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J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameJ. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN
Plan identification number 333

J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

J. F. SHEA CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:J. F. SHEA CO., INC.
Employer identification number (EIN):941530032
NAIC Classification:236110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332023-01-01
3332022-01-01
3332021-01-01
3332020-01-01
3332020-01-01
3332019-01-01
3332018-01-01
3332017-01-01LOUISE CLARK RONALD LAKEY2018-10-08
3332016-01-01LOUISE CLARK RON LAKEY2017-10-10
3332015-01-01LOUISE CLARK RON LAKEY2016-10-11
3332014-01-01LOUISE CLARK RON LAKEY2015-10-02
3332013-01-01LOUISE CLARK RON LAKEY2014-10-07
3332012-01-01LOUISE CLARK RON LAKEY2013-10-03
3332011-01-01LOUISE CLARK RON LAKEY2012-10-05
3332010-01-01LOUISE CLARK RON LAKEY2011-10-13
3332009-01-01LOUISE CLARK RON LAKEY2010-10-11

Plan Statistics for J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2023: J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012,801
Total number of active participants reported on line 7a of the Form 55002023-01-011,815
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01780
Total of all active and inactive participants2023-01-012,595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0113
Total participants2023-01-012,608
Number of participants with account balances2023-01-012,540
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0137
2022: J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,738
Total number of active participants reported on line 7a of the Form 55002022-01-011,978
Number of retired or separated participants receiving benefits2022-01-0180
Number of other retired or separated participants entitled to future benefits2022-01-01730
Total of all active and inactive participants2022-01-012,788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0113
Total participants2022-01-012,801
Number of participants with account balances2022-01-012,659
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,692
Total number of active participants reported on line 7a of the Form 55002021-01-012,010
Number of retired or separated participants receiving benefits2021-01-0161
Number of other retired or separated participants entitled to future benefits2021-01-01667
Total of all active and inactive participants2021-01-012,738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,738
Number of participants with account balances2021-01-012,554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0168
2020: J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,753
Total number of active participants reported on line 7a of the Form 55002020-01-011,954
Number of retired or separated participants receiving benefits2020-01-0154
Number of other retired or separated participants entitled to future benefits2020-01-01683
Total of all active and inactive participants2020-01-012,691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-012,692
Number of participants with account balances2020-01-012,511
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0197
2019: J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,790
Total number of active participants reported on line 7a of the Form 55002019-01-012,044
Number of retired or separated participants receiving benefits2019-01-0151
Number of other retired or separated participants entitled to future benefits2019-01-01657
Total of all active and inactive participants2019-01-012,752
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-012,753
Number of participants with account balances2019-01-012,581
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01121
2018: J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,747
Total number of active participants reported on line 7a of the Form 55002018-01-012,093
Number of retired or separated participants receiving benefits2018-01-0119
Number of other retired or separated participants entitled to future benefits2018-01-01677
Total of all active and inactive participants2018-01-012,789
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-012,790
Number of participants with account balances2018-01-012,602
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0156
2017: J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,743
Total number of active participants reported on line 7a of the Form 55002017-01-012,068
Number of retired or separated participants receiving benefits2017-01-0145
Number of other retired or separated participants entitled to future benefits2017-01-01633
Total of all active and inactive participants2017-01-012,746
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-012,747
Number of participants with account balances2017-01-012,565
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0151
2016: J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,583
Total number of active participants reported on line 7a of the Form 55002016-01-012,126
Number of retired or separated participants receiving benefits2016-01-0137
Number of other retired or separated participants entitled to future benefits2016-01-01579
Total of all active and inactive participants2016-01-012,742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-012,743
Number of participants with account balances2016-01-012,512
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0189
2015: J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,429
Total number of active participants reported on line 7a of the Form 55002015-01-011,952
Number of retired or separated participants receiving benefits2015-01-0122
Number of other retired or separated participants entitled to future benefits2015-01-01609
Total of all active and inactive participants2015-01-012,583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,583
Number of participants with account balances2015-01-012,359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0162
2014: J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,277
Total number of active participants reported on line 7a of the Form 55002014-01-011,768
Number of retired or separated participants receiving benefits2014-01-0129
Number of other retired or separated participants entitled to future benefits2014-01-01631
Total of all active and inactive participants2014-01-012,428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-012,429
Number of participants with account balances2014-01-012,169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0135
2013: J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,070
Total number of active participants reported on line 7a of the Form 55002013-01-011,603
Number of retired or separated participants receiving benefits2013-01-0125
Number of other retired or separated participants entitled to future benefits2013-01-01648
Total of all active and inactive participants2013-01-012,276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-012,277
Number of participants with account balances2013-01-011,995
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0118
2012: J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,091
Total number of active participants reported on line 7a of the Form 55002012-01-011,362
Number of retired or separated participants receiving benefits2012-01-0120
Number of other retired or separated participants entitled to future benefits2012-01-01685
Total of all active and inactive participants2012-01-012,067
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-012,070
Number of participants with account balances2012-01-011,924
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0197
2011: J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,187
Total number of active participants reported on line 7a of the Form 55002011-01-011,348
Number of retired or separated participants receiving benefits2011-01-0119
Number of other retired or separated participants entitled to future benefits2011-01-01724
Total of all active and inactive participants2011-01-012,091
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,091
Number of participants with account balances2011-01-011,933
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01143
2010: J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,320
Total number of active participants reported on line 7a of the Form 55002010-01-011,430
Number of retired or separated participants receiving benefits2010-01-0119
Number of other retired or separated participants entitled to future benefits2010-01-01738
Total of all active and inactive participants2010-01-012,187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012,187
Number of participants with account balances2010-01-012,055
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01103
2009: J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,664
Total number of active participants reported on line 7a of the Form 55002009-01-011,489
Number of retired or separated participants receiving benefits2009-01-0115
Number of other retired or separated participants entitled to future benefits2009-01-01815
Total of all active and inactive participants2009-01-012,319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-012,320
Number of participants with account balances2009-01-012,202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01305

Financial Data on J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2023 : J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$0
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$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
Expenses. Interest paid2023-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-12-31$0
Total income from all sources (including contributions)2023-12-31$89,959,609
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$39,685,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$39,249,041
Expenses. Certain deemed distributions of participant loans2023-12-31$72,613
Value of total corrective distributions2023-12-31$6,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$28,244,899
Value of total assets at end of year2023-12-31$434,357,902
Value of total assets at beginning of year2023-12-31$384,083,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$356,615
Total interest from all sources2023-12-31$3,229,958
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$2,172,011
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$2,172,011
Assets. Real estate other than employer real property at end of year2023-12-31$0
Assets. Real estate other than employer real property at beginning of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$19,275,157
Participant contributions at end of year2023-12-31$3,003,986
Participant contributions at beginning of year2023-12-31$2,554,974
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Assets. Other investments not covered elsewhere at end of year2023-12-31$6,501,643
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$3,694,878
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$337,310
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Assets. Loans (other than to participants) at end of year2023-12-31$0
Assets. Loans (other than to participants) at beginning of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Other income not declared elsewhere2023-12-31$1,277,449
Administrative expenses (other) incurred2023-12-31$0
Liabilities. Value of operating payables at end of year2023-12-31$0
Liabilities. Value of operating payables at beginning of year2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$50,274,537
Value of net assets at end of year (total assets less liabilities)2023-12-31$434,357,902
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$384,083,365
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
Assets. partnership/joint venture interests at end of year2023-12-31$0
Assets. partnership/joint venture interests at beginning of year2023-12-31$0
Investment advisory and management fees2023-12-31$51,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$99,948,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$46,754,132
Value of interest in pooled separate accounts at end of year2023-12-31$69,686,736
Value of interest in pooled separate accounts at beginning of year2023-12-31$98,014,536
Interest on participant loans2023-12-31$177,235
Income. Interest from loans (other than to participants)2023-12-31$0
Interest earned on other investments2023-12-31$3,052,723
Income. Interest from US Government securities2023-12-31$0
Income. Interest from corporate debt instruments2023-12-31$0
Value of interest in master investment trust accounts at end of year2023-12-31$0
Value of interest in master investment trust accounts at beginning of year2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$170,682,990
Value of interest in common/collective trusts at beginning of year2023-12-31$132,799,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$0
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$0
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$84,534,017
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$100,265,682
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Asset value of US Government securities at end of year2023-12-31$0
Asset value of US Government securities at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$15,823,654
Net investment gain/loss from pooled separate accounts2023-12-31$16,592,083
Net investment gain or loss from common/collective trusts2023-12-31$22,619,555
Net gain/loss from 103.12 investment entities2023-12-31$0
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
Assets. Invements in employer securities at end of year2023-12-31$0
Assets. Invements in employer securities at beginning of year2023-12-31$0
Assets. Value of employer real property at end of year2023-12-31$0
Assets. Value of employer real property at beginning of year2023-12-31$0
Contributions received in cash from employer2023-12-31$8,632,432
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$0
Income. Dividends from preferred stock2023-12-31$0
Income. Dividends from common stock2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$39,249,041
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$0
Contract administrator fees2023-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$0
Liabilities. Value of benefit claims payable at end of year2023-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$0
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
Aggregate proceeds on sale of assets2023-12-31$0
Aggregate carrying amount (costs) on sale of assets2023-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2023-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-12-31$0
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31HEDMAN PARTNERS LLP
Accountancy firm EIN2023-12-31854036357
2022 : J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-40,578,424
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$26,644,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$26,203,206
Expenses. Certain deemed distributions of participant loans2022-12-31$108,297
Value of total corrective distributions2022-12-31$9,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$28,344,873
Value of total assets at end of year2022-12-31$384,083,365
Value of total assets at beginning of year2022-12-31$451,305,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$323,051
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$1,030,299
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,420,748
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$1,420,748
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$19,191,077
Participant contributions at end of year2022-12-31$2,554,974
Participant contributions at beginning of year2022-12-31$2,745,082
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$3,694,878
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$4,695,390
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,177,274
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$-15,957,669
Administrative expenses (other) incurred2022-12-31$64,514
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-67,222,471
Value of net assets at end of year (total assets less liabilities)2022-12-31$384,083,365
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$451,305,836
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$55,485
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$46,754,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$197,912,596
Value of interest in pooled separate accounts at end of year2022-12-31$98,014,536
Value of interest in pooled separate accounts at beginning of year2022-12-31$112,666,279
Interest on participant loans2022-12-31$40,249
Income. Interest from loans (other than to participants)2022-12-31$85,339
Interest earned on other investments2022-12-31$904,711
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$132,799,163
Value of interest in common/collective trusts at beginning of year2022-12-31$39,199,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
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$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$100,265,682
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$94,087,452
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-26,952,751
Net investment gain/loss from pooled separate accounts2022-12-31$-12,040,783
Net investment gain or loss from common/collective trusts2022-12-31$-16,423,141
Net gain/loss from 103.12 investment entities2022-12-31$0
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
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$7,976,522
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$26,203,206
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$203,052
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HEDMAN PARTNERS LLP
Accountancy firm EIN2022-12-31854036357
2021 : J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$77,277,731
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$27,532,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$27,178,975
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$10,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$26,059,802
Value of total assets at end of year2021-12-31$451,305,836
Value of total assets at beginning of year2021-12-31$401,560,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$343,507
Total interest from all sources2021-12-31$3,316,929
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,718,677
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$4,718,677
Administrative expenses professional fees incurred2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$17,017,969
Participant contributions at end of year2021-12-31$2,745,082
Participant contributions at beginning of year2021-12-31$3,042,700
Assets. Other investments not covered elsewhere at end of year2021-12-31$4,695,390
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$4,168,218
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$903,552
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Other income not declared elsewhere2021-12-31$1,021,073
Administrative expenses (other) incurred2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$49,744,901
Value of net assets at end of year (total assets less liabilities)2021-12-31$451,305,836
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$401,560,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$71,039
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$310,578,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$285,392,221
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$141,358
Interest earned on other investments2021-12-31$3,175,571
Value of interest in common/collective trusts at end of year2021-12-31$39,199,037
Value of interest in common/collective trusts at beginning of year2021-12-31$9,964,718
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$94,087,452
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$98,993,078
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$20,043,370
Net investment gain/loss from pooled separate accounts2021-12-31$24,062,504
Net investment gain or loss from common/collective trusts2021-12-31$-1,944,624
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
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$8,138,281
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$27,178,975
Contract administrator fees2021-12-31$272,468
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 name2021-12-31HEDMAN PARTNERS LLP
Accountancy firm EIN2021-12-31854036357
2020 : J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$72,903,312
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$22,741,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$22,381,745
Expenses. Certain deemed distributions of participant loans2020-12-31$6,234
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$25,631,772
Value of total assets at end of year2020-12-31$401,560,935
Value of total assets at beginning of year2020-12-31$351,399,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$353,842
Total interest from all sources2020-12-31$3,403,208
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,616,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,616,533
Administrative expenses professional fees incurred2020-12-31$48,620
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$15,871,274
Participant contributions at end of year2020-12-31$3,042,700
Participant contributions at beginning of year2020-12-31$2,882,518
Assets. Other investments not covered elsewhere at end of year2020-12-31$4,168,218
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,339,037
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,722,579
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Other income not declared elsewhere2020-12-31$605,115
Administrative expenses (other) incurred2020-12-31$75
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$50,161,491
Value of net assets at end of year (total assets less liabilities)2020-12-31$401,560,935
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$351,399,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$285,392,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$266,752,704
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$162,517
Interest earned on other investments2020-12-31$3,240,691
Value of interest in common/collective trusts at end of year2020-12-31$9,964,718
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$98,993,078
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$79,425,185
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$22,300,745
Net investment gain/loss from pooled separate accounts2020-12-31$15,659,159
Net investment gain or loss from common/collective trusts2020-12-31$1,686,780
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
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$8,037,919
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$22,381,745
Contract administrator fees2020-12-31$305,147
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HEDMAN PARTNERS LLP
Accountancy firm EIN2020-12-31854036357
2019 : J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS 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$80,545,111
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$16,087,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$15,725,052
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$10,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$24,740,058
Value of total assets at end of year2019-12-31$351,399,444
Value of total assets at beginning of year2019-12-31$286,941,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$351,402
Total interest from all sources2019-12-31$3,218,345
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,646,006
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,646,006
Administrative expenses professional fees incurred2019-12-31$6,050
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
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$15,540,372
Participant contributions at end of year2019-12-31$2,882,518
Participant contributions at beginning of year2019-12-31$2,995,714
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,339,037
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,945,729
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,668,339
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Other income not declared elsewhere2019-12-31$454,583
Administrative expenses (other) incurred2019-12-31$180
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$64,458,050
Value of net assets at end of year (total assets less liabilities)2019-12-31$351,399,444
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$286,941,394
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
Investment advisory and management fees2019-12-31$48,007
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$266,752,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$208,749,453
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$167,235
Interest earned on other investments2019-12-31$3,051,110
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$79,425,185
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$73,250,498
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$21,230,738
Net investment gain/loss from pooled separate accounts2019-12-31$27,255,381
Net investment gain or loss from common/collective trusts2019-12-31$0
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
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$7,531,347
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$15,725,052
Contract administrator fees2019-12-31$297,165
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 name2019-12-31HEDMAN PARTNERS
Accountancy firm EIN2019-12-31954485080
2018 : J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$14,198,380
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$18,370,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$18,013,635
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$7,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$25,109,871
Value of total assets at end of year2018-12-31$286,941,394
Value of total assets at beginning of year2018-12-31$291,113,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$348,712
Total interest from all sources2018-12-31$2,818,065
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,050,604
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$4,050,604
Administrative expenses professional fees incurred2018-12-31$20,948
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
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$14,525,341
Participant contributions at end of year2018-12-31$2,995,714
Participant contributions at beginning of year2018-12-31$3,054,201
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,945,729
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$3,070,369
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,094,304
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Other income not declared elsewhere2018-12-31$-221,039
Administrative expenses (other) incurred2018-12-31$285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,171,718
Value of net assets at end of year (total assets less liabilities)2018-12-31$286,941,394
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$291,113,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$25,563
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$208,749,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$220,040,017
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$141,260
Interest earned on other investments2018-12-31$2,676,805
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$73,250,498
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$64,948,525
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,785,562
Net investment gain/loss from pooled separate accounts2018-12-31$-7,773,559
Net investment gain or loss from common/collective trusts2018-12-31$0
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
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$7,490,226
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$18,013,635
Contract administrator fees2018-12-31$301,916
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 name2018-12-31HEDMAN PARTNERS
Accountancy firm EIN2018-12-31954485080
2017 : J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$60,143,889
Total loss/gain on sale of assets2017-12-31$4,328,864
Total of all expenses incurred2017-12-31$15,164,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$14,735,646
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$23,034,666
Value of total assets at end of year2017-12-31$291,113,112
Value of total assets at beginning of year2017-12-31$246,133,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$428,595
Total interest from all sources2017-12-31$2,587,801
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,512,718
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$3,512,718
Administrative expenses professional fees incurred2017-12-31$9,849
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$13,566,627
Participant contributions at end of year2017-12-31$3,054,201
Participant contributions at beginning of year2017-12-31$3,141,729
Assets. Other investments not covered elsewhere at end of year2017-12-31$3,070,369
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,863,264
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,565,821
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Other income not declared elsewhere2017-12-31$360,237
Administrative expenses (other) incurred2017-12-31$405
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$44,979,282
Value of net assets at end of year (total assets less liabilities)2017-12-31$291,113,112
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$246,133,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$220,040,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$172,345,219
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$134,021
Interest earned on other investments2017-12-31$2,453,780
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$64,948,525
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$67,783,618
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$26,319,603
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
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
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$6,902,218
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$14,735,646
Contract administrator fees2017-12-31$418,341
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
Aggregate proceeds on sale of assets2017-12-31$80,197,082
Aggregate carrying amount (costs) on sale of assets2017-12-31$75,868,218
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 name2017-12-31HEDMAN PARTNERS
Accountancy firm EIN2017-12-31954485080
2016 : J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$36,527,770
Total loss/gain on sale of assets2016-12-31$-22,387
Total of all expenses incurred2016-12-31$14,889,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$14,784,946
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$5,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$20,765,506
Value of total assets at end of year2016-12-31$246,133,830
Value of total assets at beginning of year2016-12-31$224,495,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$98,740
Total interest from all sources2016-12-31$2,339,152
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,536,630
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$1,536,630
Administrative expenses professional fees incurred2016-12-31$0
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$12,722,976
Participant contributions at end of year2016-12-31$3,141,729
Participant contributions at beginning of year2016-12-31$2,817,404
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,863,264
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$2,807,297
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,022,173
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Other income not declared elsewhere2016-12-31$260,161
Administrative expenses (other) incurred2016-12-31$180
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$21,638,123
Value of net assets at end of year (total assets less liabilities)2016-12-31$246,133,830
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$224,495,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$172,345,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$157,763,750
Interest on participant loans2016-12-31$126,955
Interest earned on other investments2016-12-31$2,212,197
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$67,783,618
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$61,107,256
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$11,648,708
Net investment gain or loss from common/collective trusts2016-12-31$0
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
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$6,020,357
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$14,784,946
Contract administrator fees2016-12-31$98,560
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
Aggregate proceeds on sale of assets2016-12-31$3,266,632
Aggregate carrying amount (costs) on sale of assets2016-12-31$3,289,019
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 name2016-12-31HEDMAN PARTNERS
Accountancy firm EIN2016-12-31954485080
2015 : J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$18,520,783
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$15,796,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$15,771,232
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$17,988,008
Value of total assets at end of year2015-12-31$224,495,707
Value of total assets at beginning of year2015-12-31$221,771,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$25,228
Total interest from all sources2015-12-31$2,245,418
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
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
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$11,413,628
Participant contributions at end of year2015-12-31$2,817,404
Participant contributions at beginning of year2015-12-31$2,913,525
Assets. Other investments not covered elsewhere at end of year2015-12-31$2,807,297
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$2,829,346
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,285,731
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Other income not declared elsewhere2015-12-31$-216,197
Administrative expenses (other) incurred2015-12-31$465
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$2,723,997
Value of net assets at end of year (total assets less liabilities)2015-12-31$224,495,707
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$221,771,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest in pooled separate accounts at end of year2015-12-31$157,763,750
Value of interest in pooled separate accounts at beginning of year2015-12-31$158,898,462
Interest on participant loans2015-12-31$125,667
Interest earned on other investments2015-12-31$2,119,751
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$61,107,256
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$57,130,377
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-1,496,446
Net investment gain or loss from common/collective trusts2015-12-31$0
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
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$5,288,649
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$15,771,232
Contract administrator fees2015-12-31$24,763
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 name2015-12-31HEDMAN PARTNERS
Accountancy firm EIN2015-12-31954485080
2014 : J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$30,288,225
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$22,047,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$22,017,172
Expenses. Certain deemed distributions of participant loans2014-12-31$4,063
Value of total corrective distributions2014-12-31$1,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$18,281,709
Value of total assets at end of year2014-12-31$221,771,710
Value of total assets at beginning of year2014-12-31$213,531,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$25,089
Total interest from all sources2014-12-31$1,986,082
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$9,676,971
Participant contributions at end of year2014-12-31$2,913,525
Participant contributions at beginning of year2014-12-31$2,534,875
Assets. Other investments not covered elsewhere at end of year2014-12-31$2,829,346
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$2,473,539
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,320,962
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Other income not declared elsewhere2014-12-31$163,574
Administrative expenses (other) incurred2014-12-31$270
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$8,240,598
Value of net assets at end of year (total assets less liabilities)2014-12-31$221,771,710
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$213,531,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$158,898,462
Value of interest in pooled separate accounts at beginning of year2014-12-31$152,321,336
Interest on participant loans2014-12-31$116,320
Interest earned on other investments2014-12-31$1,869,762
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$57,130,377
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$56,201,362
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$9,856,860
Net investment gain or loss from common/collective trusts2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$4,283,776
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$22,017,172
Contract administrator fees2014-12-31$24,819
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 name2014-12-31HEDMAN PARTNERS
Accountancy firm EIN2014-12-31954485080
2013 : J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$43,538,097
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$14,499,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$14,475,380
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$11,731,665
Value of total assets at end of year2013-12-31$213,531,112
Value of total assets at beginning of year2013-12-31$184,492,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$23,454
Total interest from all sources2013-12-31$2,085,957
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$8,500,851
Participant contributions at end of year2013-12-31$2,534,875
Participant contributions at beginning of year2013-12-31$2,547,940
Assets. Other investments not covered elsewhere at end of year2013-12-31$2,473,539
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$2,960,849
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$846,126
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Other income not declared elsewhere2013-12-31$360,125
Administrative expenses (other) incurred2013-12-31$180
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$29,038,625
Value of net assets at end of year (total assets less liabilities)2013-12-31$213,531,112
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$184,492,487
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
Investment advisory and management fees2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$152,321,336
Value of interest in pooled separate accounts at beginning of year2013-12-31$120,503,611
Interest on participant loans2013-12-31$109,543
Interest earned on other investments2013-12-31$1,976,414
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$56,201,362
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$58,480,087
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$29,360,350
Net investment gain or loss from common/collective trusts2013-12-31$0
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
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$2,384,688
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$14,475,380
Contract administrator fees2013-12-31$23,274
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 name2013-12-31HEDMAN PARTNERS
Accountancy firm EIN2013-12-31954485080
2012 : J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS 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$23,677,688
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$11,445,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$11,383,812
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$35,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$9,387,756
Value of total assets at end of year2012-12-31$184,492,487
Value of total assets at beginning of year2012-12-31$172,260,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$25,654
Total interest from all sources2012-12-31$2,433,465
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$7,276,928
Participant contributions at end of year2012-12-31$2,547,940
Participant contributions at beginning of year2012-12-31$2,625,521
Assets. Other investments not covered elsewhere at end of year2012-12-31$2,960,849
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$6,303,755
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$825,775
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Other income not declared elsewhere2012-12-31$-2,305,024
Administrative expenses (other) incurred2012-12-31$75
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$12,232,367
Value of net assets at end of year (total assets less liabilities)2012-12-31$184,492,487
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$172,260,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$120,503,611
Value of interest in pooled separate accounts at beginning of year2012-12-31$108,370,112
Interest on participant loans2012-12-31$116,288
Interest earned on other investments2012-12-31$2,317,177
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$58,480,087
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$54,960,732
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$14,161,491
Net investment gain or loss from common/collective trusts2012-12-31$0
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
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$1,285,053
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$11,383,812
Contract administrator fees2012-12-31$25,579
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 name2012-12-31HEDMAN PARTNERS
Accountancy firm EIN2012-12-31954485080
2011 : J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$4,942
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$9,490,601
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$10,466,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$10,438,679
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$1,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,061,908
Value of total assets at end of year2011-12-31$172,260,120
Value of total assets at beginning of year2011-12-31$173,240,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$26,391
Total interest from all sources2011-12-31$2,344,073
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$6,424,165
Participant contributions at end of year2011-12-31$2,625,521
Participant contributions at beginning of year2011-12-31$3,057,737
Assets. Other investments not covered elsewhere at end of year2011-12-31$6,303,755
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$6,161,275
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$327,906
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Other income not declared elsewhere2011-12-31$149,977
Administrative expenses (other) incurred2011-12-31$120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-975,469
Value of net assets at end of year (total assets less liabilities)2011-12-31$172,260,120
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$173,240,531
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
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$108,370,112
Value of interest in pooled separate accounts at beginning of year2011-12-31$115,188,375
Interest on participant loans2011-12-31$126,672
Interest earned on other investments2011-12-31$2,217,401
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$54,960,732
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$48,833,144
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-1,065,357
Net investment gain or loss from common/collective trusts2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$1,309,837
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$10,438,679
Contract administrator fees2011-12-31$26,271
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 name2011-12-31HEDMAN PARTNERS
Accountancy firm EIN2011-12-31954485080
2010 : J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$26,502,275
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$18,654,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$18,601,533
Expenses. Certain deemed distributions of participant loans2010-12-31$2,738
Value of total corrective distributions2010-12-31$16,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,832,244
Value of total assets at end of year2010-12-31$173,240,531
Value of total assets at beginning of year2010-12-31$165,393,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$33,652
Total interest from all sources2010-12-31$2,396,409
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$6,779,277
Participant contributions at end of year2010-12-31$3,057,737
Participant contributions at beginning of year2010-12-31$2,915,059
Assets. Other investments not covered elsewhere at end of year2010-12-31$6,161,275
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$5,333,939
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$123,198
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Other income not declared elsewhere2010-12-31$1,012,326
Administrative expenses (other) incurred2010-12-31$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$7,847,485
Value of net assets at end of year (total assets less liabilities)2010-12-31$173,240,531
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$165,393,046
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$115,188,375
Value of interest in pooled separate accounts at beginning of year2010-12-31$109,811,538
Interest on participant loans2010-12-31$155,215
Interest earned on other investments2010-12-31$2,241,194
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$48,833,144
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$47,332,510
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$15,261,296
Net investment gain or loss from common/collective trusts2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$929,769
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$18,601,533
Contract administrator fees2010-12-31$33,452
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HEDMAN PARTNERS
Accountancy firm EIN2010-12-31954485080
2009 : J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN

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

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number766722-01
Policy instance 1
Insurance contract or identification number766722-01
Number of Individuals Covered1051
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 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?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51368-1
Policy instance 1
Insurance contract or identification numberSF 51368-1
Number of Individuals Covered2010
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?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51368
Policy instance 1
Insurance contract or identification numberSF 51368
Number of Individuals Covered2738
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51368
Policy instance 1
Insurance contract or identification numberSF 51368
Number of Individuals Covered2692
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 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?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51368
Policy instance 1
Insurance contract or identification numberSF 51368
Number of Individuals Covered2753
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?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51368
Policy instance 1
Insurance contract or identification numberSF 51368
Number of Individuals Covered2790
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51368
Policy instance 1
Insurance contract or identification numberSF 51368
Number of Individuals Covered2747
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51368
Policy instance 1
Insurance contract or identification numberSF 51368
Number of Individuals Covered2583
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51368
Policy instance 1
Insurance contract or identification numberSF 51368
Number of Individuals Covered2429
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51368
Policy instance 1
Insurance contract or identification numberSF 51368
Number of Individuals Covered2277
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51368
Policy instance 1
Insurance contract or identification numberSF 51368
Number of Individuals Covered2070
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51368
Policy instance 1
Insurance contract or identification numberSF 51368
Number of Individuals Covered2091
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51368
Policy instance 1
Insurance contract or identification numberSF 51368
Number of Individuals Covered2187
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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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