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UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameUNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN
Plan identification number 003

UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

UNITED STATES GOLF ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:UNITED STATES GOLF ASSOCIATION
Employer identification number (EIN):131427105
NAIC Classification:711300
NAIC Description: Promoters of Performing Arts, Sports, and Similar Events

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01STEVEN SCHLOSS
0032016-01-01STEVEN SCHLOSS
0032015-01-01STEVEN SCHLOSS
0032014-01-01STEVEN SCHLOSS
0032013-01-01STEVEN SCHLOSS
0032012-01-01JANE SWIGGETT
0032011-01-01JANE SWIGGETT
0032009-01-01JANE SWIGGETT JANE SWIGGETT2010-07-19

Plan Statistics for UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022: UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01419
Total number of active participants reported on line 7a of the Form 55002022-01-01333
Number of retired or separated participants receiving benefits2022-01-0113
Number of other retired or separated participants entitled to future benefits2022-01-01107
Total of all active and inactive participants2022-01-01453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01454
Number of participants with account balances2022-01-01434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01424
Total number of active participants reported on line 7a of the Form 55002021-01-01302
Number of retired or separated participants receiving benefits2021-01-0112
Number of other retired or separated participants entitled to future benefits2021-01-01105
Total of all active and inactive participants2021-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01419
Number of participants with account balances2021-01-01403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01433
Total number of active participants reported on line 7a of the Form 55002020-01-01312
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-01107
Total of all active and inactive participants2020-01-01424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01424
Number of participants with account balances2020-01-01395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01457
Total number of active participants reported on line 7a of the Form 55002019-01-01306
Number of retired or separated participants receiving benefits2019-01-0113
Number of other retired or separated participants entitled to future benefits2019-01-01114
Total of all active and inactive participants2019-01-01433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01433
Number of participants with account balances2019-01-01400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01447
Total number of active participants reported on line 7a of the Form 55002018-01-01357
Number of retired or separated participants receiving benefits2018-01-0111
Number of other retired or separated participants entitled to future benefits2018-01-0189
Total of all active and inactive participants2018-01-01457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01457
Number of participants with account balances2018-01-01415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01506
Total number of active participants reported on line 7a of the Form 55002017-01-01337
Number of retired or separated participants receiving benefits2017-01-0110
Number of other retired or separated participants entitled to future benefits2017-01-0187
Total of all active and inactive participants2017-01-01434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01434
Number of participants with account balances2017-01-01402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0111
2016: UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01426
Total number of active participants reported on line 7a of the Form 55002016-01-01396
Number of retired or separated participants receiving benefits2016-01-019
Number of other retired or separated participants entitled to future benefits2016-01-01101
Total of all active and inactive participants2016-01-01506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01506
Number of participants with account balances2016-01-01418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01427
Total number of active participants reported on line 7a of the Form 55002015-01-01323
Number of retired or separated participants receiving benefits2015-01-019
Number of other retired or separated participants entitled to future benefits2015-01-0193
Total of all active and inactive participants2015-01-01425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01426
Number of participants with account balances2015-01-01382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01414
Total number of active participants reported on line 7a of the Form 55002014-01-01320
Number of retired or separated participants receiving benefits2014-01-0111
Number of other retired or separated participants entitled to future benefits2014-01-0195
Total of all active and inactive participants2014-01-01426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01427
Number of participants with account balances2014-01-01356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01393
Total number of active participants reported on line 7a of the Form 55002013-01-01313
Number of retired or separated participants receiving benefits2013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-0193
Total of all active and inactive participants2013-01-01413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01414
Number of participants with account balances2013-01-01339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01334
Total number of active participants reported on line 7a of the Form 55002012-01-01305
Number of retired or separated participants receiving benefits2012-01-017
Number of other retired or separated participants entitled to future benefits2012-01-0180
Total of all active and inactive participants2012-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01393
Number of participants with account balances2012-01-01326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01397
Total number of active participants reported on line 7a of the Form 55002011-01-01246
Number of retired or separated participants receiving benefits2011-01-016
Number of other retired or separated participants entitled to future benefits2011-01-0182
Total of all active and inactive participants2011-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01334
Number of participants with account balances2011-01-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01334
Total number of active participants reported on line 7a of the Form 55002009-01-01261
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0184
Total of all active and inactive participants2009-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01347
Number of participants with account balances2009-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022 : UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-9,192,258
Total of all expenses incurred2022-12-31$4,802,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,747,094
Expenses. Certain deemed distributions of participant loans2022-12-31$11,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,815,366
Value of total assets at end of year2022-12-31$66,238,733
Value of total assets at beginning of year2022-12-31$80,233,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$44,321
Total interest from all sources2022-12-31$78,698
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,414,080
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$1,414,080
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$3,347,387
Participant contributions at end of year2022-12-31$409,116
Participant contributions at beginning of year2022-12-31$377,981
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$425,314
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$729
Administrative expenses (other) incurred2022-12-31$44,321
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,994,780
Value of net assets at end of year (total assets less liabilities)2022-12-31$66,238,733
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$80,233,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$62,843,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$76,700,473
Interest on participant loans2022-12-31$19,327
Interest earned on other investments2022-12-31$54,179
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$386,607
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$394,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$394,394
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$5,192
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,598,702
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,759,936
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-15,500,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,042,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,747,094
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GRANT THORNTON LLP
Accountancy firm EIN2022-12-31366055558
2021 : UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$15,210,011
Total of all expenses incurred2021-12-31$3,131,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,072,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,310,060
Value of total assets at end of year2021-12-31$80,233,513
Value of total assets at beginning of year2021-12-31$68,155,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$59,090
Total interest from all sources2021-12-31$83,769
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,877,403
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$1,877,403
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$3,106,953
Participant contributions at end of year2021-12-31$377,981
Participant contributions at beginning of year2021-12-31$434,514
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$245,444
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$729
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$758
Administrative expenses (other) incurred2021-12-31$59,090
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$12,078,474
Value of net assets at end of year (total assets less liabilities)2021-12-31$80,233,513
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$68,155,039
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$76,700,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$63,608,697
Interest on participant loans2021-12-31$21,119
Interest earned on other investments2021-12-31$62,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$394,394
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$448,196
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$448,196
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$43
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,759,936
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,662,874
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,938,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$957,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,072,447
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$13,724,130
Total of all expenses incurred2020-12-31$6,426,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,423,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,039,956
Value of total assets at end of year2020-12-31$68,155,039
Value of total assets at beginning of year2020-12-31$60,857,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,629
Total interest from all sources2020-12-31$91,388
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,331,302
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$1,331,302
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$2,983,275
Participant contributions at end of year2020-12-31$434,514
Participant contributions at beginning of year2020-12-31$483,185
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$127,322
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$758
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,503
Administrative expenses (other) incurred2020-12-31$3,629
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$7,297,348
Value of net assets at end of year (total assets less liabilities)2020-12-31$68,155,039
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$60,857,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$63,608,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$57,129,836
Interest on participant loans2020-12-31$22,822
Interest earned on other investments2020-12-31$67,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$448,196
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$291,757
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$291,757
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$904
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,662,874
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,951,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,261,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$929,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,423,153
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total income from all sources (including contributions)2019-12-31$17,463,572
Total of all expenses incurred2019-12-31$16,565,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$16,518,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,325,574
Value of total assets at end of year2019-12-31$60,857,691
Value of total assets at beginning of year2019-12-31$59,960,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$47,068
Total interest from all sources2019-12-31$115,777
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,345,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,345,801
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$3,122,631
Participant contributions at end of year2019-12-31$483,185
Participant contributions at beginning of year2019-12-31$578,088
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$246,902
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,503
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$182
Administrative expenses (other) incurred2019-12-31$47,068
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$897,677
Value of net assets at end of year (total assets less liabilities)2019-12-31$60,857,691
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$59,960,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$57,129,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$55,396,399
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$26,744
Interest earned on other investments2019-12-31$83,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$291,757
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$295,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$295,010
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$5,306
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,951,410
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,690,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,676,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$956,041
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$16,518,827
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
2018 : UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,493,034
Total of all expenses incurred2018-12-31$1,548,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,487,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,665,895
Value of total assets at end of year2018-12-31$59,960,014
Value of total assets at beginning of year2018-12-31$60,015,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$61,004
Total interest from all sources2018-12-31$62,265
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,548,532
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$1,548,532
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$3,176,063
Participant contributions at end of year2018-12-31$578,088
Participant contributions at beginning of year2018-12-31$473,875
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$97,214
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$515,581
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$182
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$61,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-55,701
Value of net assets at end of year (total assets less liabilities)2018-12-31$59,960,014
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$60,015,715
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$55,396,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$55,624,063
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$3,524,773
Interest on participant loans2018-12-31$25,734
Interest earned on other investments2018-12-31$33,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$295,010
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$257,941
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$257,941
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,309
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,690,335
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$7,135
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,813,412
Net investment gain/loss from pooled separate accounts2018-12-31$29,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$974,251
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$30,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,487,731
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$13,162,486
Total of all expenses incurred2017-12-31$4,598,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,536,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,903,679
Value of total assets at end of year2017-12-31$60,015,715
Value of total assets at beginning of year2017-12-31$51,451,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$61,425
Total interest from all sources2017-12-31$20,355
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,174,114
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,174,114
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$2,946,080
Participant contributions at end of year2017-12-31$473,875
Participant contributions at beginning of year2017-12-31$502,167
Participant contributions at end of year2017-12-31$97,214
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$61,935
Administrative expenses (other) incurred2017-12-31$61,425
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$8,564,388
Value of net assets at end of year (total assets less liabilities)2017-12-31$60,015,715
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$51,451,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$55,624,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$47,266,926
Value of interest in pooled separate accounts at end of year2017-12-31$3,524,773
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,424,315
Interest on participant loans2017-12-31$18,906
Interest earned on other investments2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$257,941
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$256,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$256,492
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,449
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$7,135
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,427
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,016,267
Net investment gain/loss from pooled separate accounts2017-12-31$48,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$895,664
Employer contributions (assets) at end of year2017-12-31$30,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,536,673
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$6,969,787
Total of all expenses incurred2016-12-31$3,631,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,580,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,584,376
Value of total assets at end of year2016-12-31$51,451,327
Value of total assets at beginning of year2016-12-31$48,113,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$51,677
Total interest from all sources2016-12-31$22,763
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$923,408
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$923,408
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,740,798
Participant contributions at end of year2016-12-31$502,167
Participant contributions at beginning of year2016-12-31$513,315
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$17,307
Administrative expenses (other) incurred2016-12-31$51,677
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$3,337,820
Value of net assets at end of year (total assets less liabilities)2016-12-31$51,451,327
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$48,113,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$47,266,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$44,414,427
Value of interest in pooled separate accounts at end of year2016-12-31$3,424,315
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,047,160
Interest on participant loans2016-12-31$22,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$256,492
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$138,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$138,605
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$241
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,427
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,396,380
Net investment gain/loss from pooled separate accounts2016-12-31$42,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$826,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,580,290
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$4,085,933
Total of all expenses incurred2015-12-31$4,539,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,485,111
Value of total corrective distributions2015-12-31$1,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,758,936
Value of total assets at end of year2015-12-31$48,113,507
Value of total assets at beginning of year2015-12-31$48,566,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$51,964
Total interest from all sources2015-12-31$20,910
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,050,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,050,610
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,575,426
Participant contributions at end of year2015-12-31$513,315
Participant contributions at beginning of year2015-12-31$486,382
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$416,978
Administrative expenses (other) incurred2015-12-31$51,964
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-453,076
Value of net assets at end of year (total assets less liabilities)2015-12-31$48,113,507
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$48,566,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$44,414,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$44,543,697
Value of interest in pooled separate accounts at end of year2015-12-31$3,047,160
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,414,587
Interest on participant loans2015-12-31$20,867
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$138,605
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$121,915
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$121,915
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$43
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-732,820
Net investment gain/loss from pooled separate accounts2015-12-31$-11,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$766,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,485,111
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 name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$6,284,757
Total of all expenses incurred2014-12-31$3,075,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,028,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,000,923
Value of total assets at end of year2014-12-31$48,566,583
Value of total assets at beginning of year2014-12-31$45,357,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$47,275
Total interest from all sources2014-12-31$15,371
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,190,704
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$1,190,704
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
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$2,191,865
Participant contributions at end of year2014-12-31$486,382
Participant contributions at beginning of year2014-12-31$347,943
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$257,774
Administrative expenses (other) incurred2014-12-31$47,275
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$3,208,868
Value of net assets at end of year (total assets less liabilities)2014-12-31$48,566,583
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$45,357,715
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$44,543,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$41,121,168
Value of interest in pooled separate accounts at end of year2014-12-31$3,414,587
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,731,449
Interest on participant loans2014-12-31$15,354
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$121,915
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$157,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$157,153
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$17
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,994,960
Net investment gain/loss from pooled separate accounts2014-12-31$82,799
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$551,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,028,614
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$10,971,504
Total of all expenses incurred2013-12-31$4,765,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,719,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,759,697
Value of total assets at end of year2013-12-31$45,357,715
Value of total assets at beginning of year2013-12-31$39,151,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$46,325
Total interest from all sources2013-12-31$16,035
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,042,060
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,042,060
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,046,387
Participant contributions at end of year2013-12-31$347,943
Participant contributions at beginning of year2013-12-31$442,007
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$192,659
Administrative expenses (other) incurred2013-12-31$46,325
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$6,205,735
Value of net assets at end of year (total assets less liabilities)2013-12-31$45,357,715
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$39,151,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$41,121,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$34,380,831
Value of interest in pooled separate accounts at end of year2013-12-31$3,731,449
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,811,306
Interest on participant loans2013-12-31$15,989
Interest earned on other investments2013-12-31$2
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$157,153
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$517,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$517,836
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$44
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,929,601
Net investment gain/loss from pooled separate accounts2013-12-31$224,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$520,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,719,444
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590
2012 : UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$8,278,257
Total of all expenses incurred2012-12-31$2,841,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,803,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,788,848
Value of total assets at end of year2012-12-31$39,151,980
Value of total assets at beginning of year2012-12-31$33,715,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$37,991
Total interest from all sources2012-12-31$15,755
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$740,766
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$740,766
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,162,238
Participant contributions at end of year2012-12-31$442,007
Participant contributions at beginning of year2012-12-31$360,385
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,048,137
Administrative expenses (other) incurred2012-12-31$37,991
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$5,436,536
Value of net assets at end of year (total assets less liabilities)2012-12-31$39,151,980
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$33,715,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$34,380,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$29,289,120
Value of interest in pooled separate accounts at end of year2012-12-31$3,811,306
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,512,138
Interest on participant loans2012-12-31$15,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$517,836
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$553,801
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$553,801
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$137
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,753,192
Net investment gain/loss from pooled separate accounts2012-12-31$-20,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$578,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,803,730
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31BDO USA, LLP
Accountancy firm EIN2012-12-31135381590
2011 : UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$2,510,900
Total of all expenses incurred2011-12-31$2,954,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,915,534
Expenses. Certain deemed distributions of participant loans2011-12-31$8,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,922,934
Value of total assets at end of year2011-12-31$33,715,444
Value of total assets at beginning of year2011-12-31$34,159,301
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$30,911
Total interest from all sources2011-12-31$15,606
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$611,736
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$611,736
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,144,465
Participant contributions at end of year2011-12-31$360,385
Participant contributions at beginning of year2011-12-31$292,782
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$194,992
Administrative expenses (other) incurred2011-12-31$30,911
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-443,857
Value of net assets at end of year (total assets less liabilities)2011-12-31$33,715,444
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$34,159,301
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$29,289,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$30,215,187
Value of interest in pooled separate accounts at end of year2011-12-31$3,512,138
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,103,937
Interest on participant loans2011-12-31$15,606
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$553,801
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$547,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$547,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,054,309
Net investment gain/loss from pooled separate accounts2011-12-31$14,933
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$583,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,915,534
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BDO USA, LLP
Accountancy firm EIN2011-12-31135381590
2010 : UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$6,985,065
Total of all expenses incurred2010-12-31$1,106,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,079,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,820,432
Value of total assets at end of year2010-12-31$34,159,301
Value of total assets at beginning of year2010-12-31$28,280,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$26,554
Total interest from all sources2010-12-31$13,572
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$498,245
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$498,245
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,129,640
Participant contributions at end of year2010-12-31$292,782
Participant contributions at beginning of year2010-12-31$263,605
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$94,909
Administrative expenses (other) incurred2010-12-31$26,554
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$5,879,024
Value of net assets at end of year (total assets less liabilities)2010-12-31$34,159,301
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$28,280,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$30,215,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$24,693,444
Value of interest in pooled separate accounts at end of year2010-12-31$3,103,937
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,832,563
Interest on participant loans2010-12-31$13,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$547,395
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$490,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$490,662
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$273
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,558,191
Net investment gain/loss from pooled separate accounts2010-12-31$94,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$595,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,079,487
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BDO USA, LLP
Accountancy firm EIN2010-12-31135381590
2009 : UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY 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 UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN

2022: UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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: UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTA068913
Policy instance 1
Insurance contract or identification numberTA068913
Number of Individuals Covered434
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTA068913
Policy instance 1
Insurance contract or identification numberTA068913
Number of Individuals Covered403
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTA068913
Policy instance 1
Insurance contract or identification numberTA068913
Number of Individuals Covered395
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTA068913
Policy instance 1
Insurance contract or identification numberTA068913
Number of Individuals Covered400
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTA068913
Policy instance 2
Insurance contract or identification numberTA068913
Number of Individuals Covered415
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068913
Policy instance 1
Insurance contract or identification numberTA068913
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-08-07
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068913
Policy instance 1
Insurance contract or identification numberTA068913
Number of Individuals Covered402
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068913
Policy instance 1
Insurance contract or identification numberTA068913
Number of Individuals Covered351
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068913
Policy instance 1
Insurance contract or identification numberTA068913
Number of Individuals Covered356
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068913
Policy instance 1
Insurance contract or identification numberTA068913
Number of Individuals Covered295
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068913
Policy instance 1
Insurance contract or identification numberTA068913
Number of Individuals Covered286
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068913
Policy instance 1
Insurance contract or identification numberTA068913
Number of Individuals Covered282
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068913
Policy instance 1
Insurance contract or identification numberTA068913
Number of Individuals Covered286
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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