140,259
Administrative expenses professional fees incurred2015-12-31$4,828
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
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$1,149,952
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$91,462
Other income not declared elsewhere2015-12-31$53
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$530,537
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,970,475
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,439,938
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$11,161,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,731,744
Value of interest in common/collective trusts at end of year2015-12-31$443,697
Value of interest in common/collective trusts at beginning of year2015-12-31$370,318
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-110,421
Net investment gain or loss from common/collective trusts2015-12-31$6,265
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$366,501
Employer contributions (assets) at end of year2015-12-31$364,871
Employer contributions (assets) at beginning of year2015-12-31$337,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,032,632
Contract administrator fees2015-12-31$54,715
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 name2015-12-31EIDE BAILLY
Accountancy firm EIN2015-12-31460250958
2014 : THE JACKSON COMPANIES 401(K) PROFIT SHARING 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$2,337,941
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,552,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,508,616
Value of total corrective distributions2014-12-31$12,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,488,315
Value of total assets at end of year2014-12-31$11,439,938
Value of total assets at beginning of year2014-12-31$10,654,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$31,344
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$135,717
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$135,717
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$1,084,464
Participant contributions at beginning of year2014-12-31$57,216
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$65,975
Other income not declared elsewhere2014-12-31$213
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$785,829
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,439,938
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,654,109
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,731,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,866,545
Value of interest in common/collective trusts at end of year2014-12-31$370,318
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$397,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$397,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$710,639
Net investment gain or loss from common/collective trusts2014-12-31$3,057
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$337,876
Employer contributions (assets) at end of year2014-12-31$337,876
Employer contributions (assets) at beginning of year2014-12-31$332,523
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,508,616
Contract administrator fees2014-12-31$31,344
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31EIDE BAILLY
Accountancy firm EIN2014-12-31450250958
2013 : THE JACKSON COMPANIES 401(K) PROFIT SHARING 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$3,481,047
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,151,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,130,793
Value of total corrective distributions2013-12-31$12,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,479,784
Value of total assets at end of year2013-12-31$10,654,109
Value of total assets at beginning of year2013-12-31$8,324,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,040
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$107,961
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$107,961
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
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$1,053,458
Participant contributions at end of year2013-12-31$57,216
Participant contributions at beginning of year2013-12-31$24
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$93,803
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$2,329,756
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,654,109
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,324,353
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$9,866,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,576,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$397,825
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$393,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$393,101
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,893,302
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$332,523
Employer contributions (assets) at end of year2013-12-31$332,523
Employer contributions (assets) at beginning of year2013-12-31$355,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,130,793
Contract administrator fees2013-12-31$8,040
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 name2013-12-31EIDE BAILLY
Accountancy firm EIN2013-12-31450250958
2012 : THE JACKSON COMPANIES 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,610,324
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$701,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$669,238
Value of total corrective distributions2012-12-31$25,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,760,012
Value of total assets at end of year2012-12-31$8,324,353
Value of total assets at beginning of year2012-12-31$6,415,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,600
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$100,535
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$100,535
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,046,987
Participant contributions at end of year2012-12-31$24
Participant contributions at beginning of year2012-12-31$113
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$357,878
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$1,908,877
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,324,353
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,415,476
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$7,576,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,776,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$393,101
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$320,941
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$320,941
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$749,777
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$355,147
Employer contributions (assets) at end of year2012-12-31$355,147
Employer contributions (assets) at beginning of year2012-12-31$317,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$669,238
Contract administrator fees2012-12-31$6,600
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 name2012-12-31EIDE BAILLY
Accountancy firm EIN2012-12-31450250958
2011 : THE JACKSON COMPANIES 401(K) PROFIT SHARING 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$1,165,961
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$369,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$335,602
Value of total corrective distributions2011-12-31$28,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,241,304
Value of total assets at end of year2011-12-31$6,415,476
Value of total assets at beginning of year2011-12-31$5,618,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,920
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$75,885
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$75,885
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
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$889,584
Participant contributions at end of year2011-12-31$113
Participant contributions at beginning of year2011-12-31$24
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$33,728
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$796,845
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,415,476
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,618,631
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$5,776,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,046,012
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$320,941
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$335,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$335,538
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-151,228
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$317,992
Employer contributions (assets) at end of year2011-12-31$317,992
Employer contributions (assets) at beginning of year2011-12-31$237,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$335,602
Contract administrator fees2011-12-31$4,920
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 name2011-12-31EIDE BAILLY
Accountancy firm EIN2011-12-31450250958

Form 5500 Responses for THE JACKSON COMPANIES 401(K) PROFIT SHARING PLAN

2023: THE JACKSON COMPANIES 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE JACKSON COMPANIES 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE JACKSON COMPANIES 401(K) PROFIT SHARING 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: THE JACKSON COMPANIES 401(K) PROFIT SHARING 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: THE JACKSON COMPANIES 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE JACKSON COMPANIES 401(K) PROFIT SHARING 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE JACKSON COMPANIES 401(K) PROFIT SHARING 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: THE JACKSON COMPANIES 401(K) PROFIT SHARING 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: THE JACKSON COMPANIES 401(K) PROFIT SHARING 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: THE JACKSON COMPANIES 401(K) PROFIT SHARING 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: THE JACKSON COMPANIES 401(K) PROFIT SHARING 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: THE JACKSON COMPANIES 401(K) PROFIT SHARING 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: THE JACKSON COMPANIES 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number814015
Policy instance 1
Insurance contract or identification number814015
Number of Individuals Covered4589
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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 Administration1
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number814015
Policy instance 1
Insurance contract or identification number814015
Number of Individuals Covered4140
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 Administration1
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number814015
Policy instance 1
Insurance contract or identification number814015
Number of Individuals Covered3158
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 Administration1
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number814015
Policy instance 1
Insurance contract or identification number814015
Number of Individuals Covered2588
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 Administration1
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

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